CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Thursday 11 April 2024
Intel can expand foundry market share
Intel can increase its influence in the foundry business and challenge TSMC's dominance, according to industry sources.
Wednesday 10 April 2024
TSMC sees 1Q24 revenue top guidance
TSMC has announced revenue of NT$592.64 billion (US$18.5 billion) for the first quarter of 2024, down 5.3% sequentially but up 16.5% year-on-year.
Wednesday 10 April 2024
GIS expects bounce back as new Apple product shipments start to contribute in 2Q24
Apple's supply chain underwent inventory adjustments in 2023, which resulted in sluggish operational shipments. Touch panel manufacturer GIS, which saw its performance hit rock bottom...
Wednesday 10 April 2024
Bloomberg data suggests China's EV overcapacity is modest
China boasts the world's largest market for pure electric and hybrid vehicles.
Wednesday 10 April 2024
Taiwanese suppliers reduce deliveries to Chinese carmakers as auto market reshuffles
China is experiencing a reshuffling of the EV market after rapidly scaling the sector. As the situation intensifies, some automotive parts companies have gradually reduced supplies...
Wednesday 10 April 2024
'Old for new' policy from China is good news for home appliance MCU market
The Chinese government is pushing large-scale equipment upgrades and a trade-in policy of exchanging old consumer goods for new ones.
Wednesday 10 April 2024
Apple-Baidu AI pact: who wins big in the US-Sino tech tango?
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16.
Wednesday 10 April 2024
Force-MOS sees growth in MOSFET wafer shipments, driven by China-based smartphone brands
China's production capacity in mature semiconductor processes has continued to grow with the substantial financial backing of the government. For power semiconductor manufacturer...
Wednesday 10 April 2024
China pushes for OLED material self-sufficiency
China was already the largest OLED panel producer in 2023, manufacturing 51% of the world's OLED panels. Now it's actively increasing its capacity for OLED materials, for which China's...
Wednesday 10 April 2024
Intel introduces Gaudi 3 made by TSMC to mount counterstrike in data center market
Intel rolled out the Gaudi 3, an AI chip made with TSMC's 5nm process node, looking to provide an alternative in a market dominated by Nvidia.
Wednesday 10 April 2024
Innolux reportedly plans to close its Nanjing plant
Innolux, which has been actively developing its non-display business, is about to shut down its Nanjing plant.
Tuesday 9 April 2024
Tesla vs BYD: Who will win?
Tesla and BYD both aim to expand global footprints by diversifying production
Tuesday 9 April 2024
Is Apple CarPlay on track to lose momentum?
The US Department of Justice recently said Apple CarPlay's phone-mirroring service shows the company's anticompetitive behavior over competitors. While automotive suppliers might...
Tuesday 9 April 2024
Taiwan-based AI hardware suppliers ditch China for Mexico amid supply chain shifts
Amid the ongoing AI surge and supply chain's decoupling from China, Mexico has emerged as a promising alternative destination for electronic manufacturers.
Tuesday 9 April 2024
South Korean OLED providers should target 'weaknesses' of Chinese competitors
In the past, Samsung Display (SDC) elected to focus on small and medium-sized panels to differentiate from LG Display (LGD), which produces large-size panels, and SDC was able to...