Manufacturing

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JDI Selling Higashiura LCD Fab to Sony

by Omid Rahmat

The asset sale is expected to take place on April 1, 2024, with revenue expected to be recorded from Sony based on newly-adjusted lease and outsourcing agreements from April 2023. Japan Display Inc. (JDI) …

Tags:JDI| LCD| Manufacturing| sony

Applied Materials Display Business Tanked Last Quarter

by Omid Rahmat

Net sales for the three months ended January 29, 2023 decreased compared to the same period in the prior year primarily due to lower customer investments in display manufacturing equipment as a result of …

Tags:Applied Materials| display technology| Manufacturing

Chip Makers Scramble for Federal Money

by Omid Rahmat

The CHIPS Act is creating a frenzy of activity around its over $200 billion in financial incentives and additional tax breaks. To stop China from becoming an advanced power in semiconductors and to maintain …

Tags:Intel| Manufacturing| Samsung| TSMC

SMIC Sees Big Price Drops in ICs for Displays

by Omid Rahmat

The Chinese chipmaker’s recent earnings call said that prices for ICS used in displays and flash memory chips in smartphones have dropped by 30% but that it would be continuing to invest in capital …

Tags:Manufacturing| SMIC

When Push Becomes Shove, Display Manufacturing Will Go China’s Way

by Omid Rahmat

The US Congress is trying to figure out how to put a stop to the flow of goods and capital to China from the tech sector. Pressure has been applied to allies like South …

Tags:BOE| Canon Tokki| China| LG Displays (LGD)| Manufacturing| OLED Materials| Samsung

Vedanta and Foxconn $20 Billion Gujarat Fab Gets Tech Leadership

by Omid Rahmat

Vedanta has hired a Texas Instruments and NXP Semiconductor vet, David Reed, as CEO of is semiconductor business. Last year, Vedanta and Foxconn announced a joint venture to build a $20 billion fab for …

Tags:Foxconn| India| Manufacturing| OLED Fabs| Vedanta

Is Apple Reducing the Role of Industrial Design?

by Omid Rahmat

Bloomberg is reporting on changes at Apple’s with the departure of Evans Hankey, the company’s VP of industrial design, who will not be replaced. Instead, the company’s core group of about 20 industrial designers …

Tags:Apple| Manufacturing

Chipmaking Equipment: Putting the Squeeze on China

by Omid Rahmat

The deal is deemed crucial to recent US efforts to restrict chip manufacturing and development in China. This is because the global market for chipmaking equipment is dominated by US company Applied Materials, Dutch …

Tags:Applied Materials| ASML| Manufacturing| Tokyo Electron