Subject


China


2024-05-31

[News] UMC Optimistic About Second Half Business Outlook, While AI Could Capture 10-20% Market Share

According to a report from Liberty Times, Taiwanese foundry UMC stated yesterday that the company’s operations in the second quarter would see a slight increase compared to the first quarter, and the second half of the year would be better than the first half. With UMC’s technology and proces...

2024-05-31

[News] US Reportedly Slows NVIDIA and AMD from Selling AI Chips to the Middle East

According to a report from Bloomberg, US officials have slowed down the issuance of licenses for chip manufacturers like NVIDIA and AMD to export large quantities of AI accelerators to the Middle East. Meanwhile, officials are conducting a national security assessment of AI developments in the regio...

2024-05-31

[News] A Price War in SiC Wafer Sector seems to Start

Recently, rumors surfaced that price drops in the silicon carbide (SiC) wafer market. So, what is the actual market situation for SiC wafer? Currently, most companies in the supply chain agree on the fact that the price of SiC wafer is on the decline. For instance, Xu Xiulan, the chairwoman of Gl...

2024-05-29

[News] Samsung Reportedly Increasing Production of Made-in-China Phones

As reported by the South Korean tech media outlet TheElec, South Korean smartphone giant Samsung is said to be planning to increase the production of phones manufactured by joint development manufacturers (JDM) in China from 4.4 million to 6.7 million units this year. The increased output from its J...

2024-05-28

[News] BOE Looking to Become OLED Panel Leader, Rumored to Have a 50% Capacity Expansion

Following its success in the LCD panel market, China's BOE Technology Group plans to lead in the OLED panel sector as well. According to a report from Japanese media outlet Nikkei News on May 27th, BOE, China's largest panel manufacturer, plans to boost its OLED panel production capacity by more tha...

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