Taiwan-based suppliers concerned whether rising Chinese carmakers could bring stable orders
China’s homegrown automakers continue to rise as the country’s economy still needs time to recover fully.
20
May
20
May
Why Samsung and SK Hynix report rising inventories amid improving memory market
Samsung Electronics and SK Hynix reported a surprising increase in semiconductor inventories in the first quarter, even as the memory market improved. The companies attributed the rise to accounting adjustments that reflected higher memory prices and reduced provisions in their income statements.
20
May
Musk launches Starlink in Indonesia, eyes future investment
Elon Musk inaugurated SpaceX’s Starlink internet services in Indonesia on Sunday as the world’s largest archipelago seeks to boost connectivity to its most remote areas.
20
May
China’s EV makers taking longer to pay bills amid rising stress
The time it’s taking for some of China’s electric car makers to pay suppliers is ballooning — a further sign of stress in the nation’s increasingly cutthroat auto market.
20
May
Global 1Q24 wafer fab production capacity up slightly
The installed capacity of wafer fabrication will exceed 40 million wafers per quarter (in 300mm wafer equivalent), increasing by 1.2% in the first quarter of 2024 and an anticipated 1.4% rise in the second quarter, according to recent research conducted by SEMI in collaboration with TechInsights. China has the fastest capacity growth rate compared to all other areas.
20
May
TSMC mass produces Tesla’s Dojo AI training tiles, eying 40x power boost by 2027
TSMC has started producing Tesla’s next-generation Dojo AI training tiles with its InFO_SoW (Integrated Fan-Out System-on-Wafer) technology, aiming for a 40x increase in computing power by 2027 with a more complex wafer-level system, according to company sources.
20
May
Will EV demand rebound in 2025?
Demand for battery EVs has faced challenges since the second half of 2023. Sales volume has sagged this year, especially in Europe and the US, the world’s second and third-largest automotive markets.
20
May
From Cloud to Edge, hybrid AI model is taking shape
Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on “edge” devices.
20
May
Indian solar company gradually reducing China dependence
Indian solar energy company Orb Energy has reduced its reliance on Chinese components by over 20% in recent years, in line with the general trend of diversifying supply chains.
20
May
Acer unveils consumer electronics subsidiary in India, expands manufacturing partnership with Dixon
Four years after launching its consumer electronics brand globally, Acer announced the entry of Acerpure into India, its second-largest market.