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NEWS TAGGED ANALYSIS
Wednesday 23 November 2022
2023 Outlook: Coming out of year of Black Swans, semiconductor industry likely to be less volatile in 2023
2022 has been a year of Black Swans. The unforeseen events that disrupted the supply chains this year included the Russia-Ukraine war, China pandemic lockdowns, and the US announcing...
Wednesday 23 November 2022
What can Shang-Yi Chiang bring to Foxconn?
With Foxconn's latest announcement to invite Shang-Yi Chiang, TSMC veteran and former SMIC executive, as the chief strategy officer of its semiconductor group, some in the industry...
Wednesday 23 November 2022
Notebook ODMs deepen deployments in automotive electronics
Notebook supply chain players continue to carry on inventory correction amid lingering market headwinds, prompting Taiwan-based ODMs to step up deployments in non-notebook segments,...
Wednesday 23 November 2022
Korean battery maker rumored to partner with Chinese maker to expand LFP in US
There have been market rumors about a Korean lithium battery maker planning to work together with a Chinese maker to complement each other's technical advantages even before the US...
Tuesday 22 November 2022
ASEAN still can not replace Chinese manufacturing
Changes in the supply chain are brewing due to policy changes in China. Compared with what China was previously able to offer companies that established factories locally, strict...
Tuesday 22 November 2022
Qualcomm's self-design CPU Oryon has gone a long way; now in good position
In this year's Snapdragon Summit, Qualcomm only gave small announcements about its self-made CPU, titled Oryon. Besides the estimation that it'll gradually enter the chip production...
Tuesday 22 November 2022
EV battery heavyweights revive city’s dream of factory glory
In the race to build a North American hub to support the electric-vehicle industry and challenge China's dominance, one tiny Quebec community is charging ahead.
Monday 21 November 2022
Slow to EV game, foreign car JVs in China face bleak future
A slow roll-out of electric cars and continued adherence to internal combustion engine models is putting some of the world's biggest automakers on the back foot in China, the largest...
Friday 18 November 2022
Lithium giant SQM sees prices staying higher for longer
The world's No. 2 lithium producer, SQM, said it expects prices for the battery material to stay high into 2023, remarks that may allay fears over a possible cooling-off of China's...
Thursday 17 November 2022
China has largest monthly decline in IC output in October
People argue that the effects of US new export control rules may have just surfaced – China's integrated circuits (IC) output declined by 26.7% year-on-year in October, to 22.5...
Thursday 17 November 2022
Chinese battery makers eyeing huge US IRA business opportunities
Despite US-China tensions remaining intense, Chinese lithium battery cell makers are still eager to set up manufacturing operations in the US, eyeing huge business opportunities brought...
Wednesday 16 November 2022
Why does it take so long to build EV infrastructure in Malaysia
Traveling from Thailand to the Malaysian border and further down to Singapore has been possible for decades with the internal combustion engine. Located between Singapore and Thailand,...
Tuesday 15 November 2022
IC designers with parent support could better withstand headwinds
Vendors of consumer ICs are struggling against the bleakest-ever market sales, but those affiliated with major business groups or having good supply chain partners would more likely...
Tuesday 15 November 2022
Biden's chip curbs outdo Trump in forcing world to align on China
President Joe Biden came to office pledging to abandon Donald Trump's with-us-or-against-us approach to China. Instead, he's forcing US partners to pick sides in a deepening global...
Tuesday 15 November 2022
SEA expects wider adoption of locally-built, battery-swapping e-scooters
At the Bali G20 Summit this year, the Indonesian government is showcasing all types of electric vehicles - from local-branded electric scooters to electric cars by Japanese or Chinese...