South Korean media have recently forecasted that the investment strategies of South Korean and Taiwanese semiconductor firms in the United States could shift depending on the outcome of the US presidential election. Should Donald Trump return to the White House, it is expected that Samsung Electronics, and possibly TSMC, might scale back their American investments, with Samsung likely redirecting its focus back to South Korea
Samsung Electronics is ramping up investment efforts in AI chip startups to strengthen its competitiveness in new-generation AI semiconductor technologies
NIO has taped out its 5nm smart driving chip and developed SkyOS, an operating system for automotive applications, aiming to become a vertically integrated EV brand
Japan is actively striving to revive its semiconductor industry and develop cutting-edge chips by leveraging its expertise in materials and equipment for back-end processes to venture into AI chips and chiplets
The Indian finance ministry lauded development in the mobile phone manufacturing ecosystem thanks to Apple suppliers, reducing import taxes benefiting Apple
Samsung Electronics has acquired the UK startup Oxford Semantic Technologies, known for its personalized AI technology, aiming to offer differentiated personalized AI experiences across all its products in the future
Benefiting from its High Bandwidth Memory (HBM) business, SK Hynix has experienced substantial revenue growth and forecasts a doubling of shipments in 2024. Regarding recent concerns about an "AI bubble" and "HBM oversupply," SK Hynix maintains an optimistic outlook
According to the latest Canalys research, Mainland China's smartphone market experienced a 10% year-on-year growth in the second quarter of 2024, with shipments exceeding 70 million units, while Apple declined by 4%. For the first time, local vendors dominated the top five positions, driven by the innovative use of generative AI (GenAI) to compete in the high-end segment
The gaming OLED monitor recently launched by LG Electronics has reportedly sold out globally. Despite continuous production increases for said product, it remains "out of stock." The 31.5-inch UltraGear OLED gaming monitor is the world's first 4K OLED dual-mode gaming monitor. Since its launch, this monitor has been well-received by gamers in major markets like the US and Europe
The Japanese government is taking significant steps to support Rapidus in its efforts to become a global leader in semiconductor manufacturing. This includes providing financial support, developing specific policies, and potentially enacting new legislation to ensure a stable domestic semiconductor supply chain
In display R&D, China's rapid development has garnered attention. While South Korea focuses on technology sectors like OLED and backplanes, China instead puts more emphasis on emerging sectors like Quantum Dot (QD) OLED and micro OLED
Samsung Electronics is aggressively targeting Compute Express Link (CXL), a highly anticipated next-generation memory technology. The CXL market is expected to take off in the second half of 2024 and boom in 2028. Samsung plans to mass-produce 256GB CMM-D products by the end of 2024
As Narendra Modi enters his third term as India's Prime Minister, the country is reportedly expected to adopt a somewhat softer stance on its economic ties with China by easing its stringent regulations, at least to some extent
