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Wednesday 13 March 2024
Chinese EV battery firms to lose US tax incentives, place your bets for Japan, South Korea two-horse-race
The US is reportedly preparing to revise the Foreign Entities of Concern list (FEOC) under the Inflation Reduction Act (IRA) in 2025.
Tuesday 12 March 2024
US chip supply 'too concentrated' globally, Raimondo says
The US wants to help the Philippines double its semiconductor facilities, to lessen the geographic concentration of the global chip supply chain, Commerce Secretary Gina Raimondo...
Tuesday 12 March 2024
Western EV makers scaling back provides Chinese competitors challenges and opportunities
Slower demand for EVs has prompted European and US carmakers to delay their plans. Zhu Huarong, chairman of China-based Changan Automobile, said the situation will hamper Chinese...
Tuesday 12 March 2024
Visa hurdles threaten operations of South Korean-owned US factories
The shortage of H-1B work visas has become a major obstacle for South Korean companies to expand their manufacturing operations in the US. The South Korean government is actively...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Friday 8 March 2024
Huawei chip breakthrough used tech from two US gear suppliers
Huawei Technologies Co. and its partner Semiconductor Manufacturing International Corp. relied on US technology to produce an advanced chip in China last year, according to people...
Friday 8 March 2024
Yamaha Motor Ventures: US$300 million AUM, 28 Companies, 3 key funds
Yamaha Motor Ventures(YMV) has emerged as a beacon of corporate innovation, blending strategic investments with an eye towards sustainability and global market penetration. At the...
Friday 8 March 2024
CHIPS Act funding still waiting for progress as Biden's State of Union Address promises little
US President Joe Biden said in his 2024 State of the Union Address that America is rising and has the lowest trade deficit with China in over a decade. A response from the Semiconductor...
Friday 8 March 2024
Will US, EU learn from solar trade war as they set barriers for Chinese EVs?
The US and the European Union are poised to set trade barriers and even embrace a trade war with China as cheaper Chinese EVs make a foray overseas. The US and EU tried to enforce...
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
Friday 8 March 2024
Panasonic considers growing EV battery production in US to supply Tesla Cybertruck
While demand for battery EVs has slowed, sources said that Tesla supplier Panasonic plans to increase battery investment in Kansas, the US.
Thursday 7 March 2024
US urges allies to squeeze China further on chip technology
The US government is pressing allies including the Netherlands, Germany, South Korea, and Japan to further tighten restrictions on China's access to semiconductor technology, a controversial...
Thursday 7 March 2024
SK Hynix invests US$1 Billion in key AI memory chip technology
SK Hynix Inc. is ramping up its spending on advanced chip packaging, in hopes of capturing more of the burgeoning demand for a crucial component in artificial intelligence development:...
Thursday 7 March 2024
US chip kingpin Texas Instruments tells reporters about GaN automotive opportunities
The US semiconductor kingpin Texas Instruments (TI) held a media briefing to discuss the latest power density solutions, the potential expansion of Gallium Nitride (GaN) usage in...
Thursday 7 March 2024
AI to drive US$50 billion revenue push by 2030, says Advantech's KC Liu
Although Advantech saw an unprecedented drop in revenue in 2023, improved gross margins meant that the company set a new high in net profit, furthering its push toward transformation...
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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