As Chinese display industries dominate the LCD industry, they are now capable of controlling not only the availability but also prices, meanwhile affecting the capabilities of supply to various brands, which highlights their significance.
China has released two new semiconductor standards set to take effect later in 2024, signaling its intention to build a distinct semiconductor ecosystem that may diverge from the established global framework.
China has set up the country's largest-ever semiconductor investment fund to propel the development of the domestic chip industry, the latest effort from Beijing to achieve self-sufficiency as the US seeks to restrict its growth.
A bipartisan delegation of US lawmakers and Nvidia boss Jensen Huang arrived separately in Taiwan on Sunday, a day after China ended its biggest military exercise in a year around the island.
Liquid cooling technology is projected to double the cooling market's compound annual growth rate (CAGR) by 2025. However, the substantial capital and sophisticated technology required will likely lead to the first wave of eliminations in the cooling industry, according to Lin Yu-shen, chairman of Taiwan's thermal solutions provider Auras Technology.
Samsung Electronic's HBM3E failed to pass Nvidia's verification tests due to heating and power consumption concerns. Although Samsung declined to comment on specific customers, the company has explained that it is closely collaborating with many global partners to develop HBM products and will continue to improve its technologies and performance.
SK Hynix and TSMC are collaborating on the development of the next generation of high bandwidth memory (HBM). Although it is widely believed that SK Hynix would entrust TSMC with the production of the final product, recent reports from South Korean media have sparked external interest due to differing views.
The economic conflict centering on EVs is heating up. Tesla CEO Elon Musk recently said he does not support the US tariff hike on China-made EVs. However, Tesla has rearranged its supply chain to avoid any impact from the trade war.
Apple's first OLED-screen tablet, the iPad Pro, reportedly has a shipment target of over 9 million units. This is noteworthy given the recent downturn in the overall IT device market.
South Korea has unveiled a support package to strengthen its semiconductor industry and catch up with international rivals. The plan aims to support large companies and weaker sectors, particularly in the IC design and foundry sectors.
One of the most attractive factors about India for global semiconductor companies is the availability of talent. According to the industry body Nasscom, the Indian tech sector has a demand-supply gap of 21.1%, lower than major locations such as the US, UK, and China.
Based on the scale of the subsidies for fab construction given through the US Chips Act, advanced manufacturing processes remain the gold standard in chip manufacturing. This is especially true in the AI era, where the demand for high-performance computing (HPC) is becoming increasingly intense. Companies are competing fiercely in pursuit of Moore's Law.
European, US, Japanese, and South Korean legacy automakers face challenges in developing Software-Defined Vehicles (SDV). Many have rebooted or given up their efforts.
The cutthroat price competition in China in the past year has pressured many local automakers, resulting in significant losses. Some companies might have accepted their falling EV sales and withdrawn from the price war, a strategy to improve their losses.
