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Monday 17 June 2024
Weekly news roundup: Rising exports indicate China's semiconductor overcapacity
These are the most-read DIGITIMES Asia stories in the week of June 10 – June 14.
Friday 14 June 2024
AI demand helps South Korean chip export prices to record jump in May
The price of South Korea's semiconductor exports...
Thursday 13 June 2024
China accounts for half of Japan's chip equipment exports for 3 quarters in a row
China's demand for Japanese semiconductor equipment has been growing rapidly amidst the export sanction imposed by the US on advanced semiconductor equipment and technologies.
Tuesday 11 June 2024
China reports growing exports in semiconductors, implying overcapacity
Official data from the Chinese government showed that semiconductor exports from China rose at a faster pace in the first five months of the year, as the country, particularly SMIC,...
Tuesday 4 June 2024
India and Vietnam largest beneficiaries of China-plus-one, says Nomura
As multinational companies recognize the importance of diversifying supply chains, India and Vietnam are emerging as key beneficiaries. The electronics and machinery sectors in India...
Monday 27 May 2024
Generative AI fuels Nvidia chip sales, shifts Taiwan's export dynamics
Generative AI has ignited a boom in Nvidia chip sales, with DRAM manufacturers offering HBM products also seeing a surge in orders.
Thursday 23 May 2024
Ericsson evaluates increasing telecom gear exports from India
As Ericsson scaled up its telecom gear production in India to meet local demand, the company plans to increase exports. This move aligns with the Indian government's push to make...
Monday 20 May 2024
Despite increased EV tariffs, BYD makes its way into US 'backyard'
The US recently raised tariffs on seven key industries in China, with EV imports seeing the biggest hike to 100%. Despite this, leading Chinese EV manufacturer BYD held a high-profile...
Tuesday 14 May 2024
Apple plans to make 25% of iPhones in India by 2028
An Indian top official revealed that Apple plans to increase India's iPhone production share from over 10% to 25% by 2028, indicating that Apple will explore more local suppliers...
Friday 10 May 2024
Biden set to impose tariffs on China EVs, strategic sectors
President Joe Biden's administration is poised to unveil a sweeping decision on China tariffs as soon as next week, one that's expected to target key strategic sectors while rejecting...
Tuesday 30 April 2024
Premium market, EV exports likely to drive BYD's sales
Chinese EV giant BYD saw weaker revenue and profit growth in the first quarter of 2024.
Thursday 25 April 2024
Over 90% foreign production strikes South Korean battery exports
In 2023, South Korea saw the first decline in rechargeable battery exports in eight years. The industry suspected that the situation is related to major battery manufacturers like...
Friday 12 April 2024
Taiwan's March export data show robust demand for AI servers from 4 major markets
Taiwan's Ministry of Finance (MOF) released preliminary import and export trade statistics for March 2024 and found that under the strong global demand for AI servers, Taiwan's overall...
Friday 29 March 2024
Chinese EV exports to US, Europe decline
Chinese customs statistics indicate that Electric Vehicle (EV) exports from China to Europe and the US decreased by 20% and over 40%, respectively, year-on-year during the first two...
Monday 11 March 2024
India continues to strengthen its position as the second-largest mobile phone manufacturing hub
India has experienced a significant increase in production and exports within the mobile phone manufacturing sector, positioning it as the second-largest producer and the fifth-largest...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research