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Tuesday 12 November 2024
BeiDou chip developer enters supply chains of top-5 Chinese handset brands
CETC Chips Technology has disclosed that its BeiDou Navigation Satellite System (DBS) SoCs have been adopted by China's top-5 handset vendors for multiple midrange to high-end smartphone...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Tuesday 12 November 2024
Will Trump's China tariffs threaten Taiwanese businesses in 2025?
If US President-Elect Donald Trump follows through on his pledge to impose 60% tariffs on Chinese exports, the consequences could amplify existing strains in China's fragile economy...
Monday 11 November 2024
Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue...
Monday 11 November 2024
Exodus looms: Taiwan businesses eye exit as China grapples with dual economic pressures
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile...
Monday 11 November 2024
Rohm anticipates first loss in 12 years due to weak EV and China demands
According to Nikkei, Rohm's performance for the first half of fiscal year 2024 (April to September 2024) has significantly underperformed expectations, resulting in a loss...
Monday 11 November 2024
South Korean OLED TV panel shipments forecast to jump in 2024
South Korean media TheElec reports, citing Sigmaintell data, that OLED TV panel shipments are set to reach 6.48 million units in 2024, representing a 22% increase from the...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Monday 11 November 2024
TSMC to reportedly suspend sub-7nm chip supplies to China
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease...
Friday 8 November 2024
China unveils US$1.4 trillion debt swap to help local governments
China gave indebted local governments a CNY10 trillion (US$1.4 trillion) lifeline but stopped short of unleashing new stimulus, preserving room to respond to a potential trade war...
Friday 8 November 2024
SMIC aims to capture one-ninth of global chip market amid Chinese import substitution
Following the release of its third-quarter financial results, SMIC co-CEO Haijun Zhao expects price competition to persist and aims to capture one-ninth of global semiconductor ord...
Friday 8 November 2024
China braces for escalating US restrictions on chipmaking
The US is expected to expand restrictions on Chinese chipmaking technologies, extending its trade ban to mature nodes, according to industry sources.
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Thursday 7 November 2024
EgisTec partners with Asicland to jointly target South Korea's HPC market
Egis Technology (EgisTec), recently transformed into the ASIC business, has signed a strategic cooperation agreement with South Korean chip design company Asicland. The two companies...
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