Hua Hong Group, one of China's two major semiconductor foundries, trails behind Chinese industry leader SMIC in terms of both capacity and market share, holding a global market share of only 2-4% and ranking sixth. However, Hua Hong is rapidly expanding its production capacity in mature process technologies
To seize the initiative in AI, the SK Group revealed that it is ready to use "three weapons," namely HBM, GTAA, and energy solutions. It hopes to sound the attack on the semiconductor, AI infrastructure, and AI service areas to strengthen future competition power
A Chinese game developer recently launched the AAA title "Black Myth: Wukong," which has sold over 10 million copies globally since its release on August 20. Due to the game's stunning visuals, the market anticipates it will drive a wave of hardware upgrades among gamers. However, supply chain sources caution that while there is excitement, it's still uncertain whether this will lead to significant growth in overall performance
With TSMC expanding its presence in the United States, Japan, and Europe, many suppliers have followed suit, venturing abroad to establish new operations
Samsung Electronics reported a significant increase in memory chip production in the first half of 2024, surpassing 1 trillion chips. This surge is largely driven by a recovery in the memory market and Samsung's intensified focus on high bandwidth memory (HBM)
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according to sources from the supply chain
Chinese smartphone manufacturer Honor has received an investment from China Mobile Communication Co., the parent company of the country's largest mobile operator. While the exact terms of the deal remain undisclosed, the investment is expected to strengthen Honor's position in the competitive smart device market
Following the recent revelation that IBM had closed the intranet access for employees in its Chinese research and development and testing departments, on the morning of August 26, IBM officially announced the closure of its research and development department in China, affecting over 1600 employees
JCET, a leading Chinese semiconductor packaging and testing services provider, has announced impressive financial performance for the first half of 2024. The company reported a significant revenue increase of over 25% year-over-year, reaching CNY15.49 billion (approximately US$2.176 billion). Net profit attributable to the parent company also surged by more than 25% to CNY0.62 billion
SAIC Motor Corp.'s harsh treatment by European Union negotiators is becoming a cautionary tale of Chinese companies being ill-equipped to operate in Western business and political domains
International Business Machines Corp. is shutting a key research division in China in a move affecting more than 1,000 employees, local media including Yicai reported, in the latest pullback by a US name from the world's No. 2 economy
In early 2023, Samsung Electronics welcomed former TSMC deputy director Jing-cheng "Vic" Lin to lead an advanced packaging task force to compete against TSMC. However, industry insiders indicate that this task force has recently been disbanded. There are rumors that Chinese wafer fabs are attempting to recruit Lin, making his next move highly anticipated
Following the AI standardization guidelines unveiled in June, China established its first institute for AI standardization in Beijing, aiming to lead the development of local and global efforts in the area
As the traditional peak season for MCU production approaches in the third quarter, the industry's outlook is characterized by a stark contrast between China and Taiwan. While Chinese MCU manufacturers are benefiting from government-backed localization policies, their Taiwanese counterparts express pessimism about the Chinese market
