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Samsung Electronics has been suffering from the memory industry slump. Investment in equipment is expensive and increasingly a burden to the company. Sources from South Korean memory industry say Samsung Electronics may introduce AI and IoT-based advanced sensing and cooling technologies to raise production efficiency and cut costs.
In order to restrict the development of China's advanced semiconductor industry, on top of establishing strict export sanctions, the US has also joined forces with Japan, Taiwan, and the Netherlands to fully block China from obtaining advanced semiconductor technology and equipment. Furthermore, it is expected that US sanctions will only get harsher and more comprehensive. It may force China's semiconductor industry to not only have to work hard to improve its technology but also be stuck long-term with mature processes.
TSMC has recently announced SoIC-P, microbump versions of its System on Integrated Chips (SoIC) solutions providing a cost-effective way for 3D chip stacking.
China's automotive-grade chip suppliers Horizon Robotics Technology and Black Sesame Technologies are in a position to rival Nvidia and Texas Instruments (TI) in both high- and low-computing power autonomous driving processors required by their domestic carmakers, according to industry sources.
The China car market remains caught in fierce price competition following Tesla in January slashing prices on its cars sold there, but the overall sales momentum is cooling down on consumer expectations about ever-lower prices, dimming order visibility for supply chain partners of Chinese carmakers, according to industry sources.