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Friday 3 January 2025
Samsung and SK Hynix shift investment focus towards cost reduction amid NAND market downturn
Due to the downturn in the NAND flash industry, South Korean memory manufacturers Samsung Electronics (Samsung) and SK Hynix are implementing an investment strategy focused on cost...
Thursday 2 January 2025
US targets China's SiC edge in Section 301 probe
Near the year-end of 2024, the US government launched a Section 301 investigation into China's semiconductor sector, with a new focus on third-generation materials like silicon carbide...
Thursday 2 January 2025
Taiwan's EV charging network set for 2024 expansion
Taiwan plans a significant expansion of its EV charging infrastructure in 2024, aiming to boost EV adoption. While industry players see the current vehicle-to-charger ratio as favorable...
Monday 30 December 2024
China's crystalline makers scale back to avoid cutthroat competition
China's two major crystalline silicon suppliers for solar cells announced production cuts in response to the current market downturn, where the industry is trying to cope with oversupply,...
Friday 20 December 2024
Brace for lengthy inventory correction: Chinese solar giants halt expansion plans amid market glut
Leading Chinese solar manufacturers, including Longi Green Energy Technology, Trina Solar, and JA Solar, have been forced to delay their production capacity expansions as they grapple...
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Friday 13 December 2024
Chinese SiC substrate firms eye overseas expansion amid domestic woes
Chinese SiC substrate vendors are seeking to expand beyond their home market where prices have collapsed amid severe oversupply, according to industry sources.
Tuesday 19 November 2024
China's DDR4 price war disrupts global DRAM market
China's DRAM manufacturers are intensifying market competition through aggressive DDR4 production expansion. ChangXin Memory Technologies (CXMT) leads this push, while Fujian Jinhua...
Friday 15 November 2024
Global SiC substrate prices plummet as China expands production
Silicon carbide (SiC) substrate prices are witnessing unprecedented declines in 2024, marking a dramatic shift in the power semiconductor materials sector. Following a period of sustained...
Wednesday 6 November 2024
BenQ Materials initiates Micro LED shipments, projects 2025 panel supply and demand to align with 2024
The polarizer market continues to face oversupply pressures, limiting average selling price (ASP) growth. BenQ Materials has strengthened its portfolio with high-value products, including...
Wednesday 6 November 2024
Polarizer firms CMMT boosts high-value product deployment
Polarizer manufacturer Cheng Mei Materials Technology (CMMT) has stepped up its deployment in high-value product segments to alleviate the impact of oversupply in the LCD market which...
Thursday 31 October 2024
Chinese solar manufacturers implement price floor amid market oversupply in 4Q24
China's solar energy industry has been grappling with severe oversupply and aggressive price competition in the local market since 2024. In late October, the China Photovoltaic Industry...
Thursday 31 October 2024
China market: 5 solar firms raise prices
Following the convening of local enterprises by the China Photovoltaic Industry Association (CPIA) to address vicious competition tactics in China's solar energy industry, Chinese...
Friday 25 October 2024
SK Hynix dismisses HBM oversupply concerns, deepens TSMC partnership for HBM4 development
SK Hynix delivered a record-breaking performance in the third quarter of 2024 with both revenue and operating profit reaching all-time highs, driven largely by its dominance in high...
Friday 25 October 2024
NAND flash market faces cyclical downturn amid production adjustments
The NAND flash market is currently experiencing a cyclical downturn due to persistent oversupply conditions. Key factors contributing to this situation include weakening demand from...
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