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Monday 2 December 2024
Kioxia's IPO set to reshape memory industry
Japanese NAND manufacturer Kioxia has secured approval for its initial public offering (IPO) on the Tokyo Stock Exchange, scheduled for December 18. South Korean SK Hynix may acquire shares in Kioxia, potentially transforming the memory industry landscape, reports Nikkei
Monday 2 December 2024
Intel balances US subsidies with renewed China commitment
On November 26, Intel Connection China, hosted in Chengdu, emerged as the company's largest technology ecosystem event to date, featuring participation from major partners including Lenovo, HP, Microsoft, and Montage Technology. This gathering came amid security concerns in China regarding Intel's CPUs and potential investigations
Friday 29 November 2024
Samsung's semiconductor personnel reform appears unconventional but may still struggle with bureaucracy
Samsung Electronics is undergoing a personnel reform in response to the crisis within its semiconductor business. Notably, the head of Device Solutions (DS), Young-Hyun Jun, will also manage the memory division and a new CTO position for foundry services has been introduced
Friday 29 November 2024
Samsung Foundry's uncertain future: What path should it take?
Amid challenges, Samsung has decided to scale back investments in its foundry business, prioritizing existing production lines to reduce losses and refocusing efforts on regaining competitiveness in memory technologies. However, with its foundry lagging in technical competitiveness and large-scale investments difficult to recoup, Donald Trump's re-election and speculations regarding spinning off Samsung's foundry unit or collaborating with Intel have further heightened interest in Samsung's future direction
Friday 29 November 2024
Xiaomi's financial strength positions it to disrupt China's fiercely competitive EV market
The Chinese electric vehicle (EV) industry is characterized by intense competition as numerous automakers aim to achieve profitability in the face of increasing sales. Xiaomi, with its substantial financial resources, has the potential to disrupt this market
Friday 29 November 2024
China's dominance in LCD market leads to inflated procurement costs for Samsung and LG
China's dominance in the LCD panel and TV manufacturing sectors is driving up procurement costs for South Korean giants Samsung Electronics and LG Electronics. Additionally, China's aggressive pricing in the Mini LED market is putting pressure on their premium TV strategies, challenging the viability of their OLED TV plans
Friday 29 November 2024
Japan doubles down on semiconductor subsidies, Rapidus poised for more support
The Japanese government is preparing a budget amendment for fiscal year 2024 (April 2024 – March 2025) to allocate additional support for the semiconductor and AI sectors, with funding directed toward Rapidus, which is working toward mass production of 2nm chips
Friday 29 November 2024
China's semiconductor industry makes significant strides, putting pressure on South Korean firms
China's largest foundry operator, SMIC, surpassed the US$2 billion revenue mark for the first time in the third quarter of 2024. Meanwhile, companies like CXMT and JHICC are aggressively lowering DDR4 prices, making their products up to 50% cheaper than those from Samsung Electronics and SK Hynix
Friday 29 November 2024
STMicroelectronics' bold bet on Hua Hong defies industry trends
Amid global economic uncertainty and shifting geopolitics, multinational corporations face tough strategic decisions. STMicroelectronics has made a striking move, announcing plans to collaborate with Hua Hong Semiconductor, China's second-largest foundry, to produce 40nm microcontroller units (MCUs) locally by 2025. Hua Hong confirmed the partnership, as reported by China Electronics News
Friday 29 November 2024
Micron targets Samsung's home turf with 'on-the-spot hiring' to attract talent
Micron has intensified its recruitment efforts in South Korea, targeting university campuses with "on-the-spot hiring" initiatives. Previously focused on hiring experienced engineers from companies like Samsung Electronics, the company is now pivoting to fresh graduates amid a growing global talent shortage
Friday 29 November 2024
Huawei expands EV presence with new trademark filings in China
Huawei has registered several new trademarks for electric vehicles (EVs) in China, signaling deeper collaboration with Chinese automakers
Friday 29 November 2024
Samsung's potential integration of ChatGPT raises questions regarding relationship with Google
Recent reports claim that OpenAI is in discussions with Samsung Electronics (Samsung) regarding a collaboration to integrate ChatGPT into their devices, which could mirror Apple's approach. The actual partnership dynamics, along with Samsung's existing relationship with Google, are drawing significant attention
Friday 29 November 2024
China grapples with AI computing power allocation amid rapid expansion
According to Science and Technology Daily on October 16, ChatGPT's emergence has spurred unprecedented growth in AI innovation, with China experiencing a rapid surge in AI computing power development. The country has over 250 AI computing centers that are either built or under construction nationwide
Friday 29 November 2024
Likelihood of widespread OLED TV adoption is decreasing, says TCL exec
South Korean companies have increasingly focused on OLED technology to differentiate themselves from Chinese competitors in the television market. However, recent comments from Jun Zhao, CEO of TCL China Star Optoelectronics Technology (TCL CSOT), suggest a potential shift in this dynamic
Thursday 28 November 2024
SK Hynix's NAND production reportedly accelerates, increasing competitive pressure on Samsung
SK Hynix has reportedly begun mass production of its 321-layer 1Tb TLC 3D NAND Flash products, posing a potential threat to Samsung Electronics' (Samsung) leading position. This development is drawing significant attention from the market
CPC
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research