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Friday 15 November 2024
Topco Scientific on track to meet 2024 revenue targets
Topco Scientific, a Taiwan-based semiconductor materials supplier, remains confident in achieving its 2024 revenue targets, bolstered by increasing demand from China's foundry sector
Thursday 14 November 2024
Sumco expects declining profit in wafer sales in 2024
Japanese silicon wafer manufacturer Sumco has noted the robust demand for AI. However, demand for personal computers and smartphones has bottomed out, and the consumer, industrial, and automotive sectors continue to show limited strength, slowing the broader recovery in the silicon wafer market
Thursday 14 November 2024
CATL open to US investment if Trump welcomes Chinese capital
CATL's chairman and CEO Robin Zeng has expressed willingness to build a factory in the US if President-Elect Donald Trump is willing to open the door for Chinese electric vehicle (EV) investments. This strategic shift comes as Chinese manufacturers face mounting pressure from Trump's tariffs on EV and lithium battery imports
Thursday 14 November 2024
Unisoc accelerates IPO timeline with solid shareholder lineup and AI focus
Unisoc, having achieved annual revenues above CNY10 billion (approx. US$1.38 billion) for two successive years from 2022 to 2023, is preparing to expedite its initial public offering (IPO), according to Chinese media reports. In September 2024, the fabless chipmakers completed its most recent equity financing round, which secured a funding of CNY4 billion
Thursday 14 November 2024
Chairman of top Chinese OSAT 'JCET' resigns after state-owned company becomes largest shareholder
JCET Group, China's top semiconductor packaging and testing firm, announced on November 13, 2024, that chairman Yonggang Gao, along with directors Peng Jin and Chunsheng Zhang, have submitted their resignations from all positions within the company
Thursday 14 November 2024
Chip resistor supplier Ta-I maintains 70-80% utilization rate amid stable pricing
Taiwan-based chip resistor maker Ta-I Technology currently maintains a capacity utilization rate of 70-80%, with prices remaining stable thanks to a more balanced supply and demand
Thursday 14 November 2024
Chinese MCU firms see demand recovery, optimistic about 2024 sales results
Chinese microcontroller unit (MCU) firms have observed a resurgence in demand and expressed optimism about their full-year 2024 sales results. Several Chinese MCU firms have reported growth in their third quarter of 2024 sales, driven by government subsidies stimulating replacement demand in consumer markets. Leading Chinese MCU vendor GigaDevice has indicated strong potential for achieving record shipments in 2024
Thursday 14 November 2024
TSMC targets PhD talent in Japan to boost semiconductor research
Following its recent establishment of a wafer fab in Japan, TSMC aims to attract PhD talent in the region to advance its semiconductor research and development
Thursday 14 November 2024
Samsung reportedly completing HBM4 development by 2025 to secure Nvidia orders
Maeil Business Newspaper reports that Samsung Electronics (Samsung) is set to finish the development of its sixth-generation high bandwidth memory (HBM4) by 2025 to secure orders for Nvidia's graphics processing units (GPUs)
Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlook
Wednesday 13 November 2024
SoftBank plans supercomputer With Nvidia Blackwell chips
SoftBank Group will be the first to build a supercomputer with chips using Nvidia's new Blackwell design, a demonstration of the Japanese company's ambitions to catch up on AI
Wednesday 13 November 2024
Chinese fab toolmakers invest more in R&D amidst domestic replacement wave
Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of high-end manufacturing processes, broaden their product lines, and establish platforms incorporating their tools and systems
Wednesday 13 November 2024
Trump's victory raises stakes for South Korean display makers
South Korea's display industry faces new uncertainties following Donald Trump's return to the US presidency. While Samsung Display and LG Display maintain their OLED technology leadership, industry watchers are closely monitoring the potential impacts of heightened US-China tensions
Wednesday 13 November 2024
Trump's second term set to shake up US tech landscape: ripples across AI, semiconductors, EVs, and China ties
During his US presidential campaign trail, President-Elect Donald Trump vowed to overturn key Biden administration policies. Now, with his election victory, the tech sector awaits significant policy shifts that could reshape multiple industries
Tuesday 12 November 2024
Trump is set to elevate China hawks, deepening Beijing rift
President-elect Donald Trump is poised to pick two men with track records of harshly criticizing China for key posts in his new administration, a sign relations between the superpowers may deteriorate further in coming years
Holtek
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