Although TV sales in China have been sluggish for a while, the recent government initiative of the trade-in subsidy program has sparked a wave of consumer activity during the 2024 National Day holiday. Both sales volume and revenue saw significant growth compared to the same period in 2023, with the policy's benefits expected to extend into the upcoming Double Eleventh Day shopping festival
Following the launch of successive countervailing probes by US regulators into China's solar industry, related Chinese industry leaders appear to be looking for solutions to end fierce industry competition
Prices of mainstream 6-inch SiC substrates have fallen since the beginning of this year and are expected to keep lowering as Chinese SiC substrate suppliers expand their production, according to industry sources
The SiC substrate sector has quickly shifted from shortage to oversupply in 2024, thanks to aggressive expansions of 6-inch capacity at Chinese suppliers
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously reducing its reliance on the world through self-sufficiency. The theme of "trust" emerged repeatedly as a crucial element in countering China's tactics, yet the proposed approaches predominantly focused on supply-side solutions
In response to geopolitical shifts and evolving client demands, Foxconn has been investing heavily in manufacturing expansion across Vietnam, India, and Mexico. Meanwhile, its recent hiring drive in Zhengzhou, China, has sparked speculation that production issues at its Indian facilities may have prompted a renewed focus on Chinese operations. Foxconn, however, has clarified that this hiring is tied to seasonal shifts in production needs, denying any quality discrepancies between its Indian and Chinese plants
A recent breakdown of a semiconductor joint venture between Taiwan's Powerchip Semiconductor Manufacturing Corporation (PSMC) and Japan's SBI Holdings has led to differing statements between the parties involved. However, industry insiders had long anticipated this outcome. While the Japanese side accuses the Taiwanese company of breaking promises, supply chain sources suggest that Japan may need to shoulder half the responsibility
Hikvision, a leading global manufacturer of security equipment provider sanctioned by the US, has been reported to be implementing large-scale layoffs. However, the company has denied these claims, characterizing the situation as a business strategy adjustment
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi from the University of Tokyo has compared this effort to "a frog being boiled in hot water suddenly jumping out.
As Chinese tech giants intensify their investments in large language models (LLMs), the demand for AI computing power has surged, leading to a frenzy of AI data center construction across the country. However, amid this rapid expansion, experts are calling for a more measured approach to building these facilities
China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's important to note that equipment is just one aspect of China's efforts to advance its chipmaking capabilities
Samsung Electronics (Samsung) has confirmed delays in high bandwidth memory (HBM) supply, leading to a downward adjustment of its production target for 2025. To enhance semiconductor competitiveness, the company will directly assign R&D personnel to factories, improving communication and collaboration with frontline production teams
China's growing market share in electric vehicles (EVs) and automotive lithium-ion batteries has propelled its dominance in lithium-ion battery materials
