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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
