Taiwan-based HDI board manufacturer Compeq experienced robust revenue performance in November, driven by the heightened demand for tablets and notebooks, steady shipments of low Earth orbit (LEO) satellites, and substantial orders for new models from Chinese mobile phone manufacturers
In response to the US export control regulations introduced on December 2, China's Ministry of Finance issued a notice on December 5 regarding government procurement standards and implementation policies for domestic products, proposing to give local products a 20% advantage in bid evaluations
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises. In August 2024, the startup unveiled its advanced AI chip, "RNGD." The chip is positioned to challenge industry leaders such as Nvidia with a 100% power efficiency advantage over Nvidia's H100 GPUs and competitive performance metrics. Furthermore, it recently gained attention for its testing and sampling progress with global enterprises like LG AI Research and Aramco
In a significant push to support its burgeoning electric vehicle sector, China's charging infrastructure has surged to 12.35 million charging units, with silicon carbide (SiC) becoming a crucial component in the supply chain
Japanese telecommunications company KDDI and its subsidiaries KDDI SmartDrone and KDDI Research have successfully completed a fully unmanned automated logistics delivery experiment in collaboration with partners including Tier IV and Aisan Technology
HD Renewables and ATE Energy have signed a letter of intent with San Miguel Global Power (SMGP), the power generation arm of San Miguel Corporation, to jointly develop a 1-gigawatt (GW) solar energy project in Isabela Province, Philippines
According to Nikkei, Rapidus chairman Tetsuro Higashi stressed in an interview that achieving the goal of producing 2nm chips involves overcoming three significant challenges- the technical feasibility of mass production, market and customer positioning, and funding issues, particularly regarding its heavy reliance on resources from the Japanese government
In response to the potential tariffs announced by Donald Trump, Google is expediting its move to shift production from China to Vietnam, aligning with the "China +1" strategy adopted by many companies amid ongoing US-China trade tensions
General Motors (GM) has ended its nearly decade-long, US$10 billion Cruise robotaxi project, a decision that has severely impacted Honda's plans for autonomous driving technology, according to reports from The New York Times and BBC
Huawei is preparing to launch its Mate 70 series amid industry skepticism over its ability to compete with mainstream rivals, despite trumpeting an all-Chinese semiconductor supply chain
The Indian government has extended its monitoring framework for importing notebooks, tablets, and personal computing devices by one year through December 2025
Dixon Technologies and Vivo India have announced plans to form a joint venture, with Dixon securing a 51% majority stake and Vivo India holding 49%. This collaboration will focus on manufacturing smartphones for both Vivo and other brands
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based provider of hinge technology and precision components, announced plans to expand production capacity in Thailand and Vietnam amid a significant uptick in the pace at which notebook manufacturers shift operations away from China
At SEMICON Japan 2024, JASM president Yuichi Horita announced that TSMC's first wafer fab in Kumamoto, Japan, is on track to begin mass production within 2024, reports Nikkei. The facility, advancing as scheduled, will initially supply logic ICs to Sony and Denso. Horita highlighted that production lines at Kumamoto have been configured to meet TSMC's high-quality standards established in Taiwan
ET News highlighted challenges in South Korea's semiconductor materials industry, as sluggish markets and declining demand hit companies like LPN, Technium, and SK Enpulse. These issues have resulted in operational struggles, foreign takeovers, and market exits, endangering the semiconductor supply chain and calling for government support in research, development, and industry policies
