Recent shifts in the global smartphone manufacturing landscape highlight diversification efforts among iPhone manufacturers. Tata Electronics is exploring partnerships with major Android brands, while Luxshare expands through acquisitions, reducing reliance on Apple. As Taiwanese firms pivot towards AI and other sectors, this trend underscores the need for new revenue streams amid a maturing market

Cambricon Technologies, a leading AI chipmaker in China, has announced its 2024 financial forecast, estimating annual revenue of CNY1.07 to CNY1.2 billion (approx. US$146 to US$164 million). This marks a robust year-over-year growth of 50.8% to 69.2%. The company attributed the projected increase to its ongoing market expansion efforts and the growing adoption of AI applications, positioning 2024 as a year of significant revenue improvement compared to 2023

China's semiconductor industry has accelerated the localization of photoresists, a crucial manufacturing material, supported by government initiatives, technological advancements, and growing market demand. According to TrendForce, domestic manufacturers have made notable progress in this sector

Samsung Electro-Mechanics is leveraging its multilayer ceramic capacitor (MLCC) expertise to venture into the energy sector, specifically targeting the development of small all-solid-state batteries

On January 14, Advanced Micro-Fabrication Equipment (AMEC) projected 2024 revenue of CNY9.065 billion (US$1.237 billion), reflecting a 44.73% increase compared to the previous year. Net profit, excluding non-recurring items, is expected to range from CNY1.28 billion to CNY1.43 billion, marking a 7.43% to 20.02% increase, according to The Paper

In recent years, China and the United States have imposed reciprocal restrictions on critical raw materials, and with the potential for increased tariffs following Trump's return to office, new sanctions may follow. Lianyou Metals, a major player in the recycling and smelting of rare precious metals such as tungsten and cobalt, has reported a noticeable rise in orders from American customers. Under the ongoing US-China trade tensions, Lianyou expects to benefit from order shifts

Corning Incorporated recently filed a patent infringement investigation with the United States International Trade Commission (USITC), targeting several TV and panel manufacturers, including LG Electronics, over alleged violations of its LCD glass substrate patents. Industry analysts link this move to Corning's recent struggles with declining market share and profitability

The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington's most potent tools. However, while these measures have hindered Beijing's technological ambitions, their broader implications suggest a complex and potentially counterproductive dynamic. This article explores the efficacy of export controls, China's countermeasures, and the long-term ramifications for global trade and innovation

In recent years, the Japanese government has concentrated its semiconductor subsidy investments primarily on chip manufacturing. This includes financial support for TSMC to set up factories in Japan, funding for Rapidus to develop 2nm logic IC mass production technology, and investments in memory and power semiconductor production domestically

The recent US chip ban is expected to exacerbate the challenging circumstances for China's GPU industry, intensifying both market and production pressures

The Biden Administration planned to ban Chinese hardware and software for vehicle communication and autonomous driving systems in the US by September 2024. In addition to this, a 100% tariff on Chinese electric vehicles (EVs) has been introduced, with additional tariffs expected under a potential second term for Donald Trump. These measures reflect heightened scrutiny of Chinese technology in critical sectors

The latest US restrictions on AI chip exports have sent shockwaves through the global tech industry, casting a shadow over China's burgeoning tech sector. The restrictions create significant hurdles for Chinese giants like Baidu, Alibaba, and Tencent, especially as they ramp up efforts to develop advanced GPU cluster infrastructures, often referred to as "10,000-GPU clusters.

The impending return of Donald Trump to the White House may trigger significant global economic disruption. The president-elect's threats to increase tariffs on Vietnamese and Mexican imports could severely impact the supply chains that Taiwanese companies have been developing in recent years

Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply, this decision likely aims to stabilize prices and reduce losses in its NAND business

The Biden administration is rolling out measures to bolster US automotive manufacturing and artificial intelligence (AI) development, as it looks to sharpen curbs on Chinese technology and tee up potential restrictions for Donald Trump, to enact