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2025-01-02

[News] TSMC Set to Expand CoWoS Capacity to Record 75,000 Wafers in 2025, Doubling 2024 Output

TSMC is actively expanding its advanced packaging CoWoS capacity, with progress reportedly on track, according to Economic Daily News. Industry sources estimate that, with the inclusion of production capacity from facilities acquired from Innolux (AP8) and those in Taichung, TSMC's CoWoS monthly ca...

2025-01-02

[News] TSMC to Lose 2nm Orders? NVIDIA and Qualcomm Reportedly Mull to Team up with Samsung

With rumors indicating that Apple, one of TSMC’s most critical customers, may delay the adoption of the foundry giant’s 2nm process until 2026, a Commercial Times report, citing Chosun Daily and SamMobile, now suggests that NVIDIA and Qualcomm are following suit, as they are reportedly mulling t...

2025-01-02

[News] Korean Battery Makers LG Energy Solution, Samsung SDI, and SK On Reportedly Hit by Lower Utilization

As the merger between Japanese automakers Nissan and Honda highlights the threat from Chinese-made electric vehicles, there may be another fundamental issue which haunts the industry – the waning global EV demand. According to Business Korea, factory utilization rates for South Korea's leading ...

2025-01-02

[News] China’s Auto Industry Faces New Price War as BYD Slashes Prices Early

According to a report from Radio Taiwan International, citing South China Morning Post, price wars in China's automotive industry have intensified due to fierce competition and overcapacity. The report notes that with the Chinese government’s subsidy of RMB 20,000 for car replacements set to ex...

2025-01-01

[News] CES 2025 Preview: Which LED Products Will Be Showcased?

CES 2025 is set to take place from January 7 to 10, 2025, in Las Vegas. Recently, several companies have released previews of their exhibits. What new LED products can we expect at this upcoming technology extravaganza? TCL: Showcasing the World's Largest QD-Mini LED TV TCL announced plans to ...

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