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Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Tuesday 11 March 2025
Memory industry eyes rebound amid SanDisk, Adata price hikes
The memory market is showing early signs of recovery, with supply chain conditions stabilizing and manufacturers pushing through price hikes. SanDisk, recently spun off from Western...
Monday 10 March 2025
Chinese automotive market struggles with smart driving technology disparities and declining values of used vehicles
For three years, China's automotive market has been embroiled in a price-cutting war, evolving from a tussle between new energy vehicles and traditional cars to a contest for smart...
Thursday 6 March 2025
Taiwan's PCB makers face Thailand supply strains as factories surge
Taiwanese PCB manufacturers have ramped up expansion in Thailand to hedge geopolitical risks, with over 40 factories set to start production by 2025. However, the rush is fueling...
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
Thursday 6 March 2025
Tesla drops out of top five in China; Xiaomi reaches top 10
The China Passenger Car Association (CPCA) has released the most recent wholesale sales figures for new energy passenger vehicle manufacturers in February 2025. According to the recent...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Thursday 27 February 2025
China's tungsten export controls disrupt global supply, cause market price fluctuations
China's dominance in global tungsten production, accounting for over 80% of the supply, has placed the country in a strategic position amid escalating tensions with the US. Beginning...
Thursday 27 February 2025
Unitree shakes up robotics market with aggressive pricing; takes on Boston Dynamics
Unitree Robotics, the Hangzhou-based startup behind the YangBOT performance at CCTV's New Year's Gala, is making waves in the robotics industry. Founder Xingxing Wang was recently...
Thursday 27 February 2025
China stimulus programs fuel memory price rebound, but Korean vendors have concerns
Prices of mature process memory, long hit by oversupply due to fast capacity expansion at Chinese makers, are expected to rebound, thanks to the Chinese government's consumption stimulus...
Wednesday 26 February 2025
China's intelligent driving surge squeezes third-party suppliers
As China's automotive market embarks on a new wave of intelligent driving democratization, a fresh tug-of-war has begun between car manufacturers and specialized third-party suppliers...
Tuesday 25 February 2025
AI glasses market heats up as Taiwan suppliers face strategic crossroads
The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's...
Monday 24 February 2025
Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynamics
Apacer CEO C.K. Chang believes that the drop in NAND Flash and DRAM prices is almost over, with little room for further declines. Prices are expected to rise in the second quarter,...
Monday 24 February 2025
iPhone 16e pricing signals shift away from budget segment
Apple has discontinued the iPhone SE and launched the iPhone 16e, raising its entry-level model price from US$429 to US$599, a significant hike of US$170. This strategic move presents...