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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...
Tuesday 9 April 2024
Research Insight: Taiwan's IPC industry revenue projected to surge 8.8% in 2024
The total revenue of Taiwan's industrial PC (IPC) industry is projected to increase by 8.8% year-on-year to NT$308.68 billion (US$9.598 billion) in 2024, with most Taiwanese IPC makers...
Tuesday 9 April 2024
China, South Korea worry local battery makers' overseas expansion will impact global dominance
Chinese and South Korean battery manufacturers dominate LFP and ternary batteries for EVs and energy storage systems (ESS). However, as companies expand into foreign markets, the...
Tuesday 9 April 2024
Huawei P70 series to come strong; Apple sales to suffer
Huawei is poised to launch its new P70 smartphone series in 2024.