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Tuesday 24 December 2024
China advances in mature chip manufacturing amid geopolitical frictions
As US-Sino chip tensions rise, Beijing strengthens its position in mature process chip manufacturing, echoing its earlier solar panel strategy. While the US maintains a lead in advanced...
Tuesday 24 December 2024
LGES lands 3rd major North American ESS deal in 2024
LG Energy Solution (LGES) has secured a 7.5 GWh energy storage system (ESS) supply deal with US-based Excelsior Energy Capital, with production and delivery slated to begin in 2026...
Tuesday 24 December 2024
Qualcomm scores key legal win, yet unlikely a total loss for Arm
A Delaware jury has ruled that Qualcomm did not breach its agreement with Arm, allowing the company to retain its Nuvia-based intellectual property designs. This verdict comes at...
Tuesday 24 December 2024
Samsung maintains 5% market share in mobile application processors for 3Q24; hope lies in Exynos 2500
While Samsung Electronics has integrated its own Exynos 2400 chip in some models of the Galaxy S24 series, the foldable Galaxy Z Flip6 and Fold6 series are still entirely equipped...
Tuesday 24 December 2024
US scrutiny of China's mature chip sector signals shifts in supply chains
The Biden administration is reportedly ramping up scrutiny of China's mature process chips during its transition period, potentially paving the way for tighter regulatory measures...
Tuesday 24 December 2024
Foxconn reportedly seeks stake in Nissan-Honda merger via Renault
Reports have emerged that Hon Hai Precision Industry (Foxconn) is considering an investment in Nissan Motor, potentially influencing Nissan and Honda Motor to accelerate their merger...
Tuesday 24 December 2024
Taiwan's slow embrace of mmWave technology clouds 6G outlook
Taiwan's entry into the 5G era began in February 2020 with the licensing of 1.8 GHz, 3.5 GHz, and 28 GHz frequency bands. The 28 GHz band was positioned as a gateway for millimeter...
Tuesday 24 December 2024
Hua Hong names new chair as investment firms gain control
Shanghai Hua Hong Group, a major wafer foundry in China, has made a surprise change of leadership, replacing Su-xin Zhang with Jian Qin as chairman.
Tuesday 24 December 2024
China-Taiwan trade recovers despite military tensions and tech war
Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market,...
Tuesday 24 December 2024
CXMT reportedly begins DDR5 mass production despite US restrictions
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, has reportedly begun mass production of DDR5 memory, according to market sources.
Tuesday 24 December 2024
Dire situation in China is one reason for Honda, Nissan merger
Among the reasons for Honda Motor to enter merger talks with Nissan Motor, one looms large: China.
Tuesday 24 December 2024
Nan Ya PCB targets AI transformation and double-digit revenue growth for 2025
Nan Ya PCB, one of Taiwan's top trio of substrate manufacturers, has capitalized on a strategic opportunity in the latter half of 2024 by launching new high-end substrate products...
Tuesday 24 December 2024
Chinese EV makers hit EU wall as tariffs add to import costs
Chinese automakers captured their smallest share of Europe's electric vehicle (EV) market in eight months after new tariffs increased the cost of importing cars to the region by as...
Tuesday 24 December 2024
Biden team to probe Chinese Chips, setting up Trump for tariffs
US President Joe Biden's administration is launching an investigation that will offer President-elect Donald Trump a choice about whether to enact new tariffs on Chinese-made semiconductor...
Tuesday 24 December 2024
Innolux charts course into FOPLP amid market headwinds
Amid intense competition from Chinese suppliers and a maturing consumer electronics market, Taiwan-based panel provider Innolux is pursuing transformation through its "More than Panel"...