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IN THE NEWS
Tuesday 5 December 2023
Battery industry to see exits, major players grow larger in 1H24
As battery cell prices slide following declining demand in the automotive and energy storage markets, some players have already dropped out of the increasingly heated competition...
Tuesday 5 December 2023
Has the best opportunity to enter the Chinese car market passed?
China has seen plenty of EV companies emerge and the competition between car parts suppliers grows intense. Supply chain sources said if a component maker cannot offer indispensable...
Tuesday 5 December 2023
MOSFET suppliers remain cautious
Despite a slight rebound in the PC industry, Taiwan-based MOSFET suppliers remain cautious about near-term demand expectations.
Tuesday 5 December 2023
Chinese LLM developers turn to leasing amid AI chip shortage
Due to the chip shortage brought by export restrictions imposed by the US, China-based tech firms turned their eyes to computing rental service providers, leading to doubling fees...
Tuesday 5 December 2023
IC design houses upbeat about demand from Chinese EV market
The expanding Chinese electric vehicle (EV) market, also the world's largest EV market, has become a target for Taiwan-based IC design houses.
Monday 4 December 2023
Raimondo warns Nvidia not to cut corners and reiterates AI chip export control
AI chip company Nvidia was called out by the US Secretary of Commerce Gina Raimondo at the Reagan National Defense Forum in Simi Valley, California during the weekend, warning that...
Monday 4 December 2023
Japanese battery material companies diversifying suppliers as China tightens exports
China has imposed stricter export controls on graphite, a critical EV battery material, since December 1. Many Japan-based companies relying on China's raw materials have been diversifying...
Monday 4 December 2023
US' China-targeted battery rules likely to slow EV adoption
The US government released guidance on EV batteries and materials sourcing, mainly targeting China. Starting in 2024 and 2025, EVs will not be eligible for tax credits provided by...
Monday 4 December 2023
Oppo's rapid growth in foldable smartphones driven by former Samsung veteran
The market landscape of China's foldable smartphone market is undergoing major changes. Current market leaders Huawei and Samsung Electronics have seen their market shares decline...
Monday 4 December 2023
Samsung reportedly intends to support TCL CSOT in acquiring LGD's Guangzhou factory
LG Display (LGD)'s LCD business in China continues to incur losses due to the expansion of Chinese competitors. Currently, the utilization rate at LGD's 8.5-gen LCD factory in Guangzhou...
Monday 4 December 2023
No, Porsche doesn't part ways with Apple while embracing Google's built-in
Volkswagen Group has accelerated collaboration between its brands and third-party software developers. One of the cases was Porsche announced at the end of October that it will adopt...
Monday 4 December 2023
Taiwan-based IC design houses concerned about long-term impact of investment expansion in China
Despite the cyclical downturn in the semiconductor industry, semiconductor companies in China are scaling up their investments and nurturing each other amid a full-blown indigenization...
Monday 4 December 2023
Weekly news roundup: Semiconductors headed toward strong 2024 and other top stories
The following articles were the most-read news during the week of Nov 27-December 1:
Friday 1 December 2023
Apple's Chinese suppliers in Supply Chain Expo to show commitment in China
China, in an attempt to counter the external narrative of "supply chain relocation" and "decoupling," made a significant move by hosting the inaugural China International Supply Chain...
Friday 1 December 2023
Asian factories still under pressure on mixed demand rebound
Key gauges of activity at Asia's factories failed to turn around the bearish sentiment in November, as global demand for goods remained soft and China's faltering economic recovery...