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Tuesday 12 November 2024
BeiDou chip developer enters supply chains of top-5 Chinese handset brands
CETC Chips Technology has disclosed that its BeiDou Navigation Satellite System (DBS) SoCs have been adopted by China's top-5 handset vendors for multiple midrange to high-end smartphone...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Tuesday 12 November 2024
Will Trump's China tariffs threaten Taiwanese businesses in 2025?
If US President-Elect Donald Trump follows through on his pledge to impose 60% tariffs on Chinese exports, the consequences could amplify existing strains in China's fragile economy...
Monday 11 November 2024
Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue...
Monday 11 November 2024
Exodus looms: Taiwan businesses eye exit as China grapples with dual economic pressures
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile...
Monday 11 November 2024
BYD closing in on Ford deliveries after besting Tesla on revenue
Fresh from besting Tesla Inc. on quarterly revenue for the first time as an electric vehicle company, BYD now has legacy automakers in its sight.
Monday 11 November 2024
Advantech expands North American operations to meet growing global market demand
Following Donald Trump's re-election, industry observers are monitoring potential policy impacts across sectors. Advantech, a global leader in industrial PC (IPC), announced it is...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Monday 11 November 2024
TSMC to reportedly suspend sub-7nm chip supplies to China
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease...
Monday 11 November 2024
US chip curbs boost Huawei's lead in China's autonomous vehicle race
With US restrictions on China's semiconductor sector affecting its intelligent vehicle development, Huawei has emerged as a crucial player in advancing the nation's autonomous driving...
Friday 8 November 2024
China unveils US$1.4 trillion debt swap to help local governments
China gave indebted local governments a CNY10 trillion (US$1.4 trillion) lifeline but stopped short of unleashing new stimulus, preserving room to respond to a potential trade war...
Friday 8 November 2024
SMIC aims to capture one-ninth of global chip market amid Chinese import substitution
Following the release of its third-quarter financial results, SMIC co-CEO Haijun Zhao expects price competition to persist and aims to capture one-ninth of global semiconductor ord...
Friday 8 November 2024
China braces for escalating US restrictions on chipmaking
The US is expected to expand restrictions on Chinese chipmaking technologies, extending its trade ban to mature nodes, according to industry sources.
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...