Taiwan’s AI dichotomy: leading the hardware revolution but lagging in software support
As Taiwan powers the world’s AI ambitions, its software startups face an uphill battle for survival.
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Jul
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Jul
AMD to acquire Finnish AI lab
AMD has announced the signing of a definitive agreement to acquire Silo AI, the largest private AI lab in Europe, in an all-cash transaction valued at approximately US$665 million.
11
Jul
Samsung union announces ‘indefinite’ strike; risk of semiconductor plant shutdown rising
Samsung Electronics’ largest union, the National Samsung Electronics Union (NSEU), initially planned a three-day strike starting on July 8. However, the union recently announced that it will initiate a two-phase indefinite strike starting on July 11, adopting a tough stance against company management.
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Jul
Nissan to launch in-house LFP battery production in 2028, reducing reliance on China amid ternary cost concerns
Nissan Motor has decided to initiate in-house mass production of Lithium Iron Phosphate (LFP) batteries starting from fiscal 2028 (April 2028 – March 2029), as the cost of ternary lithium-ion batteries has not decreased as expected.
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Jul
Traditional Tier-1 suppliers struggle as electrification reshapes auto supply chain
The automotive industry’s ongoing transition to electronic systems and electrification is creating a “tug-of-war” between new and established Tier-1 suppliers, known for supplying automotive systems and modules directly to carmakers. Among them, Chinese companies, representing the new Tier-1 team, are significantly gaining ground. In contrast, established Tier-1 suppliers from Europe, the US, Japan, and South Korea are battling to defend their positions and avoid slipping in the rankings.
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Jul
Together with over 30 partners, SDC aims to reduce prices of Micro LED TVs to one-tenth within two to three years
Micro LED TVs are considered an important next-gen technology, but their high prices have prevented them from becoming more widespread. Samsung Electronics has made plans to reduce the price of Micro LED TVs, intending to reduce production costs to one-tenth of the current value within the next 2-3 years.
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Jul
Chinese AI models show strength and resilience amid US sanctions
Chinese AI companies showcased resilience and innovation at the 2024 World AI Conference (WAIC 2024) amid the US’s tightening AI chip export sanctions.
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Jul
Nanya likely to break even in 3Q24 as inventory improves
Nanya Technology’s DDR4 inventory adjustment will improve quarter after quarter, bringing total fab utilization to more than 90%, according to the Taiwan-based DRAM memory maker.
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Jul
SK On partners with Nissan to fuel EV battery supply chain
South Korea’s SK On is gearing up to power Japan’s Nissan in a groundbreaking Electric Vehicle (EV) battery supply collaboration. This strategic alliance aims to bolster Nissan’s supply chain overhaul while promising a significant boost to SK On’s financial performance.
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Jul
Intel calls for streamlined administrative process as Vietnam drafts foreign investment fund
Vietnam is drafting an Investment Support Fund to attract more foreign investment. However, Intel has expressed dissatisfaction with the administrative processes, calling for the Vietnamese government to simplify and streamline the process.