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Tuesday 7 January 2025
Chinese government subsidies to boost consumer IC demand
After launching substantial subsidies for household appliances in the second half of 2024, Chinese officials recently announced a broadening of such subsidies to include computing,...
Tuesday 7 January 2025
US govt boosts Micron's automotive and defense DRAM production as major players exit niche market
While the US semiconductor revival extends beyond Intel's prominent efforts, it critically depends on Micron, the country's sole memory chip manufacturer, expanding its domestic production...
Tuesday 7 January 2025
Intel's struggles could boost Micron's prospects
Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast,...
Thursday 2 January 2025
Micron to expand semiconductor manufacturing facility in Virginia
The government of Virginia announced that Micron plans to invest up to US$2.17 billion to expand its semiconductor manufacturing facility in Manassas to produce DRAM products for...
Thursday 2 January 2025
BYD chalks up new record as it narrows EV sales gap with Tesla
China's BYD enjoyed a year-end surge to push total sales to 4.25 million passenger cars last year, narrowing its gap with Tesla as the two vie for the crown of the top-selling electric...
Tuesday 31 December 2024
Research subsidies face sudden cuts, impacting Taiwan's scientific research and investment climate
Taiwan's Legislative Yuan hastily passed amendments to the Act Governing the Allocation of Government Revenues and Expenditures without sufficient discussion, sparking major controversy...
Tuesday 31 December 2024
2024 review: AI boom and geopolitics disrupt the global semiconductor industry
The semiconductor industry witnessed unprecedented transformations in 2024, marked by strategic acquisitions, technological breakthroughs, and geopolitical tensions. As artificial...
Thursday 26 December 2024
Taiwan govt warns budget cuts imperil foreign tech R&D subsidies
The Ministry of Economic Affairs (MOEA) faces a projected budget cut of NT$29.7 billion (US$907.08 million) in 2025 following the Legislative Yuan's passage of amendments to the Act...
Thursday 26 December 2024
Looming subsidy cuts raise concerns over Taiwan's inflow of tech investments
Taiwan's successful track record of attracting major tech investments from companies like Nvidia, Micron, and AMD faces potential headwinds as lawmakers pass a new act that could...
Wednesday 25 December 2024
Taiwan govt US$900 million budget cut threatens tech subsidies and water infrastructure
The recently approved amendment to Taiwan's Act Governing the Allocation of Government Revenues and Expenditures has resulted in a NT$375.3 billion (approx. US$11.8 billion) annual...
Wednesday 25 December 2024
US targets mature Chinese chips with Section 301 probe over dumping concerns
Having previously focused on advanced chips for AI, the US government is now targeting mature process semiconductors amid fears of Chinese dumping that could undermine American suppliers...
Thursday 19 December 2024
China leads battery materials as South Korea's Posco Future M faces exit; Lotte eyes LFP mass production
China's battery materials sector is thriving, backed by government subsidies, low electricity costs, and cheaper labor, enabling aggressive investment. In contrast, South Korean firms,...
Thursday 19 December 2024
Taiwan MOEA to offer R&D subsidies to aid panel, traditional industries
In response to Taiwan's panel and traditional industries facing fierce competition from Chinese peers, deputy minister of Taiwan's Ministry of Economic Affairs (MOEA) Chin-tsang Ho...
Monday 16 December 2024
Taiwanese supply chains diversify as global auto market sees modest growth
Global automotive sales, including new energy vehicles (NEVs), are projected to underperform initial expectations in 2024, yet the market maintains an upward trajectory. Facing growing...
Monday 16 December 2024
Manufacturers face challenges in America as tariffs rise for Chinese solar materials
The US will increase tariffs on Chinese polysilicon and silicon wafers starting January 2025, raising the rate from 25% to a staggering 50%. This move has left many companies that...