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IN THE NEWS
Tuesday 4 June 2024
TV panel price increase to halt in June as Chinese manufacturers reduce availability
The recent surge in LCD TV panel prices is nearing its end.
Tuesday 4 June 2024
India and Vietnam largest beneficiaries of China-plus-one, says Nomura
As multinational companies recognize the importance of diversifying supply chains, India and Vietnam are emerging as key beneficiaries. The electronics and machinery sectors in India...
Tuesday 4 June 2024
Global M&A market faces decline amid recession fears and geopolicital tensions
A joint survey by PwC Taiwan, and the Taiwan M&A and Private Equity Council highlights a concerning trend: China's...
Tuesday 4 June 2024
India data center capacity expected to skyrocket in two years
India has surpassed Japan and Australia, becoming Asia's second-largest data center hub after China. Data center capacities in the country are expected to nearly double in the next...
Tuesday 4 June 2024
Chinese chipmakers step up SiC production expansion
Chinese foundries including United Nova Technology and Silan, along with substrate suppliers, such as SICC, have all increased their Silicon Carbide (SiC) production capacity.
Monday 3 June 2024
EV sales defy China spending slump as price cuts lure buyers
Electric vehicles remain a bright spot in China's auto market as manufacturers of battery-powered cars overcame a slump in consumer spending at home thanks to price cuts and new model...
Monday 3 June 2024
China-manufactured foldable OLED shipments to surpass Samsung Display in 1H24, says Omdia
China's flexible OLED manufacturers have been rapidly advancing their technology and boosting their shipments, posing a substantial challenge to Samsung Display's dominance.
Monday 3 June 2024
Indian startup FermionIC aims to win the market with integrated offerings
With a growing interest in the semiconductor sector, India is seeing a rise in startups that offer niche design solutions. One of them that has stood out lately is Bangalore-based...
Monday 3 June 2024
SDV turns automotive supply chain tiers into networks, Vector China says
Software has become the core of automotive innovation as the era of Software-Defined Vehicles (SDV) arrives. Dr. Zhang Rixin, CEO of Vector China, said the architecture of automotive...
Monday 3 June 2024
Southeast Asia smartphone market recovers; Transsion leads with highest growth rate
The Southeast Asian smartphone market is rebounding, with Canalys' data showing that in the first quarter of 2024, smartphone shipments in Southeast Asia reached 23.5 million units,...
Monday 3 June 2024
Mass exodus of AI leaders from Chinese tech giants spurs new AI unicorns striving to be China's OpenAI
Chinese tech giants are experiencing a wave of departures among their AI experts.
Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Monday 3 June 2024
Driven by AI, Foxconn looks to set new sales record in 2025
Foxconn has held a shareholders' meeting on May 31. Chairman Young Liu expressed optimism about the overall development of the AI market, stating that the revenue from the AI server...
Monday 3 June 2024
How is Huawei's Ascend 910B outperforming Nvidia's H20 despite lower specs and higher prices?
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain...
Monday 3 June 2024
Huawei's Ascend AI GPU series gaining traction, Nvidia facing uphill battle in China market
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific...