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Wednesday 4 December 2024
TV panel prices unlikely to drop in short term, though price increases will also take time, says manufacturers
Since late August, China's "trade-in" policy has gradually revitalized demand for LCD TV panels, easing the decline in prices. As a result, global TV shipments are expected to see...
Tuesday 3 December 2024
Danish investors urge Taiwan to speed up renewable energy shift
Danish officials are pressing Taiwan to accelerate its green energy transition, warning that mounting global competition for renewable resources could threaten the island's ability...
Friday 29 November 2024
DRAM makers tighten year-end control as flash inventory nears bottom
China's DRAM spot prices have faced continued declines throughout November, with DDR4 particularly hard hit. In contrast, NAND flash prices have shown signs of stabilizing. Following...
Friday 29 November 2024
'Survival of the cheapest': NEV makers brace for 2025 price wars
The landscape of the three key new energy vehicle (NEV) markets—China, Europe, and the US—will undergo dramatic changes in 2025. Price competition is expected to continue,...
Thursday 28 November 2024
2025 EV price war looms as SAIC joins supply chain cost-cutting push
On November 26, BYD announced a directive requiring its suppliers to implement a 10% cost reduction starting January 1, 2025. Following this, SAIC Maxus has reportedly launched a...
Thursday 28 November 2024
BYD reportedly preps for Trump 2.0 tariffs with 10% supplier cost cuts in 2025
BYD moves to shield itself from looming US tariffs as President-Elect Trump threatens new import taxes on Chinese, Canadian, and Mexican goods. The China-based EV giant has reportedly...
Wednesday 27 November 2024
China's 4S dealerships face mass closures amid price wars and EV surge
China's 4S dealership model, once a cash cow in the early 2000s, is unraveling under mounting pressure. The sector, which peaked around 2017, has been hit hard by fierce price wars...
Wednesday 27 November 2024
TSMC's CoWoS far from secure: Etron CEO flags Intel EMIB's rising threat
TSMC's CoWoS technology continues to scale, driven by strong demand from major clients such as Nvidia. Production capacity is projected to reach 75,000 units by 2025, with the persistent...
Wednesday 27 November 2024
Huawei Mate 70 and X6 unveiled with focus on satellite communication, AI
On the afternoon of November 26, Huawei held a celebration for its Mate brand, unveiling the Mate 70 series products along with the Mate 70 RS Ultimate. Additionally, they introduced...
Wednesday 27 November 2024
China's solar price agreement: Policies meet creative workarounds
China's N-type TOPCon solar production is grappling with overcapacity. In October, the China Photovoltaic Industry Association (CPIA) and 16 tier-1 manufacturers agreed to a minimum...
Monday 25 November 2024
Inside TSMC VI: Navigating the semiconductor pricing wars
"Strategy is simply resource allocation. When you strip away all the noise, that's what it comes down to." —Jack Welch.
Monday 25 November 2024
Crypto market capitalization tops US$3.2 billion on Trump's victory
The market has reacted optimistically to Donald Trump's U.S. election victory, pushing crypto's total market capitalization above $3.2 trillion. Investors view Trump as a pro-crypto...
Friday 22 November 2024
China's solar energy market still plagued by price war
It has been almost a month since China's solar industry set a floor price in order to curb cut-throat competition among its members, but some opportunists are taking advantage of...
Thursday 21 November 2024
SSD sales to outperform DRAM module sales in 2024
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales...
Wednesday 20 November 2024
China slashes export tax rebates for solar panels and lithium batteries by 30%
China's Ministry of Finance and State Taxation Administration has announced significant changes to its export tax rebate policy, effective December 1. The new policy eliminates rebates...