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Friday 12 April 2024
SK Hynix said to mass produce 10nm 1c DRAM in 3Q24, ahead of Samsung
SK Hynix reportedly is slated to start mass production of the sixth-generation 10nm 1c DRAM in the third quarter of 2024, ahead of Samsung's schedule, drawing significant attention from the industry
Thursday 11 April 2024
Biden and Kishida enlist Amazon, Nvidia to fund AI research
President Joe Biden and Japanese Prime Minister Fumio Kishida have enlisted Amazon.com Inc. and Nvidia Corp. to fund a new joint artificial intelligence research program, as the two nations look to improve collaboration around the quickly emerging technology
Thursday 11 April 2024
China-based mobile phone brands scale back in India amid intensified scrutiny
Dixon announced the acquisition of a controlling interest in the Indian subsidiary of Transsion Holdings, a China-based company
Thursday 11 April 2024
China's home appliance giant scales EV capabilities as agreement with Nio secured
Chinese home appliance manufacturer Midea Group signed a strategic partnership with EV company Nio to develop EV components and other technology
Thursday 11 April 2024
Choosing the lesser of two evils: EU's probes on Chinese EV, solar panels
Following an anti-subsidy investigation on China-made EVs launched in 2023, the European Union is reportedly considering resuming the anti-dumping and anti-subsidy probes on Chinese photovoltaic (PV) panels
Thursday 11 April 2024
ASML to turn a new page as Co-Presidents pass the baton
Coinciding with ASML's 40th anniversary, Martin van den Brink and Peter Wennink, Co-Presidents of Dutch semiconductor equipment manufacturer ASML, are set to retire in the spring of 2024. Their departure marks the end of an era and a remarkable chapter in ASML's corporate history
Thursday 11 April 2024
What is behind SK Group's reported decision to merge its battery, lubricant arms?
SK Group is reportedly planning to merge its battery company, SK On, and lubricant subsidiary, SK Enmove, to proceed with turning SK On into a publicly traded business. The news came after SK Group said it might delay the battery arm's initial public offering (IPO)
Wednesday 10 April 2024
Microsoft to invest US$2.9 billion to boost AI, Cloud in Japan
Microsoft Corp. will invest $2.9 billion over the next two years to boost its hyperscale cloud computing and artificial intelligence infrastructure in Japan, marking its biggest investment in the country
Wednesday 10 April 2024
Japanese firms witness highest equipment investment surge in 35 years, fueled by AI semiconductor boom
The average growth of equipment investments by Japanese enterprises is projected to reach 8.5% during fiscal 2024 (April 2024-March 2025), marking the highest surge since 1989, according to the latest Short-Term Economic Survey of Enterprises released on April 1 by the Bank of Japan
Wednesday 10 April 2024
Bloomberg data suggests China's EV overcapacity is modest
China boasts the world's largest market for pure electric and hybrid vehicles
Wednesday 10 April 2024
Taiwanese suppliers reduce deliveries to Chinese carmakers as auto market reshuffles
China is experiencing a reshuffling of the EV market after rapidly scaling the sector. As the situation intensifies, some automotive parts companies have gradually reduced supplies to China's homegrown carmakers, shifting focus to European, US, and other customers
Wednesday 10 April 2024
'Old for new' policy from China is good news for home appliance MCU market
The Chinese government is pushing large-scale equipment upgrades and a trade-in policy of exchanging old consumer goods for new ones
Wednesday 10 April 2024
TSMC to expand collaboration with Japanese academia to nurture more talents
TSMC and Japan's Kumamoto University have announced a collaboration to cultivate semiconductor talent and conduct semiconductor research. Ever since TSMC built a wafer fab in Kumamoto through its subsidiary JASM, there have been concerns over the shortage of local semiconductor talent. To alleviate these concerns, TSMC has partnered with Kyushu University, Kumamoto University, and others to nurture more talents
Wednesday 10 April 2024
Apple-Baidu AI pact: who wins big in the US-Sino tech tango?
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16
Wednesday 10 April 2024
Force-MOS sees growth in MOSFET wafer shipments, driven by China-based smartphone brands
China's production capacity in mature semiconductor processes has continued to grow with the substantial financial backing of the government. For power semiconductor manufacturer Force-MOS, the company has been avoiding the cutthroat price slashing in China's electric vehicle (EV) market, and as MOSFET wafer shipments held steady in the first quarter of 2024, order volumes are expected to remain at the same level reaching into the second quarter
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