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Friday 8 November 2024
China unveils US$1.4 trillion debt swap to help local governments
China gave indebted local governments a CNY10 trillion (US$1.4 trillion) lifeline but stopped short of unleashing new stimulus, preserving room to respond to a potential trade war when Donald Trump takes office next year
Friday 8 November 2024
Japan's Denso taps Telangana for automotive innovation hub in India
The Telangana government has formed a partnership with Japanese technology firm Denso to establish the state as a premier hub for the automotive industry. This collaboration will integrate Denso's expertise into India's leading startup incubator, T-Hub
Friday 8 November 2024
Trump's return expected to boost India's 2025 manufacturing prospects
With Donald Trump set to take office as US President in early 2025, India could become a focal point under his "America First" agenda. However, India may also benefit from Trump's hardline stance on trade, particularly with China
Friday 8 November 2024
SMIC aims to capture one-ninth of global chip market amid Chinese import substitution
Following the release of its third-quarter financial results, SMIC co-CEO Haijun Zhao expects price competition to persist and aims to capture one-ninth of global semiconductor orders
Friday 8 November 2024
China braces for escalating US restrictions on chipmaking
The US is expected to expand restrictions on Chinese chipmaking technologies, extending its trade ban to mature nodes, according to industry sources
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited gross margin, trailing behind that of its peers, highlights the intense competition in China's semiconductor market despite strong demand from IC design houses
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue to steer the US policy towards its established course, they are bracing for more trade restrictions that may force them to adjust their global deployments
Thursday 7 November 2024
EgisTec partners with Asicland to jointly target South Korea's HPC market
Egis Technology (EgisTec), recently transformed into the ASIC business, has signed a strategic cooperation agreement with South Korean chip design company Asicland. The two companies will collaborate on developing AI high-performance computing (HPC) server chiplet designs, encompassing CPU Die, AI Die, IO Die, IP licensing, advanced CoWoS packaging development, and various other technologies
Thursday 7 November 2024
Taiwanese IC lead frame provider to expand capacity in Malaysia
Taiwan-based CWTC's board has approved several key resolutions, including the third-quarter 2024 profit distribution plan and a US$20 million cash capital increase for its Malaysian subsidiary, aimed at supporting production capacity expansion
Thursday 7 November 2024
Huawei's HarmonyOS faces commercialization challenges, receives boost from digital yuan applications
Huawei's HarmonyOS is encountering significant hurdles in its path to successful commercialization. However, since its launch, Huawei has integrated the digital yuan into HarmonyOS, reflecting a departure from traditional commercialization strategies
Thursday 7 November 2024
Kioxia begins K2 facility operations despite NAND market challenges
Kioxia has officially inaugurated its second building (K2) and a new management office at its Kitakami factory in Iwate Prefecture. While navigating through industry headwinds, the company maintains an optimistic outlook on growth prospects, particularly in the AI sector
Thursday 7 November 2024
India's Sahasra Semiconductor taps expat talent, plans year-end customer reveal
India's Sahasra Semiconductor has strengthened its leadership team by appointing expatriate executive Jerry Enriquez as head of a new business unit, part of the company's strategy to tap into global talent for advancing innovation and growth in the fast-evolving semiconductor industry
Thursday 7 November 2024
Huawei reportedly offers triple salaries to poach TSMC engineers
Amid US export curbs, Chinese tech giant Huawei is allegedly offering triple salaries to entice Taiwanese semiconductor engineers, particularly those from TSMC, to join its ranks
Thursday 7 November 2024
Toyota suppliers cut fiscal guidance amid sluggish sales and production cuts
Toyota's major automotive component suppliers have revised their financial guidance downward for the fiscal year ending in March, according to their latest financial results
Thursday 7 November 2024
China could lead in AI applications despite US tech edge, says ex-Google China chief
The US currently holds a technological advantage in the field of AI, but China has considerable potential to catch up, especially in the application sector, according to Kai-Fu Lee, former head of Google China
Colder Products Company
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