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Friday 28 June 2024
Aftermarket suppliers increase NEV investment as inventory clearance ends
Automotive supply chains in Taiwan and China are seeing limited financial growth during the off-season in July and August. However, as inventory destocking ends, new energy vehicle (NEV) sales in China and other major markets show promising potential. Internal combustion engine (ICE) sales in Europe and the US have signaled a recovery. The development of fuel-cell vehicles has also been expedited
Friday 28 June 2024
Samsung reportedly mulling using MediaTek SoC in next-gen flagship smartphones
Samsung Electronics, according to recent speculation emerging from the market, is looking at the possibility of adopting MediaTek's upcoming Dimensity 9400 SoC for its next-generation S25 flagship smartphone series, but such a possibility has been greeted with mixed responses by market observers
Friday 28 June 2024
China-based chipmaking tool provider delays R&D facility operation amid regulatory and operational issues
ACM Research Shanghai, one of the major semiconductor equipment providers in China, decided to postpone the operation of its R&D facility in Shanghai to mid-2025
Friday 28 June 2024
Three reasons behind SDC and LGD's decision to slow down their Micro LED business
Compared to the aggressive investments in the Micro LED business by Taiwanese and Chinese companies, South Korean panel manufacturers could slow their efforts in Micro LEDs due to high production costs, insufficient application demand, and overheated competition leading to a lack of profitability
Thursday 27 June 2024
US, Japan, South Korea pledge closer ties on key technologies
The US, Japan, and South Korea pledged to cooperate more closely on building more resilient supply chains and developing key technologies, including semiconductors and critical minerals
Thursday 27 June 2024
Ibiden scales up AI chip substrate capacity for Nvidia supply chain
Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner
Thursday 27 June 2024
China's cloud service expenditure to grow by 20% in 2024: Canalys
Spending on cloud infrastructure services in Mainland China grew by 20% year on year in the first quarter of 2024, reaching US$9.2 billion, according to Canalys estimates
Thursday 27 June 2024
China charges ahead in hydrogen race with strong policy support and domestic demand
The Chinese government is once again expanding the scale of its hydrogen energy industry and broadening overseas sales through two main methods: official policy support and substantial domestic demand
Thursday 27 June 2024
Anti-subsidy duties by EU on Chinese EVs led to initial negotiations between the two sides
The European Union (EU) has imposed an anti-subsidy provisional tax on Chinese EVs, with a maximum total tax rate nearing 50%, higher than market expectations
Thursday 27 June 2024
China sees bumpy road ahead for homegrown HBM development, lagging memory giants by 10 years
China's development of homegrown High Bandwidth Memory (HBM) has a long way to go, lagging behind international memory giants by 10 years
Thursday 27 June 2024
Chinese firms eye Malaysia to dodge rising US tariffs
Amid rising US tariffs on select Chinese products, Chinese firms are considering relocating production to Malaysia to avoid hefty taxes
Thursday 27 June 2024
Samsung denies rumored D accident in foundry processing that caused wafer losses
Responding to DIGITIMES' question on the accuracy of a media report about a severe defect was resulted in Samsung Foundry's processing work, a Samsung spokesperson squarely refuted the rumor and said the report was groundless
Thursday 27 June 2024
Taiwan-based Calin reportedly the sole supplier of Waymo's cameras
Automotive camera supplier Calin Technology held its annual shareholder meeting on June 25. Chairman Chia-Pin Liu said the company's operation in 2024 will exceed last year. As the inventory adjustment of video and security camera lenses is completed, Calin's operations are expected to return to the pre-pandemic level and come out of the red this year
Thursday 27 June 2024
Technology and geography are important for foundry partners, say IC designers
The majority of Taiwan-based IC design firms have said that they prioritize technological competency, geography, and other significant factors over cost when selecting how much to partner with Chinese foundries that offer lower prices
Thursday 27 June 2024
SDC to focus personnel on OLED R&D; consider introducing 64-hour workweek
Facing increasing competition from rivals in its OLED business, Samsung Display (SDC) is reportedly transferring internal technical personnel to the small and medium-sized OLED development department. It also plans to apply to extend working hours for some staff as part of its emergency management measures
TPCA
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