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Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Hyundai EVs lose US subsidy eligibility under new IRA rules
Hyundai Motor's electric vehicles (EVs) were removed from the US government's electric vehicle subsidy list in late January 2025, just weeks after being included at the start of the...
Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
Tuesday 21 January 2025
US chip restrictions disrupt Samsung's plan to gain foothold in China
The Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen...
Tuesday 21 January 2025
LG targets 45% B2B revenue by 2030 through AI-driven expansion
LG Electronics has embarked on a strategic transformation in 2024, shifting its focus toward non-hardware businesses and B2B operations. The company has enhanced investments in automotive...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Monday 20 January 2025
Trump 2.0 raises stake for South Korea semiconductor industry
As Donald Trump returns to the White House, South Korean industries are closely monitoring the potential implementation of anticipated executive orders and their implications for...
Friday 17 January 2025
Asian countries urgently need to strategize against aggressive Trump 2.0 policies
As Donald Trump prepares to be inaugurated as President of the US on January 20, his controversial campaign statements and post-election remarks have raised alarm among allies in...
Thursday 16 January 2025
Samsung targets Chinese foundry market as TSMC pulls back
With TSMC maintaining caution toward Chinese AI chip clients amid US-China tensions, industry observers suggest Chinese companies may partner with Samsung, which currently faces low...
Thursday 16 January 2025
Samsung Electro-Mechanics unveils Mi-RAE, eyes all-solid-state batteries and mass production by 2026
Samsung Electro-Mechanics is leveraging its multilayer ceramic capacitor (MLCC) expertise to venture into the energy sector, specifically targeting the development of small all-solid-state...
Wednesday 15 January 2025
Why Corning's LCD glass patent complaint missed Samsung
Corning Incorporated recently filed a patent infringement investigation with the United States International Trade Commission (USITC), targeting several TV and panel manufacturers,...
Wednesday 15 January 2025
Samsung reportedly scales back NAND output while SK Hynix ramps up amid global oversupply
Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply,...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research