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Monday 14 October 2024
China's push for chip tool independence faces talent shortage, innovation choke points
China's semiconductor equipment industry is grappling with a crisis of involution, fueled by geopolitical tensions and domestic pressures
Monday 14 October 2024
From phones to EVs: Foxconn doubles down on China's Zhengzhou investments
In response to geopolitical shifts and evolving client demands, Foxconn has been investing heavily in manufacturing expansion across Vietnam, India, and Mexico. Meanwhile, its recent hiring drive in Zhengzhou, China, has sparked speculation that production issues at its Indian facilities may have prompted a renewed focus on Chinese operations. Foxconn, however, has clarified that this hiring is tied to seasonal shifts in production needs, denying any quality discrepancies between its Indian and Chinese plants
Monday 14 October 2024
SBI fumes over PSMC withdrawal, but semicon insiders question how they didn’t see it coming
A recent breakdown of a semiconductor joint venture between Taiwan's Powerchip Semiconductor Manufacturing Corporation (PSMC) and Japan's SBI Holdings has led to differing statements between the parties involved. However, industry insiders had long anticipated this outcome. While the Japanese side accuses the Taiwanese company of breaking promises, supply chain sources suggest that Japan may need to shoulder half the responsibility
Monday 14 October 2024
US-sanctioned Hikvision reportedly undergoing layoff in RD department
Hikvision, a leading global manufacturer of security equipment provider sanctioned by the US, has been reported to be implementing large-scale layoffs. However, the company has denied these claims, characterizing the situation as a business strategy adjustment
Monday 14 October 2024
Malaysia's IC design industry faces talent shortages and competition in pursuit of growth
Malaysia's local assembly and testing industry has evolved into a mature ecosystem that extends beyond Penang. However, the country is experiencing growing concerns about upgrading its industry and is looking to IC design for a breakthrough
Monday 14 October 2024
How Japan's three arrows plan to revive its chipmaking industry
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi from the University of Tokyo has compared this effort to "a frog being boiled in hot water suddenly jumping out.
Monday 14 October 2024
LG's two-pronged transformation strategy: Deepening AI integration and expanding appliance rental services
LG Electronics is transforming from a consumer electronics company into a comprehensive smart living solutions provider
Monday 14 October 2024
Hitachi Energy announces US$238 million investment in India to expand energy offerings
Amid rising disposable incomes and increasing investments in the energy-intensive electronics manufacturing sector, particularly semiconductor production, Hitachi Energy has announced a new investment in India to expand its energy offerings, aligning with sustainability requirements
Monday 14 October 2024
Renesas sets ambitions expansion target in India
Renesas India aims to double its workforce by 2025, aligning with India's self-reliance goals in electronics. The company plans to generate over 10% of its revenue from India by 2030, focusing on diversity and strategic partnerships in the country
Monday 14 October 2024
Irrational rush to build AI data centers in China raises concerns
As Chinese tech giants intensify their investments in large language models (LLMs), the demand for AI computing power has surged, leading to a frenzy of AI data center construction across the country. However, amid this rapid expansion, experts are calling for a more measured approach to building these facilities
Monday 14 October 2024
China's lithography progress: Promising but limited
China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's important to note that equipment is just one aspect of China's efforts to advance its chipmaking capabilities
Monday 14 October 2024
Samsung reportedly lowers HBM production target by 10%; reassigns R&D personnel to boost competitiveness
Samsung Electronics (Samsung) has confirmed delays in high bandwidth memory (HBM) supply, leading to a downward adjustment of its production target for 2025. To enhance semiconductor competitiveness, the company will directly assign R&D personnel to factories, improving communication and collaboration with frontline production teams
Monday 14 October 2024
China controls 80% of lithium battery materials market, Japanese firms seek opportunities
China's growing market share in electric vehicles (EVs) and automotive lithium-ion batteries has propelled its dominance in lithium-ion battery materials
Monday 14 October 2024
India roundup: India eyes global semiconductor hub status
India's chip ambitions continue to gain strong support from the U.S. Taiwan-based Delta Electronics remains optimistic about India's power solutions market, driven by the country's semiconductor incentives
Friday 11 October 2024
Samsung's HBM3E delays could shift memory market lead to SK Hynix
Samsung Electronics reported consolidated revenue of KRW79 trillion (about US$58.6 billion) and an operating profit of KRW9.1 trillion for the third quarter of 2024, missing market expectations as reported by Chosun Biz
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