Micron, the first major chipmaker to set up an ATMP facility in India, provides a later-than-expected timeline for shipping its first made-in-India product, which is most expected to be exported rather than catering to domestic needs.
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Microsoft Corp. will invest $2.2 billion to build digital infrastructure in Malaysia, the latest in a series of big-ticket bets on Asia's rising prominence as a technology market.
Despite setbacks, particularly the breakup with Foxconn, the debt-laden Vedanta Group is still keen on semiconductor and display forays, which was seen as a strategy to deal with the group's financial stress. The prospect of Vedanta's display fab proposal with Innolux remains to be seen.
In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce undergoes seismic shifts.
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
With the destocking of Microcontroller Unit (MCU) inventories ending, Holtek Semiconductor believes the worst is over for MCUs and has seen its on-hand orders for the second quarter stabilize.
The announcement for Apple's iPad Pro 2024 has been repeatedly delayed, reportedly due to issues related to OLED panels. Despite this, it was recently revealed that the two major South Korean manufacturers, LG Display (LGD) and Samsung Display (SDC), are responsible for supplying OLED panels for the new iPad and will incorporate many new panel technologies not previously used in iPhones.
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although China remains the biggest production site of Notebook PCs (NB), manufacturers of high-end servers have returned to Taiwan.
Qualcomm reported slightly stronger-than-expected results over the past quarter, and its upbeat outlook suggests an improvement in the mobile phone industry. Qualcomm also expects the automotive business to play a larger role.
In the first quarter of 2024, Samsung Electronics successfully turned a profit in its semiconductor business due to increased demand for AI-related memory. Coupled with the sales growth of the Galaxy S24 series, the outstanding performances from these two sectors led to a revenue return to the KRW70 trillion level (approx. US$50.85 billion) after 5 quarters.
Many Chinese semiconductor firms have told customers they are raising prices due to rising costs of precious metals, such as gold and copper, according to industry sources.
