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Wednesday 13 March 2024
Chinese EV battery firms to lose US tax incentives, place your bets for Japan, South Korea two-horse-race
The US is reportedly preparing to revise the Foreign Entities of Concern list (FEOC) under the Inflation Reduction Act (IRA) in 2025.
Tuesday 12 March 2024
Renesas delays pay raise and continues layoffs due to concerns about chip market
Japan-based automotive and industrial chip company Renesas has decided to push back a regular pay raise from April to October of this year.
Tuesday 12 March 2024
Space battery pioneer Hitachi Zozen lands first all-solid-state-battery order
Hitachi Zozen has received its first commercial order for All-Solid-State Lithium-Ion Batteries (ASSLBs).
Monday 11 March 2024
CATL chairman says EV development will not proceed with smooth sailing
The European Union is on track to ban new petrol and diesel car sales starting in 2035. Robin Zeng, China-based CATL's chairman, said electrification and smart technology are the...
Friday 8 March 2024
Honda predicts cheap hydrogen solutions by 2030
Honda has said that hydrogen fuel costs will be down after five years.
Friday 8 March 2024
Taiwan Electrical Association's Yu Wen-kuang says Taiwan's future is AI, forget about EVs
China's rise as a great EV power in the East presents the world and Taiwan with a fresh set of challenges.
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
Friday 8 March 2024
Panasonic considers growing EV battery production in US to supply Tesla Cybertruck
While demand for battery EVs has slowed, sources said that Tesla supplier Panasonic plans to increase battery investment in Kansas, the US.
Thursday 7 March 2024
Electrifying Brazil: BYD begins plant construction as Stellantis, Toyota increase investments
South America's largest economy sees growing automotive investment. China-based BYD recently started building an industrial complex for EVs in Brazil, aiming to produce 15,000 vehicles...
Thursday 7 March 2024
Is Taiwan's defense industry up for asymmetric warfare?
As China's National People's Congress holds its annual Two Sessions meeting, the defense budget for 2024 submitted by China's Ministry of Finance has revealed a 7.2% growth to reach...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Wednesday 6 March 2024
TSMC supplier Topco sees market momentum in used semiconductor equipment
Topco Scientific Co., the leading provider of integrated services for semiconductor and optoelectronic key materials, stated that as semiconductor demand gradually recovers, the industry...
Wednesday 6 March 2024
Japanese startups on track to make low-cost SiC power semiconductors
Semiconductor companies in Japan have been trying to reduce the costs of silicon carbide (SiC) and other power semiconductors. Startups Gaianixx and UJ-Crystal are part of the effo...
Wednesday 6 March 2024
Mitsubishi Electric says banzai to SiC semiconductors, strengthens market leadership
In 2023, Japan's Mitsubishi Electric announced a new investment in SiC power semiconductors.
Wednesday 6 March 2024
Wafer foundry capacity expansion could pose risks
The worldwide IC design industry is stable, however, there is a notable increase in wafer foundry manufacturing capacity, which may provide potential risks, according to foundry sources.
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research