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IN THE NEWS
Tuesday 21 May 2024
SDC and LGD dominate OLED monitor market with rapid growth and gaming focus
OLED panels used for external screens/monitors remain dominated by the two major South Korean panel manufacturers, Samsung Display (SDC) and LG Display (LGD), becoming a new growth...
Tuesday 21 May 2024
China's internet giants see 1Q24 revenues skyrocket thanks to AI
AI models have now become the new battleground in China's tech industry, with the four leading giants—Baidu, Alibaba, Tencent, and JD, or BATJ for short—all seeking to...
Tuesday 21 May 2024
Aplex expands market with OT and IT, adding AI to IoT framework
As Artificial Intelligence (AI) applications move from the cloud to the edge and end devices, the Industrial PC (IPC) sector is experiencing a broader application market.
Tuesday 21 May 2024
Renesas targets significant growth in Indian market, to scale down future acquisitions
Renesas Electronics highlighted the importance of the Indian market, aiming to boost its revenue share from India from the current 5% to between 10% and 15% by 2030. The company also...
Tuesday 21 May 2024
Naura benefits from China chipmaking tool self-sufficiency
Market sources have identified Naura Technology as the principal beneficiary of China's initiative to achieve self-sufficiency in chipmaking equipment. Revenue for the Chinese fab...
Tuesday 21 May 2024
Samsung S25 likely to use Qualcomm chips despite rumors of 3nm Exynos, say market sources
There have been reports that Samsung Electronics' 3nm manufacturing process is ready and will be used on its newest Exynos flagship processor platform, which is expected to be released...
Monday 20 May 2024
China's EV makers taking longer to pay bills amid rising stress
The time it's taking for some of China's electric car makers to pay suppliers is ballooning — a further sign of stress in the nation's increasingly cutthroat auto market.
Monday 20 May 2024
Why Samsung and SK Hynix report rising inventories amid improving memory market
Samsung Electronics and SK Hynix reported a surprising increase in semiconductor inventories in the first quarter, even as the memory market improved. The companies attributed the...
Monday 20 May 2024
Taiwan-based suppliers concerned whether rising Chinese carmakers could bring stable orders
China's homegrown automakers continue to rise as the country's economy still needs time to recover fully.
Monday 20 May 2024
EVs, smart driving systems fall victim to price war in China's car market
Price slashing has become increasingly common in China's automobile industry, even as the industry progresses from EVs to smart vehicles.
Monday 20 May 2024
Qualcomm confirms license to sell to Huawei has been revoked; patent licensing business unaffected
The US Department of Commerce (DOC) recently reported it has revoked Intel and Qualcomm's licenses to sell notebook and smartphone chips to Huawei.
Monday 20 May 2024
Will EV demand rebound in 2025?
Demand for battery EVs has faced challenges since the second half of 2023. Sales volume has sagged this year, especially in Europe and the US, the world's second and third-largest...
Monday 20 May 2024
Global 1Q24 wafer fab production capacity up slightly
The installed capacity of wafer fabrication will exceed 40 million wafers per quarter (in 300mm wafer equivalent), increasing by 1.2% in the first quarter of 2024 and an anticipated...
Monday 20 May 2024
Taiwan's private 5G network bridges local innovations with global markets
Private 5G networks are hailed as the "promised land" of the next-generation connectivity revolution. While consumer-facing 5G services already offer more than adequate speeds for...
Monday 20 May 2024
Indian solar company gradually reducing China dependence
Indian solar energy company Orb Energy has reduced its reliance on Chinese components by over 20% in recent years, in line with the general trend of diversifying supply chains.