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Wednesday 27 November 2024
Xiaomi's first in-house mobile chip draws measured response from smartphone semiconductor industry
While Xiaomi prepares to launch its first self-developed smartphone system on chip (SoC) in 2025, major chipmakers Qualcomm and MediaTek maintain their composure, expressing confidence...
Wednesday 27 November 2024
Samsung, SK Hynix trim DRAM output while Chinese rivals expand
SK Hynix and Samsung Electronics are focusing on upgrading equipment, transitioning processes, and expanding high-bandwidth memory (HBM) packaging capacity instead of investing in...
Tuesday 26 November 2024
Xiaomi readies own mobile chip, pressuring MediaTek and Qualcomm
Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek.
Tuesday 26 November 2024
Samsung's market risks, SK Hynix's fab dependence: Diverging paths to decoupling from China
South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
Tuesday 26 November 2024
Shifting gears: US tariffs reshape global automotive supply chain
Heightened US tariff policies are rattling the automotive industry, threatening higher vehicle costs. Industry insiders note that while the US mandates final assembly domestically,...
Tuesday 26 November 2024
India reportedly to offer US$5 billion incentive to boost electronics manufacturing
India is preparing to roll out a new set of incentives worth up to US$5 billion, aiming to encourage companies to manufacture electronic components domestically. Designed by India's...
Tuesday 26 November 2024
MCU firm Padauk pursues cost structure optimization
Although demand visibility in the microcontroller unit (MCU) market is currently low, MCU players like Padauk Technology believe there will be opportunities for growth in 2025, driven...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Deglobalization accelerates global brands' supply chain reshuffle
Geopolitical tensions have spurred another major shift in global supply chains, as highlighted by TSMC founder Morris Chang's proclamation that globalization is dead. With Donald...
Tuesday 26 November 2024
Korean chipmakers consider reducing LPDDR4 memory output
Korean memory vendors intend to promote LPDDR5 as the prevalent specification, which will necessitate a reduction in the output of LPDDR4 and LPDDR4X chips, according to industry...
Tuesday 26 November 2024
Japan's dream of chip revival: a two-pronged bet on TSMC and Rapidus
Industry sources indicate that while the Japanese government maintains high expectations for Rapidus, contingency plans are being developed. Recently appointed Shigeru Ishiba, Japan's...
Tuesday 26 November 2024
Huawei presses ahead with AI chip plans despite yield concerns
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
GIS narrows losses, outlines Vietnam expansion and AR/VR ambitions
Touch panel maker GIS posted a net loss of NT$73.86 million (approx. US$2.28 million) for the first three quarters of 2024, a marked improvement from the NT$1.8 billion loss a year...
Monday 25 November 2024
High-value demand boom: AI chips drive Samsung, SK Hynix US 2024 revenue surge
In 2024, Samsung Electronics and SK Hynix saw their US semiconductor revenue surge, driven by robust demand from AI-focused tech firms and data centers. This growth stemmed from increased...