Canadian province Quebec is expecting more EV-related investment to come as carmakers look to reduce supplies from China. Battery maker Northvolt recently announced a US$5 billion...
Panel makers have defied the dim market outlook for this year by controlling their operating rates: prices of TV panels have risen during the year. This has been, however, met with...
After completing the largest IPO of the US stock market in 2023, Arm, the IP giant under SoftBank, has entered a new phase of operations. How this will affect Arm's operations and...
China-based EV companies have been aggressively expanding shipments overseas in 2023 with some Taiwanese auto component suppliers planning to increase deliveries to BYD and Tesla's...
After Huawei's Mate 60 Pro, featuring the 7nm Kirin 9000S processor produced by SMIC, caused a stir, Dr. Burn-Jeng Lin, dean of the College of Semiconductor Research under Taiwan's...
For the SoftBank-backed Arm that just completed a blockbuster IPO in the US in mid-September, China is a critical market contributing a quarter of its annual revenues for fiscal 2023,...
South Korean electrolyte manufacturer EnChem is increasing production capacity actively in China to grow with major battery makers. The company aims to scale up in China and rise...
Samsung Electronics recently conducted a survey of the semiconductor demand of its major global customers. The results indicate that the adjustment of memory inventory for customers...
Given Chinese ambition to overcome technology chokepoints and the recent revelation surrounding Huawei Mate 60, the country's RF filter industry has recently come under spotlight,...
As the political tension between China and the US continues, the Chinese government is enhancing the country's EV supply chain to avoid battery technology outflow and learn critical...
Xiaomi Corporation has recently established a dedicated East Asia division to oversee and strengthen business operations in Hong Kong, Macau, Taiwan, Japan, and South Korea, with...
Taiwanese microcontroller unit (MCU) vendors are striving to maintain consistent gross margins in the face of strong price competition from Chinese counterparts in the second half...
Apprehension has set the tone for the panel industry as the current market conditions make it most likely that consolidations and mergers will take place in China. Sources in the...
The European Union is actively reviewing its reliance on other countries for energy supplies. It has paid a hefty price to stop using Russia's gas. However, it also depends on lithium...
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