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Wednesday 15 November 2023
The scale of China's solar energy capacity that meets global demand for the next decade?
In 2024, China is poised to achieve a total solar industry capacity of 1,000 GW, a level that can meet global demand for the next decade. Despite Europe and the US grappling with...
Wednesday 15 November 2023
Global automotive industry encounters dramatic changes as China becomes EV powerhouse
Automotive electrification is transforming the global car industry. Experts said automakers will need many AI and software talents to create an edge in the new era. In addition, China's...
Wednesday 15 November 2023
Macronix strives to maintain NOR flash prices, says chairman
Macronix International will continue its efforts to prevent a drop in NOR flash prices, according to Miin Wu, chairman for the Taiwan-based memory maker.
Wednesday 15 November 2023
North American importers concerned about disruption by China graphite control
As the US government is eyeing on-shoring and friend-shoring to secure a trustworthy global electric vehicle (EV) supply chain, the industry is worried about a potential disruption...
Wednesday 15 November 2023
South Korean TV brands plan to replace part of their purchases with non-Chinese panel makers
China has come to establish a dominant position in the LCD TV panel industry, which also gives Chinese LCD panel suppliers substantial price-setting power. The said suppliers have...
Wednesday 15 November 2023
Horizon Robotics calls next-gen self-driving chip revolutionary
Beijing-headquartered Horizon Robotics expects to launch the next generation of its in-house developed self-driving chip, the Journey 6, which it calls a revolutionary new product,...
Wednesday 15 November 2023
NAND flash price rally may slow in 1H24
NAND flash spot prices have risen substantially since late July as memory chipmakers scale back output. Prices may experience a deceleration in growth in the first half of 2024 if...
Tuesday 14 November 2023
Huawei's OlympusMons Award enters 4th year, seeking innovative data storage solutions
Despite odds and challenges amid tightening US restrictions, Huawei Technologies continues to carry on innovation efforts as the company recently announced its 2023...
Tuesday 14 November 2023
Global automotive aftermarket growth benefiting Taiwan-based parts suppliers
The automotive aftermarket takes up most of Taiwan's components production and exports. Local suppliers have seen their businesses increase as demand for aftermarket parts is rising...
Tuesday 14 November 2023
What drives YMTC's bold legal action against Micron?
China's Yangtze Memory Technologies (YMTC) has filed a patent infringement lawsuit with a US court against American chipmaker Micron Technology, marking the first time a Chinese chipmaker...
Tuesday 14 November 2023
Chinese companies ramp up recruitment amid Huawei's move towards native HarmonyOS
Less than a month after an announcement that said Huawei is looking to launch native HarmonyOS in 2024, Chinese internet companies are eager to recruit developers for the OS to ditch...
Tuesday 14 November 2023
Chinese market revenue shrinks for MCU suppliers
Revenue from the Chinese market has decreased for MCU companies due to the persistently lackluster shipment pull-ins for consumer electronics, according to industry sources.
Tuesday 14 November 2023
SMIC warns seasonal trends insufficient for market recovery
While some smartphone AP vendors have reported record sales and profits, SMIC co-CEO Zhao Haijun issued a cautionary note at the latest earnings call, saying that the seasonal fluctuations...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Tuesday 14 November 2023
Foxconn 3Q23 earnings call: Sharp, audits in China, and new businesses
Foxconn is holding its third-quarter earnings call on November 14. The firm's revenue for the third quarter was NT$1.54 trillion (around US$47.74 billion), which is the second highest...