Despite having the biggest car market in the world and the largest capacity for making Electric Vehicles (EV), China's automotive semiconductor self-sufficiency rate remains below 10%, according to China's Ministry of Industry and Information Technology (MIIT)
Samsung Electronics' HBM3E memory will soon obtain verification for volume shipments, potentially limiting the vendor's supply of DDR5 and other memory chips, according to industry sources in Taiwan
Ever since Nvidia CEO Jensen Huang championed the "Sovereign AI" strategy at the 2024 World Government Summit, global governments have been in a rush to establish their own AI infrastructure and invest in semiconductors
Amid the wave of Industry 4.0, Xiaomi announced the operation of its fully automated smart factory in Beijing. It aims to be one of the lighthouse factories, with implications for its relationships with contract manufacturers and its balance sheet
The 2024 World Artificial Intelligence Conference (WAIC) held in early July reflects a deep conviction of participants in the power of change brought by the Large Language Model (LLM). It was a perfect window to monitor the engagement of various companies in this trend
Samsung is set to launch its sixth generation of High-Bandwidth Memory (HBM), HBM4, in 2025 and will differentiate its HBM technology through customized optimization services by leveraging its status as an Integrated Device Manufacturer (IDM), handling memory production, wafer foundry, and packaging operations all in-house
Driven by emerging applications such as electric vehicles (EV), AI, and high-performance computing (HPC), IC substrates have attracted significant attention in the semiconductor industry. Although Taiwan, Japan, and South Korea currently account for nearly 90% of IC substrates globally, China and the US are quickly gaining ground
The global electric vehicle (EV) market is experiencing a slowdown, with China's new energy vehicle (NEV) sales remaining strong at home but struggling internationally. Chinese NEV exports are gaining traction in Southeast Asia, particularly Thailand, despite facing obstacles in other regions. Supply chain insiders note that while domestic NEV demand in China remains robust, it is concentrated among specific brands, making the market more volatile overall
Samsung Electronics unveiled its next-generation process blueprint at the Samsung Foundry Forum 2024 (SFF 2024), but the response from the semiconductor industry has been somewhat lukewarm. Some viewpoints believe that compared to TSMC and Intel, Samsung lacks the leading "weapons" and lags behind the development of new technologies such as silicon-photonics and Back-Side Power Supply Network (BSPDN)
Recent rumors stated that Microsoft mandated its Chinese employees to only use iPhones when logging into the company's systems and performing identity verification
Samsung has announced plans to expand its support for DSPs (Design Service Partners) to help South Korean IC design companies deepen their presence in the HPC (High-Performance Computing) and AI (Artificial Intelligence) fields
BYD reached an agreement with the Turkish government to invest $1 billion in building an electric and plug-in hybrid vehicle factory in the region. The new factory is set to start production by the end of 2026. It will have an annual production capacity of 150,000 vehicles, making it the first foreign-owned Electric Vehicle (EV) plant in Turkey
SK Hynix, the South Korean memory giant, is ramping up its recruitment of system semiconductor experts, especially targeting staff from Samsung Foundry and IC design, according to Korean media reports. The company is seeking relevant talents to improve the performance of HBM4, the sixth-generation high-bandwidth memory (HBM) set for mass production in 2025, as well as to advance the development of 3D DRAM and processor-in-memory (PIM) technologies
