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Monday 12 August 2024
India roundup: Indian opto-semiconductor maker acquires US-based IC equipment company
India-based Polymatech acquired a US-based IC equipment supplier to build an integrated chipmaking business. Tata has begun building its first IC backend facility in Assam
Friday 9 August 2024
China's SMIC Accelerates Capacity Buildout as Chip War Evolves
Semiconductor Manufacturing International Corp. is expediting its plans to build more capacity as a US-led multinational campaign is putting more restrictions on China's access to advanced foreign technologies
Friday 9 August 2024
Chang Wah Electromaterials appoints new CEO as subsidiary CWTC announces major US$100M expansion in Malaysia
Chang Wah Electromaterials Inc. (CWE), a leading semiconductor materials and distribution company based in Taiwan, recently held a board meeting where the promotion of General Manager of Sales, Thomas Huang, to CEO was approved
Friday 9 August 2024
With AI fueling AR and VR industries, South Korean micro LED component makers target backplane market
The augmented reality (AR) and virtual reality (VR) device market, after experiencing a period of stagnation, is seeing renewed growth momentum with the development of AI technology. South Korean microdisplay component makers are accelerating their entry into the AI glasses market
Friday 9 August 2024
Taiwan-based PCB industry navigates sustainability demands amid SEA expansion
Approaching the final quarter of 2024, major PCB and IC substrate manufacturers are expanding operations in Southeast Asia to reduce dependence on Chinese production. Needless to say, geopolitical tensions are poised to impact the PCB and IC substrate ecosystem in 2025. In addition, environmental concerns are pushing PCB makers to address carbon reduction demands from key clients lest they lose orders in an increasingly eco-conscious market
Friday 9 August 2024
India expected to see single-digit shipment growth in smartphones in festive season
As India approaches its annual festive season, which usually represents a substantial share of its smartphone sales, consultancies do not expect strong performance in 2024. While 5G smartphones are likely to see continued growth, consumer interest in AI smartphones may remain limited in the near future
Friday 9 August 2024
What makes Malaysia so attractive to companies like Enovix and Infineon?
Enovix, a next-generation 3D silicon-lithium battery design and manufacturing company founded in 2007, is a global leader in high-performance battery technology. On August 8, it announced the opening of its first high-volume manufacturing facility (hereinafter referred to as Fab2) in Malaysia
Friday 9 August 2024
Five key takeaways from Infineon 8-inch SiC fab opening event
Infineon has built a new plant in Kulim Hi-Tech Park, Malaysia, dedicated to generating 8-inch silicon carbide (SiC) wafers. Here are five major takeaways from the new facility's opening
Friday 9 August 2024
SMIC reports improved consumer electronics demand; geopolitical tensions boost performance
SMIC held an earnings call on August 9, saying that demand for consumer electronics was improving, and smartphone makers were building their inventories. Its customers placed orders for SMIC to mitigate geopolitical risks
Friday 9 August 2024
Chinese automotive SoC developers file for IPO in Hong Kong
Black Sesame Technologies and Horizon Robotics, two China-based developers of smart driving chips, have recently filed for IPO on the Hong Kong Stock Exchange
Friday 9 August 2024
SMIC's profit plummets amid fierce competition in China, despite record utilization rate
China-based pure-play foundry Semiconductor Manufacturing International Corporation (SMIC) reported a decline in profit despite growing revenue by more than 20% amid intense competition in China. The company experienced a falling wafer average selling price (ASP) but anticipates improved profitability in the third quarter
Thursday 8 August 2024
Xiaomi-backed AI chipmaker Black Sesame falls in Hong Kong debut as AI frenzy wanes
Shares of artificial intelligence chipmaker Black Sesame International Holding Ltd. tumbled as much as 35% on their debut, dealing a blow to Hong Kong's efforts to lure more technology listings
Thursday 8 August 2024
Infineon's US$8 billion plant to boost Malaysian chip ambitions
Malaysia is gaining more heft in the global supply chain as Infineon Technologies AG opens a major semiconductor manufacturing complex in the country, the Southeast Asian nation's leader said
Thursday 8 August 2024
Chinese EV oversupply may ease as US and EU express concerns
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers slow down, and China introduces stimulus packages to boost domestic consumption
Thursday 8 August 2024
Console conundrum: Nintendo, Sony face regulatory roadblocks in China's lucrative gaming market
China's gaming market, valued at CNY302.96 billion (US$41.8 billion) in 2023, presents a lucrative opportunity that major Japanese game companies like Nintendo and Sony are eager to tap into with their consoles
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