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NEWS TAGGED CHINA
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply...
Monday 21 October 2024
iPhone 16 sales soar 20% in China debut as demand returns
Sales of Apple Inc.'s newest iPhones in China are up 20% in their first three weeks compared with 2023's model, a positive sign for a device that struggled this year to gain traction...
Monday 21 October 2024
Huawei's flagship Mate 70 ready to hit the mark on Singles' Day 2024
As the fourth quarter of 2024 progresses, Singles' Day 2024 stands as a crucial barometer for China's consumer electronics rebound. The annual flagship smartphone race among Chinese...
Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
Beyond Arm: Who are Intel and AMD banding together against?
At Lenovo Tech World 2024, Intel and AMD announced an unexpected alliance to protect the future of the x86 architecture. This rare partnership highlights how even long-time rivals...
Friday 18 October 2024
Apple, Huawei lose steam, paving the way for Android SoC market breakthrough
Apple's sales growth in China has slowed in 2024, falling behind previous years' trends. Huawei, having re-entered the flagship market with its Mate 60 series in 2023, is now reportedly...
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...