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Friday 4 November 2022
Tell-tale export data from Taiwan show US-China market power rebalancing
Taiwan's electronic companies such as Foxconn, Pegatron, and Wistron used to produce more than 90% of the laptops in China. Many scholars say the outbreaks of trade war and pandemic...
Friday 4 November 2022
US can choke Chinese OLED production if tech war spills into the panel industry
Considering that the US has launched a tech war against China by prohibiting the exports of advanced semiconductors involving US-developed technologies and related manufacturing equipment...
Thursday 3 November 2022
SEMICON China Forum: Find ways out under US trade ban
High-profile semiconductor industry leaders in China recently gathered at the just-ended SEMICON China Executive Summit seeking to find ways out for China's future IC development...
Thursday 3 November 2022
China solar giant sees further turmoil in US market next year
The world's largest solar company warned that stricter US import requirements for panel shipments will continue to create disruptions to the American market through next year.
Thursday 3 November 2022
Tesla in cost-control mode after waging price war in China
Following price cuts for two models in China, Tesla decided to close one of its flagship stores in a cost-control manner in the country where non-tolerance COVID measures keep hurting...
Thursday 3 November 2022
US manufacturers 'pumped up' about supply-chain reshoring trend
US companies are acknowledging that reshoring - once the subject of talk but no groundswell of action - is accelerating, with at least one executive being "pumped up" about critical...
Thursday 3 November 2022
Leaders in semiconductor in 2030 (10): Golden decade vs perfect storm
MediaTek chairman Ming-Kai Tsai has noted that we often overestimate the short-term benefits and underestimate the long-term business opportunities. In 1998 when he started his business,...
Thursday 3 November 2022
Server ODMs accelerate production relocations from China
Server ODMs including Inventec, Quanta Cloud Technology (QCT), and Wiwynn have stepped up their production line relocations from China, according to industry sources.
Wednesday 2 November 2022
China's electric carmakers eye Thailand in next sales push
In Europe, a flurry of Chinese carmakers is trying to unseat storied legacy brands. Half a world away and far from the buzz of the Paris motor show, a similar revolution is playing...
Wednesday 2 November 2022
3D IC packaging to develop faster under US trade sanctions against China, says AP Memory chair
For mature manufacturing process, 3D IC packaging is expected to become their alternative solution to advanced processes and will develop faster than expected under the latest US...
Wednesday 2 November 2022
Toyota sees operating income decrease, scaling back production forecast for FY2023
The world's largest automaker by sale reported a profit decline for the April-September period, mainly due to the rising raw material prices. Moreover, as the supply for some semiconductor...
Tuesday 1 November 2022
BIS FAQ reflects enforcement complexity on chip ban
Three weeks after announcing the advanced computing and semiconductor manufacturing equipment rule, the Bureau of Industry and Security (BIS) of US Department of Commerce's first...
Tuesday 1 November 2022
US ban on Americans aiding China chip firms narrower than feared
Washington's restrictions on US citizens assisting China's chip industry will be more narrowly enforced than feared, suggesting a smaller-than-expected impact on semiconductor companies...
Tuesday 1 November 2022
Main China battery makers to actively expand production capacities
First-tier China-based lithium battery makers, in view of booming demand for batteries used in electric vehicles and energy storage systems, will actively expand production capacities...
Tuesday 1 November 2022
BYD 3Q22 gross margin nears 20%
BYD posited a big leap in revenue and net profit for the third quarter this year. Production growth slowed but gross margin rose to 19%.