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Wednesday 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Hyundai EVs lose US subsidy eligibility under new IRA rules
Hyundai Motor's electric vehicles (EVs) were removed from the US government's electric vehicle subsidy list in late January 2025, just weeks after being included at the start of the...
Tuesday 21 January 2025
Against the odds: China's Big Fund Phase III launches US$8.2 billion AI fund amidst US sanctions
Escalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports...
Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
Tuesday 21 January 2025
US chip restrictions disrupt Samsung's plan to gain foothold in China
The Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen...
Tuesday 21 January 2025
The rise and fall of SDP and the Japanese LCD industry
Sharp's ex-CEO Jeng-wu Tai has taken legal actions against Foxconn and its founder Terry Gou, demanding more than NT$1 billion (approx. US$30.52 million) in remuneration from a bonus...
Tuesday 21 January 2025
Suppliers temporarily halt equipment export amid policy uncertainty from China
Recent reports revealed that some companies are facing delays in exporting production line equipment, prompting businesses to temporarily suspend customs procedures, which leads to...
Tuesday 21 January 2025
China's economic and competitive landscape hinders recovery of Taiwan's MCU Industry
Despite the Chinese government's series of measures to revitalize the economy, the overall effect has been inadequate. Domestic Chinese MCU producers also present a stiff challenge...
Tuesday 21 January 2025
TikTok refugees turn to Red Note, shows commercial potential
Following TikTok's ban in the US (though it was reinstated just a day later), China's RedNote (international version of Xiaohongshu) quickly gained popularity in the US, becoming...
Tuesday 21 January 2025
From boardroom to courtroom: why Sharp's ex-CEO turned against his former employer Foxconn
Once a trusted lieutenant of Foxconn founder Terry Gou, Jeng-wu Tai, the former vice president of Foxconn and ex-CEO of Sharp Corporation, has recently initiated legal proceedings...
Tuesday 21 January 2025
Challenges remain for Honor despite leadership change
The sudden resignation of Honor CEO George Zhao has raised some eyebrows, as the Chinese smartphone brand's market share continues to decline. Analysts believe that Honor's major...
Tuesday 21 January 2025
BOE begins succession plan with new CEO appointment
China's display giant BOE has completed its 11th board election, marking the start of a succession process for the company valued at over CNY160 billion (US$22 billion). At 60 years...
Tuesday 21 January 2025
Speculation emerges over Xiaomi's potential acquisition of NIO
Chinese tech circles have been abuzz with news that Xiaomi is contemplating the acquisition of EV maker NIO, which will allow NIO to make major strides in battery swapping technology...
Tuesday 21 January 2025
China countermeasures target US mature process chips, TI underfire
In response to US sanctions and subsidies benefiting American chipmakers, China has announced countermeasures targeting the industry. Among the few American companies dominating this...