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Tuesday 22 October 2024
JASM's first fab to run on 100% renewable energy upon launch; second fab construction to begin by end of 2024
In mid-October, Yuichi Horita, president of JASM, TSMC's subsidiary in Japan, announced that the fab will operate on 100% renewable energy upon its launch, setting a precedent ahead...
Tuesday 22 October 2024
Rapidus estimates economic impact of JPY19 trillion in Hokkaido
Rapidus, the Japanese semiconductor manufacturer aiming for mass production of 2-nanometer (nm) chips, is making significant progress on its first factory located in Chitose, Hokkaido...
Tuesday 22 October 2024
China's auto sector profit squeeze: CR Micro chief warns against reckless expansion
The Chinese automotive supply chain is facing intense competition, with the industry's profitability continuing to decline. Profit margins have dropped below 5%, prompting Hong Li,...
Tuesday 22 October 2024
Xiaomi-developed 3nm SoC speculation persists
At a public event in China, Jianguo Tang, the chief economist at the Beijing Municipal Bureau of Economy and Information Technology, inadvertently declared that Xiaomi's self-developed...
Monday 21 October 2024
Current and former ministers of South Korea's MOTIE warn of semiconductor industry crisis in 5 years
Former South Korean ministers recently gathered to assess the challenges facing the country's semiconductor industry. They cautioned that while South Korea currently leads globally...
Monday 21 October 2024
Samsung's repeated HBM3E certification delays spark Nvidia tension rumors
Samsung Electronics has been unable to obtain Nvidia's certification for its fifth-generation high-bandwidth memory, the HBM3E, for almost a year. This has led to speculation about...
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply...
Monday 21 October 2024
Novatek gains ground as LX Semicon's share of iPhone OLED orders gets halved
In the past, when LG Display (LGD) supplied OLED panels for Apple's iPhone series, the display driver ICs (DDI) were exclusively produced by LX Semicon. However, 2024 saw Novatek...
Monday 21 October 2024
Hong Kong Autumn Electronics Fair reveals key trends: Wearables and robotics set to boom in India and Middle East
The 2024 Hong Kong Electronics Fair (Autumn Edition) and electronicAsia, key indicators for China's consumer electronics supply chain, showcased promising growth in wearable electronics...
Monday 21 October 2024
iPhone 16 sales soar 20% in China debut as demand returns
Sales of Apple Inc.'s newest iPhones in China are up 20% in their first three weeks compared with 2023's model, a positive sign for a device that struggled this year to gain traction...
Monday 21 October 2024
Rebellions partners with Samsung; Arm to develop AI CPU chiplet
South Korean AI chip startup Rebellions has announced a collaboration with Samsung Foundry, UK-based intellectual property core (IP) provider Arm, and IC design firm ADTechnology...
Monday 21 October 2024
Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance...
Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing...
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...