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Friday 10 January 2025
China's 12-inch wafer fabs ramp up output, resulting in price war over mature processes
Chinese foundries have stepped up 12-inch fab capacity expansions, which is poised to result in more heated price competition in the mature process market in 2025, according to industry...
Friday 10 January 2025
US-China tensions: Tencent, CATL weigh legal action against US blacklist
The US Department of Defense (DoD) has published its annual update to the Section 1260H blacklist, which identifies Chinese companies allegedly tied to the military. The 2024 list...
Friday 10 January 2025
Supply chain welcomes Chinese subsidy-driven replacement wave
Major tech companies are gearing up for a surge in replacement demand as government incentives aim to stimulate sales of home appliances and consumer electronics products.
Friday 10 January 2025
Unisplendour is said to consider a US$1 billion Hong Kong listing
Chinese cloud-computing and IT infrastructure company Unisplendour Corp. is preparing for a second listing in Hong Kong as soon as this year that could raise about US$1 billion, people...
Friday 10 January 2025
China's automotive chip reliance poses risks to EV ambitions
While China has established a leading position in global electric vehicle (EV) manufacturing and sales, the country continues to face significant hurdles in achieving self-sufficiency...
Thursday 9 January 2025
China's wafer fabs turn to overseas talent for semiconductor innovation
Hua Hong Semiconductor has appointed Peng Bai, a former Intel executive, as its new CEO, marking a departure from its traditional practice of promoting senior leaders internally....
Thursday 9 January 2025
BOE doubles CES 2025 exhibit, strengthening leadership in automotive displays
BOE Technology Group, a global leader in display innovation, has unveiled its subsidiary BOE Varitronix Limited at CES 2025, marking the international debut of its "HERO" initiative,...
Thursday 9 January 2025
China's germanium, gallium ban to hurt global supply chain
Amid the ongoing US-China chip war over the past years, the Chinese government has taken counter-measures, including export restrictions on critical materials such as gallium, germanium,...
Thursday 9 January 2025
US targets Tencent: in-depth look at WeChat's future and Apple's China dilemma
The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation...
Thursday 9 January 2025
China continues EV subsidies, with fresh price war looming
Competition in China's electric vehicle (EV) market has intensified right at the start of 2025, with vendors lowering prices and the government offering subsidies to stimulate purc...
Thursday 9 January 2025
Chinese automakers set ambitious targets amid EV subsidy extension
China's automobile market is poised for significant growth in 2025, bolstered by the continuation of government electric vehicle (EV) purchase subsidy programs aimed at stimulating...
Thursday 9 January 2025
Chinese foundries cut prices to vie for orders, while UMC and VIS pursue redirected orders
The US continues to tighten its trade restrictions against China, with the Biden-Harris administration launching a Section 301 investigation into China's mature process technologies,...
Wednesday 8 January 2025
Trump 2.0's decoupling policy reshapes IC design strategies for 2025
With the Trump administration poised to take office, industry expectations point to a sharper division in global electronic supply chains. US electronic products are expected to adopt...
Wednesday 8 January 2025
Chinese panel makers maintain production through 2025 Lunar New Year amid high demand
The upcoming inauguration of US President-elect Donald Trump and the continuation of China's subsidy policies into 2025 have driven a sustained increase in panel demand. As a result,...
Wednesday 8 January 2025
China's mobile subsidies boost PA supply chain outlook for 1Q25
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's...