China's National Semiconductor Industry Investment Fund (aka the Big Fund) has provided financial support to NineCube, a Chinese electronic design automation (EDA) company established in 2011, according to local media reports.
US states like Arizona and New Mexico are expected to become more tempting for investments, partly thanks to an EV cluster that will emerge in the southwestern US and northern Mexico. The border states will also play a crucial role in achieving the US goal of raising local production rate.
Apple Inc. is weighing the possibility of making some of its gadgets in Indonesia, as the iPhone maker explores production bases beyond its longtime stronghold of China.
"An opening bombardment destroys most of Taiwan's navy and air force in the first hours of hostilities. Augmented by a powerful rocket force, the Chinese navy encircles Taiwan and interdicts any attempts to get ships and aircraft to the besieged island. Tens of thousands of Chinese soldiers cross the strait in a mix of military amphibious craft and civilian roll-on, roll-off ships, while air assault and airborne troops land behind the beachheads."
China's production of ICs and semiconductor equipment continued to grow in the first quarter of 2024, fueled by the recovery in the economy and efforts to achieve self-reliance despite the US sanctions.
Semiconductor research platform TechInsights released the final 2023 ranking of the top 25 semiconductor suppliers based on sales revenues, which showed that no new suppliers broke into the top 25 list in 2023. Still, there were significant changes in where companies were ranked.
As the US announces a US$6.4 billion subsidy for Samsung Electronics, Samsung has also officially announced additional investment plans in the US, aiming to promote the mass production of the 2nm process and seize business opportunities for AI chips.
LG Innotek and the automotive electronics division of LG Electronics recently visited Hyundai Motor Group's R&D hub. The industry has been wondering whether the two sides will expand their collaboration in the car sector.
In recent years, Taiwan-based IPC (Industrial PC) manufacturers have accelerated their production diversification, driven by geopolitical factors and local manufacturing incentive policies.
South Korean tech giant Samsung Electronics has received US$6.4 billion of US CHIPS Act direct funding and disclosed that it will increase its investments to US$40 billion to set up advanced packaging facilities and a research & development (R&D) center. In other words, Samsung aims to build a front-end-to-back-end verticle in the US to attract big fabless orders.
Despite a significant expansion in investments from suppliers in India, Apple has to import from overseas to meet the rising demand for iPhone assembly in the country. A new rumor states that Apple is looking to find an India-based partner for the key component of the iPhone.
Taiwan-based HD Renewable Energy (HDRE) is expanding its business scope from energy storage and solar energy to EV charging. Jason Chou, HDRE's general manager, said the company will establish joint ventures in Taiwan with local partner Shihlin Electric &Engineering. The pair plans to bring their charging venture to Japan.
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters. In the quarter, the Device Solutions (DS) division, primarily dedicated to semiconductors, had a profit of approximately US$1.6 billion.
India almost doubled its imports of silicon wafers from China in 2023, highlighting India's expansion in solar cells and modules amid rising dependence on China's materials.
