Taiwan’s Ministry of Economic Affairs (MOEA) released a report on July 29 revealing intriguing insights into Taiwan’s R&D investment and technology export trends. The report highlighted record-breaking R&D expenditure in 2022 and a significant shift in Taiwan’s largest technology export market, with Singapore surpassing China.
Mobile SoC specialists MediaTek and Qualcomm will hold their quarterly earnings conference calls on July 31 to address the business outlook and end-market demand prospects, with a particular focus on AI devices, according to market sources. Apple’s earnings call is set for August 1.
Onsemi reported a decline in performance for the past quarter, attributing the downturn to short-term economic headwinds. Despite these challenges, the company remains confident in its leadership in the Silicon Carbide (SiC) market and is anticipating increased SiC adoption within the AI data center sector.
On July 23, 2024, Infineon Technologies AG expanded its ongoing lawsuit in the U.S. District Court for the Northern District of California, adding claims against Innoscience (Zhuhai) Technology Company, Ltd., Innoscience America, Inc., and their affiliates.
Glass Core Substrate (GCS) is becoming a trend that major players in the semiconductor supply chain are avidly pursuing. LG Innotek is reportedly contacting material, components, and equipment partners to set up its GCS supply chain, and will collaborate with LG Display (LGD) for the endeavor.
Following Trump’s controversial comments about Taiwan, US Commerce Secretary Gina Raimondo underscored the necessity of bolstering domestic chip manufacturing, warning against over-dependence on Taiwan.
China is ramping up its efforts to produce High-Bandwidth Memory (HBM), crucial for advancing AI technology, as part of its supply chain indigenization strategy.
According to Bloomberg and Reuters, Indian electric two-wheeler (E2W) maker Ola Electric Mobility is set to launch its initial public offering (IPO). The company aims to raise up to INR61.46 billion (US$734 million) by selling shares at a price of INR72-76 each.
Component manufacturers, such as Taiwan-based Cheng Uei Precision Industry (Foxlink), are evolving and upgrading their operations to encompass a broader range of products and industries, aiming to secure a foothold in emerging sectors. This is in response to rapid changes in the industrial environment and increasing market competition.