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Thursday 27 October 2022
Major foundries see lead times for fab tools shorten
Tougher US controls of semiconductor tech exports to China have considerably increased the availability of fab tools available and brought up the fab toolmakers' inventory levels,...
Wednesday 26 October 2022
GM posts 37.5% profit growth in 3Q22 while altering EV production target
General Motors saw record revenue and double-digit EBIT-adjusted margins in the third quarter, thanks mainly to production increase and robust pricing. However, the carmaker has dialed...
Wednesday 26 October 2022
Great Wall Motor on track to build its own chips
Chinese automaker Great Wall Motor (GWM) has announced it will set up a fully-owned semiconductor subsidiary to foster its own chip design and manufacturing with a registered capital...
Wednesday 26 October 2022
China, Taiwan LED makers competing for mini LED backlighting of automotive displays
China-based Shenzhen Jufei Optoelectronics and Shenzhen Longli Technology as well as Taiwan-based Epistar and Everlight Electronics have been in active competition for orders for...
Wednesday 26 October 2022
Tesla Model Y now cheaper than XPeng, Nio SUVs in China
Tesla announced on Oct 24 that it is lowering the selling prices for Model 3 and Y in China.
Wednesday 26 October 2022
SK Hynix announces capex cuts by 50%, and selling China fabs could be option in contingency plan
In the third quarter earnings result conference, SK Hynix Chief Marketing Officer Kevin Noh said the company is cutting its 2023 capital expenditure by more than 50% year-on-year...
Wednesday 26 October 2022
Notebook sales in China continue to heat up for Double 11, but global market remains cold
The notebook supply chain continues to stay cold despite some minor sparks from the China and Asia-Pacific markets. China's October 1st holidays and the growing demand for gaming...
Wednesday 26 October 2022
LONGi Green Energy Technology stops quoting G1 mono-Si wafers
China-based solar-grade crystalline silicon wafer maker LONGi Green Energy Technology has stopped quoting G1-size mono-Si wafers, implying that it may hike prices for such wafers,...
Wednesday 26 October 2022
Rhodium: US chip export control likely to spill over to foreign companies manufacturing in China
US research company Rhodium Group estimated that the Biden administration's latest controls on China's semiconductor industry not only have short-term industry costs but also long-term...
Tuesday 25 October 2022
US new semiconductor export control to hit China AI and supercomputer R&D, says DIGITIMES Research
The US government launched a new series of control of semiconductor export to China earlier in October - the move is expected to limit the country in designing and obtaining high-performance...
Tuesday 25 October 2022
Toyota launches EV co-developed with BYD, reportedly considering a strategy revamp
Toyota Motor just launched the first EV model that it jointly developed with China-based BYD to gain a presence in the world's largest EV market. On the other hand, the Japanese automaker...
Tuesday 25 October 2022
Cold War 2.0 is evolving more restrictively than US-Soviet era
The issue of export control restrictions on US nationals or green card holders working in/with China-listed "entity" companies is not new. Rules and regulations have existed governing...
Tuesday 25 October 2022
EVs to enhance competitiveness of Chinese automakers
China Association of Automobile Manufacturers (CAAM) has unveiled Chinese automakers' combined domestic auto sales and export volumes for the first nine months of 2022 with the export...
Tuesday 25 October 2022
Leaders in semiconductor in 2030 (4): What GDP and populations mean for industries
The "Art of War" maintains that if you know the date and place of the battle, you can be well-prepared for it even if your troops have to march a thousand miles before engaging the...
Monday 24 October 2022
Taiwan needs diverse trade amid US-China row, says finance chief
Taiwan needs to diversify its trade away from China, the island's finance minister said, citing uncertainties created by Covid Zero and rising geopolitical tensions between Washington...