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Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies,...
Tuesday 19 November 2024
Trump's potential EV tax credit cut could boost Tesla's market dominance while challenging rivals
With Donald Trump expected to take office in January, his transition team reportedly aims to kill the US$7,500 consumer tax credit for electric vehicle (EV) purchases, a central provision...
Tuesday 19 November 2024
AMD's layoffs: trimming resources or deeper cuts?
Despite recording over US$1 billion in profits during the third quarter of 2023 and thriving in the AI market with double-digit growth, AMD recently announced a 4% workforce reduction,...
Wednesday 13 November 2024
Trump's second term set to shake up US tech landscape: ripples across AI, semiconductors, EVs, and China ties
During his US presidential campaign trail, President-Elect Donald Trump vowed to overturn key Biden administration policies. Now, with his election victory, the tech sector awaits...
Tuesday 12 November 2024
Intel's German fab plans face setbacks amid the collapse of governing coalition
While global attention focuses on the US presidency transition, Germany's "traffic light" coalition government collapsed on November 6.
Tuesday 12 November 2024
Kioxia expects explosive demand for NAND, to introduce equipment to expand production
Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Tuesday 12 November 2024
Japan allocates US$130 million to advance semiconductor back-end automation
The Semiconductor Assembly Test Automation and Standardization Research Association (SATAS), a consortium of over 20 Japanese companies, has secured up to JPY20 billion (US$130 million)...
Tuesday 12 November 2024
AUO and Innolux see October revenue slips amid off-season slowdown
As the display panel industry enters its traditional off-season following the peak inventory demand period, major manufacturers reported lower revenues for October. AUO experienced...
Monday 11 November 2024
TSMC poised to expand advanced chips production in the US during Trump second term
Following Donald Trump's victory in the recent US presidential election, there are rising concerns about how his administration's policies might impact Taiwanese suppliers. Macronix...
Friday 8 November 2024
Trump's win sets off race to complete Chips Act subsidy deals
The Biden administration is racing to complete Chips Act agreements with companies like Intel Corp. and Samsung Electronics Co., aiming to shore up one of its signature initiatives...
Thursday 7 November 2024
US CHIPS Act expansion set to benefit South Korean solar manufacturers
Following the US Department of Treasury's expansion of the CHIPS and Science Act subsidies to include solar-grade silicon ingots and wafers, South Korean solar giants Hanwha Qcells...
Thursday 7 November 2024
Chinese lithium battery makers face domestic price wars amid global expansion hurdles
Despite their dominance of over 60% of the global lithium battery market, Chinese manufacturers are increasingly seeking to expand abroad to escape fierce competition and price wars...
Thursday 7 November 2024
Novatek expects weaker 4Q24, looks to AI-driven edge demand for 2025 growth
Novatek posted strong revenue growth in the third quarter of 2024, fueled by high inventory demand for mobile OLED DDIs. However, gross margin slipped from the previous quarter, mainly...
Thursday 7 November 2024
European automakers face continued challenges in auto industry electrification
The transition of Europe's automotive industry to electric has encountered challenges in 2024, leading to significant setbacks for European car manufacturers. To date, European automakers...