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Tech
May 10, 09:27
SEMICONDUCTORS
Speculation arises about Huawei developing Kirin PC chips
May 10, 16:15
SEMICONDUCTORS
BIS adds 22 Chinese entities among 37 to Entity List, highlighting quantum tech concerns
May 10, 11:46
ELECTRIC VEHICLES
US ponders restrictions for China-made connected cars, new tariffs on EVs
Apple launches new iPad Pro and iPad Air models
At the online event "Let Loose" on May 7, Apple introduced the iPad Pro and iPad Air, with 11-inch and 13-inch models, the M4 chip, Magic Keyboard, and a new Apple Pencil Pro.
New iPad Pro to drive OLED adoption
Taiwan system assemblers pursue profit growth amid unclear iPad demand
Three implications of Apple's latest M4 silicon chip
...More
SEMICONDUCTORS
May 10, 11:04
IntelliEPI secures second-phase defense contract from the US SBIR
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
May 10, 15:38
GF's approach to AI: silicon photonics and power semiconductors
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would indefinitely shelve its sub-7nm development, still has a chance to enter the AI market pie. Is there still a chance for GF to get a piece of the AI market pie?
May 10, 12:41
SMIC surpasses UMC in sales, competition pressures SMIC profit
According to SMIC's financial results, it reported rising sales in the first quarter but saw worsening profits due to intensifying competition in China, particularly in commoditized products like DDI and CIS. SMIC reiterated its commitment to build fabs, with depreciation pressures expected to mount further.
ICT
May 10, 10:13
Is Apple's M4 chip small upgrade or major leap?
Apple has unveiled its new iPad products. Besides OLED panels, the M4 chip featured in the new iPad Pro series was the biggest surprise reveal. In particular, Apple dedicated much of its presentation to introducing the Neural Engine, claiming it to be the best Neural Processing Unit (NPU) among all current AI PC chips.
May 10, 16:18
Former employees accuse Apple of transferring supplier technology to China; Sony and SDC rumored to be victims
There are rumors that Apple attempted to transfer supplier technology to Chinese companies to lower the supply prices of key components.
May 10, 12:22
Boosted by AI servers, motherboard giants Asus, Gigabyte buck headwinds as revenues soar
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024, with Gigabyte, in particular, seeing single-month revenue reach a record high in April.
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AUTOMOTIVE IC
COMMENTARY
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HIGH-END
COMMUNICATIONS
May 10, 09:56
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
India saw an 8% increase year-on-year in smartphone shipments in the first quarter, fueled by healthy inventory levels and a push toward premium models. Vivo took the lead with an 18% surge in shipments, becoming the top player in India.
May 8
Is the journey towards 5G-advanced advancing at a snail's pace?
According to the International Telecommunication Union's 3GPP technical roadmap, we have formally entered the era of 5G-Advanced.
May 8
Apple's China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in sales are yielding early results.
ELECTRIC VEHICLES
May 10, 10:03
Slow EV demand gives Magna double hit
Magna International's Austrian plant is experiencing a double hit resulting from the sluggish EV demand. An EV startup customer has filed for bankruptcy, and orders from legacy automakers lack a driving force.
May 10, 16:04
Panasonic's battery unit benefits from US subsidy as weak EV demand to impact sales
Panasonic Group reported a record-high net income for the fiscal year ending in March 2024. Its battery business received significant tax credits from the US Inflation Reduction Act (IRA).
May 9
Backed by robust profit, Toyota to invest JPY2 trillion in supply chain, EV, SDV
Toyota Motor reported hefty profit growth for the past fiscal year ending March 2024, thanks to booming hybrid EV sales and a weaker Japanese Yen. The automaker said it plans to invest JPY2 trillion (US$13.79 billion) in its suppliers, growing the EV lineup and developing Software-Defined Vehicles (SDV).
SUSTAINABILITY
May 10, 11:20
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
In the realm of "decarbonization"-spawned green business opportunities, the spotlight shines brightly on low-carbon hydrogen, an arena deemed indispensable in the medium to long term. Taiwan has earmarked hydrogen energy as one of the twelve pivotal strategies for its transformative journey towards net-zero emissions.
May 7
Inside the battle for power in the era of energy wars
As emerging applications such as 5G, AIoT, and EV gradually ascend, the blueprint for smart cities becomes increasingly discernible. At this juncture, power supply and new energy sources assume pivotal roles, given that the aforementioned domains are all voracious consumers of energy.
May 6
Rethinking energy: efficiency first for net-zero
At the heart of net-zero transformation lies a multifaceted approach encompassing energy production, storage, and conservation. Industry titans and policymakers are forging ahead, recognizing the imperative to steer towards a greener, more sustainable future.
AEROSPACE
May 6
Taiwan's satellite suppliers ride the wave of low-Earth orbit boom
As the Low Earth Orbit (LEO) satellite industry gains traction, Taiwanese suppliers are positioned for success, buoyed by the continued launches from SpaceX and the entry of Amazon's Project Kuiper. With Universal Microwave Technology (UMT) eyeing a potential revenue surge and FIC Global's subsidiary, Ubiqconn, expressing optimism, Taiwan's satellite component manufacturers are poised to capitalize on this burgeoning sector.
May 8
Ubiqconn targets Southeast Asia's low-Earth orbit satellite boom
Ubiqconn Technology is strategically positioning itself to capitalize on the burgeoning prospects of Low-Earth Orbit (LEO) satellite development in Southeast Asia. The company underscores the region's plethora of islands, sparse rural population density, and rapid economic progress as key factors fueling the immense potential for LEO satellite ventures.
Apr 25
Will China's satellite surge eclipse US space supremacy?
China's relentless push into space technology is setting the stage for a high-stakes competition with the United States. As the space race heats up, China's rapid advancements in low-Earth orbit (LEO) satellite technology are increasingly putting pressure on America's long-held supremacy.
DISPLAYS
May 10, 09:42
Apple said to have signed pact with Samsung Display for foldable devices
Apple reportedly has struck an agreement with South Korean panel supplier Samsung Display (SDC) for the development of foldable devices, according to speculation from the supply chain, according to industry sources.
May 10, 16:31
LG set to outperform Samsung in iPad OLED panel shipments
Market research firm DSCC recently stated that for Apple's OLED iPad launched in 2024, LG Display (LGD) is expected to account for over 65% of the panel shipments, ahead of Samsung Display (SDC). Observers in the South Korean industry have raised concerns about Apple issuing rather harsh requirements, suspecting that Apple may be attempting to shift the "responsibility" of weak sales and shipments onto the South Korean panel manufacturers
May 9
New iPad Pro to drive OLED adoption
Apple's launch of a new-generation iPad Pro with OLED screens is expected to accelerate the adoption of the display technology among IT products, but sources from the LCD camp believe there are still hurdles to overcome for OLED.
BIZ FOCUS
May 9, 09:45
SK Hynix develops next-generation mobile NAND solution ZUFS 4.0
Thursday 9 May 2024
Power suppliers and BLDC motor drivers from Mean Well in time
Tuesday 7 May 2024
ABB Technologies at core of Net Zero transition
Tuesday 7 May 2024
STAr Technologies and EDA Industries announce strategic partnership
TOP STORIES
7 DAYS NEWS
China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?
Speculation arises about Apple exploring collaboration with EV startup
China-based semiconductor equipment suppliers continue to see explosive growth
Qualcomm, MediaTek unfazed by Huawei rebound
Huawei's supercharging alliance to push for international standard
Speculation arises about Huawei developing Kirin PC chips
Apple said to have signed pact with Samsung Display for foldable devices
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
US ponders restrictions for China-made connected cars, new tariffs on EVs
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