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PředevčíremDIGITIMES Asia: News and Insight of the Global Supply Chain

SK Hynix is set to surf AI wave as rivals confirm growing demand

SK Hynix Inc. will have to contend with high expectations when it reports next week after solid earnings from the likes of Micron Technology Inc. cemented optimism about demand for artificial intelligence chips.

Credit: Bloomberg

OpenAI makes first India hire in bid to shape regulation early

ChatGPT developer OpenAI hired its first employee in India, appointing a government relations head just as the country votes in a new administration that will shape artificial intelligence regulations in the world's most populous nation.

Credit: Bloomberg

SK Hynix announces deepening cooperation with TSMC to develop sixth-generation HBM

On April 19, SK Hynix announced that it had recently signed a memorandum of understanding (MOU) with TSMC. The two companies will collaborate closely on producing next-generation high bandwidth memory (HBM) products and enhancing advanced packaging technologies integrating HBM with logic layers.

Credit: AFP

Beat Nvidia with RISC-V? Samsung expands its AI chip unit in Silicon Valley

Samsung Electronics is reportedly expanding its artificial intelligence (AI) chip design research organization in Silicon Valley to challenge Nvidia, the current leader in the AI semiconductor market, by developing AI chips based on the RISC-V architecture.

Credit: DIGITIMES

Samsung makes debut at Beijing auto show to promote car semiconductors

To penetrate the Chinese mobility market, Samsung Electronics' Device Solutions Division is poised to attend the upcoming Beijing International Automotive Exhibition for the first time.

Credit: AFP

Samsung's mobile AP market share falls behind Apple and MediaTek

In the mobile application processor (AP) market, MediaTek secured the top spot in terms of shipment volume, while Apple held on to its spot as the sales leader. In contrast, Samsung Electronics has a market share of only around 5%, and some viewpoints suggest that Samsung System LSI needs to enhance its competitiveness quickly

Credit: AFP

Japan's JIC successfully acquires JSR with delisting expected by summer

Japan-based photoresist leader JSR announced that the Take Over Bid (TOB) for its shares, led by the Japanese government and the state-backed Japan Investment Corp (JIC), had been completed. JSR will lead in consolidating the semiconductor material industry in Japan and ramping up investments in advanced semiconductor materials.

Credit: AFP

New Samsung display products follow in Galaxy S24's footsteps to embrace AI

After fully embracing AI with the recent launch of the Galaxy S24 series flagship smartphones, Samsung Electronics unveiled its new lineup of Neo QLED, OLED, and Lifestyle series displays in Taiwan on April 17, where it also emphasized the advantages of AI in improving display performance and color rendering. By offering a more complete product line, Samsung hopes to take a leading sales position in the high-end display market and maintain double-digit growth for large-size TV sales in Taiwan in 2024.

Credit: DIGITIMES

Why 2024 could spell trouble for the telecom equipment market?

Amidst a backdrop of sluggish capital expenditures from telecom giants, the beleaguered telecom equipment market is bracing for an even more challenging 2024. Ericsson signaled caution, projecting a continued decline in the Radio Access Network (RAN) market at least through year-end.

Credit: AFP

Intel's Fab 52 construction progress entails slim chance for 2024 production start

Intel's Fab 52 in Arizona is likely to miss its original target of starting commercial production by the end of 2024, and its prospective rollout of 2nm chips at the plant might not occur until the second half of 2025, as suggested by the company's recent updates on its major construction projects worldwide.

Credit: Intel

European auto veteran says Chinese carmakers will dominate mainstream market for next decade

China's automotive offense has pressured legacy carmakers in Europe and other markets. Gianfranco Pizzuto, an Italian automotive veteran and the former co-founder of Fisker Automotive, predicted that Chinese carmakers will lead the mainstream market for the next 10 years. The luxury segment is where European companies can stay ahead of competitors.

Gianfranco Pizzuto is the founder and CEO of Automobili Estrema. Credit: DIGITIMES Asia

Samsung group reportedly rolls out one-day weekend policy for senior executives amid business challenges

According to SE Daily and Hankyung reports on April 17, starting as early as this week, subsidiaries of Samsung Group are reportedly implementing a one-day weekend policy for their senior executives to address challenges like declining performance, fluctuating exchange rates, and oil price changes.

Credit: AFP

Chip wars: can US sanctions shift the semiconductor landscape?

Chinese semiconductor foundry firms are persistently adopting aggressive pricing strategies, putting relentless pressure on the market share of South Korean 8-inch wafer manufacturers. In this evolving landscape, South Korean industry insiders are eyeing potential benefits if the US expands its sanctions on China to encompass more mature semiconductor processes.

Credit: AFP

CFTC to embrace growth in 2024, with steady automotive and rising HDD orders

As the global EV market experiences a slowdown, and even market leader Tesla is forced to begin layoffs, high-end precision stamping company China Fineblanking Technology (CFTC) has not seen a reduction of orders from its EV clients, says chairman Huang I-Hsiang.

Credit: DIGITIMES

NAND demand shows signs of recovery as Samsung and SK Hynix adjust production

With NAND Flash demand picking up, leading players like Samsung Electronics, SK Hynix, Kioxia, and Western Digital have started ramping up wafer production in NAND lines. However, to prevent price impacts, memory manufacturers are cautiously adjusting capacity and setting limits on wafer production.

Credit: AFP

Centralized automotive computing to become mainstream by 2028, says TI

Texas Instruments (TI) is showcasing an array of new automotive technologies at this year's E-Mobility Taiwan trade show, including Battery Management Systems (BMS), radars, charging modules, Advanced Driver Assistance Systems (ADAS), and zone control design concepts.

Credit: DIGITIMES

Taiwan companies repatriate US$46.3 billion back from China in 2023

Taiwan's Financial Supervisory Commission (FSC) released data showing that as of December 2023, 1,209 Taiwanese companies had invested NT$2,735.6 billion (US$84.2 billion) in China, an increase of NT$32.4 billion from the end of 2022. However, investment repatriation from China last year alone accounted for 17.5% of the accumulated amount over the past, probably due to capital needs for supply chain migration.

Credit: AFP

TSMC's earnings call points to AI HPC as sole driver

TSMC offered its take on market developments at its quarterly earnings call on April 18: while demand for AI-related high-performance computing (HPC) continues to grow, the same cannot be said for other applications.

Credit: AFP

TQP to dedicate all capacity of its new plant to TSMC's 3nm advanced processes

Topco Quartz Products (TQP) is a joint venture between Topco Scientific (TSC) and Shin-Etsu Quartz. TQP's new plant in southern Taiwan, whose opening ceremony was held on April 18, will dedicate all of its capacity to TSMC, boosting the firm's capacity by 50% and potential annual revenue by NT$2 billion (US$61.59 million).

Credit: DIGITIMES

Samsung top execs visit Taiwan flash controller companies

Samsung Electronics' top executives, led by co-CEO Kyung Kye-Hyun, recently visited Taiwan to meet with local suppliers such as Silicon Motion Technology, a major manufacturer of NAND flash controllers and a long-standing partner of Samsung, according to industry sources.

Credit: DIGITIMES

Apple CEO to meet Singapore leader to wrap whirlwind Asia tour

Apple Inc. Chief Executive Officer Tim Cook is meeting Singapore's leader at the tail end of his most extensive Southeast Asia tour in years, searching for new growth markets and manufacturing locations to offset headwinds in China.

Credit: Bloomberg

Micron poised to get over $6 billion in chips grants in announcement next week

Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil.

Credit: Bloomberg

Consumer electronics market remains mired in downturn as inflation persists

The consumer electronics market has remained sluggish since 2023, with no evident signs of recovery even after the first quarter of 2024, whether for smartphones, notebooks, or consumer networking devices. Market observers attribute this prolonged downturn to persistently high inflation rates in Europe and the US.

Credit: DIGITIMES
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