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Thursday 3 October 2024
China solar energy sector dogged by oversupply
China's solar energy firms, which have 85% of the global market, are being hit by an unprecedented level of oversupply and encountering export challenges in the European and US markets,...
Monday 30 September 2024
HBM oversupply looms as Samsung seeks Nvidia validation for HBM3E
Recent debates in the semiconductor industry have raised concerns about a potential oversupply of high bandwidth memory (HBM). Analysts believe a key factor will be whether Samsung...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Tuesday 3 September 2024
SiC surge amid growing investment and demand uncertainty
As electronic products demand higher power density, driven by rising energy needs, third-generation semiconductors have become crucial. Among these, silicon carbide (SiC), known for...
Thursday 29 August 2024
Solar module industry in bankruptcy crisis amid oversupply
Due to oversupply in the solar industry in 2024, supply chain quotes have continued to plummet, leading to a wave of bankruptcies across the sector. According to industry insiders,...
Thursday 8 August 2024
Chinese EV oversupply may ease as US and EU express concerns
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers...
Friday 26 July 2024
SK Hynix not concerned about HBM oversupply; optimistic that 2024 shipments will double
Benefiting from its High Bandwidth Memory (HBM) business, SK Hynix has experienced substantial revenue growth and forecasts a doubling of shipments in 2024. Regarding recent concerns...
Wednesday 19 June 2024
China's solar ambitions stumble, industry players grapple with TOPCon cell oversupply woes
The solar cell sector in China has swiftly shifted from P-type PERC to N-type TOPCon technology over the past two years, leading to an oversupply situation. The industry's woes were...
Thursday 13 June 2024
Icarus on fire: the heat of China's solar market battle
The global solar industry is on the brink of a significant transformation as the transition from P-type PERC to N-type TOPCon solar modules gains momentum.
Friday 7 June 2024
Automotive market shows recovery while Chin Poon hold concerns about oversupply in 2H24
According to Kung-Yen Hsiao, spokesperson of Chin Poon, a major automotive PCB manufacturer, the global automotive market has seen a recovery after a significant freeze in the first...
Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Friday 31 May 2024
Oversupply of polarizers likely to remain until 2025
Due to the continuous expansion of production capacity in China, the polarizer industry is facing a problem of oversupply that exceeds even the demand for panel productions.
Monday 27 May 2024
HannStar grapples with oversupply, pivots toward automotive and industrial sectors
HannStar is navigating a challenging landscape marked by an oversupply of LCD panels and mounting competition from Chinese manufacturers.
Friday 8 March 2024
Fab overexpansion poses challenges for underperforming Chinese foundries
Industry sources pointed out that Chinese foundries' profits are being undermined due to fab overexpansion.
Tuesday 27 February 2024
China sees investment frenzy in solar installations in 2023, exacerbating oversupply
In 2023, the solar industry in China experienced a rapid expansion, with a record-breaking addition of 216.9 GW of solar power generation capacity during the period. The industry...
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