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Wednesday 3 January 2024
China's AI surge sparks cloud boom amidst challenges; Chinese government assesses major language models
The surge in demand for generative AI applications propels the cloud services market forward, notably led by Chinese AI enterprises within the Internet sector.
Wednesday 3 January 2024
China cloud market spending up 18% in 3Q23 as growth rate stabilizes, says Canalys
According to Canalys estimates, cloud infrastructure services spending in China grew 18% on year in the third quarter of 2023, reaching US$9.2 billion and accounting for 12% of global...
Wednesday 3 January 2024
Chinese factories address SiC material pain points, could break through G2 limitations
China's third-generation silicon carbide (SiC) crystal growth plants have effectively caught up with international giants in 2023 and vigorously expanded their production. In 2024,...
Wednesday 3 January 2024
Chinese chip firms' valuations outperform local market in 2023; equipment shines
China's semiconductor firms in the IC packaging & testing, equipment, foundry, and IC design industries performed much better than their IDM, materials, optoelectronics, and memory...
Wednesday 3 January 2024
China consolidates rare earth industry amid falling market share in production
In an era when rare earths are required for major green technologies, China consolidated its rare earth industry, as the dominant provider saw its rare earth production share drop...
Wednesday 3 January 2024
BYD beats Tesla in 4Q23 BEV sales
The world's two largest EV makers, Tesla and BYD, achieved record sales in the fourth quarter of 2023. BYD even dethroned its US competitor with a passenger battery EV sales volume...
Wednesday 3 January 2024
Competition rises in Chinese color e-paper market
In China's color e-paper market, competition has become increasingly evident and intense between E Ink Holdings' (EIH's) electrophoretic display (EPD) camp and Iris Optronics and...
Wednesday 3 January 2024
China and Taiwan panel production cuts promise price rebound
Although prices in December 2023 continued to decline, Chinese and Taiwanese panel manufacturers plan to expand production cuts during the Lunar New Year period.
Wednesday 3 January 2024
Chinese foundries keep building additional fab capacity
Unfavorable market conditions have not slowed the pace of capacity expansion at key Chinese foundries, and this trend is expected to continue in 2024, according to industry sources...
Wednesday 3 January 2024
Japan, China surge into automotive SoC development
Japanese automakers, component suppliers, and their IC design service partners have reportedly formed an alliance to encourage the development of local automotive SoCs in Japan. Sources...
Tuesday 2 January 2024
JCET: China's OSAT industry to experience a mixed situation in 2024, with upturn expected in 2025-26
As Moore's Law slows down, the semiconductor industry is transforming and facing challenges. As a crucial technological segment in the post-Moore era, the role of packaging and testing...
Tuesday 2 January 2024
2024 AI Roadmap unveiled, with four key trends to watch
Generative AI commanded attention in the 2023 tech scene, fueling speculation about its trajectory in the new year. Sega Cheng, iKala's Co-founder and CEO, sheds light on crucial...
Tuesday 2 January 2024
China's celestial ambitions soar: unveiling plans for massive satellite constellation rivaling SpaceX
In a monumental stride towards satellite supremacy, China has secured its position as the world's second-largest satellite operator. As Europe and the United States witness the ascent...
Tuesday 2 January 2024
Dutch chip equipment supplier BE Semiconductor Industries sees soaring 2023 valuation driven by advanced packaging
Marking the beginning of 2024, DIGITIMES Asia compiled the list of the top 100 semiconductor companies based on their market values in dollar terms at the end of 2023. The median...
Tuesday 2 January 2024
TEL thrives with 40% of revenue from China despite US and Japan export controls
Japan-based semiconductor equipment manufacturer Tokyo Electron Limited (TEL) is expected to generate around 40% of its annual revenue, estimated at JPY 700 billion (US$5 billion),...