The semiconductor industry is witnessing significant shifts influenced by geopolitical considerations. One recent case exemplifying this trend is King Yuan Electronics's (KYEC) sale...
The US Department of Treasury will grant EV makers a two-year extension for restrictions on some hard-to-trace battery materials, including China-dominated graphite. The move was...
In early 2023, ChatGPT ignited a global boom in Generative AI, driving demand for related software and hardware. Nvidia's value skyrocketed and the entire supply chain, upstream and...
As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth...
Amid the indigenization efforts, China-based semiconductor equipment makers continued to witness explosive growth over the past year, as most companies reported double-digit growth...
Chinese carmaker Seres, a Huawei partner, came out of the red in the first quarter of 2024 after experiencing losses for five years. The Aito EVs it co-developed with Huawei have...
SK Hynix recently held a press conference to unveil its development blueprint for HBM4, scheduled for mass production in 2025, a year ahead of the original plan, to maintain its technological...
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach...
While the European Union and the US have imposed many restrictions on China-made EVs, the measures seem also to benefit Chinese carmakers. European and US consumers have become more...
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease...
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries...
In the first quarter of 2024, BYD's net profit was CNY4.57 billion (approx. US$630 million), a year-on-year increase of 10.6%, but a significant decrease of 47.3% compared to the...
Taiwan's GDP increased by 6.51% from the previous year in the first quarter of 2024, outpacing South Korea's 3.4% and Singapore's 2.7%, thanks to exports of AI chips and AI servers...
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