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Tuesday 8 October 2024
AUO eyes US and EU for solar expansion, power plant investment to remain domestic
The drop of Taiwan's solar field development volume in 2024 has sent ripples into AUO's expected installation volume of 2025 and 2026. However such outlook did not stop the firm's...
Monday 7 October 2024
US imposes duties on SEA solar panels, indirectly targeting Chinese firms
The US Department of Commerce (DOC) decided on October 1, 2024, to impose countervailing duties (CVD) on solar panels imported from four Southeast Asian (SEA) countries: Cambodia,...
Friday 4 October 2024
Opportunities for non-Chinese supply chains arise from Russia-China friendship
In response to China and Russia's growing friendship, the US Department of Commerce proposed a ban on smart vehicles that would restrict the use of Chinese and Russian software and...
Friday 4 October 2024
Effects of possible US sanction on Chinese displays remain to be seen, says SDC president
As more reports emerge regarding the possible sanction on Chinese displays, the industry is looking out for further movement from the United States. South Korean media reported that...
Monday 30 September 2024
Taiwan eyes tech growth, strengthening supply chain amid AI boom
Amid the rise of generative AI and global supply chain restructuring, Taiwan's exports to the United States and ASEAN have surged to unprecedented levels. In August 2024, Taiwan's...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Friday 20 September 2024
Why China-based automotive manufacturers are not worried about Biden's EV trade war
The Biden Administration announced in May that it would be increasing tariff rates on China-based products including semiconductors and electric vehicles (EVs). USTR claimed that...
Friday 20 September 2024
Saudi Arabia to purchase Nvidia's high-end chips in 2025
Originally one of the regulated export destinations for US chips, Saudi Arabia aims to receive clearance from the US government in 2025 and obtain US-manufactured high-quality chip...
Monday 9 September 2024
Nvidia invests in Japan-based Sakana AI, fueling global GenAI race
The Japan-based startup founded by former Google researchers, Sakana AI, announced that it has received a total of JPY20 billion (US$138 million) from various investors including...
Monday 9 September 2024
Intel's foundry ambitions face setbacks, raising concerns over US$8.5 billion CHIPS Act subsidy
Intel's wafer manufacturing is facing significant challenges. Recent reports suggest that Broadcom estimates the Intel 18A process has not yet achieved mass production capability,...
Tuesday 27 August 2024
China-South Korea Semiconductor Fund fuels Wuxi's rise as a hub for South Korean chip firms
With TSMC expanding its presence in the United States, Japan, and Europe, many suppliers have followed suit, venturing abroad to establish new operations.
Monday 26 August 2024
China to account for most L3 autonomous vehicles in foreseeable future
Initially launched in Japan and Europe, Level 3 autonomous vehicles are expected to see a significant production surge starting in 2024, with China leading the way, fueled by strong...
Wednesday 21 August 2024
UK urged to rethink semiconductor strategy amid US and China influence
Following the UK general election, attention has shifted to the country's national semiconductor strategy. An upcoming report urges the new government to conduct a comprehensive review...
Thursday 15 August 2024
How ESMC project is cementing Taiwan's role in global chipmaking
Following the United States and Japan, TSMC's final overseas wafer fab, ESMC (European Semiconductor Manufacturing Company), will...
Thursday 15 August 2024
Israeli tech firms tap Taiwan for R&D support as regional conflict escalates
15-20% of personnel from Israel's tech companies and university research centers have been drafted into the military, creating a vacuum in the country's R&D capabilities. To bridge...