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Thursday 15 February 2024
China-based companies overtake EU peers in R&D spending, CSPs see surge in Capex
The latest EU data shows that China-based companies scaled up their R&D investments in recent years. Companies based in the US ramped up their capital expenditures (Capex) as...
Thursday 15 February 2024
2024: opportunities and obstacles in the PCB industry
PCB manufacturers worldwide are grappling with a common question: can the resurgence...
Tuesday 13 February 2024
EMS global relocation to pace up, leading to restructured global trade
The global electronics manufacturing supply chain has been undergoing relocation in recent years due to geopolitical tensions and the pandemic. Analysts anticipate that the decline...
Tuesday 13 February 2024
High profit margins of IPCs have attracted attention of Chinese companies
Diverse developments have become a trend in the industry, bringing renewed attention to the application-driven Industrial PC (IPC) market. The high profit margins of the IPC industry...
Tuesday 13 February 2024
Only 30% of Chinese carmakers hit 2023 sales target after cut-throat price war
BYD released a forecast about its 2023 financial performance at the end of January. The EV maker's net profits will not meet the market-expected CNY31.5 billion (US$4.41 billion)...
Monday 12 February 2024
Chinese LCD giants BOE and CSOT to control 50% market share by 2026
Market researchers are signaling a forthcoming consolidation phase for Chinese LCD plants.
Monday 12 February 2024
Automotive chips tap out to make way for commercial cousins
In 2024, the probability of commercial chips replacing automotive chips is set to increase.
Monday 12 February 2024
Vietnam wins big thanks to China+1 strategy
Vietnam is regarded as a prime partner for businesses seeking alternatives to China amid US-Sino trade tensions.
Thursday 8 February 2024
China's involution pandemic threatens global innovation in solar, batteries, EVs
Relentless efforts by China's new energy companies to control their sectors by undercutting the competition at home and abroad prevent innovation as non-Chinese firms cut R&D...
Wednesday 7 February 2024
SMIC shares plunge on concern about unprofitable chipmaking
Semiconductor Manufacturing International Corp.'s shares fell by their most since November, after executives warned of further pressure on its profitability.
Wednesday 7 February 2024
China pledges to strengthen support for EVs amid trade headwinds
China has said it will strengthen support for the country's electrified vehicle industry as the sector increasingly faces trade restrictions from the European Union and the US.
Wednesday 7 February 2024
Murata plans a new MLCC factory in Japan under diversification strategy
Murata, a Japanese electronic components manufacturer, announced the construction of a new Multilayer Ceramic Capacitor (MLCC) factory in Japan. The completion is scheduled for March...
Wednesday 7 February 2024
SMIC sees first sales rise in four quarters, anticipates flat Capex in 2024
US-sanctioned SMIC reported its first sales growth in four quarters. Its profit halved amid a semiconductor downturn, with utilization rates remaining low.
Wednesday 7 February 2024
Growing semi equipment self-sufficiency in China favors local component vendors
China's drive for IC self-sufficiency has been benefiting local fab tool makers as well as their suppliers of parts and components, according to industry sources.
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's...