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Wednesday 13 September 2023
Network device makers see orders from Asia Pacific strengthen
Taiwan-based network device companies have seen a substantial pickup in customer orders from the Asia Pacific region, particularly India, since the second half of 2023, according to company sources.
Wednesday 13 September 2023
Tesla and suppliers investments in Mexico to triple, says Mexican governor
As Tesla proceeds with the construction project of a gigafactory in Mexico, the total investment is said to surge, according to Mexico's Nuevo Leon governor, Samuel Garcia, who added that the EV maker and its suppliers are expected to invest a total of US$15 billion, triple the original amount.
Wednesday 13 September 2023
SE Asia to emerge as major chip hub as US looks to nurture Vietnam
Following the semiconductor partnership between the US and Vietnam and US-based GlobalFoundries' opening of a new plant in Singapore, the US is looking to build a more diversified semiconductor supply chain, with South and Southeast Asian countries expected to emerge.
Wednesday 13 September 2023
Huawei and Xiaomi incorporate LLM in smartphones, why not Apple?
Recently, Chinese smartphone manufacturers are aggressively incorporating large language models (LLMs) into their devices, and this trend deserves a closer look. Apple appears not in a hurry to join the battle any time soon, and therefore do not expect the iPhone 15 that is slated to be launched these days to have LLM inside.
Wednesday 13 September 2023
CATL chairman conveys critical messages at IAA Mobility 2023
Leading Chinese EV industry players BYD, CATL and Horizon Robotics participated in the IAA Mobility 2023 in Germany last week. Robin Zeng, CATL's founder and chairman, mentioned the sustainability of batteries and said the company already operates four zero-carbon battery plants. His remarks were viewed as a response to the European Union's new Batteries Regulation.
Wednesday 13 September 2023
New SUV from Geely-affiliated Lynk uses 7nm-made Chinese auto chip
Geely-affiliated car vendor Lynk has launched a new SUV powered by what it describes as China's first homegrown 7nm-made automotive processor.
Wednesday 13 September 2023
Apple's competitors conservative about 2024 handset market, say OSATs
Apple's competitors in the handset market are making conservative production plans for next year, as they have yet to see a clear picture of 2024, according to sources at OSATs.
Tuesday 12 September 2023
Battery maker LG eyes US market to lift energy storage sales
South Korean battery maker LG Energy Solution Ltd. is considering an expansion of its production in the US in a bid to triple sales from energy storage systems, according to a senior executive.
Tuesday 12 September 2023
Samsung and SK Hynix building 2,000 I/O ports on HBM4
Samsung Electronics and SK Hynix are trying to dominate the rapidly growing high-bandwidth memory (HBM) market both through expanding capacities and revolutionizing the next-generation processing technology.
Tuesday 12 September 2023
Aleees co-develops LFP products with 48 global customers; one large US EV company included
Taiwan-based LFP battery material manufacturer Advanced Lithium Electrochemistry (Aleees) updated its website on September 11, revealing that it now works with over 48 global customers. Compared with what it disclosed in January 2023, Aleees added one large EV customer in the US and one energy storage system (ESS) customer in Taiwan and Japan, respectively. It also supplies six more companies in India.
Tuesday 12 September 2023
Vietnam's journey in the semiconductor industry
Amid the global supply chain realignment, Vietnam has emerged as a new link in the value chain for electronics manufacturing, inspiring some to imagine Vietnam's intention to develop its own semiconductor industry.
Tuesday 12 September 2023
India's EV boom: the rising significance of battery recycling
As the demand for EVs in India continues to rise, so does the need for batteries. At the moment, lithium-ion batteries are the primary roadblock in India's efforts to be self-sufficient in the EV sphere. Although the country has identified some lithium reserves, extracting them remains a distant goal.
Tuesday 12 September 2023
Huawei supply chain in spotlight as it seeks to re-enter global market
On August 29th, Huawei unexpectedly launched the Mate 60 Pro, which has attracted widespread attention over the past 10 days. However, concerns have arisen due to challenges related to yield rates, production capacity, as a result of shift of key components, such as HiSilicon Kirin processors, to the Chinese supply chain. These concerns raise doubts about the stability of the supply.
Tuesday 12 September 2023
Samsung, SK Hynix to catch up with TSMC in IC packaging with government help
According to Korean media Money S, the South Korean government and major semiconductor firms have signed a "Semiconductor Advanced Packaging Technology Cooperation Development Agreement" to collaborate in advanced IC packaging technology research and development (R&D), so to secure South Korea's competitiveness in next-generation technologies.
Tuesday 12 September 2023
China-based EV makers pose growing challenge to German competitors
As shown in the latest IAA Mobility 2023, China-based zero or low-emission automakers are actively expanding globally, challenging established European and US competitors.
2023 Supply Chain Summit
Global server shipment forecast and industry analysis, 2022
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research