Review: Sony Bravia 9 (XR90)
Sony’s new miniLED LCD flagship
09
Oct
07
Oct
DRAM, flash momentum slows: Memory packaging and testing bracing for a soft 4Q24
The sluggish recovery in memory end-market demand has led to an early slowdown in supply chain activity, impacting the operational growth of memory packaging and testing firms in the second half of 2024. This trend underscores the need for strategic adjustments within the sector.
07
Oct
ASEAN deployment of Chinese automakers
Chinese automakers are keenly deploying in the EV markets of ASEAN, with local manufacturing and supply of key components playing a crucial role in their success.
07
Oct
Liquid cooling solutions to receive spotlight at 2024 OCP Global Summit
The AI server rack featuring Nvidia’s Blackwell chip will begin mass production in the fourth quarter of 2024, which is expected to increase the percentage of liquid cooling solutions. The OCP Global Summit to be held in mid-October provides the best stage for showcasing this technology.
07
Oct
SK Hynix diversifies supply chain, challenges Hanmi’s grip on HBM equipment
SK Hynix is set to diversify its supply chain for thermocompression bonding (TCB) equipment used in HBM manufacturing. The company acquired an order of 30 units of TCB machines from ASM Pacific Technology (ASMPT) in September 2024, South Korean media outlet TheElec reports. This move aims to reduce the firm’s dependence on Hanmi Semiconductor while ramping up its production of 12-layer HBM3E products.
07
Oct
US imposes duties on SEA solar panels, indirectly targeting Chinese firms
The US Department of Commerce (DOC) decided on October 1, 2024, to impose countervailing duties (CVD) on solar panels imported from four Southeast Asian (SEA) countries: Cambodia, Malaysia, Thailand, and Vietnam. These nations accounted for 80% of US solar energy product imports in 2023, with many involved companies being China-funded.
07
Oct
Liteon eyes 20% automotive revenue share with innovative solutions amid market upswing
Global car sales are projected to grow slightly to around 90 million units in 2024, a modest increase that remains significant for supply chain players, according to Liteon Technology president Anson Chiu. He emphasized that there is no need for concern regarding overall market performance, as the company anticipates its revenue share from automotive electronics will surge to 15-20% in the future, driven by rising demand for high-value products.
07
Oct
Qualcomm accelerates 4G IoT technology acquisition plans as part of its diversification efforts
Qualcomm has completed a US$200 million acquisition of Sequans Communications’ 4G IoT technology assets, marking a significant step in the company’s diversification strategy. This move comes as Qualcomm’s mobile business experiences a slowdown in growth, prompting the company to expand into other sectors in recent years. The acquisition is expected to substantially enhance Qualcomm’s semiconductor product portfolio in the IoT space.
07
Oct
Samsung’s HBM3E reportedly clears Nvidia’s on-site inspection; mass production still pending
Samsung Electronics and Nvidia have reportedly completed the on-site inspection of the fifth-generation high bandwidth memory (HBM3E). Despite delays in mass production and supply, earlier issues related to power consumption and thermal performance have been resolved. This progress strengthens Samsung’s position in the competitive memory market, though ongoing developments in its collaboration with Nvidia, especially in light of competition from SK Hynix, remain worth watching.
07
Oct
iPhone 16 Pro’s charging speed significantly improved
According to recent foreign media tests, the charging speed of Apple’s iPhone 16 Pro can be up to 20% faster than the previous generation when paired with a suitable charger.