The intense rivalry between BYD and Tesla in the realm of pure electric vehicles (BEVs) has garnered significant global attention. While BYD has come close to surpassing Tesla, briefly overtaking it for a single quarter, the company has ultimately struggled to maintain this lead. The challenge lies largely in the distinct preferences and demands of Chinese consumers
Japan's semiconductor revival must not only involve Taiwan but also include strategic cooperation with the US, emphasized Kenzo Fujisue, a renowned Japanese scholar and former government official, in a recent interview with DIGITIMES. The discussion took place in Taipei with DIGITIMES President Colley Hwang, where they explored opportunities and challenges in global semiconductor supply chain collaboration
ChangXin Memory Technologies (CXMT) is leveraging China's aggressive localization policies to advance toward mass production of DDR5 chips. Despite lingering concerns over production yields and cost disadvantages, supply chain sources report that CXMT's DDR5 chips have passed validation from multiple leading Chinese server manufacturers. By late 2025, DDR5 could account for 50% of CXMT's total production capacity, broadening its influence beyond consumer markets to server applications and intensifying global competition in the memory sector
While smartphone and PC markets show signs of AI-driven recovery, the global automotive sector's weak outlook for 2025 is impacting major semiconductor manufacturers including TSMC, UMC, VIS, and GW. Though TSMC's Kumamoto plant began mass production in December 2024, its capacity utilization ramp-up faces headwinds
The US Bureau of Industry and Security (BIS) has made amendments to the Export Administration Regulations (EAR), notably by adding 13 new entities to the Entity List. These additions encompass companies based in Burma, China, and Pakistan, with the majority—11 entities—located in China. The decision to list these entities stems from their activities, which the US government has assessed as being contrary to national security and foreign policy interests
Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related semiconductors driving 70% of the growth. To seize this opportunity, TEL aims to invest JPY1.5 trillion(US$9.5 billion) in R&D by March 2029
After intense competition among numerous models in China, the artificial intelligence industry is poised for a shakeout. Major internet companies and startups are adjusting their business models and innovation strategies, anticipating intensified competition for survival by 2025
Samsung Display (SDC) is set to introduce its latest 18.1-inch foldable OLED panel at the upcoming Las Vegas-based CES 2025 on January 7, 2025. The innovative display can be folded to a portable 13.1 inches or expanded to its full 18.1-inch size, effectively functioning like two tablets, according to ET News and The Elec
Apple's recent entry into the humanoid robotics market is gaining momentum, with recent developments confirming its active involvement. The company unveiled a robotic perception system, ARMOR, which enhances spatial awareness and enables dynamic collision avoidance through integrated hardware and software, as reported by Patently Apple
Chinese AI chip development is showing signs of maturity and innovation as the industry adapts to tightened US technology restrictions. With the start of 2025, new US measures have intensified pressure on China's tech sector, including increased tariffs on Chinese solar products, polysilicon, and tungsten implemented on January 1, followed by expanded restrictions on US investments in China's semiconductor, AI, quantum computing, and microelectronics sectors on January 2
SenseTime Group is reducing its office footprint in Singapore, scaling back once-lofty ambitions at a time when it is struggling to compete in the post-ChatGPT era
China is planning tougher scrutiny on exports of technology to make battery materials, as Beijing looks to protect its grip on a crucial supply chain amid rising global trade tensions
Hanwha Qcells, a subsidiary of Hanwha Solutions, has secured a US$1.45 billion low-interest loan to accelerate the development of its integrated Solar Hub in Georgia, the US. The investment strengthens US energy independence, challenges China's renewable energy dominance, and aligns with global net-zero goals under the Paris Agreement
The global solar energy landscape enters 2025 with seismic shifts as the US tightens trade measures against Southeast Asia and China's dominance in N-type TOPCon technology sparks supply chain turmoil. Despite efforts to diversify, Chinese manufacturers still control over 85% of global solar demand, reinforcing their position amid geopolitical tensions
