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Monday 13 May 2024
SAIC welcomes Indian strategic investor despite cooling China-India relations
According to a corporate filing to the Shanghai Exchange, MG Motor, a subsidiary of SAIC, plans to introduce investors such as JSW Ventures Singapore Pte. Limited (referred to as...
Friday 10 May 2024
China smartphone market, 1Q 2024

Introduction

Friday 10 May 2024
US to triple semiconductor manufacturing capacity by 2032, says SIA
The US will triple its domestic semiconductor manufacturing capacity from 2022—when the CHIPS and Science Act (CHIPS) was enacted—to 2032. The projected 203% growth is...
Friday 10 May 2024
Former employees accuse Apple of transferring supplier technology to China; Sony and SDC rumored to be victims
There are rumors that Apple attempted to transfer supplier technology to Chinese companies to lower the supply prices of key components.
Friday 10 May 2024
BIS adds 37 Chinese entities to Entity List, highlighting quantum tech concerns
In a recent move aimed at bolstering national security measures, the US Commerce Department's Bureau of Industry and Security (BIS) has added 37 People's Republic of China (PRC) entities...
Friday 10 May 2024
Panasonic's battery unit benefits from US subsidy as weak EV demand to impact sales
Panasonic Group reported a record-high net income for the fiscal year ending in March 2024. Its battery business received significant tax credits from the US Inflation Reduction Act...
Friday 10 May 2024
GF's approach to AI: silicon photonics and power semiconductors
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would...
Friday 10 May 2024
Samsung knocks off Apple and reclaims top spot for smartphone shipments in 1Q24
In the first quarter of 2024, Samsung Electronics reclaimed the top spot in smartphone shipments in the global market.
Friday 10 May 2024
China smartphone industry, 1Q 2024

Introduction

Friday 10 May 2024
SMIC surpasses UMC in sales, competition pressures SMIC profit
According to SMIC's financial results, it reported rising sales in the first quarter but saw worsening profits due to intensifying competition in China, particularly in commoditized...
Friday 10 May 2024
US ponders restrictions for China-made connected cars, new tariffs on EVs
The US-China trade relationship will likely exacerbate as the US might take "extreme action" on Chinese-made connected cars. The Biden administration is also considering new tariffs...
Friday 10 May 2024
Lam Research to explore India-based suppliers in chipmaking tool ecosystem
Lam Research announced a plan to include India-based suppliers in the global semiconductor equipment ecosystem, the second move by the company in less than a month to develop a chipmaking...
Friday 10 May 2024
IntelliEPI secures second-phase defense contract from the US SBIR
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
Friday 10 May 2024
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
India saw an 8% increase year-on-year in smartphone shipments in the first quarter, fueled by healthy inventory levels and a push toward premium models. Vivo took the lead with an...
Friday 10 May 2024
Apple said to have signed pact with Samsung Display for foldable devices
Apple reportedly has struck an agreement with South Korean panel supplier Samsung Display (SDC) for the development of foldable devices, according to speculation from the supply chain,...