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Wednesday 20 September 2023
Huawei steps up NAND flash procurement, say sources
Huawei has stepped up its NAND flash chip procurement for its smartphones, driving up the memory prices recently, according to industry sources.
Wednesday 20 September 2023
Global 200mm fabs to reach record high capacity by 2026, says SEMI
Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm fabs as the industry reaches a record high of...
Wednesday 20 September 2023
Inspur announces investment in chip firm Yunsilicon
Chinese server vendor Inspur has announced its investment in Shanghai Yunsilicon Technology, a startup that develops and innovates cloud datacenter ASIC products.
Wednesday 20 September 2023
Network IC manufacturers optimistic about infrastructure demand in India
Taiwanese network IC suppliers are optimistic about demand from India, which requires extensive infrastructure upgrades as it solidifies its position as a key technology product manufacturing...
Tuesday 19 September 2023
Huawei chairman's cool-headedness a sharp contrast to overheated consumer zeal in China
At a time when Huawei's breakout Kirin 9000S processor is widely celebrated in China, Huawei's rotating chairman, Xu Zhijun, admitted at the 2023 World Computing Congress that Huawei...
Tuesday 19 September 2023
Honor's chip design subsidiary sees registered capital increase eight-fold
Honor is seen by the outside world as Huawei's 'alter ego.' In the past few years, while Huawei experienced a significant decline in the Chinese smartphone market, Honor quickly rose...
Tuesday 19 September 2023
Huawei's comeback will be center of attention at its new product announcement on Sept 25
The 2023 global smartphone market has very much been lackluster, with major brands all uncertain about their sales growth. Apple's iPhone 15 series is seen as the only stable contender...
Tuesday 19 September 2023
BYD's overseas expansion drives Yusin Holding Group's Fuzhou subsidiary operation
China-based EV maker BYD has been scaling up in overseas markets. Besides the competition with Tesla, its entry into the Thai market has garnered much attention. Support from Taiwan-based...
Tuesday 19 September 2023
China may mandate local sourcing of EV components
Amid a ramping up of import substitution, China may require EV suppliers to reduce sourcing of foreign-made components, a sign showing the global EV ecosystem may see a decoupling...
Tuesday 19 September 2023
Packaging material distributors see stable demand for automotive, advanced packaging
Semiconductor material distributors, such as Niching Industrial, Chang Wah Technology (CWTC), Topco Scientific, and Wahlee Industrial, continue to observe relatively stable demand...
Tuesday 19 September 2023
Memory makers see end-market demand still lag behind supply
Memory makers continue to see end-market demand trail behind supply, but a recent surge in spot prices has prompted channel distributors and retailers to stockpile in anticipation...
Tuesday 19 September 2023
Nio, Svolt Energy reportedly to set up JV to develop cylindrical batteries
Chinese electric vehicle (EV) company Nio is reportedly planning to set up a joint venture with Svolt Energy Technology to jointly develop large cylindrical batteries with the aim...
Tuesday 19 September 2023
Intel's China-specific AI chip in huge demand
Intel's China-specific version of its Habana Gaudi 2 AI processor has seen a sharp rise in demand, according to industry sources.
Monday 18 September 2023
XPeng's $31 billion gap shows hazy China EV outlook
The biggest debate for sell-side analysts covering Chinese equities these days centers around a $31 billion question: what is the outlook for XPeng Inc. The divide is sending shares...
Monday 18 September 2023
Can generative AI shorten China's IC design learning curve? Q&A with UC Berkeley Prof. Alberto Sangiovanni-Vincentelli (Part 1)
Alberto Sangiovanni-Vincentelli, professor and Edgar L. and Harold H. Buttner Chair of Electrical Engineering and Computer Science Department at the University of California, Berkeley,...