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Thursday 22 August 2024
Xpeng's vehicle deliveries lag expectations amid intensifying EV competition in China
Xpeng Motors, a Chinese electric vehicle (EV) manufacturer, has released its financial report for the second quarter of 2024. Despite ongoing challenges from a market price war, Xpeng's...
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
Thursday 22 August 2024
US Chips Act scale bigger than China Big Fund II, but manufacturing reshoring remains slow
The scope of the US Chips Act appears to have exceeded that of the China Integrated Circuit Industry Investment Fund II (Big Fund II), but the American government's goal of reshoring...
Wednesday 21 August 2024
China's exports of critical minerals recover after curbs imposed
Chinese exports of critical minerals are returning to more normal levels, href="https://www.bloomberg.com/news/features/2024-02-20/us-china-washington-ramps-up-hunt-for-ev-metals-to-secure-its-own-supplies"...
Wednesday 21 August 2024
Lifespan of NEVs is less than half that of fuel vehicles, according to China's official trade-in measures
China's recent "Detailed Implementation Rules for Subsidies for Automobile Trade-ins" measure has shortened the lifespan of electric vehicles (EVs) eligible for scrapping to 6 years...
Wednesday 21 August 2024
Foxconn balances global expansion and client demands amid geopolitical shifts
Global manufacturing has been significantly influenced by geopolitical tensions in recent years, prompting the sector to revisit regionalization and local production plans. This shift...
Wednesday 21 August 2024
China CIS firms gain domestic market share with local foundry, backend support
Support from local foundries and backend houses in China is helping CMOS image sensor (CIS) firms obtain more orders, reducing the country's reliance on Sony, according to industry...
Tuesday 20 August 2024
Huawei's smart car unit valued at US$16 billion after investment
Chinese tech firm Huawei Technologies Co.'s push into the electric vehicle market has received another boost, after an investment valued its auto solutions company at RMB 115 billion...
Tuesday 20 August 2024
SSFC sees growth opportunities amid China's auto market involution
Taiwan's Shinkong Synthetic Fibers Corporation (SSFC) has made significant inroads into China's electric vehicle market with materials such as elastomers and automotive films. Despite...
Tuesday 20 August 2024
Foreign GaN providers plan to trap Innoscience with slew of patent disputes
The international patent war over compound semiconductors, specifically Gallium Nitride (GaN), continues to intensify. In July, Efficient Power Conversion (EPC) from the US won a...
Tuesday 20 August 2024
What's behind the setbacks in Huawei's 910C chip production?
Reports from the Chinese semiconductor industry suggest that Huawei's Ascend 910C...
Monday 19 August 2024
Apple's Chinese strategy hangs in balance as it figures out partnership with WeChat
Apple's competitive yet cooperative relationship with WeChat, the leading social media platform in China, is being closely observed as Apple, known for being quite assertive, figures...
Monday 19 August 2024
AMEC confident in lawsuit against US DoD
Backed by strong support from the Chinese government and the inconsistent actions of the US, Chinese semiconductor equipment manufacturer Advanced Micro-Fabrication Equipment (AMEC)...
Monday 19 August 2024
Rumored Huawei Mate 70 delay expected to benefit iPhone sales in China
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could...
Monday 19 August 2024
Automakers continue to adjust business in China; supply chain prepares backup plan
In recent years, business for joint venture automakers in the Chinese market is no longer smooth sailing, facing increasing challenges. As a result, many have adjusted their local...