China-based semiconductor equipment manufacturers have expedited their domestic development efforts, foraying into the chiplet and HBM memory sectors, according to industry sources
Honor, once a reportedly discarded asset after its separation from Huawei, has defied expectations by carving out a strong position in the mid-to-high-end smartphone market. While the company is now eyeing an IPO, the challenging market conditions and intense competition make a successful debut uncertain
Reports indicate that China's DRAM leader ChangXin Memory Technologies (CXMT) is actively investing in high bandwidth memory (HBM) production capacity. Currently, CXMT is establishing a production line at its Hefei site, with a monthly capacity of 50,000 units (based on 12-inch wafers). Hefei is expected to become a major HBM production hub for CXMT
China's government has unveiled new guidelines urging state-owned enterprises to procure innovative technology solutions from domestic suppliers. This move aims to bolster the nation's self-sufficiency in critical high-tech sectors, including semiconductors and satellite technology
Rohm reported a declining performance over the past quarter due to sluggish sales of industrial chips and increased depreciation and research costs related to expanding production facilities for power semiconductors
Despite a strong overall performance in the second quarter of 2024, Samsung Electronics continues to grapple with losses in its wafer foundry business. Most analyses indicate that the gap between Samsung and TSMC is widening. Moreover, Samsung's difficulties in securing big tech customers could lead to further declines in market share if the company fails to improve its foundry process yield rates and technology in time
Due to ongoing strikes, Samsung Electronics may face a semiconductor production crisis in the second half of 2024. To address communication issues between departments, Young-hyun Jun, head of Samsung's Device Solutions (DS) division, has introduced a new organizational culture called "C.O.R.E.," emphasizing internal communication and data-driven decision-making
In the first half of 2024, China-based panel manufacturers have secured over 50% of small and medium-sized AMOLED panel shipments, reinforcing their leading position in the industry
China-based foundries are rapidly expanding their capacity for mature logic IC processes, limiting local NOR production capability. As a result, global NOR flash supply and demand are close to equilibrium, with supply expected to be constrained in 2025, according to industry sources
Amid a slowing Chinese IPO market due to regulatory tightening and economic uncertainties, reports suggest that Honor is planning to go public after securing substantial government support, a claim the company has denied
South Korea's leading component suppliers, Samsung Electro-Mechanics (Semco) and LG Innotek, have defied the traditional second-quarter slump with impressive results, driven by recovering market demand and a strategic focus on high-value products. As they head into the peak season of the second half, both companies are poised to expand their high-margin product lines to fuel further growth
Apple's iPhone sales slipped 1% year-over-year in the April-June quarter of 2024, primarily due to continued weak shipments in Greater China. The tech giant's ability to reignite iPhone demand with AI features will significantly impact Taiwan's supply chain partners
Infineon Technologies has completed the sale of its two backend manufacturing sites, one in Cavite, Philippines, and one in Cheonan, South Korea, to two fully owned subsidiaries of ASE, a Taiwan-based provider of independent semiconductor manufacturing services in assembly and test, according to the semiconductor IDM company
Taiwan's chipmaking tool exports, which prioritize the market in China, have been impacted by China's increased efforts to achieve self-sufficiency in semiconductor equipment
