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Wednesday 12 February 2025
USI 2024: automotive and cloud growth fails to offset profit slump
Universal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell...
Wednesday 12 February 2025
China's automotive ambitions drive merger of state-owned giants
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Wednesday 12 February 2025
Apple reportedly drops DeepSeek, partners with Alibaba on China AI integration
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a...
Wednesday 12 February 2025
SMIC faces profit decline amid rising competition and low returns from high-end chip manufacturing
Despite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting...
Wednesday 12 February 2025
CXMT's DRAM rise: a déjà vu from South Korea's past disruption of Japanese dominance
China's ChangXin Memory Technologies (CXMT) is emerging as a formidable player in the global DRAM market, potentially challenging Samsung Electronics and SK Hynix's market dominance...
Wednesday 12 February 2025
China's 2025 auto battle: subsidies, price wars, and foreign retreats
Shortly after taking office, US President Donald Trump took an aggressive stance against electric vehicles (EVs) and wind power, while the European Union (EU) and automakers remain...
Wednesday 12 February 2025
Taiwanese PCB manufacturers shift focus to SEA as Trump tariffs fuel US-China tensions
With the start of the Trump 2.0 administration, the global PCB industry is preparing for changes, especially in Southeast Asia's competitive environment. China's PCB sector is expected...
Wednesday 12 February 2025
Chinese IC firms may shift 14nm orders to SMIC following TSMC's enforcement of BIS whitelist
TSMC has notified several Chinese IC design companies that their chips at 16/14 nanometers or smaller nodes lack "approved OSAT" status on the US BIS whitelist and proper certification...
Wednesday 12 February 2025
DeepSeek to drive 107% annual growth in China smart glasses market
Chinese AI startup DeepSeek has captured global attention in recent weeks with its R1 inference model, which the company claims matches OpenAI's o1 model in performance while requiring...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Wednesday 12 February 2025
China faces rising wage crisis as US tech curbs drive FDI slump
China faces mounting economic challenges as unpaid wages emerge as a significant social issue, particularly affecting workers in the construction and manufacturing sectors. These...
Tuesday 11 February 2025
Chinese automakers bet on Deepseek to reshape smart cockpits
China's automakers are turning to DeepSeek's large language model (LLM) to power next-generation smart cockpits, signaling a new era of AI-driven vehicle intelligence, according to...
Tuesday 11 February 2025
ASEAN deepens China supply chain ties despite Panama's BRI exit
Under pressure from the Trump administration, Panama has exited China's Belt and Road Initiative, even as Southeast Asian nations move to deepen their supply chain ties with China...
Tuesday 11 February 2025
Declining consumer power and intensifying competition challenge iPhone sales in China
The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...