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Wednesday 27 November 2024
US ban expansion may stifle China's AI chip ambitions
Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade...
Wednesday 27 November 2024
China's solar price agreement: Policies meet creative workarounds
China's N-type TOPCon solar production is grappling with overcapacity. In October, the China Photovoltaic Industry Association (CPIA) and 16 tier-1 manufacturers agreed to a minimum...
Wednesday 27 November 2024
Nvidia faces setbacks in China's sovereign AI push
Nvidia CEO Jensen Huang's vision of sovereign AI encounters significant challenges in China's market, where AI computing resources face a paradoxical situation of scarcity and underutilization...
Wednesday 27 November 2024
Xiaomi's first in-house mobile chip draws measured response from smartphone semiconductor industry
While Xiaomi prepares to launch its first self-developed smartphone system on chip (SoC) in 2025, major chipmakers Qualcomm and MediaTek maintain their composure, expressing confidence...
Wednesday 27 November 2024
Samsung, SK Hynix trim DRAM output while Chinese rivals expand
SK Hynix and Samsung Electronics are focusing on upgrading equipment, transitioning processes, and expanding high-bandwidth memory (HBM) packaging capacity instead of investing in...
Tuesday 26 November 2024
Xiaomi readies own mobile chip, pressuring MediaTek and Qualcomm
Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek.
Tuesday 26 November 2024
Samsung's market risks, SK Hynix's fab dependence: Diverging paths to decoupling from China
South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
Tuesday 26 November 2024
Huawei unveils its 'most powerful' new device ahead of expanded US ban
Huawei's product launch event took place on the afternoon of November 26, showcasing what it claims to be the "most powerful" Mate in history, along with the fourth iteration of Harmony...
Tuesday 26 November 2024
Tesla faces fierce competition as FSD eyes China debut
Tesla plans to launch its Full Self-Driving (FSD) technology in China by early 2025, though regulatory approval remains uncertain. Domestic automakers are intensifying efforts to...
Tuesday 26 November 2024
Single's Day TV sales revenue outshines volume amid popularity of large-screen TVs
China's government has initiated a new wave of subsidies under the "Trade-In for New" policy for televisions and consumer electronics, effectively boosting TV demand. However, compared...
Tuesday 26 November 2024
US chip restrictions on China may bolster Taiwan IC design sector
The US is reportedly poised to implement new restrictions on semiconductor exports to China, potentially affecting around 200 Chinese chip firms. The move could strengthen Taiwan's...
Tuesday 26 November 2024
Chinese firms react to TSMC chip supplies halt and escalating US tension
TSMC has halted providing advanced AI chips at 7 nanometers and below to Chinese customers, highlighting mounting challenges for China's semiconductor industry. The suspension follows...
Tuesday 26 November 2024
Huawei presses ahead with AI chip plans despite yield concerns
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
Monday 25 November 2024
Bessent at treasury may give China breathing room over tariffs
President-elect Donald Trump's pick of Scott Bessent as Treasury secretary may give Beijing room to negotiate with the US over their trade tensions, in part due to his moderate stance...
Monday 25 November 2024
Apple's Cook joins CEO summit with Chinese Premier on trade
Apple CEO Tim Cook joined more than 20 corporate leaders in discussions with China's premier Monday, as global companies grapple with potential trade disruptions and economic uncer...