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Monday 8 January 2024
Taiwan's suppliers navigating decisions and dilemmas in the geopolitical chess with China
Once reliant on China as the global manufacturing hub, major industry players are urging their supply chain partners to establish production capabilities beyond Chinese borders.
Monday 8 January 2024
Japan-based MLCC makers brace for competition as Chinese rivals emerge, says DIGITIMES Research
Amid a lackluster demand for consumer electronics, particularly smartphones, multi-layer ceramic capacitor (MLCC) providers are eyeing the automotive market as their financial boots...
Monday 8 January 2024
Taiwan's semiconductor success explained in Sun Tzu's concepts
It has been half a century since the semiconductor industry began in the 1970s. At first, semiconductors were just a supporting component developed by large corporations to enhance...
Monday 8 January 2024
How Chinese carmakers' diverse chip procurement will affect IDMs remains to be seen
Supply chain sources said China-based automakers are considering using more cost-competitive commercial-grade chips in their cars. The move has raised a question about whether the...
Monday 8 January 2024
Weekly news roundup: Ex-TSMC vice chairman recalls "frenemy" ties with Intel and other top stories
These are the most-read DIGITIMES Asia stories during the first week of 2024 (Jan 2-Jan 5):
Friday 5 January 2024
US zeroes in on Chinese LiDar leader Hesai
Due to its mastery of LiDAR (Light Detection and Ranging) technology used in next-generation weapons and autonomous vehicles, Shanghai-based Hesai Technology has found itself at the...
Friday 5 January 2024
Market cap performance of TSMC, Intel, UMC, and ASE show GenAI influence
Generative AI was behind Nvidia's 240% surge in market cap in 2023, and the effect also trickled down to foundry manufacturers and packaging & testing service providers in the...
Friday 5 January 2024
Used chip equipment suppliers have become a rising force in China amid fab capacity expansion
While international media closely examine Chinese semiconductor fabs' equipment acquisition from Dutch and Japanese suppliers in 2023, they may also need to consider the explosive...
Friday 5 January 2024
Samsung staggers as Realme rises on shifting Russian smartphone landscape
As the Russo-Ukrainian war continues to unfold, the landscape of the Russian smartphone market continues to evolve.
Friday 5 January 2024
Automotive semiconductor demand continues to rise as vehicle electronics evolve
The global EV market is expected to encounter some headwinds in 2024 due to inflation and governments adjusting subsidy programs. However, the upward trend of automotive semiconductor...
Friday 5 January 2024
The rise of Transsion in Indian smartphone market poses threats to its Chinese counterparts
Shenzhen Transsion Holdings (Transsion), a China-based consumer electronics maker emerging from African markets, is seeing its smartphone market share rising in India, posing threats...
Friday 5 January 2024
Major China-based semiconductor equipment providers form strategic investment venture
According to corporate data China, four major China-based semiconductor equipment makers formed a joint venture to conduct strategic investments in components used in chipmaking to...
Friday 5 January 2024
Funding for Chinese IC design firms drying up
China's semiconductor industry has seen a drastic dive in funding availability since 2023, taking a heavy toll particularly on the IC design sector. With strong government support,...
Thursday 4 January 2024
We are witnessing the beginning of a 'Silicon Era'
2030 will inaugurate a "Silicon Era" of quarter-finals competition among industrial nations, as applications such as electrical vehicles, connected cars, and artificial intelligence...
Thursday 4 January 2024
Arm, United Nova Technology and Nexchip joined the rank of the world's top 100 highest-valued chip companies in 2023
With the arrival of 2024, market uncertainty still reigns in the global semiconductor industry, even though the automotive sector and emerging AI applications are widely anticipated...