Washington and Tokyo Eye a $13 Billion Display Fab
by Emory Kale
JDI has not confirmed the details publicly, and both the technology choice and business case remain unresolved.
Tags:CHIPS Act| JDI| LCD| Manufacturing| OLED| showcase
An Open Letter to the Secretary of Defense and Some Hard Truths About the US Display Industry
by Barry Young
This is time to prepare for future display technology that may not be available if we wait too long.
Tags:China| CHIPS Act| LCD| OLED| showcase
AI Bans on China Could Hurt Display Industry
by Omid Rahmat
There is a lot of uncertainty around smartphone and IT product sales even as Chinese companies take advantage to solidify their positions in their home market.
Tags:Apple| Artificial Intelligence (AI)| Automotive| China| CHIPS Act| Huawei| showcase| Xiaomi
The US Doesn’t See Displays as Critical to National Security, Yet
by Omid Rahmat
The immediate threat, if there is any, is to certain advanced technologies like compound semiconductors or nanomaterials which may be designated as critical to national security and subject to stricter restrictions on foreign expansion and joint research.
Tags:CHIPS Act| Manufacturing| MicroLED| NanoLED| showcase
China Clarifies Stance on iPhone Use Among Officials
by Emory Kale
The remarks by the Foreign Ministry have led some observers to infer that while there may not be a formal ban, there could be informal advisories against the use of iPhones for official business.
Tags:China| CHIPS Act| iPhone
Collaboration as a Key Strategic Measure of Display Industry Prowess
by Omid Rahmat
The display industry is outgrowing the focus on panels.
Tags:China| CHIPS Act| Manufacturing
Who Gets the Finger in US-China Supply Chain Cold War
by Omid Rahmat
Stay close to your partners and work around the politics.
Tags:China| CHIPS Act| Supply Chain
Huawei Rebounds From US Sanctions With Smartphone Growth
by Shawnee Blackwood
Huawei’s smartphone business saw shipments grow by 76.1% YoY.
Tags:CHIPS Act| financials| Huawei| Smartphones
The EU Goes Slow on US China Tech Sector Investment Bans
by Omid Rahmat
Not everyone is convinced by US bans and sanctions on investment in China’s tech sector.
Tags:China| CHIPS Act| India| Semiconductors| USA
Navigating Complexities: The US-China Tech Investment Landscape
by Omid Rahmat
While the emphasis is on specific technology sectors for now, the broader implications could reshape investment strategies and global technology dynamics.
Tags:China| CHIPS Act| showcase| USA
China’s Ban on Critical Metals Exports Sends Shockwaves Through Display Industry
by Emory Kale
We may be facing shortages and price rises across a range of consumer electronics goods in the short term.
Tags:China| CHIPS Act| Korea| LCD| Manufacturing| Materials| OLED| showcase
ASML Reports Rise in Q2 Orders Driven by Demand for Chip-Making Machines in China
by Shawnee Blackwood
ASML’s deep ultraviolet (DUV) lithography machines, used for producing advanced semiconductors, faced higher demand than supply, further bolstering the company’s order books.
Tags:ASML| CHIPS Act| Photolithography| Semiconductors
