As Tesla CEO Elon Musk hints at delays in Tesla's Robotaxi plans, Baidu's Apollo Go (known as "Luobo Kuaipao" in Chinese) has already launched paid passenger services in 11 Chinese cities, including Beijing, Shanghai, Wuhan, Guangzhou, Shenzhen, and Chongqing
In recent years, Taiwan has significantly increased its defense procurement from the US. However, US Republican presidential candidate Donald Trump continues to assert that Taiwan has taken "100% of the US semiconductor business" without providing anything in return, suggesting that Taiwan should pay the US for its defense
By the end of the first quarter of 2024, Dutch semiconductor equipment giant ASML had a backlog of orders totaling EUR 38 billion (US$ 41.4 billion). This means that ASML needs EUR 4-6 billion in new orders each quarter to meet the upper limit of its projected 2025 sales, which are expected to reach between EUR 30-40 billion
Thanks to improving demands in the smartphone and notebook markets, Japanese passive component suppliers are likely to raise inductor prices. However, Taiwanese suppliers believe these price hikes will be modest
LG Display (LGD) is in the process of selling its 8.5-generation LCD factory in Guangzhou, China, where TCL CSOT has reportedly offered a higher bid than BOE. If LGD successfully sold its Guangzhou factory it could improve LGD's performance in the second half of 2024 and accelerate investment in 8.6-generation OLED production lines for IT devices
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the United States. However, few have noticed that China's semiconductor exports growth and dollar amount during the first half of the year both exceeded that of automotive exports
With trade barriers from Europe and the US against Chinese solar imports, the Middle East, which is currently moving toward clean energy transformation and enjoys good trade relationships with China, has emerged as a crucial outlet for China's solar capacity expansion
Global sales of Electric Vehicles (EVs) are expected to surpass 10 million units in 2024, marking a crucial automotive market milestone and reaffirming a healthy growth trajectory
Sharp's large-size LCD panel factory, Sakai Display Product (SDP), located in Osaka, Japan, is set to close by the end of September 2024. Sharp has offered an early retirement plan for the factory's employees, affecting approximately 500 people
Nvidia continues to introduce downgraded versions of its AI and gaming GPUs for the Chinese market, which remains important to the US chip vendor, according to industry sources. New solutions customized for the Chinese market are expected to be released in the first quarter of 2025
A top Dutch technical university that is a key feeder for ASML Holding NV talent has been caught in the crosshairs of the US-China chip war as Washington seeks to limit Beijing's ability to produce semiconductors
South Korean memory giants Samsung Electronics and SK Hynix, in addition to High Bandwidth Memory (HBM), will also start the competition in smartphone LPDDR DRAM stacking
South Korea's two major display manufacturers are optimistic about evolving market demands and are targeting the on-device AI OLED market. The next-generation "tandem OLED" technology boasts superior performance compared to previous OLEDs, drawing attention to its future development
