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Thursday 23 January 2025
Xiaomi and BYD challenge Tesla's dominance in China
Xiaomi recently announced that the Xiaomi SU7 had surpassed the Tesla Model 3 in terms of vehicle deliveries in December 2024, thereby achieving a position among the top 5 in China's...
Thursday 23 January 2025
Automakers challenge Biden's regulation, highlight sensor systems competition
The Alliance for Automotive Innovation, composed of General Motors (GM), Toyota, Volkswagen, and others, has recently appealed to a US court to overturn a regulation set by the National...
Thursday 23 January 2025
Chinese GPU makers fight for survival under rising US sanctions
Under mounting US sanctions on AI chips, Chinese domestic GPU companies are accelerating development and entering capital markets to strengthen their position. In a significant move,...
Wednesday 22 January 2025
China's GPU IPO momentum continues: MetaX prepares for A-share listing
On January 16, 2025, reports emerged that Muxi Integrated Circuit Co., Ltd. (MetaX), a Chinese GPU manufacturer, entered the IPO pipeline for the A-share market after completing its...
Wednesday 22 January 2025
LCD panel industry faces further consolidation under Trump
Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term.
Wednesday 22 January 2025
Jian Li takes over Honor, leveraging R&D and sales experience from Huawei
On January 17, it was officially announced that George Zhao would step down as CEO of Honor. Reportedly, the newly appointed CEO Jian Li is a veteran of Huawei, known for his deep...
Wednesday 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Tuesday 21 January 2025
Against the odds: China's Big Fund Phase III launches US$8.2 billion AI fund amidst US sanctions
Escalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports...
Tuesday 21 January 2025
US chip restrictions disrupt Samsung's plan to gain foothold in China
The Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen...
Tuesday 21 January 2025
The rise and fall of SDP and the Japanese LCD industry
Sharp's ex-CEO Jeng-wu Tai has taken legal actions against Foxconn and its founder Terry Gou, demanding more than NT$1 billion (approx. US$30.52 million) in remuneration from a bonus...
Tuesday 21 January 2025
Suppliers temporarily halt equipment export amid policy uncertainty from China
Recent reports revealed that some companies are facing delays in exporting production line equipment, prompting businesses to temporarily suspend customs procedures, which leads to...
Tuesday 21 January 2025
China's economic and competitive landscape hinders recovery of Taiwan's MCU Industry
Despite the Chinese government's series of measures to revitalize the economy, the overall effect has been inadequate. Domestic Chinese MCU producers also present a stiff challenge...
Tuesday 21 January 2025
TikTok refugees turn to Red Note, shows commercial potential
Following TikTok's ban in the US (though it was reinstated just a day later), China's RedNote (international version of Xiaohongshu) quickly gained popularity in the US, becoming...
Tuesday 21 January 2025
Challenges remain for Honor despite leadership change
The sudden resignation of Honor CEO George Zhao has raised some eyebrows, as the Chinese smartphone brand's market share continues to decline. Analysts believe that Honor's major...
Tuesday 21 January 2025
BOE begins succession plan with new CEO appointment
China's display giant BOE has completed its 11th board election, marking the start of a succession process for the company valued at over CNY160 billion (US$22 billion). At 60 years...