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Wednesday 6 March 2024
SiC substrate prices rapidly falling in China
SiC substrate prices are rapidly falling in China, but prices in other parts of the world remain stable, according to industry sources.
Friday 1 March 2024
Something tricky this way comes as China's EV empire grows
The aggressive market capture tactics, employed by Chinese car manufacturers, present fresh challenges for the global electric vehicle (EV) industry.
Thursday 29 February 2024
Apple's Vision Pro sparks competition as Meta and Google vie for dominance in XR market
A recent report has indicated senior executives at Meta Platforms see Apple's Vision Pro entry into the extended reality (XR) device market not as a threat to their Quest series products...
Thursday 29 February 2024
Chinese smartphone brands tussle for position in satellite communication competition
Satellite communication is gradually becoming a standard feature in high-end smartphones. Shortly after the Lunar New Year holidays, Chinese smartphone brands Oppo and Xiaomi introduced...
Thursday 29 February 2024
'I'll see your 8-layer HBM3E and raise you 36GB 12-layer HBM3E' Samsung tells Micron
Samsung is engaged in fierce HBM competition with Micron.
Wednesday 21 February 2024
Chinese tier-1 SiC substrate suppliers launch price war
China considers the third generation of semiconductors as the dominant industry that can outperform its global competitors. The silicon carbide (SiC) industry achieved significant...
Wednesday 14 February 2024
In the AI-powered ecosystem wars, IC is king-maker
Cutting through the noise generated by the rise of AI, IC design firms are still the main drivers of core-related technologies.
Thursday 8 February 2024
China's involution pandemic threatens global innovation in solar, batteries, EVs
Relentless efforts by China's new energy companies to control their sectors by undercutting the competition at home and abroad prevent innovation as non-Chinese firms cut R&D...
Wednesday 7 February 2024
Quanta leadership heads frontline charge as notebook ODMs compete for orders
As geopolitical factors continue to disrupt the conventional order, Quanta's top brass has been called into action, with vice chairman C. C. Leung personally heading to notebook juggernaut...
Tuesday 6 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (II)
With the government's support, Chinese companies have scaled the silicon carbide (SiC) segment and secured partnerships with some international IDMs. In the second part of an interview...
Tuesday 6 February 2024
Competition among Chinese PMIC providers escalates
China currently has five to six publicly traded power management IC (PMIC) companies, with many more not yet listed, and their Taiwanese peers are striving hard to stay out of the...
Monday 5 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (I)
China-based companies are expected to march into the compound semiconductor segment in 2024 as they solve the bottleneck of SiC crystal growth and are recognized by global companies...
Friday 2 February 2024
Meta hopes Vision Pro can revitalize XR device market
Apple is set to officially launch its brand-new Mixed Reality (MR) headset Vision Pro on February 2. The general market perception is that, despite its high sale price of US$3,499,...
Friday 2 February 2024
Can Apple's MacBook line prevail amid the AI PC competition?
Sources in Apple's MacBook supply chain are anticipating single-digit growth in shipment volumes for 2024, compared to the downturn seen in 2023. With Intel, Qualcomm, and MediaTek...
Thursday 1 February 2024
Samsung and SK Hynix reportedly in a competition to mass-produce DRAM GDDR
Competition between Samsung Electronics and SK Hynix is intensifying, with both set to mass-produce GDDR7 DRAM in the first half of 2024. According to Korean media The Guru,...