Japanese EUV breakthrough could shatter ASML monopoly
Japanese researchers have developed a groundbreaking new technology that could revolutionize the semiconductor industry.
13
Aug
13
Aug
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM’s outstanding performance during the quarter confirms the significant demand for AI servers, which is sufficient to upset the electronics industry’s customary off-season downturn, which typically occurs in May and June.
13
Aug
China’s foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China’s leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
13
Aug
Taiwan’s AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market share. The overwhelming demand for AI servers, coupled with their components being priced ten times higher than standard servers, has made suppliers eager to capitalize on this market.
13
Aug
Samsung reportedly investing in in-house chip development to compete in XR market
Samsung Electronics is developing high-performance semiconductors for next-generation Extended Reality (XR) devices, aiming to compete with Apple’s Vision Pro, which uses in-house chips.
13
Aug
SK Hynix to face challenges for US fab despite subsidies
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and Science Act, according to market sources.
13
Aug
AI-enhanced smartphone boom fuels FocalTech’s AMOLED DDI sales growth
Taiwan’s display driver IC (DDI) vendor, FocalTech Systems, experienced mixed sales performances across its diverse product lines in the second quarter of the year. Despite this, the company remains optimistic about continued growth in AMOLED touchscreen ICs, driven by robust demand from the AI-enhanced smartphone segment.
13
Aug
ST新纶：公司股票被深圳证券交易所终止上市
8月9日，ST新纶公告，公司于2024年8月9日收到深交所出具的《关于新纶新材料股份有限公司股票终止上市的决定》，深交所决定公司股票终止上市。
13
Aug
13
Aug
TCL华星收购LGD广州LCD工厂，成为三星显示业务的重要供应商
预测显示，TCL华星与京东方（BOE）的合并市场份额将达到51%，将进一步巩固其在LCD（液晶显示器）市场的主导地位，TCL华星也可能成为三星电子的重要供应商。