China-US Tensions Will Materially Impact Display Industry
by Omid Rahmat
With an upcoming US election, it is unlikely that tensions will ease with implications for all tech sectors, including displays.
Tags:China| CHIPS Act| Manufacturing| Materials
China’s Ministry of Commerce Curbing Gallium and Germanium Exports
by Emory Kale
The measures are reportedly in response to the US’s ban, in October 2022, on the export of some cutting-edge semiconductor technology to China.
Tags:China| CHIPS Act| Semiconductors| showcase
Samsung and LG Hunker Down Together for Mutual Benefit
by Omid Rahmat
In the short-term, LG stands to gain from Samsung but for how long?
Tags:China| CHIPS Act| Korea| LG| Samsung| WOLED
Applied Materials to Invest $4B in EPIC Center for Semiconductor R&D
by Shawnee Blackwood
This substantial investment is contingent on the receipt of support from the U.S. government through provisions of the CHIPS and Science Act. Once operational, the EPIC Center is projected to host over $25 billion in company R&D investments during its first decade.
Tags:Applied Materials| CHIPS Act| Manufacturing| R&D (Research & Development)
Oppo Abruptly Shuts Down Chip Design Subsidiary, Zeku, Amidst Economic Uncertainties
by Emory Kale
Just two weeks prior to the closure, Zeku had been actively recruiting for various positions in multiple locations, including Shanghai, Beijing, Chengdu, and Xian.
Tags:CHIPS Act| Oppo| Semiconductors| smartphone
Korea Lobbies for US OLED Sanctions on China
by Omid Rahmat
OLEDs may not rise to the level of being of vital national security importance to the US, but confrontation with China may end up favoring Korean interests.
Tags:China| CHIPS Act| Korea| OLED
Geopolitical Machinations Favor Asian Display Manufacturers
by Omid Rahmat
In 2024, there is going to be a presidential election, and the US relationship with China is going to be a point of contention between the two parties.
Tags:China| CHIPS Act| Japan| Korea| OLED
Germany Denies Plans to Ban Semiconductor Chemical Exports to China
by Emory Kale
One bit for good news for Chinese manufacturers in the continuing high tech trade battle with US.
Tags:CHIPS Act| Materials| Semiconductors
Apple Accelerates Shift from China, Increases Investment in Vietnam and India for Manufacturing Expansion
by Omid Rahmat
This strategic shift has been in the works for years, driven by increasing labor costs in China and the ongoing technology disputes between the US and China.
Tags:Apple| China| CHIPS Act| Foxconn| Manufacturing
US May Not Target China’s OLED Industry Amid Semiconductor Tensions
by Emory Kale
OLED technology not considered critical enough to warrant intervention.
Tags:Canon| CHIPS Act| Nikon| OLED| UDC
US CHIPS Act Update: Semiconductor Expansion Limited in China, Shift Towards Taiwanese Foundries
by Shawnee Blackwood
The US Department of Commerce has released details of its updated CHIPS and Science Act, imposing stricter investment restrictions on advanced and mature processes in China, North Korea, Iran, and Russia for the next …
Tags:CHIPS Act| Manufacturing| TSMC
Guardrails for CHIPS Act Funding Put China Together With Russia, Iran, and North Korea
by Omid Rahmat
The proposed guardrails are intended to ensure that technology and innovation funded by the CHIPS and Science Act are not used for malign purposes by adversarial countries against the United States or its allies …
Tags:CHIPS Act| Manufacturing
