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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Monday 27 May 2019
Sales of iPhones to be affected by higher tariffs
The top-four smartphone vendors in the US market are Apple, Samsung, LG and Lenovo, which together account for nearly 90% of the market share. Samsung and LG have sufficient production...
Friday 24 May 2019
China smartphone market and industry – 1Q 2019
Smartphone shipments to China slid to 71.7 million units, down 31.3% on quarter and 16.7% on year in first-quarter 2019.
Friday 24 May 2019
Foundries seeing order visibility turn weak
Pure-play foundries have seen order visibility for the third quarter of 2019 become blurred by the impact of the US trade ban on China's Huawei, according to industry sources.
Friday 24 May 2019
Huawei stepping up memory chip purchases from Japan, Korea
Huawei is looking to step up purchases of memory chips from its Japan- and South Korea-based suppliers, including Toshiba Memory and SK Hynix, according to industry sources.
Friday 24 May 2019
TSMC maintains chip supplies to Huawei
TSMC continues fulfilling chip orders placed by Huawei and will maintain its supply to the China-based customer, according to the pure-play foundry, which also has reiterated its...
Thursday 23 May 2019
Taiwan telecom operators to stop selling new phones from Huawei
Taiwan's five leading telecom operators have said that they will stop selling new smartphones made by Huawei due to concerns of after-sale services after Google stopped providing...
Wednesday 22 May 2019
Huawei well-prepared for US trade ban, says CEO
Huawei's revenue growth will likely slow to less than 20% for the whole 2019 from 39% in the first quarter of the year, due to the US trade ban, company CEO Ren Zhengfei has been...
Wednesday 22 May 2019
China relying on Taiwan suppliers to cushion trade war impacts
In efforts to mitigate impacts of US trade sanctions against Huawei and tariff hikes on Chinese imports, the China government has instructed domestic enterprises to purchase more...
Wednesday 22 May 2019
Huawei development of sub-6GHz 5G chips remains on track
Despite the escalating US-China trade war and US ban on the transfer of technology to Huawei, the Chinese firm's development of application processors and modem chips for sub-6GHz...
Wednesday 22 May 2019
Escalating US-China trade war brings uncertainty to memory market in 2H19
With the US and China raising tariffs on each other's goods, coupled with the US ban on Huawei, uncertainty has emerged over the memory market outlook for the rest of 2019.
Tuesday 21 May 2019
Taiwan IC partners see unclear prospects for 2H19 shipments to Huawei
With the US trade sanctions likely to prove disastrous to Huawei, Taiwan semiconductor supply chain partners can hardly give clear-cut prospects for the third quarter of 2019 and...
Tuesday 21 May 2019
Two Japan power firms stop using Huawei PV inverters
Two PV power firms have stopped using inverters made by Huawei Technologies, according to Nikkei.
Tuesday 21 May 2019
Taiwan server, network equipment makers gaining from US-China trade war
Taiwan suppliers of servers and network communication modules have seen orders mount significantly as their clients in the US and Europe have moved to boost ratios of shipments from...
Tuesday 21 May 2019
Huawei piling up inventory
Huawei has been piling up inventory since around the end of 2018, according to industry sources in Taiwan. Inventory levels at the China-based vendor should be able to sustain its...
Monday 20 May 2019
HiSilicon said to extend capacity guarantee pacts with Taiwan partners through 2Q20
China chipmaker HiSilicon is reportedly to sign with Taiwan IC supply chain partners capacity guarantee agreements valid through the second quarter of 2020, despite uncertainties...