The international patent war over compound semiconductors, specifically Gallium Nitride (GaN), continues to intensify. In July, Efficient Power Conversion (EPC) from the US won a ruling from the US International Trade Commission (ITC) that found China’s GaN leader Innoscience guilty of infringing one of its patents, making it difficult for the latter to enter the US market.
The global electronic component distribution landscape shifted in the first half of 2024, with WPG Holdings and WT Microelectronics rising to the top two positions. Meanwhile, Avnet and Arrow Electronics dropped to third and fourth, reflecting varying recovery speeds in the Asia-Pacific and Western markets.
Taiwan’s Shinkong Synthetic Fibers Corporation (SSFC), keen on product diversification to mitigate market risks, is expanding into the semiconductor and automotive sectors while maintaining 100% capacity utilization across all product lines, according to General Manager Chin-da Ou.
Chinese offshore wind turbine manufacturers are leveraging their cost advantage to capture global market share, posing a serious threat to European competitors like Siemens Gamesa and Vestas. This aggressive pricing strategy is sparking debates over the localization of offshore wind manufacturing in Europe, the US, and across Asia-Pacific. Meanwhile, Taiwan is facing scrutiny from the European Union and the World Trade Organization (WTO) over its localization policies.
TSMC recently acquired Innolux’s 5.5G LCD fab at the Southern Taiwan Science Park (STSP) for NT$17.14 billion (US$530.8 million), which includes factory buildings and associated facilities. The structure’s entire area is 317,444.93 square meters. The pure-play lC foundry provided no additional information beyond indicating that the obtained target would be used for production and operation.
Samsung Electronics is reportedly increasing the likelihood of launching the budget-friendly flagship Galaxy S24 FE in the second half of 2024, aiming to hit the market ahead of Apple’s iPhone SE 4, which is expected to be launched in early 2025. The Galaxy S24 FE is anticipated to feature Samsung’s in-house AP and be released in October 2024.