The European Union (EU) has unleashed a powerful economic tool on China by imposing tariffs on electric vehicles (EVs), a move that increases the risk of retaliatory measures and could potentially backfire on EU consumers and companies

On September 20, Huawei's Mate XT and Apple's iPhone 16 series launched simultaneously, sparking significant discussion in the industry. This timing is seen as a strong statement from Huawei

NAND Flash prices have begun to decline due to lower-than-expected IT demand. Major memory companies are reportedly planning to adjust their utilization rates and may refocus investments on DRAM in the future

Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry

Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal guidance becomes mandatory in the future, it could pose a dual threat to Nvidia's position in the Chinese market, especially in light of Huawei's release of the Ascend 910C

Richard Yu, chairman of both Huawei's Consumer Business Group and Intelligent Automotive Solution Business Unit (BU), is actively forging a new path for Huawei's "Harmony Intelligent Mobility Alliance" (HIMA). Over the past month, he has personally led three launch events to boost brand recognition and drive sales

China Mobile recently unveiled a chip architecture migration tool called "Xinhe" as part of the country's efforts to decrease its dependence on Nvidia's computing chips. The tool facilitates the porting of code written for Nvidia ecosystems to Huawei or other domestic platforms. China Mobile aims to lower migration costs for computing power users and accelerate the adoption of Chinese GPUs in the market

Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International Semiconductor Corporation (VIS), which is counterintuitive. Why would TSMC increase investment in a mature-node semiconductor foundry, when China's mature-node chips are facing an oversupply

Chinese new energy vehicle (NEV) companies are working to break through growing trade barriers imposed by the US and its allies

China's stimulus packages have received mixed responses from players in Taiwan's semiconductor supply chain, with some believing they will inject momentum into the Single's Day shopping next month and others questioning whether there will be any immediate impact on the consumer electronics market

APCB, a PCB manufacturer, has announced plans to close its Taiwan facility and transfer production to its Chinese operations. The decision comes in response to ongoing financial losses at the Taiwan plant

SK Hynix recently participated in TSMC's open innovation platform (OIP) forum, where the company not only emphasized its collaboration with TSMC and Nvidia but also revealed key details about its high-bandwidth memory (HBM) technology. SK Hynix's production efficiency is reportedly 8.8 times higher than competitors Samsung Electronics and Micron

Despite AI-driven growth in the NAND flash market, the rising costs of technological transitions remain a major hurdle

With key China-based LCD panel producers cutting back production, prices for TV applications are expected to stabilize in October, according to industry sources

The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated major manufacturers, including BYD, to establish local facilities