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Friday 23 August 2024
Samsung releases new foldable smartphone to defend its place in the Japanese market
In an effort to strengthen its position in the Japanese smartphone market, Samsung Electronics (Samsung) has released two new foldable phone models earlier than planned: the Galaxy Z Flip 6 and Fold 6. The company aims to expand the synergy between its Galaxy S and Z series
Thursday 22 August 2024
Silicon Shield 2.0: diplomacy and de-risking supply chains in a new era of economic security
The 2024 Ketagalan Forum: Indo-Pacific Security Dialogue, held on August 21, convened scholars and former diplomats from North America, Europe, and Taiwan to explore strategies for strengthening economic resilience through the diplomatic lens of supply chain de-risking
Thursday 22 August 2024
Xiaomi will swallow EV losses to join Tesla in the big leagues
Xiaomi Corp. is willing to grow its nascent electric vehicle arm at the expense of profits for now, as it angles to join Tesla Inc. and BYD Co. among the world's biggest automakers over the next decade or two
Thursday 22 August 2024
EU's final draft on import duties for Chinese EVs targets overcapacity and past market disruptions
The EU's final draft on import duties for Chinese-made EVs addresses concerns about overcapacity in the Chinese industry. This decision reflects Western markets' apprehension over past instances where an influx of Chinese-made goods disrupted local suppliers
Thursday 22 August 2024
Xpeng's vehicle deliveries lag expectations amid intensifying EV competition in China
Xpeng Motors, a Chinese electric vehicle (EV) manufacturer, has released its financial report for the second quarter of 2024. Despite ongoing challenges from a market price war, Xpeng's technological collaboration with Volkswagen AG is beginning to show promising results
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to concerns about the US' impending export restrictions, according to industry sources
Thursday 22 August 2024
US Chips Act scale bigger than China Big Fund II, but manufacturing reshoring remains slow
The scope of the US Chips Act appears to have exceeded that of the China Integrated Circuit Industry Investment Fund II (Big Fund II), but the American government's goal of reshoring semiconductor manufacturing remains a challenge
Wednesday 21 August 2024
South Korea's early exports pick up on resilient chip demand
South Korea's early trade data showed exports gaining momentum this month, boosting the outlook for economic growth and suggesting global demand for semiconductors remains resilient
Wednesday 21 August 2024
China's exports of critical minerals recover after curbs imposed
Chinese exports of critical minerals are returning to more normal levels, undercutting fears that the restrictions imposed by the government last year could choke off supplies crucial to high-tech manufacturers around the world
Wednesday 21 August 2024
Lifespan of NEVs is less than half that of fuel vehicles, according to China's official trade-in measures
China's recent "Detailed Implementation Rules for Subsidies for Automobile Trade-ins" measure has shortened the lifespan of electric vehicles (EVs) eligible for scrapping to 6 years (registered before April 30, 2018), allowing owners to receive a subsidy of CNY7,000 for trading in their old vehicles to purchase new ones
Wednesday 21 August 2024
Japan to reportedly subsidize firms to develop supply chain, independent of China in SEA
Fifteen Japanese companies plan to invest approximately JPY100 billion (US$680 million) in research, development, and equipment across Southeast Asia, focusing on the electric vehicle, semiconductor, and energy sectors. The Japanese government is reportedly set to subsidize around one-third of this investment
Wednesday 21 August 2024
Foxconn balances global expansion and client demands amid geopolitical shifts
Global manufacturing has been significantly influenced by geopolitical tensions in recent years, prompting the sector to revisit regionalization and local production plans. This shift is accelerated by customer pressure, leading to the implementation of these strategies at an increased pace
Wednesday 21 August 2024
China CIS firms gain domestic market share with local foundry, backend support
Support from local foundries and backend houses in China is helping CMOS image sensor (CIS) firms obtain more orders, reducing the country's reliance on Sony, according to industry sources
Tuesday 20 August 2024
Huawei's smart car unit valued at US$16 billion after investment
Chinese tech firm Huawei Technologies Co.'s push into the electric vehicle market has received another boost, after an investment valued its auto solutions company at RMB 115 billion (US$16 billion)
Tuesday 20 August 2024
SSFC sees growth opportunities amid China's auto market involution
Taiwan's Shinkong Synthetic Fibers Corporation (SSFC) has made significant inroads into China's electric vehicle market with materials such as elastomers and automotive films. Despite the severe involution in China's EV sector, the company remains optimistic about its shipment prospects for the second half of 2024 and beyond
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research