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Monday 9 September 2024
South Korean equipment makers benefit as Chinese companies like BOE and TCL CSOT target OLED
OLED deposition equipment provider Sunic System recently achieved significant success by supplying its equipment to several Chinese panel manufacturers. Other South Korean companies, such as HB Technology, Hanwha Momentum, and Rorze Systems, have also secured equipment orders from BOE for its 8.6G IT OLED production line (B16), further validating their technical competitiveness
LATEST STORIES
Friday 6 September 2024
US targets China with quantum and chip-related export curbs
The Biden administration plans to impose export controls on critical technologies including quantum computing and semiconductor goods, seeking to align key allies in a US-led push to thwart advancements in China and other adversarial nations
Friday 6 September 2024
South Korea mandates disclosure of EV battery makers after fire
South Korea will make it mandatory for electric car makers to disclose the names of their battery suppliers and manufacturing technology to alleviate concerns over EV battery fires
Friday 6 September 2024
Win-win semiconductor partnership; Kyushu aims to become Japan's Silicon Island
DoIT and SIIQ jointly held the 2024 International Taiwan-Japan Semiconductor Technology Symposium on September 4 in Nangang. DoIT's director general Chyou-Huey Chiou stated that there is a lot of collaboration potential between Taiwan and Japan in mechanics, biomedicine, green energy, and ICT. Japan also hopes to make Kyushu Japan's Silicon Island through partnerships with Taiwan
Friday 6 September 2024
PCIM Asia 2024: global giants lead, as Chinese SiC supply chain gains momentum
PCIM Asia 2024 recently kicked off in Shenzhen, China, gathering a diverse array of international and Chinese firms focused on power semiconductors. The event prominently featured advancements in silicon carbide (SiC) technologies
Friday 6 September 2024
Xiangdixian slashes workforce, retains only critical roles
Recent reports suggest that Chinese GPU startup Xiangdixian Computing Technology has collapsed due to funding issues and dismissed its entire workforce. However, the company later issued a statement clarifying that it is undergoing organizational restructuring and has not commenced dissolution or liquidation
Friday 6 September 2024
China's top AI chip unicorn faces revenue slump amidst AI boom
Amid Nvidia's recent record-breaking revenue, China's leading AI chipmaker, Cambricon Technologies, has not shared in the AI boom, reporting a more than 40% decline in revenue for the first half of 2024. Profitability still appears to be years away
Friday 6 September 2024
Transsion takes on Huawei in tri-fold smartphone market
China-based, often dubbed the "King of Africa" due to its dominance in that market, has recently unveiled its new Phantom Ultimate 2, a tri-fold smartphone. This launch underscores the growing trend of manufacturers showcasing their technological prowess through multi-fold devices
Friday 6 September 2024
South Korean battery equipment business CIS announces merger with SNU Precision
South Korean battery equipment business CIS has announced its plan to merge with affiliate SNU Precision. As SFA is the largest shareholder for both companies, other related affiliated businesses are expected to be consolidated following the merger. SFA aims to organically combine CIS's and SNU Precision's technologies to enhance business capabilities and develop new ventures
Friday 6 September 2024
BOE reportedly seeks to mass-produce glass substrates for semiconductor packaging in 2026
China-based display solutions supplier BOE Technology has unveiled a roadmap for diversification into making glass substrates for semiconductor packaging
Thursday 5 September 2024
Tesla plans to release full self-driving in China, Europe early next year
Tesla Inc. plans to launch the advanced driver assistance system that it calls Full Self Driving technology in China and Europe in the first quarter of next year, pending regulatory approvals
Thursday 5 September 2024
Chinese server giant Inspur scores record revenue in 1H24 amid AI boom, but gross margin dips to new low
Riding the wave of the booming artificial intelligence (AI) industry, China's leading server maker, Inspur Electronics Information Industry, reported a record-high revenue of over CNY 42 billion (US$5.89 billion) in the first half of 2024. However, the company's gross margin fell to its lowest point since going public in 2000
Thursday 5 September 2024
China GPU industry braces for consolidation
Over the past two years, local GPU manufacturers in China have been on a roller coaster ride
Wednesday 4 September 2024
China's BYD pauses Mexico factory plans until after US election
China's top electric vehicle maker BYD Co. won't announce a major plant investment in Mexico until at least after the US election, according to people familiar with the matter, as shifting American policy forces global businesses into wait-and-see mode
Wednesday 4 September 2024
SAIC Motor is under severe pressure due to weakening profits and EV tariffs
The EU's announcement of a 36.3% electric vehicle (EV) tariff on SAIC Motor has placed significant pressure on the automaker. Its revenue for the first half of 2024 was surpassed by competitor BYD, and future profits are likely to be further squeezed by the tariffs
Wednesday 4 September 2024
China SiC substrate manufacturer swings to profit amid decreasing prices
After two consecutive years of losses, SICC, China's leading SiC substrate manufacturer, achieved profitability in the first half of 2024
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