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
The China Academy of Information and Communications Technology (CAICT) recently published the Research Report on Global 5G Standard Essential Patents and Standard Proposals (2024), revealing significant developments in the 5G patent landscape
In response to China and Russia's growing friendship, the US Department of Commerce proposed a ban on smart vehicles that would restrict the use of Chinese and Russian software and components. This deepening relationship may have a positive implication for non-Chinese supply chains
As more reports emerge regarding the possible sanction on Chinese displays, the industry is looking out for further movement from the United States. South Korean media reported that Samsung Display (SDC) president Joo Sun Choi believes that the impact of the United States' actions on South Korea remains to be observed
Mitsubishi Electric has announced that silicon power semiconductor chips produced at its Fukuyama factory in Hiroshima Prefecture, Japan, have begun supplying module assembly lines, with power modules made from these chips starting delivery at the end of September 2024
Japan-based Rohm and China-based Great Wall Motors have announced a strategic partnership to develop and supply SiC power semiconductors for EVs, reports Nikkei
At the 2024 China Computing Power Conference, Xiao-hui Yu, President of the China Academy of Information and Communications Technology (CAICT), analyzed the newly released "China Computing Power Index Report 2024." He pointed out that China's AI chip ecosystem is rather "fragmented," which remains a significant challenge. He emphasized that an "interconnecting computing power network" will be the next critical task
In anticipation of favorable market conditions, Micron Technology will implement extensive talent recruitment initiatives in Taiwan and Japan, according to the US memory chip vendor
