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.
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.
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.
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.
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.
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
In the rush to train Large Language Models (LLMs), tech giants encounter not just power supply hurdles but also confront the scarcity of internet data.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
Yageo, a Taiwanese passive component maker, anticipates its customers will finish inventory adjustments in the first half of 2024, despite ongoing global uncertainties.
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.
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.
After releasing its first quarter financial results on April 18, TSMC issued another important news release later in the evening to explain the impact of the April 3 earthquake.
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).
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.
Taiwan Semiconductor Manufacturing Company (TSMC) has cut its 2024 growth predictions for the foundry and semiconductor industries while keeping the company's growth forecast at 21-26%.
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.
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.
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.
Přihlásit se
