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Thursday 17 October 2024
China imposes restrictions on SiC expansion
Thanks to improving yields in producing silicon carbide (SiC), China has achieved an abundant supply of substrates, even resulting in oversupply. The country has reportedly begun...
Thursday 17 October 2024
China Shock 2.0: global shipping rates signal end of overcapacity or new slowdown?
Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's factory"—is increasingly offloaded overseas...
Thursday 17 October 2024
Arm reportedly attempts to bypass Arm China in IP licensing business and sell directly to Chinese customers
According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed...
Thursday 17 October 2024
8-inch SiC substrate prices tumbling amid 6-inch collapse
The price collapse of 6-inch silicon carbide (SiC) substrates is taking its toll on the 8-inch segment, where volume production has yet to begin but prices are already tumbling, according...
Wednesday 16 October 2024
Global autonomous vehicle race heats up: Hyundai plays catch-up amid US and China dominance
The global autonomous vehicle market is rapidly evolving, with companies like Tesla, Waymo, and Zoox leading innovation in technologies and services. As Chinese firms join the competition,...
Wednesday 16 October 2024
Chinese think tank recommends continued use of Nvidia GPUs in data centers due to high transition costs
A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching...
Wednesday 16 October 2024
China's AI data center boom sparks concerns over surplus computing power
The global surge in artificial intelligence (AI) is driving provincial governments in China to race in constructing new data centers, aiming to stimulate local economic development...
Wednesday 16 October 2024
AI and computing power emerge as new battlefields for China's automotive sector
As "end-to-end large models" sweep through the smart driving industry, China's automotive sector is gradually entering a new "AI battlefield." Zhang Yongwei, vice chairman and secretary-general...
Wednesday 16 October 2024
When will Huawei mobile phones return to the international market?
Huawei's mobile phone business remains constrained by the US semiconductor sales ban, but its sales performance in the Chinese market is gradually improving. The company has stated...
Wednesday 16 October 2024
Early consumption could freeze China's auto market in 2025
China saw excellent new automobile sales in October thanks to government incentives. However, concerns have been raised about whether government subsidies are simply encouraging consumers...
Wednesday 16 October 2024
China's semiconductor powerhouses unite as Beijing unleashes massive stimulus push
Over the weekend of September 21, 2024, more than 300 industry leaders from renowned companies such as STMicroelectronics (STM), AMD, Huawei, SMIC, Hua Hong Semiconductor, Yangtze...
Wednesday 16 October 2024
AUO dismisses speculation about FOPLP deployments
Taiwan-based LCD panel maker AU Optronics (AUO) has dismissed speculation that it is planning to establish a foothold in semiconductor packaging by developing FOPLP.
Wednesday 16 October 2024
New car sales in China increase
China saw an increase in new car sales in October, with new energy vehicle (NEV) sales surpassing gasoline cars and rising by 45.8% from the same period in 2023, according to government...
Wednesday 16 October 2024
Chinese CIS firms gain flagship smartphone market share
OmniVision and other Chinese CMOS image sensor (CIS) makers have expanded their foothold in the premium smartphone-use camera segment, mounting strong challenges for market leader...
Wednesday 16 October 2024
Unigroup Guoxin faces challenges as leadership reorganization aims to tackle constraints
Unigroup Guoxin Microelectronics (Guoxin Micro) announced on October 15 that its former chairman, Daojie Ma, has resigned and will now serve as vice chairman. Jie Chen, who is a board...