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PředevčíremDIGITIMES Asia: News and Insight of the Global Supply Chain

China's exports of critical minerals recover after curbs imposed

Chinese exports of critical minerals are returning to more normal levels, undercutting fears that the restrictions imposed by the government last year could choke off supplies crucial to high-tech manufacturers around the world.

Credit: Bloomberg

xMEMS unveils revolutionary cooling SoC for AI devices

US-based xMEMS Labs has developed the XMC-2400 µCooling™, a single-chip (SoC) air-cooled all-silicon active cooling solution utilizing semiconductor micro-electro-mechanical systems (MEMS) technology. This innovative chip, acting like an "ice jacket" for AI chips, can be customized in size and intelligently controlled to meet specific cooling needs.

Credit: xMEMS

How Taiwan attracts foreign students to strengthen its semiconductor leadership

Since 2012, Taiwan's integrated circuit (IC) industry has experienced positive growth for 11 consecutive years. Since 2014, it has officially surpassed the petroleum, coal products, and chemical raw materials industries to become the leading sector in manufacturing.

Credit: Unsplash

Details on why Wiwynn is suing Musk's X over unpaid server bills

Wiwynn recently filed a lawsuit in the US District Court for the Northern District of California, accusing X (formerly known as Twitter) of breaching an eight-year-long business agreement. The complaint reveals several details of their transaction history.

Credit: AFP

Generalplus forecasts automotive MCU growth in 2025 despite global economic uncertainties

Generalplus, a leading microcontroller (MCU) manufacturer, anticipates steady revenue growth despite ongoing global economic fluctuations. Yixing Jia, General Manager of Generalplus, identifies the consumer market as the most significant variable in the global economy.

General Manager of Generalplus, Yixing Jia. Credit: DIGITIMES

UK urged to rethink semiconductor strategy amid US and China influence

Following the UK general election, attention has shifted to the country's national semiconductor strategy. An upcoming report urges the new government to conduct a comprehensive review of the semiconductor supply chain to ensure effective resource allocation.

Credit: AFP

Intel in tight spot with no news on progress in Germany

Having received a subsidy of EUR10 billion (US$11 billion) from the German government to complete construction and start production within three years, what is the newest progress on Intel's Magdeburg fab factory?

Credit: AFP

Lifespan of NEVs is less than half that of fuel vehicles, according to China's official trade-in measures

China's recent "Detailed Implementation Rules for Subsidies for Automobile Trade-ins" measure has shortened the lifespan of electric vehicles (EVs) eligible for scrapping to 6 years (registered before April 30, 2018), allowing owners to receive a subsidy of CNY7,000 for trading in their old vehicles to purchase new ones.

Credit: AFP

AWS makes major investment in Taiwan, highlights cloud computing's role in economic growth

Amazon Web Services (AWS) made a significant investment in Taiwan by announcing the establishment of a new AWS region infrastructure in June, aimed at connecting local startups and enterprises to international markets.

Credit: DIGITIMES

AMD's new game in town: US$4.9 billion bet to challenge Nvidia's AI dominance

In a bold move to bolster its position in the fiercely competitive AI and data center markets, AMD has acquired ZT Systems for US$4.9 billion. This strategic acquisition signals AMD's intent to close the gap with Nvidia and marks the latest in a series of acquisitions and corporate investments supporting its AI strategy.

Credit: AFP

Why Dresden is TSMC's choice for its first wafer fab in Europe

TSMC's first European wafer fab is set to be located in Dresden, Germany, a region already recognized as a significant chip manufacturing hub in both Germany and Europe. This decision is expected to bring greater international geopolitical attention to the area, placing it at the forefront of the ongoing US-China chip war.

Credit: AFP

Japan to reportedly subsidize firms to develop supply chain, independent of China in SEA

Fifteen Japanese companies plan to invest approximately JPY100 billion (US$680 million) in research, development, and equipment across Southeast Asia, focusing on the electric vehicle, semiconductor, and energy sectors. The Japanese government is reportedly set to subsidize around one-third of this investment.

Credit: Suzuki

Taiwan-based manufacturers anticipate Metalens adoption in iPhone 16

As smartphone camera resolutions continue to improve, lenses inevitably become thicker, impacting the weight of the devices. Market rumors suggest that Apple has been researching metalens technology over the past few years, with plans to initially use it to replace the plastic lenses in the iPad's Face ID system. Metalens technology could debut in the Face ID of the iPhone 16 Pro and flagship models as early as 2024.

Credit: DIGITIMES

ZillTek sees promising demand for automotive, hearing aids, headsets

ZillTek Technology, a micro-electromechanical systems (MEMS) microphone specialist, anticipates that demand for automotive, hearing aid, and headset applications will fuel future revenue growth.

Credit: ZillTek

Foxconn balances global expansion and client demands amid geopolitical shifts

Global manufacturing has been significantly influenced by geopolitical tensions in recent years, prompting the sector to revisit regionalization and local production plans. This shift is accelerated by customer pressure, leading to the implementation of these strategies at an increased pace.

Credit: DIGITIMES

Harnessing photons as the next frontier in information technology

There are four fundamental forces in nature, ranked from strongest to weakest: strong interactions, electromagnetic interactions, weak interactions, and gravity. While nuclear energy is associated with strong interaction, the advancements of 20th and 21st-century civilization have largely been driven by applications of electromagnetic interaction.

Credit: AFP

Wiwynn sues X for US$61 million over unpaid server parts amid shifts to consignment model

Wiwynn, a Taiwanese cloud infrastructure provider, is suing X (formerly Twitter) for US$61 million, alleging a breach of a 2014 purchase agreement due to non-payment for approximately US$120 million in server parts. This lawsuit comes as Wiwynn shifts to a new business model where customers purchase and store components in Wiwynn's warehouses before assembly.

Credit: AFP

WPG expects sales to peak in 3Q24

IC distributor WPG posted strong revenue figures for the second quarter of 2024, with vice president Scott Lin expecting the third quarter to be the peak of the year in terms of both market growth and prices, and an optimistic outlook for the latter half of 2024.

Credit: DIGITIMES

Getac sees strong growth in rugged industrial computer orders, up 30-40%

James Huang, Chairman of Getac Technology (Getac), announced that by the end of 2025, all of Getac's rugged industrial computers will be equipped with NPUs (Neural Processing Units) to capitalize on AI-driven opportunities in the rugged industrial computer market. Huang expects that, under the influence of AI, the potential performance of Getac's rugged industrial computers could increase by 30-40%.

James Huang, Chairman of Getac. Credit: DIGITIMES

LED market grows in 1H24, driven by automotive and invisible light products

As LED demand recovers, many companies have experienced operational improvements in the first half of 2024, particularly in the invisible light and automotive markets, which have become key drivers of sales growth.

Credit: DIGITIMES

India sees healthy PC demand in 2Q24

India's PC market experienced its fourth consecutive quarter of growth in the second quarter of 2024, with shipments rising by 7.1% year-on-year. The introduction of AI PCs is anticipated to drive demand growth further in the market.

Credit: DIGITIMES

Equipment maker GP optimistic about glass substrate demand

Printed circuit board (PCB) and IC substrate equipment specialist Group Up Industrial (GP) has stepped up the development of its glass substrate offering, eyeing robust demand for advanced packaging.

GP chairman An-shun Chen (M). Credit: DIGITIMES

China CIS firms gain domestic market share with local foundry, backend support

Support from local foundries and backend houses in China is helping CMOS image sensor (CIS) firms obtain more orders, reducing the country's reliance on Sony, according to industry sources.

Credit: Smartsens Technology

Microchip hit by cyberattack, operations disrupted

Microchip Technology experienced a cyberattack on August 17 that disrupted its operations. The company is investigating the incident and working to restore normal business functions. The impact on the company's financial condition remains uncertain.

Credit: AFP

TSMC breaks ground on EUR10 billion semiconductor fab in Dresden

ESMC has commenced construction on a new semiconductor fabrication facility in Dresden, Germany. The joint venture between TSMC, Robert Bosch, Infineon, and NXP is investing over EUR10 billion (US$11 billion) to establish the EU's first FinFET-capable pure-play foundry. This facility is anticipated to enhance semiconductor manufacturing capabilities in Europe and generate significant employment opportunities.

Credit: AFP

TSMC maintains steady pace in EU fab expansion as competitors slow projects

Many chipmakers have disclosed delays or suspensions in their new European fab projects; however, TSMC's are proceeding more efficiently than those of their competitors.

TSMC Chairman C. C. Wei welcomes German Chancellor Olaf Scholz at Dresden plant. Credit: DIGITIMES
  • ✇DIGITIMES Asia: News and Insight of the Global Supply Chain
  • ESMC breaks ground on Dresden fabDIGITIMES
    European Semiconductor Manufacturing Company (ESMC), a joint venture between TSMC, Robert Bosch, Infineon Technologies and NXP Semiconductors, has held a groundbreaking ceremony to officially mark the initial phase of land preparation for its first semiconductor fab in Dresden, Germany. The event brought together government officials, customers, suppliers, business partners and academia to celebrate a milestone in establishing what will be the EU's first-ever FinFET-capable pure-play foundry.
     

ESMC breaks ground on Dresden fab

European Semiconductor Manufacturing Company (ESMC), a joint venture between TSMC, Robert Bosch, Infineon Technologies and NXP Semiconductors, has held a groundbreaking ceremony to officially mark the initial phase of land preparation for its first semiconductor fab in Dresden, Germany. The event brought together government officials, customers, suppliers, business partners and academia to celebrate a milestone in establishing what will be the EU's first-ever FinFET-capable pure-play foundry.

Credit: TSMC

Huawei's smart car unit valued at US$16 billion after investment

Chinese tech firm Huawei Technologies Co.'s push into the electric vehicle market has received another boost, after an investment valued its auto solutions company at RMB 115 billion (US$16 billion).

Credit: Bloomberg
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