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NEWS TAGGED 2024
Wednesday 9 April 2025
The Great Tech Reset 7: China's ambitious roadmap to semiconductor self-sufficiency
Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears...
Wednesday 9 April 2025
South Korea's semiconductor showdown: SK Hynix dominates with HBM4, Samsung languishes
The semiconductor competition in South Korea is set to intensify in early 2025, with major industry players Samsung Electronics and SK Hynix experiencing contrasting trajectories...
Wednesday 9 April 2025
Global wafer foundry industry and status, 2025

Introduction

Wednesday 9 April 2025
China's chip equipment makers ascend as tariffs expedite local substitution
As US-China tech tensions intensify and a new round of tariffs looms, Chinese semiconductor equipment makers are capitalizing on a rare growth opportunity. With US President Donald...
Tuesday 8 April 2025
Naura rides 44% profit surge, expands grip on China's semiconductor sector

Naura Technology, a leading Chinese semiconductor equipment provider, reported its fiscal year 2024 results and issued guidance for the...

Tuesday 8 April 2025
South Korean firms' decades-long US cultivation: Shield against protectionism?
On April 2, 2025, US President Donald Trump announced a new round of tariffs, imposing rates as high as 46% on products from Vietnam, 34% on those from China, 32% on Indonesia, and...
Tuesday 8 April 2025
Price slashing: An inescapable peril for China's auto industry
Although China's automobile industry has overtaken its competitors on the global stage, the industry itself is suffering from ever-increasing internal competition, with supply chain...
Tuesday 8 April 2025
Ultra large TVs still see momentum from China's incentive policy
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Monday 7 April 2025
LCD TV panel slowdown meets polarizer pinch amid shifting 2Q25 demand
Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance...
Monday 7 April 2025
Taiwan drone makers target global expansion amid supply chain shift
Taiwan's drone industry, acknowledging limited domestic opportunities, is increasingly focusing on international markets by promoting non-Chinese supply chains. Industry leaders expect...
Monday 7 April 2025
Shift in Taiwanese manufacturers' investment strategy under Trump's policies
The US is the world's largest economy, and following Donald Trump's inauguration in January 2025, there have been significant changes across various policies, including trade, domestic...
Monday 7 April 2025
GMI projects strong AI growth under uncertain global economic changes, expands automotive market
IC distributor GMI Technology (GMI) has stated that the first half of 2025 will be shaped by ongoing global political and economic changes, as well as the impact of tariff policies...
Saturday 5 April 2025
Tata Electronics appoints semiconductor veteran KC Ang to lead manufacturing push in India
Tata Electronics has made a significant move to bolster its semiconductor manufacturing ambitions by appointing industry veteran KC Ang as President and Head of Tata Semiconductor...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Saturday 5 April 2025
Cybersecurity threats shift to IVI and OS as AI reshapes vehicle security
As AI applications in smart vehicles become increasingly widespread, cybersecurity vulnerabilities in connected vehicles are becoming more evident. According to Taiwan-based automotive...