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Monday 23 December 2024
TSMC soars while Rapidus, SMIC stumble on state crutches
The global wafer foundry landscape is undergoing a dramatic transformation. TSMC maintains its dominance in advanced nodes below 7 nanometers, while competitors Samsung and Intel...
Monday 23 December 2024
The rise of China's AI framework: Huawei MindSpore claims 30% market share
In 2024, China's artificial intelligence (AI) framework market is experiencing robust growth, with Huawei's MindSpore securing nearly 30% market share, successfully positioning itself...
Monday 23 December 2024
China approves smallest batch of generative AI services, signaling market saturation
China has approved a new set of generative artificial intelligence (GenAI) services, marking the smallest batch this year, indicative of a potential saturation in the domestic AI...
Monday 23 December 2024
Samsung, Texas Instruments Finalize Chips Act Awards Deals
Samsung Electronics Co. and Texas Instruments Inc. completed final agreements to get billions of dollars of government support for new semiconductor plants in
the US, cementing...
Monday 23 December 2024
Weekly news roundup: Chinese chip crackdown intensifies as global semiconductor landscape shifts
Semiconductor Week in Review (Dec 15 - 21) :
Monday 23 December 2024
Samsung reportedly aims to cut VR device costs through glass-based microOLED production
Samsung Display is advancing its microOLED technology by shifting from silicon wafers to glass substrates, a move aimed at improving production efficiency and reducing costs for AR/VR...
Monday 23 December 2024
Tesla Shanghai factory head resigns; Xiaomi denies poaching
Tesla's Shanghai "Gigafactory" is undergoing significant personnel changes as Chinese media reports indicate that Gang Song, the site's director and VP of manufacturing, has departed...
Friday 20 December 2024
Merck to set up new advanced materials center in Japan
Merck has announced plans to invest over EUR70 million(US$72.53 million) to construct a new advanced materials development center (AMDC) at its Shizuoka site in Japan. This latest...
Friday 20 December 2024
Kioxia targets GenAI growth with plan to double AI NAND share
Kioxia, which recently listed on the Tokyo Stock Exchange (TSE), has announced plans to double its market share in AI-focused NAND products. President Nobuo Hayasaka highlighted the...
Friday 20 December 2024
Kioxia IPO stirs tension in South Korean memory market
The world's third-largest NAND flash manufacturer, Kioxia, has officially gone public in Japan, securing funding for investments in artificial intelligence (AI) semiconductor technologies...
Friday 20 December 2024
SK Hynix lands US$458 million CHIPS Act grant
The US Department of Commerce has awarded SK Hynix a grant of up to US$458 million under the CHIPS and Science Act (CHIPS Act), supporting the company's efforts to strengthen the...
Friday 20 December 2024
Brace for lengthy inventory correction: Chinese solar giants halt expansion plans amid market glut
Leading Chinese solar manufacturers, including Longi Green Energy Technology, Trina Solar, and JA Solar, have been forced to delay their production capacity expansions as they grapple...
Friday 20 December 2024
EU probes Chinese EVs with tariffs up to 35.3%, but cost edge remains
The European Union initiated a sweeping investigation into Chinese EVs in October 2023, imposing additional tariffs based on automaker compliance levels. BYD and Geely Auto face tariffs...
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
China leads battery materials as South Korea's Posco Future M faces exit; Lotte eyes LFP mass production
China's battery materials sector is thriving, backed by government subsidies, low electricity costs, and cheaper labor, enabling aggressive investment. In contrast, South Korean firms,...