In the first half of 2024, China-based panel manufacturers have secured over 50% of small and medium-sized AMOLED panel shipments, reinforcing their leading position in the industry

China-based foundries are rapidly expanding their capacity for mature logic IC processes, limiting local NOR production capability. As a result, global NOR flash supply and demand are close to equilibrium, with supply expected to be constrained in 2025, according to industry sources

MediaTek, the leading smartphone AP supplier in India, sees the country as a promising market for its automotive technology. The company is focusing on providing scalable hardware and software solutions while prioritizing safety and reliability for the automotive sector

Amid a slowing Chinese IPO market due to regulatory tightening and economic uncertainties, reports suggest that Honor is planning to go public after securing substantial government support, a claim the company has denied

South Korea's leading component suppliers, Samsung Electro-Mechanics (Semco) and LG Innotek, have defied the traditional second-quarter slump with impressive results, driven by recovering market demand and a strategic focus on high-value products. As they head into the peak season of the second half, both companies are poised to expand their high-margin product lines to fuel further growth

Apple's iPhone sales slipped 1% year-over-year in the April-June quarter of 2024, primarily due to continued weak shipments in Greater China. The tech giant's ability to reignite iPhone demand with AI features will significantly impact Taiwan's supply chain partners

Infineon Technologies has completed the sale of its two backend manufacturing sites, one in Cavite, Philippines, and one in Cheonan, South Korea, to two fully owned subsidiaries of ASE, a Taiwan-based provider of independent semiconductor manufacturing services in assembly and test, according to the semiconductor IDM company

Taiwan's chipmaking tool exports, which prioritize the market in China, have been impacted by China's increased efforts to achieve self-sufficiency in semiconductor equipment

After eight years on the market, Nintendo's sales have dropped significantly, primarily due to the absence of major blockbuster games to boost demand

Apple's new iPhone is slated to launch in the second half of 2024, sparking intense competition between the two major South Korean panel manufacturers for the iPhone's OLED market. Reports indicate that Samsung Display (SDC) and LG Display (LGD) are aggressively vying for OLED orders in the iPhone 16 series' two high-end models

Advantest has significantly raised its profit forecast for the current fiscal year

Huawei reportedly mimics Apple by designing a chip with shared memory to improve its chip performance amid US sanctions and develop its in-house chip infrastructure ecosystem

Apple reported weaker-than-expected revenue in China, facing increasing competition from Chinese rivals. The company's only recourse is to leverage Apple Intelligence to counter these challenges, which remains a significant hurdle

China is keenly positioning itself as a global frontrunner in autonomous driving technology. Strong government support coupled with intense competition among major cities has cultivated a thriving ecosystem for autonomous vehicle innovation and commercialization