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Friday 22 November 2024
Taiwan evaluates potential impact of Trump's proposed China trade status revocation
President-elect Donald Trump has announced his plan to name Howard Lutnick, a prominent China critic, as Secretary of Commerce. Lutnick will oversee the management of US tariffs and trade policies
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Friday 22 November 2024
Japan halts funding for all-polymer battery firm APB amid company crisis
Japanese authorities have officially terminated subsidies for APB Corp, a pioneer in next-generation all-polymer battery technology, amid severe financial difficulties and leadership turmoil
Thursday 21 November 2024
Xi highlights AI risks, warns against US-China decoupling
At the 2024 World Internet Conference (WIC), Chinese President Xi Jinping emphasized that while AI empowers humanity to better understand and reshape the world, it also presents unpredictable risks and challenges. Xi urged the global community to adopt security as a core principle and collaborate to establish a "shared future in cyberspace," according to the South China Morning Post
Thursday 21 November 2024
Auto Guangzhou: domestic brands dominate while traditional players retreat
This year's Auto Guangzhou exhibition features more than 1,000 vehicle models and 86 auto brands, with new entrants like Maextro drawing significant attention from visitors
Thursday 21 November 2024
Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
The newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter, stabilizing panel prices. The most notable growth was observed in the ultra-large TV segment, but concerns about the potential overdrawing of future demand remain
Thursday 21 November 2024
IC design houses see Chinese government subsidies stimulate demand
Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that this may have only accelerated consumer spending, potentially weakening demand in the first half of 2025
Thursday 21 November 2024
SK Hynix closes in on Samsung with NAND market share set to top 20%
SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry leader Samsung Electronics
Thursday 21 November 2024
Japan expected to announce additional US$1.3 billion investment in Rapidus
Reports from Kyodo and Nikkei indicate that the Japanese government intends to invest around JPY200 billion (approx. US$1.3 billion) in Rapidus during the fiscal year 2025, spanning from April 2025 to March 2026. This investment aims to bolster the development of advanced semiconductor mass production capabilities in Japan. Additionally, by providing government support, the initiative seeks to encourage private-sector financing and investments in Rapidus
Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies, according to industry sources
Thursday 21 November 2024
China accelerates chip independence push in face of Trump 2.0
China's semiconductor industry is intensifying its drive toward self-sufficiency through expanded state funding and domestic innovation, particularly as Donald Trump's return to the White House approaches. At the 2024 China International Semiconductor Expo (IC China), industry leaders and government officials highlighted the nation's progress in strengthening its semiconductor capabilities
Thursday 21 November 2024
Samsung expands Suzhou packaging investments to bolster HBM competitiveness
Samsung Electronics is bolstering its HBM competitiveness through significant investments in advanced packaging. Upgrades are underway at its Cheonan facility in South Korea, and its Samsung Electronics Suzhou Semiconductor (SESS) plant in China is receiving new semiconductor production tools. According to Seoul Economic Daily and Businesskorea, Samsung secured contracts worth KRW20 billion (approx. US$14.32 million) in the third quarter of 2024 to drive this expansion
Thursday 21 November 2024
Rohm delays SiC plant amid EV slowdown
Rohm Semiconductor is grappling with a significant slowdown in the electric vehicle (EV) market, leading to reduced semiconductor demand and an unexpected financial loss
Thursday 21 November 2024
China's influence wanes in global supercomputing rankings amid US restrictions
China's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped to 62 from 134 in June 2023, marking a dramatic decline that coincides with the US Department of Commerce's decision to blacklist Inspur, a major Chinese supercomputer manufacturer, in March 2023
Wednesday 20 November 2024
LG Group to invest KRW1.8 trillion over five years, aiming for net zero carbon emissions by 2050
LG Group (LG) has set a target to achieve net zero carbon emissions by 2050, making it the only South Korean conglomerate to publicly announce specific carbon neutrality goals and timelines. The company plans to invest KRW1.8 trillion (approx. US$1.3 billion) over the next five years
Wednesday 20 November 2024
Xiaomi's EV push shines while challenges emerge
Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are emerging for the tech giant
Wednesday 20 November 2024
Samsung reportedly to phase out MLC NAND production in 2025
Samsung Electronics will reportedly terminate its MLC NAND production by next year, shifting focus to high-capacity NAND production, according to industry sources
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