Following investments from Stellantis in 2023, Chinese EV manufacturer Leapmotor is reportedly preparing to enter the Indian market. However, the company's plans could encounter obstacles due to India's cautious stance on investments from China.
Aiming to secure orders for Nvidia's next-generation High Bandwidth Memory (HBM) and regain its market-leading position, Samsung unprecedentedly mobilizes over 400 "semiconductor aces," including top executives and employees,
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking at the Chinese market, the second half of 2024 is expected to see a replacement wave for PCs, driven not only by the advent of AI PCs but also because domestic PC purchases made 2-3 years ago are approaching their replacement cycle.
According to the Economic Times, Hindu Business Line, and EE News Europe, India-based Mindgrove Technologies, backed by Peak XV Partners, announced the launch of what it claims is India's first commercial high-performance System on Chip (SoC) for IoT devices.
To catch up with the global image sensor market leader Sony, Samsung Electronics will strengthen cooperation with Taiwan-based pure-play foundry United Microelectronic Corp. (UMC) to adopt the "fab-lite" strategy to outsource partial capacity to UMC and enhance production efficiency while improving price competitiveness.
Microsoft CEO Satya Nadella recently concluded his Southeast Asia tour, during which he visited Indonesia, Thailand, and Malaysia, and met with government leaders. From Nadella's itinerary and Microsoft's announcements, it can be observed that Microsoft is bullish on the development potential of AI in Southeast Asia and is accelerating local data center infrastructure construction and digital talent cultivation.
Gallium Arsenide (GaAs) foundry Advanced Wireless Semiconductor Company (AWSC) has seen a surge in orders for flagship smartphone chips from manufacturers such as Qualcomm, boosting its sales performance.
SK Hynix reportedly designated its M17 factory site as another new DRAM production base soon after announcing in late April its investment in the M15X DRAM plant in Cheongiu, South Korea, aiming to start production before the completion of the Yongin semiconductor cluster to ensure sufficient capacity for next-generation DRAM, including High Bandwidth Memory (HBM), for AI applications. SK Hynix, however, has denied the report.
Samsung SDI and Stellantis have been building a joint battery plant in the US to produce the South Korean company's sixth-generation prismatic battery, P6.
The semiconductor industry is witnessing significant shifts influenced by geopolitical considerations. One recent case exemplifying this trend is King Yuan Electronics's (KYEC) sale of 90% equity in its China subsidiary Jinglong Technology (Suzhou) for approximately CNY48.85 billion (about US$675 million).
The US Department of Treasury will grant EV makers a two-year extension for restrictions on some hard-to-trace battery materials, including China-dominated graphite. The move was welcomed by automakers while upsetting some US politicians.
Leading South Korea-based battery manufacturers LG Energy Solution, Samsung SDI, and SK On reported unsatisfactory financial performance in the first quarter of 2024 due to slow EV market growth, customers adjusting their inventory levels, and falling metal prices.
Amidst the global economic downturn and the continuous slowdown in end-product IT demand, Samsung Electro-Mechanics (Semco) and LG Innotek, which previously experienced severe performance slumps, have outperformed industry expectations in the first quarter of 2024 by supplying high-value-added products for AI and EV demand.
UnaBiz, a Massive Internet of Things (IoT) service provider and integrator, announces performance evolution on Sigfox 0G technology, reducing device energy consumption by up to 18 times. The transformative enhancement aims to deliver a significant efficiency boost for Sigfox-based solutions, empowering developers, 0G Operators, and major customers alike.
