Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's new K2 plant will begin mass production of its latest NAND products in autumn 2025, aiming to capitalize on AI-driven demand
Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of high-end manufacturing processes, broaden their product lines, and establish platforms incorporating their tools and systems
Following Donald Trump's victory in the US presidential election and the possibility of a renewed US-China trade war, Indian officials believe Apple may scale up its manufacturing capacities in India to mitigate potential tariffs and avoid supply chain disruptions that could arise
South Korea's display industry faces new uncertainties following Donald Trump's return to the US presidency. While Samsung Display and LG Display maintain their OLED technology leadership, industry watchers are closely monitoring the potential impacts of heightened US-China tensions
During his US presidential campaign trail, President-Elect Donald Trump vowed to overturn key Biden administration policies. Now, with his election victory, the tech sector awaits significant policy shifts that could reshape multiple industries
President-elect Donald Trump is poised to pick two men with track records of harshly criticizing China for key posts in his new administration, a sign relations between the superpowers may deteriorate further in coming years
Japanese Prime Minister Shigeru Ishiba pledged more than US$65 billion of fresh support for the nation's semiconductor and artificial intelligence sector as Tokyo looks to keep up with a global spending spree on cutting-edge tech
Taiwan-based plastic molding and design provider Syncmold Enterprise approved a US$15 million increase in investment at its Thailand facility on November 8, bringing the total investment to US$20 million. This strategic move aims to position the company for an anticipated industry recovery in 2025
CETC Chips Technology has disclosed that its BeiDou Navigation Satellite System (DBS) SoCs have been adopted by China's top-5 handset vendors for multiple midrange to high-end smartphone models
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance applications
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue for the first ten months reached NT$5.458 billion, marking a 28% year-over-year growth and exceeding 2023's full-year total
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile economy. Officials report that economic pressures have already reduced foreign investment in China. Should these targeted tariffs take effect, some Taiwan-affiliated companies may relocate or even cease operations, leading to factory closures and workforce reductions
According to Nikkei, Rohm's performance for the first half of fiscal year 2024 (April to September 2024) has significantly underperformed expectations, resulting in a loss. A key factor behind this downturn is weak demand for automotive power semiconductors, driven by unfavorable conditions among its automotive clients
South Korean media TheElec reports, citing Sigmaintell data, that OLED TV panel shipments are set to reach 6.48 million units in 2024, representing a 22% increase from the 5.3 million units in 2023. This growth comes as OLED's market penetration is expected to edge up by 0.4 pp to 2.6%, from 2.2% last year, even as LCD panel shipments remain steady at 230 million units
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry impacts and potential order transfers. The company has already issued notifications to affected clients regarding the cessation
Tessolve, an India-based semiconductor engineering firm owned by Hero, the world's largest two-wheeler brand, has acquired German-based IC design house Dream Chip Technologies. This acquisition marks a significant step in India's efforts to expand its in-house semiconductor capabilities in both design and production