Demand for battery EVs has faced challenges since the second half of 2023. Sales volume has sagged this year, especially in Europe and the US, the world's second and third-largest automotive markets.
TSMC has started producing Tesla's next-generation Dojo AI training tiles with its InFO_SoW (Integrated Fan-Out System-on-Wafer) technology, aiming for a 40x increase in computing power by 2027 with a more complex wafer-level system, according to company sources.
The installed capacity of wafer fabrication will exceed 40 million wafers per quarter (in 300mm wafer equivalent), increasing by 1.2% in the first quarter of 2024 and an anticipated 1.4% rise in the second quarter, according to recent research conducted by SEMI in collaboration with TechInsights. China has the fastest capacity growth rate compared to all other areas.
Private 5G networks are hailed as the "promised land" of the next-generation connectivity revolution. While consumer-facing 5G services already offer more than adequate speeds for everyday use, it's in the enterprise sector where 5G's true potential lies, driving digital transformation across diverse industries.
The US recently raised tariffs on seven key industries in China, with EV imports seeing the biggest hike to 100%. Despite this, leading Chinese EV manufacturer BYD held a high-profile event in Mexico to announce its first pickup truck, attracting significant attention due to the timing coincidence.
Blue carbon refers to the carbon captured by the world's oceanic and coastal ecosystems. Protecting and restoring coastal ecosystems like mangroves and seagrass meadows has been heralded as a way to achieve net-zero emissions goals by storing vast amounts of "blue carbon."
After Tesla reported weaker-than-expected sales in the first quarter of 2024, CEO Elon Musk has taken several measures to maintain the company's leadership in the EV sector. However, these approaches seem to have achieved limited success and caused an unexpected setback.
Barring any unexpected developments, AI PCs are expected to be the central focus of COMPUTEX 2024. It will also set off the first wave of competition in AI end-user products in 2024.
Indian solar energy company Orb Energy has reduced its reliance on Chinese components by over 20% in recent years, in line with the general trend of diversifying supply chains.
The major Japanese automakers such as Toyota, Nissan, and Honda are planning cross-industry collaborations to develop new automotive technologies. The scope includes Generative AI (GenAI), semiconductors, application programming interfaces (APIs), LiDAR, simulation, cybersecurity, high-definition 3D maps, and more.
Mahindra announced a substantial investment in its EV business over the next three years as the company tries to catch up with EV leaders, particularly Tata, in the rapidly growing market in India.
The world's first 10th-generation LCD panel factory, located in Japan's Sakai and operated by Sharp subsidiary Sakai Display Products (SDP), is set to cease production by September 2024. The impending closure has ignited industry concerns regarding how major customers, including Shenzhen MTC, Samsung Electronics, and LG Electronics, will reassess their supply partnerships for transferring orders.
Samsung Electronics recently established the Galaxy Value Innovation team, preparing to venture into the refurbished smartphone market. The hope is to enhance the value of the Galaxy smartphone brand and further boost sales of new devices.
Malaysia and Singapore are expected to finalize the memorandum of understanding (MOU) on the Johor-Singapore Special Economic Zone (JS-SEZ), signed in January 2024, into an official project agreement by the end of 2024.
PC shipment in India grew slightly over the past quarter, primarily driven by shipments of Dell- and Acer-branded products. Weak demand from the enterprise market hit PC vendors.
Two senior US lawmakers blasted a Washington-based foundation for secretly accepting money from Chinese telecommunications giant Huawei Technologies Co., saying the move "flies in the face" of efforts to keep foreign adversaries from compromising US research.
Reddit Inc. forged a partnership with OpenAI that will bring its content to the chatbot ChatGPT and other products, while also helping the social media company add new artificial intelligence features to its forums.
The age of Artificial Intelligence (AI) at the edge is here, companies cannot wait to showcase their solutions and AI PC products at Computex 2024, which will be hosted from June 4-7. Paradoxically, industry experts at the AI PC Industry Exploration Forum on May 16 predicted the phrase "AI PC" or "AI smartphones" will be obsolete in a few years.
TCL CSOT recently showcased its 7.85-inch tri-fold flexible OLED and other technologies at the Display Week 2024 event organized by the Society of Information Display (SID) in San Jose, California. TCL CSOT exhibited over 40 different panel products, spanning smartphones, tablets, notebooks, automotive displays, TVs, and medical devices. Among these, their printed OLED and flexible OLED technologies received the most attention.
The internet giants are building comprehensive ecosystems, in which Generative AI (GenAI) plays a pivotal role. "From cloud to the edge" will be an inevitable trend.
Samsung Electronics has released its business report, revealing changes in its top five clients for the first quarter of 2024. In the latest report, two US-based companies, Bestbuy and Qualcomm, have been replaced by Chinese semiconductor suppliers.
Moore's Law is not advancing as fast as it used to be under 2nm and even into the Angstrom level, and competitors are trying to catch up. Can ASML, the Dutch semiconductor equipment maker, continue its monopolistic leadership in the extreme ultraviolet (EUV) lithography equipment market?
Ally Logistic Property (ALP), a Taiwan-based logistics developer actively expanding into the Southeast Asian market, has expressed concerns over the region's labor shortages.
The ongoing AI wave is propelling major cloud service providers (CSP), brands, and enterprises to continue investing in the AI arms race, and it also allows related businesses to see the prospects of future market growth.
Zinite is seeking to shake up the semiconductor industry through innovations in transistor architecture to achieve more chip performance density. Founded by Gem Shoute, Douglas Barlage, and Kenneth Cadien, and seeking to meet the demands of HPC, AI, and AGI by accelerating 3D chip adoption, Zinite's core technology is a thin-film transistor (TFT) with CMOS-level drive current and a large temperature process window, including channel material processing stability at 400C.
Recent data indicates an uptick in semiconductor industry inventories, particularly among top chip companies capitalizing on the AI trend. While China has witnessed a rise in listed semiconductor firms, it continues to face challenges, particularly in the memory business sector.
Semiconductor Manufacturing International Corporation (SMIC) recently reported a robust momentum with a year-on-year revenue growth of about 20% in the first quarter of 2024, but it may be difficult to sustain. Compared to Taiwan Semiconductor Manufacturing Company (TSMC), which recently lowered its global wafer fabrication revenue growth forecast for 2024 to between 14% and 19%, SMIC's Co-CEO Zhao Haijun also agreed, suggesting that 2024 might witness a "weak recovery" with insufficient growth momentum.
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