LGD confirms sale of LCD plant; possible addition of 8.6G IT OLED to P10 fab

To combat Chinese companies and satisfy future OLED demand, South Korea-based manufacturers Samsung Display (SDC) and LG Display (LGD) are expediting their investments in 8.6G IT OLEDs. Additionally, LGD announced on September 26 that it has signed a deal with China-based TCL CSOT, agreeing to sell its stake in its large-sized LCD panel and module plant in Guangzhou, China.

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SBI terminates semiconductor plant partnership; PSMC denies link to profitability, cites compliance Issues

Japanese financial firm SBI Holdings has announced the termination of its collaboration with Taiwan’s Powerchip Semiconductor Manufacturing Corporation (PSMC) to build a semiconductor plant in Japan. The project was initially launched in August 2023 with the goal of constructing a factory in Miyagi Prefecture, slated to begin production of automotive semiconductors in 2027. However, the plan has now officially been called off.

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AI PCs to drive battery module ASP

AI PCs will bring new opportunities to component manufacturers. Battery module manufacturer Simplo stated that due to AI PCs requiring larger battery capacity, the average selling price (ASP) will increase as well. This is expected to become apparent in the fourth quarter of 2024 and growth momentum is expected to become stronger in 2025.

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Huawei claims top spot in global wearable market in 1H24

China’s Huawei Technologies has overtaken Samsung Electronics and Apple for the first time to become the world’s top wearable device brand in the first half of 2024, with an accumulated user base exceeding 520 million. While its smartphone business is restricted to China due to the US semiconductor ban and lack of Google Mobile Services (GMS), Huawei continues to expand its wearables, notebooks, and tablets in international markets.

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From exodus to scarcity: Fast-tracking talent growth initiatives in Japan’s semiconductor industry

Japan’s semiconductor industry is experiencing a significant talent shortage, with demand from chip and equipment manufacturers increasing 14-fold compared to a decade ago. Key factors driving this surge include the rise of generative AI, vehicle electrification, and heightened energy requirements. In response, Japan is expanding semiconductor manufacturing facilities in regions such as Kyushu and Hokkaido, thereby enhancing supply chain resilience.

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TSMC invests in talent development and smart manufacturing to address global skills shortage

In light of the escalating trade conflict between the US and China, coupled with the 2020 pandemic-induced global chip shortage, numerous nations are prioritizing local semiconductor manufacturing as a key strategy and are diligently increasing investments in the semiconductor sector to secure adequate production capacity and processing technology.

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