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Thursday 7 November 2024
Novatek expects weaker 4Q24, looks to AI-driven edge demand for 2025 growth
Novatek posted strong revenue growth in the third quarter of 2024, fueled by high inventory demand for mobile OLED DDIs. However, gross margin slipped from the previous quarter, mainly...
Thursday 7 November 2024
European automakers face continued challenges in auto industry electrification
The transition of Europe's automotive industry to electric has encountered challenges in 2024, leading to significant setbacks for European car manufacturers. To date, European automakers...
Thursday 7 November 2024
Trump's economic revival sparks uncertainty in tech sector
As Donald Trump secures a second term as US president, market observers are closely monitoring the potential impact of his economic policies on the technology sector. With Republican...
Thursday 7 November 2024
Trump win threatens future of Inflation Reduction Act subsidies in 2025
Following the victory of Donald Trump and the Republican Party in the US presidential and congressional elections, major changes are anticipated when the new administration takes...
Tuesday 5 November 2024
Taiwan chips in over US$103 million to boost AMD's R&D center initiative
Following Nvidia's footsteps, AMD is set to establish an R&D center in Taiwan. The project has received approval from the Ministry of Economic Affairs (MOEA) under its "Global...
Monday 4 November 2024
Intel CEO slams federal delays in CHIPS Act funding, calls out media on 'irresponsible' takeover rumors
Following Intel's disappointing financial results, CEO Pat Gelsinger addressed Bloomberg and Yahoo Finance, openly criticizing the Biden administration for delays...
Thursday 31 October 2024
Could South Korea's interests be behind US potential sanctions targeting Chinese display firms?
John Moolenaar, Chairman of the House Select Committee on the Strategic Competition Between the US and China, has recently written to Defense Secretary Lloyd Austin regarding China's...
Wednesday 30 October 2024
EU slaps 45.3% tariff on Chinese EVs as China presses for unified talks
European electric vehicle sales fell short of expectations in the first half of 2024, capturing 14% of the market. Transport and Environment (T&E) points to fragmented green subsidies...
Tuesday 29 October 2024
Automotive LED shipments to remain strong in Q4 amid growing overseas demand
As China relaxes car purchase restrictions while local governments start to introduce purchase subsidies, the automotive industry is entering its traditional peak in the fourth quarter,...
Monday 28 October 2024
US Election final countdown: Trump blasts Taiwan and the CHIPS Act, proposes more tariffs
As the final countdown of the US election begins, Donald Trump has once again reiterated his criticism against Taiwan, suggesting it stole America's chip business and must be willing...
Friday 25 October 2024
Intel reportedly invites Samsung to form foundry alliance, aiming to catch up to TSMC
Recent reports from South Korea suggest that Intel has privately initiated discussions with Samsung Electronics to explore the possibility of forming a "foundry alliance." Both companies...
Thursday 24 October 2024
Wolfspeed halts EUR3bn SiC wafer plant, throwing Germany's semiconductor plans off track
Wolfspeed has suspended the construction of its SiC wafer plant in Ensdorf, Germany, as Europe's electric vehicle market faces a slowdown. This comes on the heels of Intel's halted...
Wednesday 23 October 2024
Will Trump cut TSMC's Arizona factory subsidies?
As the US presidential election heats up, speculation is swirling about whether former President Donald Trump, if re-elected, would cut off subsidies for TSMC's Fab 21 in Arizona...
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...
Wednesday 16 October 2024
Early consumption could freeze China's auto market in 2025
China saw excellent new automobile sales in October thanks to government incentives. However, concerns have been raised about whether government subsidies are simply encouraging consumers...