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Wednesday 5 February 2025
TV panel prices on the rise as supply tightens, demand surges
Since mid-2024, China's trade-in subsidy program has revived the TV market, with plans for expansion through 2025. Meanwhile, US President Donald Trump's volatile tariff policies...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Monday 3 February 2025
Key memory chip prices revert to 4Q23 levels
The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products,...
Monday 3 February 2025
OpenAI releases more affordable model o3-mini in the wake of DeepSeek
OpenAI rolled out a new, lightweight artificial intelligence (AI) model that it said is capable of humanlike reasoning and makes gains on efficiency — a product that will be...
Friday 24 January 2025
Chinese panel makers expected to overtake South Korean rivals in smartphone AMOLED shipments in 2025
The smartphone panel experienced diverging trends across technologies. LCD panel prices declined by 10% over the year, rigid AMOLED panel prices rose by 10%, and flexible AMOLED panels...
Thursday 23 January 2025
Chinese foundries' offers remain less appealing to Taiwan IC design houses
Chinese foundries, despite their advanced process expertise and competitive pricing, remain less attractive to Taiwan-based IC design firms primarily due to intellectual property...
Monday 20 January 2025
Apple slashes China iPhone prices ahead of trade-in subsidies launch
China's trade-in program officially begins on January 20, 2025, introducing subsidies for purchasing smartphones, tablets, smartwatches, and fitness bands. In response, Apple has...
Monday 20 January 2025
Arm's rumored chip plans and price hikes siren mobile SoC makers concerns
International media reports about Arm's internal discussions regarding significant licensing fee increases for its Armv9 architecture and potential chip development plans have sparked...
Thursday 16 January 2025
NAND chipmakers intend to maintain pricing after Lunar New Year
Leading NAND flash manufacturers have gradually cut output to stabilize market prices and prevent further declines, as they intend to uphold pricing even beyond the Lunar New Year...
Wednesday 15 January 2025
Samsung reportedly scales back NAND output while SK Hynix ramps up amid global oversupply
Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply,...
Wednesday 15 January 2025
China SiC makers hit by quality concerns amid 301 probe
Chinese silicon carbide (SiC) substrate manufacturers are facing mounting pressures as quality issues and a looming US trade investigation threaten their market position. Despite...
Monday 13 January 2025
Nvidia's US$3.4 trillion rise: the one that got away for tech giants
Nvidia's stock price once fell below US$10 and was frequently rumored to be a target for acquisition by several large firms, yet its market capitalization has now soared to US$3.4...
Monday 13 January 2025
Enterprise SSD prices decline as Samsung, SK Hynix rethink NAND production
The enterprise solid-state drive (eSSD) market is facing potential price declines, raising questions in South Korea about whether Samsung Electronics and SK Hynix will revise their...
Monday 13 January 2025
Apple flagship smartphones exclude from China's trade-in subsidies
Most of Apple's high-end products are likely to be excluded from China's latest round of subsidies, as the country has set a price cap of CNY6,000 (approx. US$822) for eligible digital...
Thursday 9 January 2025
Chinese foundries cut prices to vie for orders, while UMC and VIS pursue redirected orders
The US continues to tighten its trade restrictions against China, with the Biden-Harris administration launching a Section 301 investigation into China's mature process technologies,...