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Friday 18 October 2024
US faces nuclear power expansion challenges amid net-zero push
The US Department of Energy estimates the country will need to add 200 GW of nuclear capacity by 2050 to meet its net-zero targets and phase out coal-fired power plants. That translates...
Friday 18 October 2024
Infinera secures US$93 million CHIPS Act funding to expand photonic chip production and packaging
The US Department of Commerce has partnered with Infinera through the CHIPS and Science Act, signing a non-binding memorandum to provide up to US$93 million in funding. This investment...
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
Japan-Taiwan's urban compact EV Lean3 to enter production
Through new fundraising, Japan-Taiwan electrical vehicle (EV) manufacturing company Lean Mobility has achieved a cumulative funding of JPY4.6 billion (US$30.8 million), allowing it...
Friday 18 October 2024
Taiwan's machinery sector navigates ECFA uncertainties, but US market recovery brings hope
Taiwan's machinery sector, particularly its machine tool makers, is navigating an uneven market recovery and multiple challenges. While the US market shows signs of improvement, China's...
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...
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Thursday 17 October 2024
Adani reportedly talking with more Israel firms in semiconductor foray
After a partnership with Israel-based Tower Semiconductor for a wafer fab in India, the Adani Group is reportedly talking with two large Israel-based nich technology firms to form...
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
Chinese EV makers seek reduced output targets in Thailand amid investment wave
Amid a wave of investment by Chinese electric vehicle (EV) makers in Thailand, which aims to establish itself as an EV production hub, these manufacturers are requesting a reduction...
Thursday 17 October 2024
Vietnam's stable policies attract partnerships from global AI, semiconductor companies
In early October 2024, Nguyen Chi Dung, the Minister of Planning and Investment in Vietnam, announced that the government is prepared to collaborate with global artificial intelligence...
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
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...