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Tuesday 22 October 2024
AMD targets Nvidia with HBM-powered AI accelerator as Samsung's HBM business eyes revival
Samsung Electronics' high-bandwidth memory (HBM) division, which has been struggling to regain competitiveness, is now glimpsing a potential revival. With AMD's latest AI accelerator...
Tuesday 22 October 2024
Intel seeks foundry alliance with Samsung to challenge TSMC's market dominance
Intel has reportedly approached senior executives at Samsung Electronics with a proposal to form a "foundry alliance" against the market-dominating TSMC. This move comes in the wake...
Tuesday 22 October 2024
SK Hynix prioritizes HBM, scales back CIS and foundry operations
SK Hynix is reducing its CIS and wafer foundry operations to prioritize high-margin HBM and AI memory products. It is also expanding into emerging technologies, including Compute...
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
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
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...
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...
Friday 18 October 2024
Joo-Sun Choi reportedly returning to Samsung's DS division at year's end after successful stint as SDC president
With Samsung Electronics recently announcing disappointing preliminary financial results for the third quarter of 2024, the upcoming personnel and organizational restructuring at...
Thursday 17 October 2024
Samsung bets on power semiconductors for EV future after LED division closure
Amidst Samsung Electronics's ongoing reform of its semiconductor operations, the conglomerate has decided to concentrate on developing its power semiconductor business. This strategic...
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
Thursday 17 October 2024
LGES reportedly wins multi-billion dollar Mercedes-Benz deal to supply 4680 EV batteries starting 2028
LG Energy Solution (LGES) has reportedly secured a major contract to supply Mercedes-Benz with next-generation 4680 cylindrical batteries for electric vehicles (EVs), starting in...
Wednesday 16 October 2024
Global autonomous vehicle race heats up: Hyundai plays catch-up amid US and China dominance
The global autonomous vehicle market is rapidly evolving, with companies like Tesla, Waymo, and Zoox leading innovation in technologies and services. As Chinese firms join the competition,...
Holtek
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