Different EV strategies polarize Japanese automotive parts suppliers’ outlook
The rapid growth of the global battery EV market ended in the second half of 2023.
05
Jun
05
Jun
Intel sells 49% stake in Irish wafer fab to share costs amid global manufacturing expansion
According to Intel’s press release, the chip giant and Apollo signed a definitive agreement under which Apollo-managed funds and affiliates will lead an investment of US$11 billion to acquire from Intel a 49% equity interest in a joint venture entity related to Intel’s Fab 34.
05
Jun
Pegatron reveals new AI server product equipped with Blackwell; set to ship in 4Q24
Computex 2024 kicks off this week with Nvidia CEO Jensen Huang firmly in the center of the spotlight.
05
Jun
IC distributors Edom, GMI join Nvidia ecosystem, capturing opportunities in automation and GPU leasing
Nvidia CEO Jensen Huang disclosed a list of major Taiwanese supply chain partners in a keynote speech delivered before COMPUTEX 2024. The list extended beyond industry giants like TSMC and Foxconn to surprisingly include IC distributors such as Edom Technology and GMI Technology.
05
Jun
Semiconductor foundry utilization rates seen higher than 80% in 2H24, thanks to AI boom
Driven by the Artificial Intelligence (AI) fervor, semiconductor foundry utilization rates are recovering worldwide. Industry sources in South Korea say that the average global semiconductor foundry utilization rate has recently reached around 75%, and they are optimistic that the average utilization rate will exceed 80% in the second half of 2024.
05
Jun
DDR5 prices have room for further 10-20% rise
Major chipmakers have already allocated production capacity for DDR5 chips in 2024, suggesting that prices are unlikely to decrease. DDR5 prices have room for another 10-20% increase before the end of this year, according to sources at memory module makers.
05
Jun
Nvidia confirms to enter ASIC market and will build 2nd AI Supercomputer in Taiwan
Nvidia CEO Jensen Huang told the global press that its plan of setting up an AI R&D center and the second AI Supercomputer Center is in progress, and directly confirmed that Nvidia will start doing ASIC chip designs in a press conference on June 4.
05
Jun
STMicroelectronics, Geely announce multi-year SiC supply agreement amidst booming EV market in China
STMicroelectronics (ST) and Geely have announced a multi-year agreement for the supply of Silicon Carbide (SiC) devices and the establishment of a joint lab to collaborate on vehicle electrification and digitalization. This deal comes as China emerges as a major EV market that component suppliers cannot afford to ignore, with automakers increasingly forming direct relationships with these suppliers.
05
Jun
EU launches AI office to enforce AI Act and supervise development
The EU announced on May 29 that it established an AI office under the Directorate General for Communications Networks, Content and Technology (DG CNECT).
05
Jun
LGD计划关闭龟尾M3模组工厂，涉及员工约700人
据龟尾企业界6月5日透露，LG Display计划在今年下半年之前撤出龟尾M3（模组）生产设施。自愿退休也在进行中。根据公司与工会协议，年龄30周岁以上、工龄5年以上的技术人员符合资格。据悉，自愿退休人员将获得45个月的固定工资以及子女的学费。