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Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to answer, as memory vendors are signaling a bullish outlook with a significant surge in orders for advanced semiconductor lithography equipment from ASML in the fourth quarter of 2023.
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry manufacturing service provider United Microelectronics Corp. (UMC), is one step ahead of Intel's ambitious goal of taking second place in the global semiconductor foundry market.
Friday 26 January 2024
Intel reportedly to integrate Samsung's LPDDR5X in Lunar Lake CPU by 3D packaging
Samsung Electronics and Intel have long competed with each other for first place in the fierce global semiconductor IDM market, and a fierce battle for orders and rankings has begun with Intel's return to the foundry market. The wide adoption of Chiplet technology is undoubtedly a great opportunity for Samsung and Intel, which are struggling to catch up with TSMC.
Thursday 25 January 2024
India special report: Made-in-India is taking off
India is a major global market for consumer electronics and has begun developing its electronics manufacturing supply chain.
Thursday 25 January 2024
OpenAI refuses to queue for AI chips; will build its fab faster to get them?
OpenAI CEO Sam Altman's plan to build its artificial intelligence (AI) chip fab raised eyebrows these days as some say that Altman wants to raise cows for his milk, which would make sense if the cost of milk has become exceedingly expensive or if they have to line up for months to get limited supplies. However, the money spent does not necessarily guarantee the result of the internalization effort would meet his needs.
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Wednesday 24 January 2024
Huawei unveils Kirin 9000W, but what's the difference with the 7nm Kirin 9000S?
The flagship Huawei MatePad Pro 13.2-inch tablet computer, recently released in countries such as Malaysia, Italy, and Saudi Arabia, is equipped with an 8-core Kirin 9000W processor. However, it is currently unclear how this version differs from the Kirin 9000S version used in previous Huawei devices in China, and clarification is still pending.
Tuesday 23 January 2024
Emerging carmakers present new challenges to suppliers
As the global EV market grows, more emerging automakers have risen. They innovate car designs and production. Moreover, these companies have created new rules for their collaboration with suppliers.
Monday 22 January 2024
Micron, Samsung, and SK Hynix vie for HBM dominance in AI era
The emergence of generative AI has made high-bandwidth memory (HBM) a bonanza, which helped the memory industry recover from huge losses due to inventory corrections in 2023.
Monday 22 January 2024
Singapore repitch incentives for TSMC to produce advanced chips there
Taiwan Semiconductor Manufacturing Company (TSMC) recently disclosed its overseas expansion progress and plans in its earnings report conference on January 18 and expressed interest in building a second fab in Japan. Surprisingly, supply chain sources said TSMC's success in Japan has inspired Singapore to pitch even better incentives to attract investments from TSMC.
Friday 19 January 2024
Who missed out on golden timing to capture AI opportunities with TSMC?
With TSMC's Kumamoto fab progressing more smoothly than expected and market rumors even speculating about TSMC's second and third fabs in Japan, people wonder whether TSMC will shift part of the Arizona fab investment to Japan. The unspoken message is that the spotlight is no longer on Arizona, but on Kumamoto.
Wednesday 17 January 2024
2024 global election year risks: cross-strait tension, rare metal trade war
The year 2024 will be a global election year, with at least 20 national leaders to be elected, and more than 46 countries will organize various elections from January to December throughout the year. Looking ahead to 2024, the new governments and companies should prioritize establishing an overall strategy for securing economic safety.
Tuesday 16 January 2024
Semiconductors opportunities in emerging markets
India is bound to be a strategic partner for the United States in terms of demographics, domestic market, software talents, and national strategy.
Monday 15 January 2024
CES 2024 review: automotive solutions remain highlights
While legacy carmakers like Toyota, Ford, and Tesla did not join the CES 2024, many luxury automakers and startups showcased their new EV models or even flying cars at the trade show. DIGITIMES reporters identified three trends after visiting the West Hall of the Las Vegas Convention and World Trade Center, where most automotive technologies were demonstrated.
Monday 15 January 2024
Chinese satellite industry plays catchup as application and chip innovations hold the key forward
China's satellite industry is expecting a high-growth period driven by an increasing number of application scenarios, especially in the mobile and automotive sectors. Entering 2024, Chinese smartphone brand Oppo, for instance, revealed its Find X7 Ultra with direct satellite communication ability in early January, while Xiaomi is expected to release its first phone with two-way satellite connectivity, Xiaomi 14 Ultra, in the first quarter of 2024.