Chinese panel manufacturer BOE has recently announced the construction of its 8.6G IT OLED production line, known as B16. This development has significantly benefited numerous South Korean equipment manufacturers. In a recent report, South Korean manufacturer Wonik IPS has reportedly secured an order for polyimide (PI) curing equipment for BOE's B16 production line
Observers believe that US President Joe Biden's decision to forgo his re-election bid will undoubtedly boost Donald Trump's chances of returning to the White House. This could likely lead to a continuation of Trump's tough stance on China, potentially accelerating the reorganization of global supply chains and the deployment of regional production bases. Such developments may benefit Taiwan's struggling machinery industry
SK Group, one of South Korea's largest conglomerates, is on the cusp of a monumental transformation. As the merger between SK Innovation (SKI) and SK E&S reaches its final phase, it signals a pivotal move in SK Group's sweeping business restructuring. This merger is not just a strategic consolidation; it's poised to redefine the energy sector in Asia
Chen Nanxiang, chairman of Chinese memory company Yangtze Memory Technology Corp (YMTC), recently said during an interview with China Global Television Network (CGTN) that he expects to see explosive growth in the semiconductor industry over the next 3-5 years
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture to meet U.S. export control requirements. The company asserts that the media report was unfounded
South Korea's imports of panel manufacturing equipment soared tenfold in the first half of 2024 compared to the same period in 2023, reaching approximately US$315 million. This dramatic increase is primarily attributed to Samsung Display's (SDC) substantial investment in 8.6G OLED technology
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's production capacities in its Arizona fab will gain some peace of mind amid uncertainties of a renewed tariff war threatened by Donald Trump
Sharp has made a strategic move to enhance its mobile device wireless communication technology by acquiring communication patents from Foxconn. This acquisition aims to strengthen Sharp's existing capabilities, facilitate expansion into new markets, and support its strategic shift toward home appliances and AI-powered products
Korean media reports said Samsung Electronics's 4-generation high bandwidth memory product (HBM3) has been validated and has started mass production. However, industry sources only said both its HBM3 and HBM3E are still going through the validation processes
In the latest budget, India reduced import taxes for smartphones and components, as well as 25 critical metals to develop local manufacturing ecosystems. India also increased import tariffs on PCBAs for telecom equipment to discourage imports
As Japan prepares to import its first-ever EUV lithography systems, ASML, the sole technology provider, plans to boost its local workforce significantly
A senior executive from a leading China-based NAND flash provider expressed optimism about the explosive growth potential of the Chinese semiconductor market, attributing this surge to the impact of US sanctions
Although still leading in OLED panel production globally, South Korea now faces a fierce challenge from China's rapidly advancing display panel industry and this shift has sent shockwaves through South Korea's tech sector, prompting urgent calls from Korean experts for government support and increased investment to maintain its competitive edge
