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Wednesday 7 February 2024
SMIC sees first sales rise in four quarters, anticipates flat Capex in 2024
US-sanctioned SMIC reported its first sales growth in four quarters. Its profit halved amid a semiconductor downturn, with utilization rates remaining low.
Wednesday 7 February 2024
Growing semi equipment self-sufficiency in China favors local component vendors
China's drive for IC self-sufficiency has been benefiting local fab tool makers as well as their suppliers of parts and components, according to industry sources.
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's...
Tuesday 6 February 2024
China startup aims to close gap with SpaceX in reusable rockets
A Chinese startup has set an ambitious timetable in the country's race to develop reusable rockets, a technology pioneered by SpaceX and used by Elon Musk's company to lower costs...
Tuesday 6 February 2024
Android phone sales resurgence in China lifts PA suppliers
Apple's latest financial report revealed a 6% year-on-year growth in iPhone revenue in the December quarter of 2023. However, Apple saw a significant 13% sales decline in the Greater...
Tuesday 6 February 2024
Taiwan-based NB ODMs pivot resources to HPC and AI in 2024
In a recent shift, Taiwan-based laptop ODMs are directing their 2024 resources toward non-notebook ventures, notably in High-Performance Computing (HPC) and AI.
Tuesday 6 February 2024
MediaTek's share in Chinese smartphone AP shipments continues to increase in 1Q24
According to the survey and analysis by DIGITIMES Research, the shipment volume of Chinese smartphone AP in the fourth quarter of 2023 saw a quarter-on-quarter decrease of nearly...
Tuesday 6 February 2024
India emerges as key player in solar trade amidst Xinjiang forced labor sanction
India saw a surge in solar product exports, particularly to the US, as China faces restrictions and trade barriers to sell its products to the US market. A report found that China-based...
Tuesday 6 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (II)
With the government's support, Chinese companies have scaled the silicon carbide (SiC) segment and secured partnerships with some international IDMs. In the second part of an interview...
Tuesday 6 February 2024
China smartphone industry, 4Q 2023
China-based smartphone brands' combined shipments went up above 10% both sequentially and annually in the fourth quarter of 2023. Although the volumes will slip on quarter in the...
Tuesday 6 February 2024
Competition among Chinese PMIC providers escalates
China currently has five to six publicly traded power management IC (PMIC) companies, with many more not yet listed, and their Taiwanese peers are striving hard to stay out of the...
Tuesday 6 February 2024
Chinese suppliers make up majority of Vision Pro supply chain, say sources
Chinese suppliers command most of the supply chain for Apple's new Vision Pro spatial computer, while suppliers from the US, Japan, and South Korea retain control of critical components,...
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.
Monday 5 February 2024
Apple's 1Q24 revenue rebounds despite China, AI, Vision Pro challenges
Apple's fiscal report for the first quarter of fiscal year 2024 revealed a revenue of US$119.6 billion.
Monday 5 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (I)
China-based companies are expected to march into the compound semiconductor segment in 2024 as they solve the bottleneck of SiC crystal growth and are recognized by global companies...