14
Aug
14
Aug
TSMC approves US$29.6 billion capex for capacity expansions, tech upgrades
TSMC’s board of directors has approved a significant capital budget of US$29.615 billion aimed at enhancing the company’s advanced process capacities and upgrading packaging technology and specialty processes. This investment is designed to meet long-term capacity needs based on market demand forecasts and TSMC’s technology development roadmap.
14
Aug
Apple continues developing affordable versions of Vision Pro and AR glasses amid mixed reception
Despite data indicating that Apple’s mixed reality (MR) headset Vision Pro is struggling to maintain its initial sales momentum, with early excitement giving way to weak sales and some returns, Apple remains committed to developing the next generation of the product. The company is also persisting with its plans to create smart glasses.
14
Aug
Compal sees 2025 as big year for PCs
The year 2025 will be a big year for PCs, as a result of Microsoft’s termination of support for Windows 10, as well as AI PCs, according to Anthony Peter Bonadero, president of Compal Electronics.
14
Aug
Chinese firms dominate as global EV battery market faces headwinds
Global demand for new energy vehicles (NEVs), including battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and hybrids, experienced significant volatility in the first half of the year. Growth momentum lagged behind previous years, affecting the performance of lithium-ion battery manufacturers. Yet, among the top 10 global players, Chinese firms have outpaced their rivals.
14
Aug
Google unveils Pixel 9 series and peripherals; AI, foldability, availability, performance in focus
At the “Made by Google” keynote event, Google announced a series of new hardware devices, including the new Pixel 9 series of smartphones, the Pixel Buds Pro 2 earphones, and the Pixel Watch 3 smartwatch. Regarding the smartphone product line, industry sources believe that four major topics will draw the most market attention: innovation in smartphone AI features, chip packaging technology, pricing strategy for foldable smartphones, and distribution plans.
14
Aug
PMIC firm GMT expects modest growth in 2H24
Global Mixed-Mode Technology (GMT), a supplier of power management IC (PMIC), anticipates modest growth in the latter half of 2024. AI PCs have not yet stimulated the overall demand for PCs, and the opportunities for DDR5 are still maturing, according to the company.
14
Aug
Topoint anticipates 4Q24 pilot runs for new Thai plant
Taiwan-based Topoint Technology, which manufactures drill bits for producing IC substrates and PCBs and also accepts OEM drilling orders from clients, expects to begin pilot runs at its new Thai plant in the fourth quarter of 2024.
14
Aug
Intel, pinched by losses, sells stake in chip designer Arm
Intel Corp., which is slashing jobs and expenses in a bid to turn around the business, sold its holdings in chip technology creator Arm Holdings Plc during the second quarter.
14
Aug
SK Hynix invests in M16 DRAM production expansion, expects to increase monthly capacity by 18%
SK Hynix has reportedly begun procuring production equipment for its M16 plant in Icheon, aiming to boost its monthly production capacity from 100,000 to 180,000 units, an increase of 80,000 units. This move is seen as an effort to catch up with Samsung Electronics’ capacity.