BYD's new energy vehicle (NEV) sales excelled in October, buoying the performance of its Taiwanese suppliers in the fourth quarter of 2024, according to market sources
Taiwan-based makers have seen demand for power semiconductors pick up in China's automobile sector, but the automotive market remains challenging in the foreseeable future, according to industry sources
The ongoing patent dispute between China's two major battery leaders, CATL and CALB, has escalated. Following a patent lawsuit filed by CATL against CALB in 2021, the latter has recently retaliated with four lawsuits claiming that CATL infringed on its patents, seeking approximately CNY1 billion (approx. US$140 million)
Amid the surge of investments in the semiconductor sector, China's focus on mature process technologies is essential. In a recent interview in Shanghai, SEMI China President Lung Chu noted that by 2027, China is expected to remain the largest spender globally on 12-inch equipment, with total investments surpassing US$100 billion
SK Group has reportedly decided to cut approximately 20% of its senior management across affiliated companies, undergoing organizational restructuring at SK Ecoplant. Large South Korean enterprises typically conduct routine executive personnel changes by the end of December, but many conglomerates are moving this timeline forward by a month and a half. This shift is part of the trend of South Korean companies attempting to maximize profits through "dynamic balance" in their organization and personnel
Tokyo Electron has unveiled its third R&D center, the Tokyo Electron Technology Center Korea-2, in South Korea, strategically located to better serve clients like Samsung Electronics. Choi Yong-hyun, head of Samsung's DS division, attended the grand opening
Rapidus has announced that its first wafer fab in Hokkaido, which is intended for 2mm chip production, is now 80% complete. The company also aims to progress to 1.4mm chips if its 2mm chip mass production goes as planned
Following the iPhone 16's release, robust sales reports have emerged from China and Taiwan, with market analysts anticipating continued growth driven by upcoming e-commerce holiday promotions and Apple's price adjustments
Qualcomm's newly unveiled mobile application processor (AP), the Snapdragon 8 Elite, demonstrates significant performance improvements over its predecessor and reportedly surpasses the A18 Pro chipset in Apple's iPhone 16 Pro. This advancement is expected to strengthen Samsung Electronics' Galaxy series smartphones in the premium market while further challenging Samsung's AP business
Kioxia has postponed its IPO due to valuation concerns. Bain Capital, a major shareholder, is hesitant to proceed with the IPO at the current valuation, while Toshiba, the second-largest stakeholder, seeks immediate cash flow
After meeting with China's Ministry of Industry and Information Technology (MIIT), Apple CEO Tim Cook continued his visit to China led by COO Jeff Williams. They visited key local suppliers including Lens Technology, Luxshare, and Bozhon, showcasing Apple's ongoing commitment to the Chinese supply chain
Nano Electronics and Micro System Technologies (NEMStek), a developer of plasma technologies and surface treatment solutions, has entered the supply chains of Chinese and Taiwanese makers who are stepping up deployments for semiconductor fan-out panel-level packaging (FOPLP)
SK Hynix will announce its financial results for the third quarter of 2024 on October 24. During its previous earnings call, the company indicated that shipments of its HBM3E products would account for over 50% of total high bandwidth memory (HBM) shipments in 2024. The upcoming earnings call will provide insights into the large-scale production and shipment volume of the 12-layer HBM3E and when they are expected to surpass the 8-layer HBM3E products
