The #semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in 2023, it is expected to exceed US$1 trillion by 2030. Attracted by the industry's robust outlook ignited by the Generative #AI infrastructure, Middle Eastern countries are diversifying their business portfolios to include the semiconductor and AI industries. UAE and Saudi Arabia: Beckoning Chinese Tech Giants Various Chinese media outlets have reported that the Abu Dhabi Investment Authority of the United Arab Emirates has researched more than 30 A-share publicly listed companies in China. These include wafer manufacturer Sai Micro Electronics, SiC substrate maker SICC, and IC design IP company VeriSilicon, to explore investment, merger and acquisition, and technology collaboration opportunities. The UAE is not the only Middle Eastern country enticing Chinese tech companies to establish operations. Saudi Arabia has successfully established a Cloud Computing Economic Zone, where Alibaba and Huawei have set up data centers. Alibaba Cloud has formed a joint venture with Saudi Arabian telecoms and AI firms to run the country's largest public cloud service in two data centers in Riyadh. Similarly, #Huawei announced in the second half of 2023 that its cloud data center in Riyadh will serve as its data hub for the Middle East, Central Asia, and Africa. https://lnkd.in/gpscEeUK
About us
DIGITIMES Inc. was established in 1998 and is Taiwan's premier media outlet for content covering the supply chain of the global semiconductor, consumer electronics, IT and communications industries. While the foundation of the company is the DIGITIMES Chinese-language print newspaper and accompanying Traditional- and Simplified-Chinese websites, the company also includes an English-language website and a research arm, DIGITIMES Research. Under the DIGITIMES umbrella, the news team focuses on the daily content that affects the Greater China IT and high-tech industries, while DIGITIMES Research takes a longer-term view by monitoring the supply chain of key high-tech industries. DIGITIMES Research also provides market intelligence through in-depth reports covering high-tech industry trends and government policies that affect the China market while various Tracker services focus on component and system shipments in the Greater-China ICT, FPD and mobile device supply chains.
- Website
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https://www.digitimes.com/en
External link for DIGITIMES Asia
- Industry
- Information Services
- Company size
- 51-200 employees
- Headquarters
- Taipei
- Type
- Privately Held
- Founded
- 1998
Locations
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Primary
12F, 133, Section 4, Minsheng East Road
Taipei, 105, TW
Employees at DIGITIMES Asia
Updates
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Samsung Electronics' largest union, the "National Samsung Electronics Union," began a general #strike on July 8, 2024, and announced an indefinite two-phase strike on July 10. This development comes as Samsung faces labor unrest amid a recovery in the #semiconductor industry and aggressive investments in foundry and #HBM businesses. https://lnkd.in/gmhfCijN
Samsung first-ever major strike threatens chip ambitions as union asserts its influence
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Global sales of total #semiconductor manufacturing equipment by original equipment manufacturers are forecast to set a new industry record, reaching $109 billion in 2024, growing 3.4% year-on-year, SEMI announced today in its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective at #SEMICONWest2024. Semiconductor manufacturing equipment growth is expected to continue in 2025, with sales forecast to set a new high of $128 billion in 2025, driven by both the front-end and back-end segments. "The growth in total semiconductor manufacturing equipment sales already underway this year is forecast to be followed by a robust expansion of roughly 17% in 2025," said Ajit Manocha, #SEMI president and CEO. "The global semiconductor industry is demonstrating its strong fundamentals and growth potential supporting the diverse range of disruptive applications emerging from the Artificial Intelligence wave." #AI https://lnkd.in/gaVseAMg
Semiconductor manufacturing equipment growth to set new high in 2025: SEMI
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On July 9, the US Department of Commerce issued a Notice of Intent (NOI) to launch a competition for new research and development (R&D) activities aimed at establishing and accelerating domestic capacity for #semiconductor advanced packaging. The CHIPS for America program anticipates allocating up to US$1.6 billion to fund innovation across five R&D areas, as outlined in the vision for the National Advanced Packaging Manufacturing Program (NAPMP). #ChipsAct https://lnkd.in/ghex82A8
US to invest up to US$1.6 billion to award domestic semiconductor advanced packaging R&D efforts
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Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (#WWDC24). This move has heightened expectations for the iPhone 16, according to sources from the upstream #supplychain. Prior to WWDC24, Apple's internal demand estimates provided to the supply chain were less optimistic. In 1H24, the market generally believed that Apple's #iPhone sales would face challenges, especially in #China. https://lnkd.in/gHesA6GU
Apple said to increase A18 pull-in due to rising demand for iPhone 16
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Tightening control in #China's capital market is bringing an end to an era of unrestrained growth for Chinese #semiconductor companies, while simultaneously forcing many to #delist or abandon #IPO plans. More than 30 Chinese companies terminated their IPO plans during the first half of 2024. Many other companies that went public during the IPO bubble are expected to end trading on the stock markets sooner or later. https://lnkd.in/gNrmjJUG
More Chinese chipmakers halt trading or retract listing plans
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DIGITIMES Asia reporting from Poland: VIGO Photonics, a Polish company specializing in mid-wave infrared (MWIR) and long-wave infrared (LWIR) detectors and modules, is becoming increasingly central to European efforts to gain greater autonomy on key #semiconductor technologies, especially when the photonics sector sees growing aerospace and defense applications in sensing, optical communication, and laser-based weapons. As a part of the Polish delegation to SEMICON Taiwan 2023, Adam Piotrowski, VIGO Photonics CEO, pointed to integrated #photonics as a development goal and highlighted the need to work with partners to incorporate signal processing into VIGO's sensor platform. In fact, the Polish company opened its Taipei office in 2020 as its first foothold in the East Asian market. https://lnkd.in/ge95TK_k
From photonics to defense: more to be done for Polish-Taiwan industrial cooperation
digitimes.com
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The second phase of the Chinese state-owned semiconductor investment fund invested in two startups engaged in IC design and #EDA tool development, respectively. According to Jiwei, Chinastarmarket, and East Money, Shanghai-based Joywell Semi has completed the sixth round of fund-raising, welcoming new shareholders, including the #China Integrated Circuit Industry Investment Fund II (Big Fund II) and Shanghai China Mobile Digital Transformation Industry Private Equity Fund Partnership. The startup's registered capital increased to CNY14.87 million (US$2.05 million), marking an 8.93% rise. The Big Fund II holds a 1.64% stake in Joywell Semi after the investments. https://lnkd.in/gpdxTmCD
Chinese Big Fund invests local IC design and EDA tool startups
digitimes.com