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Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Wednesday 22 November 2023
Chinese handset vendors' self-developed OS ambitions threaten Android ecosystem in China
Chinese smartphone vendors Huawei, Vivo, and Xiaomi are making a bold move by developing their own operating systems that are incompatible with Android, potentially altering the landscape...
Wednesday 22 November 2023
Ford moves forward Michigan battery project with over 40% capacity cut
After a two-month pause on its battery project in Michigan, Ford said it has scaled back the plan and is ready to proceed. The battery factory, which will license CATL's technology,...
Wednesday 22 November 2023
Stellantis deepens ties with CATL, considering joint battery plant in Europe
European automaker Stellantis and Chinese battery giant CATL announced that they have signed a non-binding MoU for the LFP battery supply in Europe. The pair is also considering building...
Wednesday 22 November 2023
Chinese semiconductor equipment makers enhance competitiveness
Chinese semiconductor equipment suppliers, such as Advanced Micro-Fabrication Equipment (AMEC) and ACM Research Shanghai, have strengthened their competitiveness by capturing domestic...
Wednesday 22 November 2023
Japan faces challenge of preventing tech leaks to China amid growing dependence
History may repeat itself as incidents similar to the Toshiba-Kongsberg scandal in 1987, which ignited the diplomatic crisis between Japan and the United States, may emerge due to...
Wednesday 22 November 2023
Tesla's price increases fuel speculation in the Chinese market
Tesla raised prices for its Model 3 and Model Y in China at the end of October, marking the third price increase within 3 weeks. Tesla may raise prices again soon. There are various...
Wednesday 22 November 2023
Nvidia sees growth in other markets to offset sales slump in China in near term
Nvidia posted impressive growth in its latest financial results and expects another explosive growth in the current quarter. The updated export curbs by the White House have yet to...
Wednesday 22 November 2023
Qisda’s China+1 strategy: three reasons for choosing northern Vietnam
The continuing China+1 trend has seen an industrial cluster take shape in north Vietnam, with manufacturers including Hon Hai (Foxconn), Quanta, Pegatron, Wistron, and Qisda setting...
Tuesday 21 November 2023
EV maker Nio partners with Changan Auto on battery swapping
Electric-vehicle maker Nio Inc. and Chongqing Changan Automobile Co. signed an agreement to cooperate on battery swapping, the latest in a trend of Chinese EV upstarts partnering...
Tuesday 21 November 2023
LGD's sale of its last 8.5-gen LCD plant in Guangzhou halted due to increasing strategic value
Recently, the focus of the South Korean panel industry has been on LG Display's (LGD) 8.5-gen factory in Guangzhou, China, as it is the only remaining liquid-crystal display (LCD)...
Tuesday 21 November 2023
SK On: mass production plan in 2Q24 won't be affected by fire at Yancheng site
South Korean EV battery manufacturer SK On's site in Yancheng, Jiangsu Province, has completed construction, but the recent fire incident may impact the production schedule.
Tuesday 21 November 2023
China's aggressive poaching of South Korea's semiconductor talents and resources raises alarm
In recent years, Chinese semiconductor companies have been actively recruiting talent from South Korea and making strategic acquisitions and investments, triggering concerns within...
Tuesday 21 November 2023
TI may disband Chinese MCU R&D team
Recent industry speculations indicate that Texas Instruments (TI) may dissolve its MCU research and development team in China.
Tuesday 21 November 2023
Chinese smartphone exports dropped by 500M units in seven years as supply chains restructured
The regional supply chain transfer and restructuring driven by the US-China tech war can be somewhat observed in the latest data revealed by China's General Administration of Customs...