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Wednesday 12 February 2025
Taiwanese PCB manufacturers shift focus to SEA as Trump tariffs fuel US-China tensions
With the start of the Trump 2.0 administration, the global PCB industry is preparing for changes, especially in Southeast Asia's competitive environment. China's PCB sector is expected...
Wednesday 12 February 2025
Chinese IC firms may shift 14nm orders to SMIC following TSMC's enforcement of BIS whitelist
TSMC has notified several Chinese IC design companies that their chips at 16/14 nanometers or smaller nodes lack "approved OSAT" status on the US BIS whitelist and proper certification...
Wednesday 12 February 2025
DeepSeek to drive 107% annual growth in China smart glasses market
Chinese AI startup DeepSeek has captured global attention in recent weeks with its R1 inference model, which the company claims matches OpenAI's o1 model in performance while requiring...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Wednesday 12 February 2025
China faces rising wage crisis as US tech curbs drive FDI slump
China faces mounting economic challenges as unpaid wages emerge as a significant social issue, particularly affecting workers in the construction and manufacturing sectors. These...
Tuesday 11 February 2025
Chinese automakers bet on Deepseek to reshape smart cockpits
China's automakers are turning to DeepSeek's large language model (LLM) to power next-generation smart cockpits, signaling a new era of AI-driven vehicle intelligence, according to...
Tuesday 11 February 2025
ASEAN deepens China supply chain ties despite Panama's BRI exit
Under pressure from the Trump administration, Panama has exited China's Belt and Road Initiative, even as Southeast Asian nations move to deepen their supply chain ties with China...
Tuesday 11 February 2025
Declining consumer power and intensifying competition challenge iPhone sales in China
The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...
Tuesday 11 February 2025
Tesla unveils Shanghai ESS gigafactory despite Musk's absence
Tesla has expanded its energy storage capabilities with the inauguration of a new gigafactory in Shanghai, marking a significant milestone in the company's global expansion strateg...
Tuesday 11 February 2025
MediaTek reports unusually surging January revenue, boosted by tariff uncertainty and China's subsidies
MediaTek reported impressive January revenue of NT$51.144 billion (approx. US$1.56 billion), marking a 22.7% increase from the previous month and a 14.94% rise year-over-year. This...
Tuesday 11 February 2025
Chinese AI firms grapple with TSMC's BIS whitelist restrictions
Industry players in China express mounting concerns as TSMC implements stricter controls on advanced chip production for Chinese customers. According to recent reports from Jiwei,...
Tuesday 11 February 2025
China auto merger creates world's fifth-largest automaker, poised to upend BYD dominance
Chinese automotive manufacturers Changan Automobile and Dongfeng Automobile are reportedly planning to merge, aiming to enhance their global competitiveness by combining resources...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Tuesday 11 February 2025
Huawei boosts smartwatch sales by registering them as medical devices
Huawei Technologies Co. has found an unlikely way to boost sales of its latest smartwatches in the face of sluggish consumer spending in China: by registering them as medical devic...