South Korean AI chip startup DeepX is in the final stages of preparation for its first mass-produced chips. Through Samsung Electronics' foundry division, the company has achieved an 88% yield rate using advanced 5nm process technology, with expectations to surpass 90% in mass production—a promising indicator for this cutting-edge AI hardware initiative
Samsung Electronics has reportedly reduced its use of thick photoresist (PR) in the photolithography process for its latest 3D NAND flash, achieving significant cost savings. This move, however, could impact its South Korean supplier, Dongjin Semichem
SoftBank, which has stakes in numerous Indian unicorns, focuses on tapping into India's potential in the AI era. Nationally, India may introduce another incentive to support local electronics manufacturers. An area Apple is currently scouting for
The largest US drone maker struggles with supply chain disruption after selling drones to Taiwan's fire departments, with current inventory projected to last until spring 2025
Due to US sanctions, China has been unable to acquire advanced semiconductor manufacturing equipment and is now shifting its focus toward mature processes. Although this shift has provided short-term benefits for South Korean equipment manufacturers, China's active promotion of domestic semiconductor equipment production may affect their future orders and performance
Japanese NAND manufacturer Kioxia has secured approval for its initial public offering (IPO) on the Tokyo Stock Exchange, scheduled for December 18. South Korean SK Hynix may acquire shares in Kioxia, potentially transforming the memory industry landscape, reports Nikkei
On November 26, Intel Connection China, hosted in Chengdu, emerged as the company's largest technology ecosystem event to date, featuring participation from major partners including Lenovo, HP, Microsoft, and Montage Technology. This gathering came amid security concerns in China regarding Intel's CPUs and potential investigations
Samsung Electronics is undergoing a personnel reform in response to the crisis within its semiconductor business. Notably, the head of Device Solutions (DS), Young-Hyun Jun, will also manage the memory division and a new CTO position for foundry services has been introduced
HMD Global has strategically designated India as a crucial export hub for Nokia phones in response to the evolving dynamics of the global trade environment. The persistent trade tensions between the US and China have prompted the search for alternative supply chains, with India increasingly becoming a favored manufacturing location for numerous companies, including HMD
Leading offshore wind turbine component maker Yeong Guan Energy Technology has announced that mass production at its Taichung plant will begin in 2025, while its plant in Thailand will begin trial production in mid-2025. Amid the trend toward supply chain diversification, the company has already received numerous inquiries from European companies about production in its Thailand plant, potentially boosting growth next year
Amid challenges, Samsung has decided to scale back investments in its foundry business, prioritizing existing production lines to reduce losses and refocusing efforts on regaining competitiveness in memory technologies. However, with its foundry lagging in technical competitiveness and large-scale investments difficult to recoup, Donald Trump's re-election and speculations regarding spinning off Samsung's foundry unit or collaborating with Intel have further heightened interest in Samsung's future direction
The Chinese electric vehicle (EV) industry is characterized by intense competition as numerous automakers aim to achieve profitability in the face of increasing sales. Xiaomi, with its substantial financial resources, has the potential to disrupt this market
China's dominance in the LCD panel and TV manufacturing sectors is driving up procurement costs for South Korean giants Samsung Electronics and LG Electronics. Additionally, China's aggressive pricing in the Mini LED market is putting pressure on their premium TV strategies, challenging the viability of their OLED TV plans
The Japanese government is preparing a budget amendment for fiscal year 2024 (April 2024 – March 2025) to allocate additional support for the semiconductor and AI sectors, with funding directed toward Rapidus, which is working toward mass production of 2nm chips
