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Thursday 15 June 2023
Top US chip gearmaker accuses China rival of 14-month spy spree
Applied Materials Inc. is suing a Chinese-owned rival over what it says was a 14-month effort to steal some of its most valuable secrets, allegedly including an orchestrated employee-poaching...
Thursday 15 June 2023
Siemens to make €2 billion investment to boost high-tech plants
Siemens AG will invest €2 billion ($2.2 billion) to expand high-tech manufacturing, including a new plant in Singapore and an expansion at its Chinese plant in Chengdu.
Thursday 15 June 2023
Horizon says development efficiency is the key to expanding from self-driving chips to software
Horizon Robotics is one of the few automotive-grade AI chip companies in China. Founder and CEO Kai Yu recently said software maturity can decide a business's life or death. As intelligent...
Thursday 15 June 2023
Thailand to be key Southeast Asian server production hub
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Thursday 15 June 2023
IRA helps US win EV investment as automotive supply chain regionalizes
Countries and regions have tried to localize supply chains, given the multiple disruptions the world experienced in past years. The US is seeing much more EV-related investment coming...
Thursday 15 June 2023
ByteDance alone ordered US$1 billion worth of Nvidia GPUs in 2023
China's three major internet companies, Baidu, Alibaba, and Tencent, along with ByteDance, are sparing no expense in purchasing Nvidia's AI GPUs. According to Chinese media reports,...
Thursday 15 June 2023
Ingenic sees chances to fill in Micron's place in China
Following the partial ban imposed by the Chinese Cyberspace Administration on Micron, several Chinese securities firms estimated that domestic manufacturers had the opportunity to...
Thursday 15 June 2023
Car sales start picking up in China
Auto vendors have resumed pulling in orders, although it is still unclear how the recovery will develop, according to sources at channel distributors in China.
Wednesday 14 June 2023
ZF to see another e-mobility plant come online in 2025
Germany-based automotive supplier ZF continues to scale up its localization in China. On Tuesday, the company broke ground on its third e-mobility plant in recent years. The facility,...
Wednesday 14 June 2023
Generative AI's impact on chip industry and the upcoming growth cycle through 2024
Generative AI is stealing the spotlight from all other tech products as ChatGPT accumulated 1 million users in just a few months, and now tech analysts from UBS Investment Bank released...
Wednesday 14 June 2023
Possible market responses to China stopping purchases of Micron products
On May 21, 2023, the Cyberspace Administration of China (CAC) announced that products sold by Micron Technology in China did not pass cybersecurity review, and that according to Chinese...
Wednesday 14 June 2023
CXMT ramping up 3rd-gen 19nm process output
Chinese DRAM chipmaker ChangXin Memory Technologies (CXMT) is ramping up chip production utilizing the third iteration of its in-house developed 19nm (previously claimed to be 17nm)...
Tuesday 13 June 2023
M&A trend grips Chinese chip design sectors
In the past two years there have been approximately 10,000 IC design companies in China that went out of business. Despite still having over 170,000 companies in operation, the current...
Tuesday 13 June 2023
Samsung's dominance in foldable phones severely threatened by Chinese competitors like Huawei
The foldable phone market is entering a competitive phase, with incumbent market leader Samsung Electronics' position being seriously challenged. Compared to its peak in 2020, Samsung...
Tuesday 13 June 2023
Toyota aims to launch EV with solid-state battery in 2027; BYD to build joint sodium-ion battery plant
Aligning with its goal of rolling out next-generation EVs in 2026, Toyota is working on equipping the new models with all-solid-state batteries as early as 2027. Chinese automaker...