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Monday 13 January 2025
China's dual-use export controls disrupt supply chain relocation, affecting Apple and ODMs
China's recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China's regulations, effective in...
Monday 13 January 2025
TSMC ends partnership with Singapore's PowerAIR over potential Huawei supply
TSMC has terminated its partnership with Singapore's PowerAIR amid a probe into possible US export control violations, potentially involving Huawei. This move highlights the challenges...
Monday 13 January 2025
Xiaomi eyes South Korean EV market with new subsidiary
Chinese tech giant Xiaomi has sparked speculation about its electric vehicle (EV) ambitions in South Korea following the establishment of a local subsidiary that includes "automobile...
Monday 13 January 2025
US sanctions accelerate Chinese progress in military-grade SiC
The historical separation of Silicon carbide (SiC) material supply chains between the US and China in the military sector has been completed for years, particularly in applications...
Monday 13 January 2025
Apple flagship smartphones exclude from China's trade-in subsidies
Most of Apple's high-end products are likely to be excluded from China's latest round of subsidies, as the country has set a price cap of CNY6,000 (approx. US$822) for eligible digital...
Monday 13 January 2025
Luxshare's Wingtech ODM acquisition set to enhance design capabilities and reduce reliance on Apple
Luxshare's planned acquisition of Wingtech's ODM business by the end of 2024 aims to enhance its design capabilities and global presence, while Wingtech shifts focus to semiconductors...
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...