China's stimulus packages have received mixed responses from players in Taiwan's semiconductor supply chain, with some believing they will inject momentum into the Single's Day shopping next month and others questioning whether there will be any immediate impact on the consumer electronics market
APCB, a PCB manufacturer, has announced plans to close its Taiwan facility and transfer production to its Chinese operations. The decision comes in response to ongoing financial losses at the Taiwan plant
SK Hynix recently participated in TSMC's open innovation platform (OIP) forum, where the company not only emphasized its collaboration with TSMC and Nvidia but also revealed key details about its high-bandwidth memory (HBM) technology. SK Hynix's production efficiency is reportedly 8.8 times higher than competitors Samsung Electronics and Micron
With key China-based LCD panel producers cutting back production, prices for TV applications are expected to stabilize in October, according to industry sources
The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated major manufacturers, including BYD, to establish local facilities
China-based electric vehicle (EV) vendor Li Auto reportedly will complete the tape-out of its smart driving SoC by the end of 2024, catching up with its two major domestic rivals, XPeng and NIO, in terms of in-house developed autonomous driving chips, according to industry sources
The European Union (EU) has imposed countervailing tariffs on Chinese electric vehicles (EV) for five years, levying significant duties on Chinese brands including BYD, Geely Automobile Holdings, and SAIC Motor
The US Department of Commerce (DOC) decided on October 1, 2024, to impose countervailing duties (CVD) on solar panels imported from four Southeast Asian (SEA) countries: Cambodia, Malaysia, Thailand, and Vietnam. These nations accounted for 80% of US solar energy product imports in 2023, with many involved companies being China-funded
SK Hynix is set to diversify its supply chain for thermocompression bonding (TCB) equipment used in HBM manufacturing. The company acquired an order of 30 units of TCB machines from ASM Pacific Technology (ASMPT) in September 2024, South Korean media outlet TheElec reports. This move aims to reduce the firm's dependence on Hanmi Semiconductor while ramping up its production of 12-layer HBM3E products
With the rise of Chinese chip manufacturers in recent years, local customer development and technical support have become key factors in their globalization efforts. Hua Dong, president of Avnet China, stated that through the local workforce deployment of international IC distributors in overseas markets, existing business networks can quickly assist Chinese chip manufacturers
Reports suggest that the Chinese government is discouraging local companies from purchasing Nvidia's AI chips, which may affect Samsung Electronics' High Bandwidth Memory (HBM) sales. Newsis reported that Samsung is currently supplying HBM for Nvidia's H20 custom chips for China. This marks the first instance of Samsung's HBM3 being used in Nvidia's chips. If the Chinese government implements a ban, the impact on Samsung could be significant
TikTok's parent company ByteDance has reportedly ordered 100,000 of Huawei's Ascend 910B chips in 2024 to train an AI model, with 30,000 already delivered. ByteDance has not commented on these reports
