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Monday 16 December 2024
Manufacturers face challenges in America as tariffs rise for Chinese solar materials
The US will increase tariffs on Chinese polysilicon and silicon wafers starting January 2025, raising the rate from 25% to a staggering 50%. This move has left many companies that...
Wednesday 11 December 2024
China's green economy nears tipping point as oil demand wanes
The Inflation Reduction Act (IRA), aimed at bolstering renewable energy and electric vehicles, has drawn sharp criticism from Donald Trump, who dismissed it as a "green new scam."...
Tuesday 19 November 2024
Trump's potential EV tax credit cut could boost Tesla's market dominance while challenging rivals
With Donald Trump expected to take office in January, his transition team reportedly aims to kill the US$7,500 consumer tax credit for electric vehicle (EV) purchases, a central provision...
Thursday 7 November 2024
Trump win threatens future of Inflation Reduction Act subsidies in 2025
Following the victory of Donald Trump and the Republican Party in the US presidential and congressional elections, major changes are anticipated when the new administration takes...
Monday 4 November 2024
Will Trump's policies open the door for Chinese EV makers in the US?
The US presidential election outcome is poised to shake up the global auto supply chain. A Trump victory could reshape the industry by repealing the Inflation Reduction Act(IRA) and...
Friday 25 October 2024
Musk and Trump's EV standoff sparks industry debate
Tesla just posted its strong third-quarter earnings, however, the talk of the town has been on CEO Elon Musk's political tango with Republican presidential candidate Donald Trump...
Thursday 24 October 2024
Wolfspeed halts EUR3bn SiC wafer plant, throwing Germany's semiconductor plans off track
Wolfspeed has suspended the construction of its SiC wafer plant in Ensdorf, Germany, as Europe's electric vehicle market faces a slowdown. This comes on the heels of Intel's halted...
Tuesday 8 October 2024
IRA sparks opportunity for Taiwan's energy storage industry amid domestic hurdles
Taiwan's energy storage market is experiencing turbulence as several recent projects have been paused, raising concerns among local players about future growth. However, international...
Tuesday 24 September 2024
Chinese automakers adjust global strategy amid geopolitical tensions
Chinese automakers and their associated supply chains are actively expanding their operations internationally to mitigate the effects of trade disputes and geopolitical tensions with...
Wednesday 14 August 2024
US-based QPO launches energy storage plant with Taiwan-based Yulon backing
US-made energy storage cells have recently begun their first round of price quoting for 2025 demand. In a positive development for US home energy storage manufacturing, QPO Energy...
Monday 29 July 2024
US slams the door on Chinese EVs; EU leaves a crack open despite stringent taxes and tariffs
China's EV entrance into international markets has hit a bump with the trade barriers from Europe and the US, casting a dark cloud above their expansion.
Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing...
Friday 5 July 2024
IRA local sourcing requirements hit US-based EV startups
Despite the Biden Administration's push for EV supply chain localization through policies like the Inflation Reduction Act (IRA), the recent Fisker bankruptcy suggests these policies...
Tuesday 25 June 2024
Made-in-US lithium battery cells show production delay
In-house production of lithium battery cells by some US-based manufacturers is not going as smoothly as expected due to delays in factory construction and manufacturing progress,...
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...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research