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Tuesday 21 January 2025
TikTok refugees turn to Red Note, shows commercial potential
Following TikTok's ban in the US (though it was reinstated just a day later), China's RedNote (international version of Xiaohongshu) quickly gained popularity in the US, becoming...
Tuesday 21 January 2025
Challenges remain for Honor despite leadership change
The sudden resignation of Honor CEO George Zhao has raised some eyebrows, as the Chinese smartphone brand's market share continues to decline. Analysts believe that Honor's major...
Tuesday 21 January 2025
BOE begins succession plan with new CEO appointment
China's display giant BOE has completed its 11th board election, marking the start of a succession process for the company valued at over CNY160 billion (US$22 billion). At 60 years...
Tuesday 21 January 2025
Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
Tuesday 21 January 2025
Speculation emerges over Xiaomi's potential acquisition of NIO
Chinese tech circles have been abuzz with news that Xiaomi is contemplating the acquisition of EV maker NIO, which will allow NIO to make major strides in battery swapping technology...
Tuesday 21 January 2025
China countermeasures target US mature process chips, TI underfire
In response to US sanctions and subsidies benefiting American chipmakers, China has announced countermeasures targeting the industry. Among the few American companies dominating this...
Tuesday 21 January 2025
Global server shipment forecast, 2025 and beyond
Global server shipments will see a six-year CAGR of 4% from 2024-2029 with AI servers playing a key role.
Tuesday 21 January 2025
Chinese VP meets Musk before Trump takes office
Chinese Vice President Zheng Han met billionaire Elon Musk and other US business figures, underscoring Beijing's efforts to set a positive tone in ties with the US before Donald Trump...
Tuesday 21 January 2025
Chinese autonomous-driving firm Inceptio is said to weigh US IPO
Inceptio Technology, a Chinese developer of self-driving technologies for heavy-duty trucks, is exploring an initial public offering in the US as soon as this year, people familiar...
Tuesday 21 January 2025
ByteDance outpaces Alibaba, Baidu: a deep dive into China's evolving AI chatbot market
ByteDance's Doubao has emerged as a leading contender in China's competitive AI chatbot landscape. In December 2024, Doubao achieved an impressive 29% growth in downloads, reaching...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 21 January 2025
Chinese mobile ODMs diverge amid industry headwinds
The mobile phone ODM industry continues to grapple with significant challenges, including pressure from both suppliers and customers, while being characterized by labor-intensive...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Taiwan's aerospace supply chain sees bright future amid US market opportunities
Upon Donald Trump's return to the presidency, Taiwan's overseas expansion strategies are attracting significant attention. Jyh-Huei Kuo, Taiwan's Minister of Economic Affairs (MOEA),...