Major memory vendors Samsung Electronics, SK Hynix, and Micron Technology are fiercely competing to win orders for next-generation High-Bandwidth Memory (HBM) chips from Nvidia and other potential clients, including Broadcom, which has reportedly commenced testing their 8-layer HBM3E products.
Advanced Technologies & Solutions (AT&S), an Austria-based PCB and IC substrate manufacturer, has announced plans to sell its plant in Ansan, South Korea, which largely services the medical industry.
Samsung Electronics has reclaimed the top position in the global smartphone market in the first quarter of 2024, driven by the strong performance of its Galaxy S24 series. However, despite its global success, the South Korean tech giant continues to struggle in the Chinese market.
According to Kai-Fu Lee, former head of Google China, the performance gap between the large-language models developed by Chinese and US firms is closing fast.
Hesai Technology Co., a developer of sensor technologies used in self-driving cars, is suing the US Department of Defense for including it on a list of companies accused of aiding China's military.
The South Korean government is planning a comprehensive semiconductor investment support program, with a scale exceeding KRW10 trillion (US$7.304 billion). The aim is to strengthen South Korea's position in the semiconductor industry.
Samsung Electronics and SK Hynix recently disclosed the orders and development of their High-Bandwidth Memory (HBM) products and have released optimistic comments for standard DRAM and HBM prices.
The US Biden administration reportedly will impose higher tariffs on Chinese solar panels, lithium batteries, and EVs. In retaliation for the move, China is said to pressure global automakers with its lithium battery patents.
With the rise of AI, SK Hynix has successfully developed a new mobile NAND Flash solution called ZUFS (Zoned UFS) 4.0, targeting on-device AI applications.
Recently, Sravan Vanaparthy, Vice President of Industrial Power Division, Power Solutions Group (PSG) at On Semiconductor (Onsemi), had an exclusive interview with DIGITIMES Research to share Onsemi's views on the current development of SiC power semiconductors, as well as the trends and prospects of SiC power semiconductors next year and in the next 5 to 10 years.
With the rise of Artificial Intelligence (AI), the NAND flash market is experiencing significant growth. This has reignited the competition between Samsung Electronics and SK Hynix for dominance in the 3D NAND market, and their rivalry in stacking more than 400 layers of 3D NAND is expected to intensify further in 2025.
Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) has begun the IPO process. However, the pure-play foundry faces a challenging journey as it seeks to differentiate itself in a fiercely competitive market dominated by numerous players engaged in mature node manufacturing in China.
The US government reportedly plans to raise tariffs on China-made clean energy products, especially EVs. Supply chain sources said the move will likely achieve instant success: protecting the US automotive industry from China's price war and fostering America's local supply chain.
