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Tuesday 29 July 2025
Behind BYD's sales surge, suppliers warn of late payments and margin pressures
Chinese electric vehicle giant BYD has publicly dismissed comparisons to the troubled property developer Evergrande, rejecting online speculation that it might be headed for similar...
Tuesday 29 July 2025
China's PCB industry hit hard by continued bankruptcy wave
China's PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to...
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Monday 28 July 2025
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya's second quarter 2025 operations posted losses that were less severe than...
Monday 28 July 2025
Geoffrey Hinton’s first China visit: Can AI grow up without turning on us?
The 2025 World Artificial Intelligence Conference (WAIC) was held in Shanghai from July 26 to July 29, 2025. Geoffrey Hinton, the 78-year-old AI pioneer, who won both the 2018 Turing...
Monday 28 July 2025
US solar tariffs create domestic opportunity hampered by supply chain gaps
President Donald Trump's tariffs on Chinese solar imports have effectively blocked competition for American manufacturers, but severe raw material shortages threaten to undermine...
Monday 28 July 2025
Endless tariff negotiations make August 1 deadline unlikely
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened...
Monday 28 July 2025
LG Display's large-size OLEDs lead turnaround for full-year profit
LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment...
Monday 28 July 2025
Huawei's shadow fab (3): key 'mature process' piece on the US radar
While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a "non-strategic...
Monday 28 July 2025
Trump tariffs leave costly China supply question unanswered
President Donald Trump's recent flurry of trade deals have given Asian exporters some clarity on tariffs, but missing are key details on how to avoid punitive rates that target China's...
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
Monday 28 July 2025
Trump escalates solar trade war with China, targeting 95% of global polysilicon supply
US President Donald Trump launched a Section 232 trade investigation targeting China's polysilicon exports, which control 95% of the global market, as his administration dismantles...
Monday 28 July 2025
In face of tariff challenges, Taiwanese government seeks to diversify markets
With the Trump administration set to impose a yet-to-be-defined reciprocal tariff, and the US launching a national security investigation under Section 232 of the Trade Expansion...
Monday 28 July 2025
Huawei debuts Nvidia's supernode rival at WAIC 2025 as local firms display advanced intelligent computing solutions
The 2025 World Artificial Intelligence Conference (WAIC) opened on July 26 at the Shanghai Expo Center, highlighting the latest advancements in intelligent computing. Among the many...
Monday 28 July 2025
Humanoid robotics, 2025 - Market trends, critical components & strategic shifts
DIGITIMES believes that due to the high cost of hardware components, humanoid robots can hardly see rapid adoption across various industries within the next 3-5 years and will primarily...