The Chinese car market has gained worldwide traction because of EVs. Homegrown automakers seize the opportunity to scale inside and outside China. The country has put many resources and effort into the EV sector, drawing criticism and doubts.
Huawei Technologies Co.'s latest smartphones carry a version of the advanced made-in-China processor it revealed last year, independent analysis revealed, underscoring the Chinese company's ability to sustain production of the controversial chip.
Apple is diversifying rather than expanding its supplier base in India, as indicated by its latest supplier list. Despite some concerns from the Indian government, China-based suppliers continue to play a significant role in Apple's India strategy.
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic Design Automation (EDA) software products have made considerable progress in recent years and accelerated their development to bridge the 15 years gap with their American and European rivals.
The continuous surge in generative AI applications is driving strong demand for High Bandwidth Memory (HBM), significantly benefiting Japanese suppliers of materials and equipment associated with HBM production. This trend is prompting these suppliers to make significant investments in expanding their production capacity.
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging behind the US in semiconductor technologies.
India-based EMS player Kaynes Semicon believes its OSAT project is expected to be approved and eyes advanced packaging, including Co-Packaged Optics (CPO), to differentiate itself from competitors in Southeast Asia.
Memory module house Adata Technology has stepped up deployments for industrial memory and storage, revenue from which is expected to jump by over 50% year on year in 2024.
Supreme Electronics, an IC distributor specializing in memory chips, is targeting the Indian and Southeast Asian markets for electric scooter demand opportunities.
China's relentless push into space technology is setting the stage for a high-stakes competition with the United States. As the space race heats up, China's rapid advancements in low-Earth orbit (LEO) satellite technology are increasingly putting pressure on America's long-held supremacy.
In 2023, South Korea saw the first decline in rechargeable battery exports in eight years. The industry suspected that the situation is related to major battery manufacturers like LG Energy Solution, Samsung SDI and SK On moving most of their production overseas.
Malaysia aims to move beyond the packaging and testing industry into the chip design sector along the semiconductor supply chain by announcing Southeast Asia's largest IC design park.
