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Thursday 26 October 2023
SMIC reportedly uses ASML tools for Huawei smartphone chip
A move that has sparked concerns in the US is the claim that China's Semiconductor Manufacturing International (SMIC) already used ASML equipment to build an advanced processor for...
Thursday 26 October 2023
Will China's graphite export restrictions hamper foreign EV, ESS sectors?
China recently announced revised graphite export regulations that will take effect in December 2023. Battery suppliers noted that the restrictions will likely impact critical materials...
Thursday 26 October 2023
Additional Chinese orders for Nvidia AI chips cut short as US ends 30-day notice period
On October 24th, Nvidia disclosed in a document submitted to the US Securities and Exchange Commission (SEC) that the 30-day notice period for the 2023 export controls update by the...
Thursday 26 October 2023
Samsung and LG's OLED dominance under threat as Chinese rivals close in
Samsung Display and LG Display have either exited or are exiting LCD manufacturing, yielding the market to China-based competitors. It remains uncertain whether the South Korea-based...
Thursday 26 October 2023
Mitsubishi Motors to invest in Renault's EV venture, terminating production in China
Mitsubishi Motors announced on October 24 that it will invest up to EUR200 million (US$212 million) in alliance partner Renault's EV and software company, Ampere. The Japan-based...
Thursday 26 October 2023
China continues to lead in global manufacturing amid geopolitical strains
Amid geopolitical risks, most manufacturers have picked up their speed to set up production bases in different parts of the world, but in the short and mid-term, China's position...
Thursday 26 October 2023
Chinese supply chain development threatens Taiwan's SiC industry
China's silicon carbide (SiC) industry supply chain is expanding, posing a challenge to Taiwan, which is also looking to expand its SiC sector, according to industry sources.
Wednesday 25 October 2023
YMTC thrives in China amid US sanctions
Despite pressure from US technological sanctions, insiders from the supply chain have disclosed that Yangtze Memory Technology Corporation (YMTC) is capitalizing on its strong presence...
Wednesday 25 October 2023
Global PCB players gather in Taiwan as AI expected to drive industry growth
With the TPCA Show 2023 being held from October 25 to October 27 in Taiwan, more than 450 PCB and IC substrate companies are participating in the exhibition.
Wednesday 25 October 2023
China's ZTE explores new growth opportunities as slowing 5G market leads to 3Q23 decline
China's ZTE Corporation recently announced its financial results for the third quarter of 2023. The revenue was CNY 28.689 billion, a decrease of 12.38% compared to the previous year...
Wednesday 25 October 2023
GM slows EV offensive as strike expanded
GM is scaling back its EV plan primarily because of the demand slowdown. The carmaker on Tuesday said it will focus on pursuing profits rather than sales targets. Moreover, the United...
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Wednesday 25 October 2023
Slow migration from China impacting Southeast Asia notebook supply chains
Slow migration from China impacting Southeast Asia notebook supply chains
As the trade war between China and the US continues to escalate, electronics manufacturers and suppliers...
Wednesday 25 October 2023
Tech industry layoffs continue
Uncertain demand recovery, along with the escalating trade dispute between China and the US, has resulted in a deluge of layoffs that shows no signs of letting up, according to industry...
Wednesday 25 October 2023
Microsoft sees growth across the board fueld by AI and stabilizing PC market
Microsoft achieved its most robust sales growth in the past six quarters, driven by the resurgence of cloud computing, the increasing demand for new artificial intelligence products,...