Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious outlook for the third quarter due to market uncertainties, projecting a 12-17% sequential revenue decline, against the traditional peak-season trend
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other big international rivals. Although China is still far from meeting worldwide standards in the field of semiconductor equipment, AMEC founder and CEO Gerald Yin believes that China can reach internationally technologically advanced levels within the next five to ten years
Thailand, a key automotive hub in Southeast Asia, is undergoing a significant shift towards electric vehicles (EVs). Driven by government incentives, many Chinese companies are entering the market. However, the country faces challenges, including a slower-than-expected economic recovery
Apple's first OLED iPad will feature panels supplied by LG Display (LGD) and Samsung Display (SDC). However, recent reports indicate a shift in the supply chain dynamics, with SDC reportedly reducing production while LGD increases its supply
Semiconductor Manufacturing International Corp. is expediting its plans to build more capacity as a US-led multinational campaign is putting more restrictions on China's access to advanced foreign technologies
The augmented reality (AR) and virtual reality (VR) device market, after experiencing a period of stagnation, is seeing renewed growth momentum with the development of AI technology. South Korean microdisplay component makers are accelerating their entry into the AI glasses market
SMIC held an earnings call on August 9, saying that demand for consumer electronics was improving, and smartphone makers were building their inventories. Its customers placed orders for SMIC to mitigate geopolitical risks
Black Sesame Technologies and Horizon Robotics, two China-based developers of smart driving chips, have recently filed for IPO on the Hong Kong Stock Exchange
China-based pure-play foundry Semiconductor Manufacturing International Corporation (SMIC) reported a decline in profit despite growing revenue by more than 20% amid intense competition in China. The company experienced a falling wafer average selling price (ASP) but anticipates improved profitability in the third quarter
Shares of artificial intelligence chipmaker Black Sesame International Holding Ltd. tumbled as much as 35% on their debut, dealing a blow to Hong Kong's efforts to lure more technology listings
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers slow down, and China introduces stimulus packages to boost domestic consumption
China's gaming market, valued at CNY302.96 billion (US$41.8 billion) in 2023, presents a lucrative opportunity that major Japanese game companies like Nintendo and Sony are eager to tap into with their consoles
SEMI Japan president Masayuki Hamajima recently called for the semiconductor industry to unify packaging technology standards as soon as possible, particularly in the advanced packaging sector
