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Toyota, Nissan, and Honda Join Forces on AI and Chip Development for Next-Gen Vehicles
Toyota, Nissan, and Honda have teamed up to develop cutting-edge AI and semiconductor technologies for next-generation vehicles, focusing on areas like semiconductor chips, APIs, virtual simulation, and cybersecurity. Supported by Japan's Ministry of Economy, Trade, and Industry, this collaboration aims to enhance Japan's competitiveness in the evolving automotive industry. The initiative includes forming the Advanced SoC Research for Automotive (ASRA) group, involving 12 companies, to create high-performance system-on-chip (SoC) technologies for mass production by 2030, marking a significant advancement in software-defined vehicles (SDVs) and autonomous driving capabilities
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1.29.2024
Beyond Investments: Karnataka Prepares New ESDM Policy to Build a Robust Ecosystem
Karnataka is developing an updated electronics policy to replace the current one expiring in 2025. Shifting focus from contract manufacturing to developing indigenous products and intellectual property, the plan includes ESDM clusters, startup financial support, and incentives for homegrown development.
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1.29.2024
OPPO and Nokia Sign 5G Patent Cross-licensing Agreement
OPPO and Nokia have officially settled their global patent dispute by entering into a cross-licensing agreement covering essential patents in 5G and other cellular communication technologies. The resolution concludes a two-year and seven-month-long legal battle that emerged from the failure to renegotiate a new 5G patent license agreement after both parties' patents expired in 2021.
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1.26.2024
BYD Surges Ahead of Volkswagen to Claim Top Spot in Chinese Auto Market
Recent findings from the China Automotive Technology and Research Center (CATRC) indicate a pivotal transformation in China's automotive landscape, with BYD anticipating a groundbreaking 2.4 million new car insurance registrations by 2023. This projection firmly establishes BYD as the emerging leader in China's domestic auto market.
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1.26.2024
US and Vietnam Collaborate on Chip Production and Clean Energy
The Deputy Minister Jose Fernandez, responsible for economic growth, energy, and the environment at the U.S. Department of State, shared insights on cooperation with Vietnam in two critical areas during a meeting with members of the American Chamber of Commerce (AmCham) in Ho Chi Minh City on January 24th. The focus areas include semiconductor chips and clean energy.
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1.24.2024
Market Insight: Potential DRAM Price Surge in Q1 2024 (TrendForce Analysis)
The DRAM market is poised for a significant price surge in the first quarter of 2024, according to a recent report by TrendForce. The analysis predicts a 13-18% increase across various segments, driven by surging demand for next-generation DDR5 technology and strategic production adjustments.
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1.24.2024
New energy vehicle price war in China Market
Tesla cut prices in China and launched a low-interest financial policy to boost sales in China igniting price war to Chinese auto market. This resulted for other car companies to offer sales promotion to compete in order to stay competitive.
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1.24.2024
Murata's Inductor Factory Continues to Shut Down, Supply Chain Fluctuations May Lead to Substitution Opportunities
The Noto Peninsula earthquake in Japan significantly impacted Murata's factories in the Hokuriku region. While most have resumed production, Himi, Wakura, and Anamizu factories remain shut down. Anamizu, the most affected, faces an uncertain restart timeline, potentially impacting production of components used in various consumer electronics. Though Murata's overall production shouldn't be severely affected, downstream supply chains, particularly for Anamizu's inductors, might experience disruptions.
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1.24.2024
India and EU Forge Agreement to Support Supply Chain for Crucial Components
India and the European Union have joined forces to strengthen their semiconductor industries through a landmark MoU. This agreement fosters collaboration in research, talent development, and supply chain resilience, aiming to make both regions less reliant on external chip sources. Signed in November 2023, the MoU represents a long-term commitment and signifies a significant step towards achieving self-sufficiency and shaping the future of chip technology in both India and the EU.
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1.24.2024
Semiconductor Market Takes a Dip in 2023, Intel Reclaims the Throne
The global chip market shrank in 2023 due to a record-breaking plunge in memory segment revenue. Memory products, like DRAM and NAND flash, bore the brunt of the downturn as smartphone, PC, and server markets faced weaker-than-anticipated demand and overflowing inventory. The non-memory segment was more resilient, helped by demand for chips used in AI applications and the automotive sector. Intel recaptured the top spot from Samsung as the leading semiconductor vendor, and Nvidia debuted in the top five thanks to its dominance in the AI silicon market.
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1.23.2024
Vietnam's Three-Pronged Strategy to Dominate the Semiconductor Industry
The semiconductor industry in Vietnam is gaining attention in 2023, with global conglomerates eyeing the country as a potential world chip manufacturing center. Vietnam aims to tap into the trillion-dollar semiconductor market by 2030.
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