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Tuesday 29 November 2022
Apple to lose 6 million iPhone Pros from tumult at China plant
Turmoil at Apple Inc.'s key manufacturing hub of Zhengzhou is likely to result in a production shortfall of close to 6 million iPhone Pro units this year, according to a person familiar...
Tuesday 29 November 2022
Baidu's Kunlun Xin mass produces 7nm XPU-R chips for autonomous driving
China-based Kunlun Xin (Kunlun Semionductor) said it is developing 3G and 4G chips with an open platform. The high-performance chips will be highly compatible with high-end autonomous...
Tuesday 29 November 2022
Rumored Tesla-Annex Semiconductor JV probably not real
Reports on Tesla forming a semiconductor joint venture with a Switzerland-based semiconductor company in China have circulated online (some are now deleted). For this matter, EV media...
Tuesday 29 November 2022
Europe falling behind US and China in industry transformation, says VW brand CEO
Fundamental changes happened in the global industrial landscape in recent years as electrification and geopolitical conflicts arose. Volkswagen brand CEO Thomas Shafer raised a concern...
Tuesday 29 November 2022
Chinese car makers yet to match US$30,000 goldilocks EV price
Recent Tesla discounts in China have put its EV prices in the range of CNY200,000-350,000 (US$27,856-48748), which is around the US$30,000 price point that is considered the crossover...
Tuesday 29 November 2022
Taiwan OSATs to scale up output in China to satisfy local customers
OSATs including Siliconware Precision Industries (SPIL) and King Yuan Electronics (KYEC) are quietly looking to scale up output at their plants in China to fulfill orders from the...
Tuesday 29 November 2022
Network IC inventory swells in China
Network IC inventories held by channel distributors in China remained high, with the inventory adjustment likely to last through the second quarter of 2023, according to GMI Technology,...
Tuesday 29 November 2022
Nvidia gearing up for lower-spec AI GPU shipments to China
Nvidia has touted the A800 AI GPU, a downgraded version of its A100 and H100 series, for customers in China and has already attracted orders, according to industry sources.
Monday 28 November 2022
NEV prices in China likely to rise after subsidy program ends
China will terminate the subsidy program for new energy vehicles(NEV), including EVs, on the first day of 2023. Car companies are taking the final opportunity to boost sales. Industry...
Monday 28 November 2022
2023 Outlook: US deepens alliance; China carves alternative path
The 2022 National Security Strategy released in October under US President Joe Biden highlighted a series of US-led regional frameworks to support its Indo-Pacific strategies, such...
Monday 28 November 2022
Cryptocurrency relates geopolitical bipolarity, seeking regulatory transparency
The largest cryptocurrency exchange in the world, Binance, withdrew its helping hand for FTX's liquidity crisis earlier this month, citing results of due diligence. At the NATEA US-Taiwan...
Monday 28 November 2022
SMIC gets caught in fresh US trade curbs (Part 2)
Some industry sources believe that SMIC developed and produced 7nm chips using immersion DUV equipment. If confirmed, the foundry house faces a risk of raging the US government and...
Monday 28 November 2022
SMIC gets caught in fresh US trade curbs (Part 1)
China's three bellwether semiconductor firms, Yangtze Memory Technology (YMTC), Semiconductor Manufacturing International Corporation (SMIC), and ChangXin Memory Technologies (CXMT),...
Friday 25 November 2022
China buys fewer chip-making machines as US restrictions start
China's purchases of machines to make computer chips fell 27% last month from a year earlier as the US imposed new, sweeping sanctions to try and derail the country's chip ambition...
Friday 25 November 2022
Lithium's 1,200% frenzy tempered by blip in China's EV market
Lithium has run into a soft patch as its extraordinary two-year gain collides with signs of wariness over near-term demand from China's electric vehicles (EV).