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Thursday 11 July 2024
Samsung union announces 'indefinite' strike; risk of semiconductor plant shutdown rising
Samsung Electronics' largest union, the National Samsung Electronics Union (NSEU), initially planned a three-day strike starting on July 8. However, the union recently announced that it will initiate a two-phase indefinite strike starting on July 11, adopting a tough stance against company management
Thursday 11 July 2024
Nissan to launch in-house LFP battery production in 2028, reducing reliance on China amid ternary cost concerns
Nissan Motor has decided to initiate in-house mass production of Lithium Iron Phosphate (LFP) batteries starting from fiscal 2028 (April 2028 - March 2029), as the cost of ternary lithium-ion batteries has not decreased as expected
Thursday 11 July 2024
Together with over 30 partners, SDC aims to reduce prices of Micro LED TVs to one-tenth within two to three years
Micro LED TVs are considered an important next-gen technology, but their high prices have prevented them from becoming more widespread. Samsung Electronics has made plans to reduce the price of Micro LED TVs, intending to reduce production costs to one-tenth of the current value within the next 2-3 years
Thursday 11 July 2024
Chinese AI models show strength and resilience amid US sanctions
Chinese AI companies showcased resilience and innovation at the 2024 World AI Conference (WAIC 2024) amid the US's tightening AI chip export sanctions
Thursday 11 July 2024
UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in 2023, it is expected to exceed US$1 trillion by 2030. Attracted by the industry's robust outlook ignited by the Generative AI infrastructure, Middle Eastern countries are diversifying their business portfolios to include the semiconductor and AI industries
Thursday 11 July 2024
Canadian robotic company Mecademic sees 50% CAGR in Asia-Pacific automation markets
Mecademic Industrial Robotics, a leader in micro-automation, is set to expand its presence in the high-growth medical devices and electronics markets, particularly in the Asia-Pacific region
Thursday 11 July 2024
AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain
AMOLED has overtaken LCD as the mainstream screen technology for mobile phones, heaping pressure on Taiwanese panel makers who specialize in the latter, according to industry sources
Thursday 11 July 2024
Samsung first-ever major strike threatens chip ambitions as union asserts its influence
Samsung Electronics' largest union, the "National Samsung Electronics Union," began a general strike on July 8, 2024, and announced an indefinite two-phase strike on July 10. This development comes as Samsung faces labor unrest amid a recovery in the semiconductor industry and aggressive investments in foundry and HBM businesses
Wednesday 10 July 2024
Screen targets doubling sales in a decade with expanded R&D and capital expenditure plans
Screen unveils its three-year mid-term business plan, aiming to increase its overseas R&D spending to address advancements in semiconductor process miniaturization, while also investing in domestic facilities to increase production capacity
Wednesday 10 July 2024
AI PC popularity rising among Japanese enterprises; expect to account for over 70% of commercial PCs by 2030
AI PCs' acceptance by consumers depends on the potential of AI technology, AI chips, and suppliers like assembly providers in the end-user market. In the Japanese market, research firms estimate that the shipment of commercial AI PCs for enterprise clients will reach around 6.2 million units by fiscal year 2030 (April 2030 to March 2031), accounting for 72% of the commercial PC market
Wednesday 10 July 2024
Alternative to Nvidia: expert highlights gaps in China's domestic AI chip ecosystem
The US government's export ban on Nvidia's high-end AI chips has spurred efforts in China to produce domestic AI chips to meet the burgeoning demand in the country's AI sector
Wednesday 10 July 2024
Japanese robot leaders play the long game in humanoid market
Humanoid robots are currently dominating discussions in the robot market, with manufacturers from the US and China at the forefront of this competition. Surprisingly, traditional Japanese robotics giants seem absent from this scene, and even the historically dominant "Big Four" robot manufacturers—Fanuc, ABB, Yaskawa, and Kuka—appear unusually quiet
Wednesday 10 July 2024
Samsung and SK Hynix set to introduce new HBM wafer debonding technology
Samsung Electronics and SK Hynix are investing in R&D of new process technologies to prevent warpage in next-generation high-bandwidth memory (HBM). This move is anticipated to bring about changes in the materials and equipment supply chains
Wednesday 10 July 2024
Chinese and South Korean SiC tool makers make efforts to cut dependence on Aixtron
In the 2024 SiC Semiconductor Conference held in Pusan in late June 2024, Chinese and South Korean fab tool makers announced SiC MOCVD-related technologies, trying to challenge the dominant role of Aixtron, the German equipment maker
Wednesday 10 July 2024
Shanghai AI conference stuns with 45 cutting-edge robots, dragon-themed open-source humanoid
The 2024 World Artificial Intelligence Conference (WAIC) opened in Shanghai, showcasing an impressive array of 45 intelligent robots, including 25 humanoids
Research Report Database
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