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Wednesday 17 July 2024
China's counter-intuitive semiconductor exports surge goes unnoticed
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the United States. However, few have noticed that China's semiconductor exports growth and dollar amount during the first half of the year both exceeded that of automotive exports
Wednesday 17 July 2024
China's solar industry finds oasis in the Middle East
With trade barriers from Europe and the US against Chinese solar imports, the Middle East, which is currently moving toward clean energy transformation and enjoys good trade relationships with China, has emerged as a crucial outlet for China's solar capacity expansion
Wednesday 17 July 2024
Hybrids to lead in 2024 as EVs face profitability hurdles
Global sales of Electric Vehicles (EVs) are expected to surpass 10 million units in 2024, marking a crucial automotive market milestone and reaffirming a healthy growth trajectory
Wednesday 17 July 2024
Sharp halts production on large-size LCD panels; 500 employees 'forced' to retire early
Sharp's large-size LCD panel factory, Sakai Display Product (SDP), located in Osaka, Japan, is set to close by the end of September 2024. Sharp has offered an early retirement plan for the factory's employees, affecting approximately 500 people
Wednesday 17 July 2024
Huawei reveals operational hardship from US sanctions, expresses confidence in recovery
The US government blacklisting of Huawei crippled its smartphone business
Wednesday 17 July 2024
Nvidia plans new China-specific AI and gaming GPUs
Nvidia continues to introduce downgraded versions of its AI and gaming GPUs for the Chinese market, which remains important to the US chip vendor, according to industry sources. New solutions customized for the Chinese market are expected to be released in the first quarter of 2025
Tuesday 16 July 2024
ASML-backed university caught in middle of US-China chips war
A top Dutch technical university that is a key feeder for ASML Holding NV talent has been caught in the crosshairs of the US-China chip war as Washington seeks to limit Beijing's ability to produce semiconductors
Tuesday 16 July 2024
Samsung spearheads NAND recovery as QLC, AI drive market shift
Samsung Electronics has nearly doubled its NAND Flash production in the second quarter of 2024 after hitting a low point in the fourth quarter of 2023
Tuesday 16 July 2024
Samsung and SK Hynix stack LPDDR DRAMs to cut AI power consumption
South Korean memory giants Samsung Electronics and SK Hynix, in addition to High Bandwidth Memory (HBM), will also start the competition in smartphone LPDDR DRAM stacking
Tuesday 16 July 2024
SDC, LGD push power-efficient tandem OLED for AI era
South Korea's two major display manufacturers are optimistic about evolving market demands and are targeting the on-device AI OLED market. The next-generation "tandem OLED" technology boasts superior performance compared to previous OLEDs, drawing attention to its future development
Tuesday 16 July 2024
SK Hynix reportedly partners with Amkor in supplying interposers
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer shortage and fend off challenges from Samsung Electronics in the HBM market
Tuesday 16 July 2024
Transsion rises as China's second-largest smartphone supplier globally in 1Q24
Chinese smartphone vendor Transsion quietly emerged as China's second-largest supplier by global handset shipments, just behind Xiaomi, in the first quarter of 2024
Tuesday 16 July 2024
SDC's IT-OLED export volume saw massive increase thanks to Apple's iPad Pro
Samsung Display (SDC) is experiencing rapid revenue growth due to Apple's introduction of the first iPad products equipped with OLED panels. SDC president Joo-Sun Choi anticipates a recovery in the OLED industry starting in the second half of 2024, and there is growing interest in whether SDC will accelerate its investments in IT OLED panels
Tuesday 16 July 2024
Samsung subsidiary Semes eyes HBM market with advanced TCB amid competition
As the market for Thermo Compression Bonding (TCB) equipment diversifies, Semes, a subsidiary of Samsung Electronics and South Korea's leading semiconductor equipment manufacturer, is honing its focus on HBM-specific products to bolster its competitive standing
Tuesday 16 July 2024
South Korea pioneers 100-inch transparent nano-tech screen for competitive price
South Korea's Institute of Machinery and Materials (KIMM) Nano-Lithography Research Center, in collaboration with research-oriented company Meta2People, has successfully developed the world's first nano transparent screen exceeding 100 inches. This innovative screen can adjust its transparency based on surrounding light and image information, and boasts lower production costs compared to existing transparent OLED screens, making it a promising candidate for widespread application
CPC
Summary of Tech Supply Chain News!
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