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Thursday 16 March 2023
GlobalWafers says new US plant on track for volume production in 1Q25
Silicon wafer supplier GlobalWafers is constructing a new 300mm (12-inch) silicon wafer plant in Sherman, Texas, and expects it to be ready for volume production in the first quarter...
Wednesday 15 March 2023
BYD, Tesla keep "positive relations" going
On March 14, both BYD and Tesla dismissed reports that the two companies were ending supply ties.
Tuesday 14 March 2023
Taisic to build SiC wafer growth platform, extending services to non-Foxconn camp
Taisic Materials, a Foxconn Technology affiliate that has newly developed Taiwan's first homegrown 8-inch SiC wafer, will create an SiC wafer platform to break through SiC growth...
Tuesday 14 March 2023
IC verification labs see demand pick up for system vendors' self-developed chips
The efforts of system device vendors to develop new chips in-house have been stalled since the third quarter of 2022, but they have recently resumed their "acceleration track," according...
Monday 13 March 2023
IC verification labs see growing advanced packaging opportunities in auto chip sector
While Tesla aims to reduce the amount of silicon carbide (SiC) components by 75%, sources in the related industrial sectors nevertheless believe that SiC, with its good heat resistance...
Friday 10 March 2023
CATL reports CNY328.6 billion in 2022 revenue, seeing slower profit growth in 4Q
China-based battery maker CATL had a strong 2022 despite the challenges caused by COVID-19 and the lithium price hike. The company saw a 152% growth in revenue and a 92.9% increase...
Thursday 9 March 2023
China auto price war sees $13,000 cash back incentives on offer
A price war started by Elon Musk's Tesla Inc. has spread beyond electric cars to gasoline-fueled vehicles as the likes of Peugeot SA's Citroen, Mercedes-Benz Group AG and General...
Thursday 9 March 2023
Mexico sees industrial revival as Tesla and other big companies settle in
After Tesla officially announced that it will build a Gigafactory in Nuevo Leon, Mexico, the Mexican government said it has also suggested Tesla build a battery plant in Mexico, according...
Thursday 9 March 2023
Tesla slashing SiC use in EVs undermining Chinese makers' ambition
Tesla's decision to significantly reduce SiC components in EVs has already shaken the Chinese capital market's confidence in the development of the country's SiC semiconductor industry,...
Wednesday 8 March 2023
China supply chain players see little impact of Tesla SiC cut
Though taken aback by Tesla announcing a 75% cut in SiC demand for its future vehicles, China's SiC substrate suppliers including SICC and Tony Electronic have indicated their production...
Wednesday 8 March 2023
ChatGPT to drive AI CPU upgrades for PCs
As ChatGPT embraces the speech-to-text capability and incorporates Whisper APIs, the semiconductor supply chain and terminal electronics devices associated with speech recognition...
Tuesday 7 March 2023
Indonesian government unveils EV subsidy program targeting global automakers
Indonesia took a step forward to boost its EV market on March 6. The government announced a subsidy program for electric scooters, vehicles and buses. Officials said the country is...
Tuesday 7 March 2023
Suppliers see SiC opportunity in aerospace despite setback following Tesla announcement
Tesla's recent announcement to cut the use of silicon carbide (SiC) by 75% has garnered much attention for the wide bandgap semiconductor. Though Tesla's pioneering application of...
Tuesday 7 March 2023
SiC to still play significant role in EVs
Demand for silicon carbide (SiC) from the EV industry will remain significant despite Tesla's potential cuts in use of the material, according to an academic source.
Monday 6 March 2023
Will Tesla backtrack on plans to sharply cut SiC demand for future EVs?
Tesla's recent announcement that its next-generation EVs will reduce demand for SiC components by 75% has sent shockwaves through the global SiC supply chain, inspiring Taiwan-based...
Research Report Database
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