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Wednesday 14 June 2023
ZF to see another e-mobility plant come online in 2025
Germany-based automotive supplier ZF continues to scale up its localization in China. On Tuesday, the company broke ground on its third e-mobility plant in recent years. The facility,...
Wednesday 14 June 2023
Generative AI's impact on chip industry and the upcoming growth cycle through 2024
Generative AI is stealing the spotlight from all other tech products as ChatGPT accumulated 1 million users in just a few months, and now tech analysts from UBS Investment Bank released...
Wednesday 14 June 2023
Possible market responses to China stopping purchases of Micron products
On May 21, 2023, the Cyberspace Administration of China (CAC) announced that products sold by Micron Technology in China did not pass cybersecurity review, and that according to Chinese...
Wednesday 14 June 2023
CXMT ramping up 3rd-gen 19nm process output
Chinese DRAM chipmaker ChangXin Memory Technologies (CXMT) is ramping up chip production utilizing the third iteration of its in-house developed 19nm (previously claimed to be 17nm)...
Tuesday 13 June 2023
M&A trend grips Chinese chip design sectors
In the past two years there have been approximately 10,000 IC design companies in China that went out of business. Despite still having over 170,000 companies in operation, the current...
Tuesday 13 June 2023
Samsung's dominance in foldable phones severely threatened by Chinese competitors like Huawei
The foldable phone market is entering a competitive phase, with incumbent market leader Samsung Electronics' position being seriously challenged. Compared to its peak in 2020, Samsung...
Tuesday 13 June 2023
Toyota aims to launch EV with solid-state battery in 2027; BYD to build joint sodium-ion battery plant
Aligning with its goal of rolling out next-generation EVs in 2026, Toyota is working on equipping the new models with all-solid-state batteries as early as 2027. Chinese automaker...
Tuesday 13 June 2023
Global semiconductor equipment market data captures China's growth
As national security and supply chain security have become crucial issues amid the US-China trade war and the COVID-19 pandemic, semiconductor manufacturing capacity has also become...
Tuesday 13 June 2023
DDI vendors see improved sales for May
Sales performance released by display driver IC (DDI) makers for May generally aligned with the market expectations, according to industry sources, indicating signs of an apparent...
Tuesday 13 June 2023
Taiwan chipmakers see promising demand for AI HPC chips
Taiwanese foundries, OSATs, and other chipmakers are bracing for a surge in demand for AI high-performance computing (HPC) processors from US-based fabless vendors, such as Advanced...
Monday 12 June 2023
Apple's Vision Pro may get into trademark fights in China and America
Although Apple's US$3,499 Vision Pro headset received worldwide media attention at the WWDC 2023 last week, there are already companies waiting to take a big bite out of the Vision...
Monday 12 June 2023
Chenbro bullish about demand for AI servers in 2H23
Chenbro Micom has expressed optimism about demand for AI servers powered by multiple processors in the second half of 2023. With demand for multi-GPU servers rising, the installation...
Monday 12 June 2023
Tesla reportedly to expand 4680 cell production in California
More self-made 4680 battery cells will likely come to Tesla. The EV giant is reportedly leasing a facility in Fremont, California, to grow production for the cylindrical batteries...
Monday 12 June 2023
China-based Tongfu Microelectronics underpins AMD's new MI300 APU
While front-end manufacturing and back-end assembling and testing of NVIDIA's next-generation AI chips are handled by TSMC and Taiwan-based packaging and testing companies, China-based...
Monday 12 June 2023
Nio sees margin drop in 1Q23; founder says breakeven point postponed to 2024
China-based EV company Nio saw margin declines in the first quarter of the year. While it will continue major R&D investments, the carmaker acknowledged that it had adjusted some...