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Wednesday 15 November 2023
South Korean TV brands plan to replace part of their purchases with non-Chinese panel makers
China has come to establish a dominant position in the LCD TV panel industry, which also gives Chinese LCD panel suppliers substantial price-setting power. The said suppliers have...
Wednesday 15 November 2023
Horizon Robotics calls next-gen self-driving chip revolutionary
Beijing-headquartered Horizon Robotics expects to launch the next generation of its in-house developed self-driving chip, the Journey 6, which it calls a revolutionary new product,...
Wednesday 15 November 2023
NAND flash price rally may slow in 1H24
NAND flash spot prices have risen substantially since late July as memory chipmakers scale back output. Prices may experience a deceleration in growth in the first half of 2024 if...
Tuesday 14 November 2023
Huawei's OlympusMons Award enters 4th year, seeking innovative data storage solutions
Despite odds and challenges amid tightening US restrictions, Huawei Technologies continues to carry on innovation efforts as the company recently announced its 2023...
Tuesday 14 November 2023
Global automotive aftermarket growth benefiting Taiwan-based parts suppliers
The automotive aftermarket takes up most of Taiwan's components production and exports. Local suppliers have seen their businesses increase as demand for aftermarket parts is rising...
Tuesday 14 November 2023
What drives YMTC's bold legal action against Micron?
China's Yangtze Memory Technologies (YMTC) has filed a patent infringement lawsuit with a US court against American chipmaker Micron Technology, marking the first time a Chinese chipmaker...
Tuesday 14 November 2023
Chinese companies ramp up recruitment amid Huawei's move towards native HarmonyOS
Less than a month after an announcement that said Huawei is looking to launch native HarmonyOS in 2024, Chinese internet companies are eager to recruit developers for the OS to ditch...
Tuesday 14 November 2023
Chinese market revenue shrinks for MCU suppliers
Revenue from the Chinese market has decreased for MCU companies due to the persistently lackluster shipment pull-ins for consumer electronics, according to industry sources.
Tuesday 14 November 2023
SMIC warns seasonal trends insufficient for market recovery
While some smartphone AP vendors have reported record sales and profits, SMIC co-CEO Zhao Haijun issued a cautionary note at the latest earnings call, saying that the seasonal fluctuations...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Tuesday 14 November 2023
Foxconn 3Q23 earnings call: Sharp, audits in China, and new businesses
Foxconn is holding its third-quarter earnings call on November 14. The firm's revenue for the third quarter was NT$1.54 trillion (around US$47.74 billion), which is the second highest...
Tuesday 14 November 2023
Electronics components demand in China remains sluggish
Electronics components suppliers have to be resigned to the fact that there is unlikely to be a dramatic ending to 2023, as even the Double 11 shopping festival sales in China were...
Tuesday 14 November 2023
Chinese CPU developer planning shift to 7nm process manufacturing
China government-supported chipmaker Loongson has begun research on its CPU product line entering the next-generation 7nm technology, with development beginning in 2024, according...
Tuesday 14 November 2023
IC design houses see disappointing end-market demand in China
China's Double 11 online shopping festival has failed to generate end-market demand, with only a few brands like Xiaomi reporting decent sales, indicating that China's consumer market...
Monday 13 November 2023
US chip giants reduce chip specs for China to circumvent ban, TSMC to benefit
Amid increased US restrictions on chip exports, major players like Nvidia and Intel are navigating challenges by offering lower-spec products to maintain their dominance in China.