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PředevčíremDIGITIMES Asia: News and Insight of the Global Supply Chain

Tesla's price cuts trigger new round in China EV price war

Tesla Inc.'s weekend move to slash prices across its range in China risks triggering a new round in the nation's bruising price war, with Li Auto Inc. immediately responding with discounts and cash rebates on new models.

Credit: Bloomberg

Nvidia to help Japan's AIST build quantum supercomputer

Nvidia announced that Japan's new quantum supercomputer — designed to advance the nation's quantum computing initiative — will be powered by Nvidia platforms for accelerated and quantum computing.

Credit: Nvidia

Samsung's NAND utilization rate reportedly reaches 90%

After the memory market, led by DRAM, began to rebound, NAND Flash has also entered the final stages of its downturn. Customer inventories have been consumed, and with the growth in demand driven by Artificial Intelligence (AI), it's reported that Samsung Electronics' NAND utilization rate has increased to nearly 90%.

Credit: Samsung

Japan's GenAI boost: US$480 million subsidy fuels domestic cloud computing services

Japan's Ministry of International Trade and Industry (MITI) unveils a JPY 72.5 billion (US$480 million) subsidy to back Generative AI (GenAI) development by five local firms, including telecom leader KDDI.

Credit: Nvidia

Shinko Electric revises revenue downward amid weak flip chip demand

Japanese IC substrate manufacturer Shinko Electric Industries has announced that due to poor sales of its main product, flip chip packaging substrates, the upcoming fiscal report for the fiscal year 2023 (April 2023 to March 2024) will see a comprehensive downward revision in both revenue and profit. This marks the second downward revision for Shinko Electric.

Credit: Shinko Electric

Honda will utilize cheaper steel vehicle bodies to counter China-made EVs

Reducing production costs has been a major task for carmakers as a price war persists in the EV market. According to Nikkei, Honda Motor is trying to produce integrated vehicle bodies with cheaper steel through collaboration with Europe-based steel maker ArcelorMittal.

Credit: AFP

High-NA EUV delay might cost Samsung its edge against Intel

Intel recently completed the assembly of the industry's first High-NA Extreme Ultraviolet (EUV) lithography equipment and announced plans to start producing 1nm-level semiconductors as early as 2025.

Credit: Samsung

Will Taiwan's government approve TSMC's plan to produce 2nm chips in America?

Upon TSMC Arizona's signing of a Preliminary Memorandum of Terms (PMT) with the Biden Administration, the decision to manufacture 2nm chips in its third fab and part of the second fab capacities in Arizona has many people questioning the plan.

Credit: DIGITIMES

Advanced packaging still in short supply; production expansion spreading overseas

TSMC's advanced packaging CoWoS capacity continues to have strong demand. Even after doubling its capacity in 2024 and collaborating with OSAT companies, it can still not fully meet customer demands.

Credit: DIGITIMES

China has become an insatiable market for lithography equipment

With ASML recently stating that 20% of their recent orders are held by Chinese customers and nearly half of their revenue comes from China, the future operation trend of the world's largest lithography maker can be said to be deeply tied to China.

Credit: AFP

SK Hynix takes lead in AI memory race with TSMC partnership

As the AI boom gains momentum, the High Bandwidth Memory (HBM) sector emerges as a pivotal battleground, with three major memory chipmakers vying to reshape the industry landscape. Despite the sixth-generation HBM4 not expected to enter mass production until 2026, the alliance formulation race for dominance in the AI sector is well underway.

Credit: SK Hynix

PlayNitride collaborates with leading auto players as micro LED car displays approach mass production

Micro LED applications are expected to multiply in the coming years, especially in the automotive sector. Li Yun-Li, CEO of micro LED supplier PlayNitride, said customers will likely put the company's product into concept vehicles in 2025 and enter the design phase of volume-production cars in 2027. The adoption of micro LED solutions in EVs could progress faster than expected.

Credit: DIGITIMES

Intel Foundry completes assembly of ASML High-NA EUV tools

Intel recently announced that its foundry operations, Intel Foundry, achieved a significant milestone in advanced semiconductor manufacturing by completing the assembly of the industry's first commercial high-numerical aperture extreme ultraviolet (High-NA EUV) lithography equipment, which is located at the company's R&D campus in Hillsboro, Oregon.

Credit: ASML

With robots seen as the next big thing, Taiwanese manufacturers target highly-priced key component

Recent market rumors suggest Apple is considering developing robots as its next product line. While there's no further news on what business model Apple might adopt, it seems inevitable that robots will become the next big thing.

Credit: DIGITIMES

Nissan adopts Giga-casting to cut EV costs, will soon launch all-solid-state battery pilot line

Nissan Motor said it will leverage the Giga-casting technique to produce its next-generation EVs and rapidly reduce costs. The automaker recently also invited media members to check its pilot lines for all-solid-state batteries under construction.

Credit: Nissan

Innolux to unveil industry-first color conversion MicroLED display at Touch Taiwan 2024

Taiwan's major panel specialist Innolux is poised to wow the audiences at the upcoming Touch Taiwan 2024 by showcasing the industry's first color conversion MicroLED display technology alongside other pioneering MicroLED innovations and applications.

Credit: Innolux

Cadence says core EDA and IP domains are its India R&D center's focus

To drive the technologies and products of the future, creative companies rely on end-to-end solutions across chips, IPs, packages, PCBs, and systems to meet strict design requirements and deliver superior products.

Credit: Cadence

LGD's automotive P2P display is highly inquired as rumors about order from luxury car brand surfaces

After securing a 27-inch OLED display sale to Hyundai Motor Group's Genesis, LG Display (LGD) also reportedly received a large-sized LCD order from a foreign luxury car brand. This LCD order represents the longest size among LGD's automotive displays and is currently in preparation, with a target to officially begin mass production in the first quarter of 2026.

Credit: LGD

India smartphone shipments rise by 15% YoY amid slower global recovery

Smartphone sales boomed in India, the world's second-largest smartphone market, during the first quarter of 2024, which is good news for smartphone vendors, especially as global electronics companies work hard to reduce their high inventory levels.

Credit: AFP

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
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