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Wednesday 23 November 2022
2023 Outlook: Coming out of year of Black Swans, semiconductor industry likely to be less volatile in 2023
2022 has been a year of Black Swans. The unforeseen events that disrupted the supply chains this year included the Russia-Ukraine war, China pandemic lockdowns, and the US announcing...
Wednesday 23 November 2022
BOE invests in Honor
China-based display panel maker BOE Technology recently made an investment in Chinese smartphone vendor Honor, a partnership that industry observers say will allow the former to increase...
Wednesday 23 November 2022
IC verification lab iST sees positive impact from trade war
Integrated Service Technology (iST), a Taiwan-based IC analysis and verification lab, believes the escalating US-China trade war will positively impact the IC analysis and verification...
Wednesday 23 November 2022
PC vendors brace for fierce price-cutting competition
Brand PC vendors are bracing for fierce price-cutting competition as inventories held by their channel distributors remain high, according to industry sources.
Tuesday 22 November 2022
ASEAN still can not replace Chinese manufacturing
Changes in the supply chain are brewing due to policy changes in China. Compared with what China was previously able to offer companies that established factories locally, strict...
Tuesday 22 November 2022
Gotion breaks ground joint battery plant in Vietnam with VinES
Two China-based battery makers made significant moves recently. Gotion High-tech started to build the first LFP battery factory in Vietnam with local-based VinES. In addition, Svolt...
Tuesday 22 November 2022
TV sales disappoint during Double 11 shopping festival in China
TV sales during China's Double 11 online shopping festival were lower than expected, with sales volume and value experiencing annual declines, according to industry sources.
Monday 21 November 2022
PQC market is gaining traction in wake of NIST standards advance
The US National Institute of Standards and Technology (NIST) announced several candidate Post-Quantum Cryptographic (PQC) algorithms for standardization this summer, and it is nearing...
Monday 21 November 2022
Slow to EV game, foreign car JVs in China face bleak future
A slow roll-out of electric cars and continued adherence to internal combustion engine models is putting some of the world's biggest automakers on the back foot in China, the largest...
Monday 21 November 2022
China memory chipmakers unlikely to meet output goals for 2023
ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are both unlikely to meet their respective output goal for 2023, due to constraints caused by the latest...
Monday 21 November 2022
Nvidia set to launch lower-spec AI GPU for sales to China
Nvidia is expected to advance the rollout of a downgraded version of its AI chips, dubbed AI 800, for shipments to Chinese clients in response to restrictions on its China-bound sales...
Monday 21 November 2022
SEA round up: China's Great Wall Motor to double Thai EV investment
Thailand continues to receive more foreign investments from global automotive manufacturers, especially Chinese electric carmakers. Great Wall Motor and Foxconn announced their investments...
Monday 21 November 2022
Apple reportedly to have Samsung replace YMTC for iPhone-use NAND flash supply in 2023
Apple has quietly suspended plans to purchase 128-layer NAND flash from Chinese supplier Yangtze Memory Technologies (YMTC) for iPhones targeting the China market, and reportedly...
Friday 18 November 2022
Applied Materials forecast signals it is weathering slowdown
Applied Materials Inc., the biggest maker of chip-manufacturing equipment, gave a better-than-feared sales forecast for the current quarter as supply-chain improvements help offset...
Friday 18 November 2022
What if US and China come to stalemate
The US-China tensions have sent many wondering how they should run their businesses. On a few recent occasions when I delivered talks, I asked my audiences to vote on four possible...