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Monday 10 January 2022
Global wafer foundry industry analysis and forecast, 2022
Digitimes Research believes 2021 were a fruitful year for the global foundry industry thanks to strong order momentum and is optimistic about its outlook going into 2022.
Tuesday 4 January 2022
Samsung adjusts plans for Pyeongtaek P3 plant; Hyundai stops combustion engine development; Quanta expands global server production
This Asia tech industry summary will mainly focus on Samsung Electronics prioritizing NAND flash production at its P3 manufacturing line in Pyeongtaek, Hyundai Motor Group shutting down its internal combustion engine development team and shifting its focus to EV development, and Quanta expanding production capabilities at its data center server factories in the US, Southeast Asia and Europe.
Tuesday 28 December 2021
Malaysia floods disrupt supply chain; SK Hynix wins conditional approval to acquire Intel NAND
This Asia tech industry summary will mainly focus on floods in Malaysia disrupting production at Japanese and Taiwanese factories in Kuala Lumpur and seven nearby states, South Korea's SK Hynix winning China's conditional approval to take over Intel NAND business after having invested US$7.5 million in Hubei Sinophorus Electronic Materials, and Taiwan Asia Semiconductor (TAS) and Sino-American Silicon Products (SAS) stepping up deployments for third-generation semiconductor materials.
Wednesday 22 December 2021
Toyota invests in EVs; Wise Road Capital - Magnachip merger terminated
This Asia tech industry summary will mainly focus on Toyota changing its investment strategies for electric vehicles (EVs), the US rejecting a merger agreement between China's Wise Road Capital and South Korea's Magnachip Semiconductor, and Samsung Display lowering dependence on its parent company Samsung Electronics by supplying OLED panels for OPPO's foldable smartphones.
Wednesday 15 December 2021
Japan chipmakers invest in 3rd-gen semiconductors; Samsung reshuffles BUs
This Asia tech industry summary will mainly focus on Japanese semiconductor companies expanding production capacities for silicon carbide (SiC) semiconductors, Samsung Electronics' internal restructuring and leadership reshuffle, and Foxconn's second collaboration this year with Stellantis.
Tuesday 7 December 2021
Taiwan OSAT firms adjusted production capacities; Shortage of automotive chips shows signs of easing
Taiwan-based OSAT services providers recently adjusted their production capacities either upward or downward. ASE Technology sold part of its factory operations in China to local private equity company Wise Road Capital, while Foxconn's subsidiary KoreSemi initiated production at its IC packaging and testing plant in Qingdao, China.
Thursday 2 December 2021
US, Japan wooing semiconductor investors; Korean car battery suppliers expanding production in Europe
To prevent national security being affected by the semiconductor demand/supply imbalance, countries around the world are offering strong incentives to attract major semiconductor companies to set up local wafer fabs. TSMC has been a beneficiary under such environment as it has secured subsidies from the US and Japanese governments. Seeking long-term solutions for the global chip shortage, automakers have begun collaborating with IC designers and foundries or even design their own automotive chips.
Friday 26 November 2021
Improving national competitiveness: Japan, China beef up investments in IT industries
With semiconductor becoming a strategic asset and the pressure of electric vehicle (EV) transformation looming, Japan has developed an industry revitalization policy to encourage international and local companies to expand their investment in Japan through subsidies.
Thursday 18 November 2021
Taiwan keen on investing in semiconductor; electric bike sales growing
In the coming years, the semiconductor industry is expected to see a strong market, and TSMC and other foundries are expanding their facilities and investments. All upstream and downstream industry players - including those in the foundry, packaging material, and fab tool sectors - are all keen on making investments. Taiwan's role in the supply chain is becoming increasingly important.
Thursday 11 November 2021
Semiconductor shortage hinders downstream industry; Southeast Asian electric motorcycle market attracts attention
The shortage of chips is still a headache for Asian technology companies and major carmakers. As the US Department of Commerce's deadline for semiconductor companies to turn over critical information approaches, it remains to be seen whether the department will be able to find a way to ease the bottleneck in semiconductor supply as it claims.
Monday 1 November 2021
Micron launches new capacity expansion in Japan
Despite global economy already on track for gradual recovery as the pandemic continues to ease, the pandemic-induced imbalance between semiconductor supply and demand has not yet subsided.
Thursday 28 October 2021
India EV industry
Aside from Europe, China and the US, Digitimes Research believes India's EV industry also has great development potential.