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Friday 14 June 2024
Chinese carmakers grow dependence on Nvidia as BYD 2025 model adopts DRIVE Thor
Several China-based EV makers have used Nvidia's car chips in their vehicles. As Chinese automakers' reliance on US companies increases, the question of how US-China tension will affect the dynamic is drawing attention
Friday 14 June 2024
Beijing municipal government fund invests in AI chip developer Kunlunxin
Kunlunxin, a spin-off of Baidu's chip and architecture department, has just received investments from Beijing's Municipal AI Industry Investment Fund. It is the sixth AI-related investment by the government fund
Friday 14 June 2024
What is the real intention behind EU's BEV tariffs on China?
The European Union announced it will impose additional tariffs of up to 38.1% on China-made battery EVs on July 4 if the bloc cannot resolve issues with China. EU member states, the Chinese government, and carmakers will have to negotiate before definitive measures are taken in November
Friday 14 June 2024
Huawei HarmonyOS outperforms Apple iOS in China in 1Q24
The market share of Huawei's HarmonyOS surpassed Apple's iOS for the first time in China in the first quarter of 2024. HarmonyOS is now the second-largest mobile phone operating system in China, only behind Android
Friday 14 June 2024
Taiwan anticipates Goldilocks economy in 2024 while closely monitoring uncertainties in China
Taiwan's Central Bank announced to raise the Gross Domestic Product (GDP) growth rate forecast for the entire year of 2024 to 3.77% in the second quarter's quarterly Monetary Policy meeting, up from 3.22% predicted in the first quarter
Thursday 13 June 2024
China EV makers have room to absorb EU tariffs, find new markets
Chinese electric carmakers may be crying foul over the European Union's imposition of additional tariffs, but they have several options to keep growing, including shifting production to the continent and using fat profit margins to absorb some of the hit
Thursday 13 June 2024
Samsung unveils chip technology road map to win AI business
Samsung Electronics Co. unveiled several forthcoming advancements to its technology aimed at luring makers of AI chips to its manufacturing business
Thursday 13 June 2024
Rapidus anticipates achieving a US$6.4 bln revenue target by 2030
Rapidus chairman Tetsuro Higashi said the Japanese pure-play foundry that aims to mass-produce 2nm chips could achieve its revenue target 10 years earlier than planned, as the AI boom will drive demand for related semiconductors
Thursday 13 June 2024
India reportedly seeks to limit Chinese participation in Indian subsidiaries, woos Taiwanese investments
India reportedly plans to continue its restrictive policy against Chinese investments as local manufacturers are hoping to leverage technological expertise from China to build a local supply chain. Taiwan also emerges as a choice for India as it looks to reduce its reliance on China
Thursday 13 June 2024
China's all-solid-state battery funding to challenge South Korea and Japan, leaders in the field
South Korea and Japan remain leaders in all-solid-state battery development. However, as China is poised to invest heavily in battery technology, South Korean media are worried that Chinese manufacturers will disrupt the industry
Thursday 13 June 2024
Elephantech seeks strategic partners for sustainable PCB manufacturing in response to surging demand
Elephantech Inc., the first company in the world to successfully manufacture Printed Circuit Boards (PCBs) using metal inkjet printing, is seeking strategic partners to scale up manufacturing in light of rising demand
Thursday 13 June 2024
Icarus on fire: the heat of China's solar market battle
The global solar industry is on the brink of a significant transformation as the transition from P-type PERC to N-type TOPCon solar modules gains momentum
Thursday 13 June 2024
Legacy tier-1s find themselves in tight spot as automakers transfer cost pressure
Legacy automotive tier-1 suppliers are in hot water because major automakers face fierce competition and scale back their EV investments. Carmakers continue to pressure tier-1s, saying suppliers might be kicked out of the supply chain if they cannot reduce prices as needed
Thursday 13 June 2024
China accounts for half of Japan's chip equipment exports for 3 quarters in a row
China's demand for Japanese semiconductor equipment has been growing rapidly amidst the export sanction imposed by the US on advanced semiconductor equipment and technologies
Thursday 13 June 2024
China-based National Silicon Industry to double wafer production capacity to foster self-reliant chip ecosystem
National Silicon Industry, the top wafer provider in China by market share, announced a plan to double its wafer production as the country has been growing its self-reliant semiconductor ecosystem
CPC
Summary of Tech Supply Chain News!
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