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Leapmotor, Hesai form strategic partnership to accelerate smart driving solutions

China-based EV company Leapmotor signed a strategic collaboration agreement with LiDAR solutions provider Hesai Technology on March 7. Stellantis-backed Leapmotor said the partnership will benefit its R&D effort and applications of smart driving technology.

Leapmotor launches C10 with Hesai's Lidars. Credit: Leapmotor

GenAI powers surge in AI PCs and edge computing, HPC to be key in 2024

GenAI stands out as a key focus in the 2024 supply chain. As AI gradually transitions from cloud to edge computing, it also drives the emergence of terminal applications such as AI PCs and smartphones. Despite multiple brands launching PCs and smartphones with AI concepts, the software and hardware integration process, and consumer acceptance of these terminal devices, remain to be tested.

Credit: DIGITIMES

DHL expands Taiwan footprint: a logistics powerhouse for semiconductor giants

In the wake of tech titans AMD and Nvidia establishing logistics hubs in Taiwan, a ripple effect is reshaping the region's supply chain landscape. Global logistics leader DHL, leading the charge, recently unveiled plans to inaugurate its third state-of-the-art facility in Taoyuan's bustling Dayuan District, by the first quarter of 2024.

Credit: DIGITIMES

Samsung said to speed up BSPDN tech commercialization for 2nm process by 2025

In a fierce race with TSMC and Intel to develop next-generation chipmaking processes, Samsung Electronics is reportedly accelerating its adoption of BackSide Power Delivery Network (BSPDN) technology, aiming to integrate the technology into its 2nm process by 2025, a move that could reshape the foundry market landscape.

Credit: AFP

South Korean manufacturers secure all OLED panel orders for Apple's iPad Pro

Apple is set to launch a new generation of the iPad Pro as early as March 2024. The total supply volume of OLED panels is estimated to be 8.5 million units, and it will be fully supplied by South Korea's Samsung Display (SDC) and LG Display (LGD). However, the absence of Chinese manufacturers like BOE has certainly garnered some attention.

Credit: AFP

India's ICT, EV manufacturing boom promises huge opportunities for Taiwanese industrial players

India has been trying hard to strengthen the development of its manufacturing industries since Prime Minister Narendra Modi took office in 2024, highlighted in its slogans ranging from "Make in India" to "Self-Reliant India." In particular, its promotion of ICT and automotive industries aligns with Taiwan's current industrial development trend, which will inevitably bring huge market opportunities for Taiwanese manufacturers if they can grasp the trend well.

Credit: DIGITIMES

Yamaha Motor Ventures: US$1 billion revenue and strategic investments

Yamaha Motor Ventures(YMV) has emerged as a beacon of corporate innovation, blending strategic investments with an eye towards sustainability and global market penetration. At the recent Bike Venture Summit 2024, CEO Kei Onishi offered insights into Yamaha's diverse portfolio and its approach to venture capital in the tech realm.

Credit: Yamaha Motor Ventures

TSMC February revenue declines 15.8%; Q1 2024 performance better than expected

Due to the reduction in working days in February, TSMC's consolidated revenue for February declined as expected to approximately NT$181.6 billion, a decrease of 15.8% compared to January but an increase of 11.3% compared to the same period in 2023. The accumulated revenue for the first two months of 2024 is approximately NT$397.4 billion, a 9.4% increase compared to the same period in 2023.

Credit: DIGITIMES

Taiwan's green power surge: 2024 forecasts reveal 37 billion kWh supply boom

The Ministry of Economic Affairs (MOEA) recently announced the feed-in tariff rates for various types of renewable energy in 2024. Except for a slight reduction in the tariff rates for solar photovoltaics (PVs), the rates for other renewable energy sources remain unchanged or have slightly increased. At the same time, green power supply volume is expected to reach 3.7 billion kWh in 2024. Businesses believe that the demand for green power continues to rise, especially with the significant growth in solar PV supply in 2023.

Credit: DIGITIMES

Taiwan LED makers see shipment pull-ins pick up

The demand for LED products is gradually warming up following a period of inventory adjustments in the market. While LED companies experienced a general decline in revenue for February 2024, they have been bolstered by steady demand in consumer and automotive applications. Ennostar and Everlight Electronics reported a double-digit year-on-year growth in cumulative revenue for January and February, with performance in the first quarter of this year poised to see year-on-year growth as well.

Credit: DIGITIMES

Nvidia's latest restrictions on CUDA stirs Chinese AI community

Nvidia has taken further actions targeting the Chinese market to maintain its dominance in the GPU market, attempting to block third-party GPU companies from seamlessly using CUDA software. This move has sparked significant controversy and discussions within the Chinese artificial intelligence (AI) and chip communities.

Credit: DIGITIMES

xMEMS prepping killer-grade devices, as MEMS speakers surpass conventional technologies

US-based xMEMS Labs, a maker of speaker driver IC chips using Micro-ElectroMechanical Systems (MEMS), is aiming to launch its next-generation Cowell speakers later this year, which will help bring costs even closer to conventional moving coil speakers. The company's current Cowell speakers, representing its second generation of MEMS devices, are roughly 70–80% more expensive than conventional speakers. However, the soon-to-come update aims to bring costs down to within 30% of conventional devices.

Credit: DIGITIMES

Taiwan-India 2025-2027 research collaboration will span 7 sectors, including AI and semiconductors

Tata Electronics Private Limited (TEPL), a subsidiary of India's Tata Group, is planning to invest US$11 billion to establish India's first 12-inch semiconductor fabrication plant in Gujarat, a state along the western coast of India with the ninth largest population in the country. This marks a significant milestone for the "Make in India" initiative and opens many doors for further Taiwan-India collaboration in Taiwan's academia and industrial sectors.

Credit: NSTC

Winway sees increases in AI-related revenue, inquiries for silicon photonics CPO testing systems

Taiwan-based testing interface giant Winway Technology, a manufacturer of Co-Packaged Optics (CPO) and Chip-on-Wafer-on-Substrate (CoWoS) testing devices, expects growth across the entire year in 2024, with demand rebounding for AI devices and consumer electronics. In addition, with optical communications using Wi-Fi 7 and 5G standards on the rise, the company's silicon photonics wafer-level CPO testing system has been certified by its clients, leading to a significant increase in market inquiries.

Credit: DIGITIMES

China draws up national strategic industry list, with Quantum and AI as top priority

China's Premier Li Qiang said in his work report to the National People's Congress that the government will formulate a strategy for the development of strategic emerging industries, and push forward a series of major science and technology projects to achieve major strategic and industrial development goals, with quantum computing, Artificial Intelligence (AI), and big data among the top priorities.

Credit: AFP

Chinese foundry to set up production line for HBM memory

Wuhan Xinxin Semiconductor Manufacturing (XMC) reportedly has sent out an invitation to bid for a high-bandwidth memory (HBM) project. This suggests that the Chinese memory sector, led by Yangtze Memory Technology (YMTC), is placing HBM at the forefront of its future development strategies, according to industry sources in China.

Credit: AFP
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