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Oppo pushes entry-level and midrange AI smartphones

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Memory prices to rise at slower pace in 3Q24

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TSMC to see 2H24 revenue boost from 3nm chip orders

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Samsung HBM3E validated for volume shipments, say sources

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Smartphone replacement, automotive to boost CIS demand in 2H24

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PCB shipments for LEO satellites to ramp up

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China still has long way to reach majority self-sufficiency in ICs

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China's self-sufficiency for automobile ICs comes below 10%

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Strong server momentum to continue until 2025, says Supreme

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Full-color e-paper adoption to accelerate among advertising billboards

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JUL

15

2024

Smartphone market grows 6% as AI and discounts help demand

Sam Altman-backed startup scaling technology to store CO2 in rocks

Interoperability with the US? Overhaul awaits Taiwan's defense industry

JEDEC nears HBM4 standard finalization

Acer partners with India-based Indkal for India smartphone market entry

Starlink innovates and forges partnerships, aims to dominate satellite internet market

AI PCs see positive market feedback, vendors may stock up for year-end sales

Sovereign AI global race: can Tsinghua Unigroup secure China's supremacy?

Xiaomi smart factory aims for lighthouse status, impacts partnerships and finances

WAIC 2024 participants expect Chinese domestic AI inference chips to flourish

Samsung's new smartwatches, smart rings bolster its AI ecosystem

RISC-V and other challenges lie ahead as Arm takes on x86

VinFast postpones Carolina factory operation amid challenges

AI boom strains power grids as liquid cooling emerges as a potential solution

Fight for browser supremacy: Google struggles to dethrone Safari on iPhone

Samsung leverages IDM status to differentiate HBM4 with optimal customization and performance gains

Weekly news roundup: Chinese brands dominate domestic smartphone and TV markets; Taiwan fab toolmakers grab major orders

ISE Labs doubles lab space and capabilities with 2nd Silicon Valley facility

Qualcomm sues phone giant Transsion in rare legal move

India roundup: Indian startup and semiconductor titans team up to bridge skill gap

Micron CEO meets Taiwan President, secures government support for local operations

Building the new generation of AI computing: SoftBank officially acquire Graphcore, eyes UK workforce expansion

L&T Semiconductor eyes mid-term GaN fab development

Memory module firm AGI expects significant growth in 2024

Apple reportedly found abusing its market position in India

China, US gaining ground in global IC substrate industry

AI's surge fuels hardware demand; spotlight shines on AI smartphones

China's NEV sales surge domestically, face challenges abroad

Samsung accelerates SiPh and BSPDN development to catch up with TSMC, Intel

Xiaomi profits in India fall by 77% amid fresh 10-year plan

Motherboard, graphics card shipments to recover in 2H24

Microsoft clarifies Android 'ban,' cites Google Play inaccessibility in China

JUL

12

2024

OpenAI scale ranks progress toward 'human-level' problem solving

Tesla delays robotaxi event in blow to Musk's autonomy drive

Global high-end AI server shipments to nearly triple in 2024, says DIGITIMES Research

Samsung's new foldables boosted by AI, annual sales growth to exceed 20%

Samsung bolsters South Korean AI, HPC chip design with expanded DSP support and advanced process technologies

New Samsung smartphones showcase foldables, GenAI

Tesla's EV dominance slips as US market diversifies

TSMC's Kumamoto fab holds advantages through key technology like immersion lithography and multiple patterning

Sanofi partners with OpenAI to become the world's first AI-driven pharma giant

Imminent AI-driven flagship smartphone war to boost Apple orders

NASA uses AR to improve spacecraft assembly efficiency

BYD to invest US$1 billion in Turkish EV factory, targeting EU market

SK Hynix ramps up talent recruitment to strengthen HBM4 competitiveness

IC design houses see order visibility from CE sector strengthen

Texas forges partnership with Samsung and SK Group, eyes future AI and EV collaborations

Samsung unveils brand-new mobile AI ecosystem; new foldable devices set to launch on July 24

Potential trade war as China prepares countermeasures against EU tariffs on EVs

Xiaomi's 'lights-out factory' to mass produce new foldable smartphones

Shipment pull-ins for foldable smartphones from China strengthen

Apple rumored to stock up iPhone 16s to 90 million units; Foxconn initiates peak season hiring

Samsung scores 2nm PFN orders, as TSMC preps GAA for iPhone 17 launch 2025

Foxconn subsidiary to acquire Auto-Kabel for EUR72.5 million

German EV sales surge despite subsidy cuts, raises market optimism

China's Infinigence launches groundbreaking AI integration platform harnessing diverse chips and models

Chinese EV exports slump 13.2% in June, marking third monthly decline

Japan semiconductor material suppliers ramping up investments

Key takeaways from Largan 2Q24 earnings call

AI server shipments to surge in 2H24 as GPU shortage eases

More Chinese PCB manufacturers set up plants in Thailand

Taiwan fab toolmakers grab major orders from TSMC and China

JUL

11

2024

Less than 20 Chinese EV brands to be profitable by decade's end

Apple's Vision Pro won't cross 500,000 sales this year, IDC says

Japan-based semiconductor material suppliers gear up for EUV materials

China legacy chips face involution before flooding global markets

Taiwan's AI dichotomy: leading the hardware revolution but lagging in software support

AMD to acquire Finnish AI lab

Samsung union announces 'indefinite' strike; risk of semiconductor plant shutdown rising

Nissan to launch in-house LFP battery production in 2028, reducing reliance on China amid ternary cost concerns

Traditional Tier-1 suppliers struggle as electrification reshapes auto supply chain

Together with over 30 partners, SDC aims to reduce prices of Micro LED TVs to one-tenth within two to three years

Chinese AI models show strength and resilience amid US sanctions

Nanya likely to break even in 3Q24 as inventory improves

SK On partners with Nissan to fuel EV battery supply chain

Intel calls for streamlined administrative process as Vietnam drafts foreign investment fund

Samsung's microLED TV price reduction strategy to drive cost cuts across supply chain

UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams

Canadian robotic company Mecademic sees 50% CAGR in Asia-Pacific automation markets

PC designs growing more revolutionary

Ariane 6 launches to restore Europe's space independence from SpaceX

Sovereign AI to boost Nvidia sales in five years

MediaTek to surpass Qualcomm Snapdragon in 5G smartphone market

Novatek strives to enhance supply capability for iPhone OLED DDIs

GlobalFoundries advances SiPh tech amid data center interconnectivity demand optimism

Ams Osram bullish about automotive sensor biz

MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400

L&T acquires Indian IC design startup

Largan reportedly signs LTA contract with US smartphone vendor

Taiwan government encourages local firms to participate in military supply chain

GPU gold rush: current landscape of AI business models

AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain

Samsung first-ever major strike threatens chip ambitions as union asserts its influence

AI to boost chip component demand, say IC distributors

Ams Osram sees promising automotive microLED and LiDAR demand outlook

JUL

10

2024

Screen targets doubling sales in a decade with expanded R&D and capital expenditure plans

TSMC sales surge past expectations on AI infrastructure demand

Taiwan unveils round 3.2 auction results: six offshore wind projects awarded

Applied Materials unveils material breakthroughs for chip miniaturization and energy-efficient computing

AI PC popularity rising among Japanese enterprises; expect to account for over 70% of commercial PCs by 2030

Rain Technology to revolutionize AR/VR displays with brightness and FOV breakthroughs

Alternative to Nvidia: expert highlights gaps in China's domestic AI chip ecosystem

Silicon Motion expects 2Q24 sales to beat guidance

TSMC records 30% YoY growth in sales, Q2 revenue exceeding guidance

Japanese robot leaders play the long game in humanoid market

Samsung and SK Hynix set to introduce new HBM wafer debonding technology

Chinese and South Korean SiC tool makers make efforts to cut dependence on Aixtron

Shanghai AI conference stuns with 45 cutting-edge robots, dragon-themed open-source humanoid

Asustek, Gigabyte post brisk June revenue

Berlin startup innovates carbon fiber eco-tech for sustainable electronics

Semiconductor manufacturing equipment growth to set new high in 2025: SEMI

Rising HBM demand to benefit SK Hynix supplier in China

Parade expects growing revenue from increasing adoption of AI PCs

Singapore to balance data center growth and sustainability in green initiative

LMFP battery demand outlook promising

Samsung reportedly adopts Mo in 3D NAND, to reshape memory industry

AUO and Innolux show 2Q24 revenue growth with uncertainties in third quarter

India reportedly asks Apple to consider local production plan for tablets and PCs

Smart grids boost power semiconductor demand

Baidu CEO slams China's 'War of a Hundred Models' as resource-wasting

US to invest up to US$1.6 billion to award domestic semiconductor advanced packaging R&D efforts

Taiwan AI server export value grows significantly

Surging TSMC 2nm demand to spark chip investment race in 2025

Battery maker SK On strives to stem losses

Chinese brands dominate smartphone and TV markets via dual circulation strategy

Unimicron to expand high-end IC substrate market share

TSMC, ASE offer sustainable supply chain carbon reduction solutions

Pure-play foundries' recovery rates differ

AI server surge boosts June revenue at Foxconn, others

JUL

9

2024

Beijing legislates for robotaxis as backlash against them climbs

Honda to consolidate Thai car plants amid electrification push

Texas bolsters Indo-Pacific semiconductor ties with US1.4 billion incentives

Arm focusing on four major AI applications, but competition from in-house developed ICs rising, says DIGITIMES Research

Resonac forms alliance developing advanced packaging in US

Samsung to make 2nm chips for Japan AI firm

Japan invests in AI translation to boost ACGN export

EU tariff on Chinese EVs stirs industry waters, MG holds steady

Taiwanese firms keen to join Nvidia's Omniverse ecosystem to stay competitive in AI era

Computing clusters with at least 10,000 GPUs become basic requirement for Chinese Gen-AI LLMs

Microsoft to invest EUR 2.2 billion in Aragon data center, transforming region into cloud hub

SoftBank to acquire British AI chip designer Graphcore for US $500 million

Boeing's turbulence to disrupt Taiwan aerospace supply chain

Samsung doubling down: why Vietnam is the new hub for display production?

Nvidia's H20 to go head-to-head with Chinese AI chips; procurement intent from major CSPs will be key

Taiwanese space ventures face western hesitation

Taiwan seeks to alleviate labor shortage with relaxed residency regulations

Samsung develops FOWLP-HPB packaging solution to curb mobile AP overheating

Xiaomi aims to double shipments in India in next decade

LED industry recovers in 1H24 with quarterly growth

AI strategy 2024: navigating plateaus, GPU shortages, and legal pitfalls

Wafer Works ramps up cross-strait 12-inch production, eyes strong second half

Chinese EVs accelerate global expansion despite trade barriers

SEMICON Taiwan 2024 to highlight AI as key driver of industry growth

Giantplus starts production of flexible OTFTs, marking a breakthrough in the field

DRAM spot prices show promise, signs of stability

Foxconn steps up new factory development in India, Vietnam, and Mexico

Indian startup and semiconductor titans team up to bridge skill gap

Passive component demand picking up, thanks to market recovery and AI

OmniVision expands automotive CIS market share

Largan navigates AI challenges, diversifies portfolio amid shifting smartphone lens market

AI, automotive electronics drive inspection demand

AI PCs receive excellent feedback from retailers, says Acer

SEMICON West to bring record exhibitors

TSMC may raise sales growth forecast for 2024

JUL

8

2024

Japan-based Horiba to establish semiconductor measuring equipment facility in western India

UMC reports mixed financial results amid market challenges

AI advances propel bipedal robots: Japan lags as US and China lead breakthroughs

India IC startup secures US$5 million funding

Taiwanese aerospace SMEs navigate certification hurdles, eyeing global markets

UK semiconductor industry at a crossroads: challenges and opportunities ahead

Vietnam reportedly misses billions of investments due to insufficient subsidies

Canada unveils US$88.2 million semiconductor funding

Taiwan OSATs poised to rebound on robust AI, HPC chip demand

BEV sales to hit 10 million in 2024, says Counterpoint

Samsung establishes HBM development team as first major change under new DS division head

Taiwanese PA chip makers see strong demand from China and US

TSMC subsidiary JASM to double hiring for new chip factories in Japan

TSMC's CoWoS innovator honored as Academia Sinica Academician in Taiwan

Innolux's transformation journey: from display panel to advanced semiconductor packaging

Global semiconductor sales climb 19% in May

Japan revises upward semiconductor equipment sales forecast

India bets big on hydrogen, lures car makers for pilot deployments

Upcoming TSMC earnings: AI demand, pricing hikes to draw attention

Huawei follows Nvidia's model to develop AI supply chain in China

Weekly news roundup: Qualcomm, MediaTek feel pressure from Huawei comeback, Micron cautions about over-capacity

Samsung plans to adjust automotive chip business to focus on AI chips

Mixed 618 results in China cloud forecast for Taiwan IC design houses

Wi-Fi 7 expected to take flight in late 2024, Taiwan IC design houses gear up

Silizium Circuits achieves milestone with TSMC, plans further semiconductor innovations

Taiwan's floating wind plan hinges on timely actions

India roundup: India to launch public AI platform under IndiaAI Mission

Taiwan's chipmaking supply chain keen to forge GaN ecosystem, eyeing lucrative application opportunities

Trial production of Pixel smartphones begins in India by Foxconn and Dixon

JUL

5

2024

Foxconn's June revenue skyrockets to record quarterly high on AI server boom

Japan, South Korea race to develop GCS for next-gen chip packaging amid Intel push

SK Hynix converts part of M10 production lines to produce HBM products

Sunwoda targets 2026 for mass production of cost-effective all-solid-state batteries

China still relies heavily on Nvidia AI chips despite Huawei's best efforts

Foxconn Indian subsidiary reportedly faces executive exodus, facility closure amid declining Xiaomi orders

Samsung expected to achieve 14-fold surge in operating income amid memory business recovery

Google's green goals clash with AI data center demand surge

Carbon Shuttle: innovating Apple's supply chain with sustainable e-waste recycling solutions

Corporate PPAs key to Asia's renewable energy future

AI applications to drive CCL demand in 2H24

Carbon credit revolution: Taiwan's new trading platform set to shake up industry in October

Nvidia Blackwell B100/B200 deliveries imminent, air cooling remains dominant

Largan and GSEO poised to land periscope lens orders for new iPhones

Indian mobile industry seeks lower import duties to boost global competitiveness

Top China-based smartphone vendors reportedly looking for local production or distribution partners in India

Adani aims to grow its super app to 500 million users

Samsung pivots to AI chip development amid major semiconductor division reorganization and talent acquisition drive

Asia-Pacific's rise in global renewable energy sector

AI revenue struggles to match GPU investments; consumer AI products need time to mature, says Sequoia Capital executive

South Korean 8-inch wafer foundry to engage in SiC and GaN business

Micron reaffirms full order book for HBM through 2025

IRA local sourcing requirements hit US-based EV startups

Intel unveils new 4nm flagship GPU made by TSMC

China plays down importance of lithography tools in semiconductor challenges

Equipment manufacturers resume discussions on FOPLP with TSMC as the lead

Apple said to increase A18 pull-in due to rising demand for iPhone 16

Tesla reportedly delays investment plan in India amid slowing EV market