01
Sep
01
Sep
Global OSAT industry, 2024
Global OSAT revenues are expected to rise 8% on year in 2024, driven by growing shipments of consumer electronics.
01
Sep
EV and hydrogen sectors brace for future policy shifts
As US cleantech companies fret over the potential policy reversals under a Donald Trump presidency, one segment of the clean energy industry may sidestep the impending threat.
01
Sep
SMIC to launch four new 12-inch fabs after 2025, targeting 28nm and above for local demand
Semiconductor Manufacturing International Corporation (SMIC), China’s leading foundry, is significantly expanding its production capacity with four new 12-inch wafer fabs in Beijing, Shanghai, Tianjin, and Shenzhen. These new fabs are expected to successively come online after 2025, adding a combined monthly capacity of 340,000 wafers, with 28nm as the most critical node.
01
Sep
Meta reportedly developing glasses-like MR device; expects to launch in 2027
It was previously reported that Meta Platforms has canceled its planned high-end mixed reality (MR) headset project, internally codenamed “La Jolla,” originally slated for release in 2027. However, new information now suggests that the company plans to launch a new product integrating smart glasses with MR functionality.
01
Sep
Samsung’s foundry service growth hinges on AI, HPC, and automotive sectors
As the global semiconductor foundry market shows signs of recovery, Samsung Electronics continues to trail significantly behind sector leader TSMC in market share. Additionally, it is facing substantial financial losses. Samsung’s future success in wafer foundry development hinges on its ability to transition into AI, high-performance computing (HPC), and automotive electronics manufacturing.
01
Sep
AUO responds to reports about SDC purchasing 107 of its LCD patents to contain BOE
Samsung Display (SDC), which has long exited the LCD business, has reportedly purchased 107 US LCD patents from Taiwanese company AUO.
01
Sep
Netronix sees color e-readers and AI-equipped signage as growth drivers
E-reader manufacturer Netronix said it struggled to meet demands for color e-readers. The company views color e-readers and digital advertising signage as its two growth engines for the next decade.
01
Sep
Sonix Technology cautious about 2H24, pins hope on AI PC and automobiles
Sonix Technology, a microcontroller (MCU) manufacturer, reported that the notebook (NB) industry is actively advancing the AI PC market. Sonix plans to introduce its human presence detection (HPD) chip into AI PCs in the first quarter of 2025.
01
Sep
AI chip startups led by Cerebras aim to challenge Nvidia with sleeker, more efficient designs
Many chip design startups are striving to develop more affordable AI solutions tailored for specific applications.