Manufacturing

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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

Korea Extends Tax Breaks for Display Manufacturers

by Omid Rahmat

The Ministry of Strategy and Finance announced on Jan. 18 a revised enforcement rule of the Restriction of Special Taxation Act, which added five display technologies to the list of the national strategic technologies. The …

Tags:LG Displays (LGD)| Manufacturing| Samsung Display

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Technology Supply Chains Become a Geopolitical Issue

by Omid Rahmat

The location of “oil reserves [has] defined geopolitics for the last five decades,” Gelsinger said in an interview with CNN’s Julia Chatterley at the World Economic Forum in Davos. “Where the technology supply chains are, …

Tags:Intel| Manufacturing| Semiconductors

Tianma Buys $114 million Worth of LCD Production Gear From SFA

by Omid Rahmat

The South Korean equipment maker will be supplying its logistics equipment to the Chinese display panel maker. Tianma will be using these kits for its Gen 8.6 liquid crystal display (LCD) production factory being …

Tags:LCD| Manufacturing| SFA| Tianma

Omdia Serves a Tasty microLED Treat 

by Bob Raikes

I thought I’d take another dip into the Smörgåsbord of delights presented in the Techblick MicroLED and QD event that it still available online. For the moment, I passed on the technology talks to …

Tags:Forecasts| LED| LTPS TFT| Manufacturing| Market Data| MicroLED| Small Pixel Pitch LED SPP| Smartwatches| TVs (TV Sets)