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Friday 10 January 2025
US-China tensions: Tencent, CATL weigh legal action against US blacklist
The US Department of Defense (DoD) has published its annual update to the Section 1260H blacklist, which identifies Chinese companies allegedly tied to the military. The 2024 list features 134 firms, including tech powerhouse Tencent and CATL, the world's leading manufacturer of electric vehicle (EV) batteries
Friday 10 January 2025
Honda and Sony face market uncertainty as Afeela 1 debuts at CES 2025
At CES 2025, Honda and Sony introduced their first electric vehicle, the Afeela 1, initially available for pre-order in California, with plans to expand across the US and Japan. This launch is a crucial step in their partnership, which started in 2022. Despite the buzz, the market remains uncertain about the vehicle's long-term success
Friday 10 January 2025
Supply chain welcomes Chinese subsidy-driven replacement wave
Major tech companies are gearing up for a surge in replacement demand as government incentives aim to stimulate sales of home appliances and consumer electronics products
Friday 10 January 2025
Unisplendour is said to consider a US$1 billion Hong Kong listing
Chinese cloud-computing and IT infrastructure company Unisplendour Corp. is preparing for a second listing in Hong Kong as soon as this year that could raise about US$1 billion, people familiar with the matter said, as mainland-listed companies make a beeline to sell shares in the city
Friday 10 January 2025
China's automotive chip reliance poses risks to EV ambitions
While China has established a leading position in global electric vehicle (EV) manufacturing and sales, the country continues to face significant hurdles in achieving self-sufficiency in automotive chips, a critical component of its automotive ambitions
Thursday 9 January 2025
China's wafer fabs turn to overseas talent for semiconductor innovation
Hua Hong Semiconductor has appointed Peng Bai, a former Intel executive, as its new CEO, marking a departure from its traditional practice of promoting senior leaders internally. This shift highlights China's wafer fabs' growing reliance on recruiting overseas returnees and globally experienced professionals to accelerate development and overcome the constraints of organic growth
Thursday 9 January 2025
BOE doubles CES 2025 exhibit, strengthening leadership in automotive displays
BOE Technology Group, a global leader in display innovation, has unveiled its subsidiary BOE Varitronix Limited at CES 2025, marking the international debut of its "HERO" initiative, a cutting-edge smart automotive application platform
Thursday 9 January 2025
China's germanium, gallium ban to hurt global supply chain
Amid the ongoing US-China chip war over the past years, the Chinese government has taken counter-measures, including export restrictions on critical materials such as gallium, germanium, antimony, and graphite, aiming to curb the development of America's military and communications industries
Thursday 9 January 2025
Formation vs. dissolution: Samsung, SK Hynix take divergent EUV strategies
Samsung Electronics has reportedly launched a new EUV Task Force (TF) to enhance its extreme ultraviolet (EUV) technology and improve yields for advanced nodes like 3nm processes. In contrast, SK Hynix dissolved its EUV TF as part of its 2024 organizational restructuring
Thursday 9 January 2025
US targets Tencent: in-depth look at WeChat's future and Apple's China dilemma
The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation also adds fresh uncertainty to Tencent's relationship with Apple, which has already faced tensions over app payment policies and software updates
Thursday 9 January 2025
Strong order intake in Japan propels MA-tek's record revenue in 2024
IC inspection lab Materials Analysis Technology (MA-tek) has reported revenue increased 6.3% year-over-year to a record high of NT$5.11 billion (approx. US$155 million) in 2024, thanks mainly to a surge in demand from Japan's semiconductor industry
Thursday 9 January 2025
China continues EV subsidies, with fresh price war looming
Competition in China's electric vehicle (EV) market has intensified right at the start of 2025, with vendors lowering prices and the government offering subsidies to stimulate purchases
Thursday 9 January 2025
SK Chief, Nvidia's CEO discuss ways to deepen AI efforts
The chairman of SK Hynix Inc.'s parent and Nvidia Corp. co-founder Jensen Huang met on January 8 to discuss AI, suggesting the two companies are exploring ways to deepen one of the most important relationships in artificial intelligence hardware
Thursday 9 January 2025
SK Hynix denies reports on plans to expand HBM DRAM production by 70%
Global memory leaders Samsung, SK Hynix, and ChangXin Memory Technologies (CXMT) are ramping up DRAM production this year, fueling market competition. While oversupply is expected to pressure general-purpose DRAM prices, HBM is poised to command a larger share of profits, according to Chosun Biz. Against this backdrop, SK Hynix is doubling down on plans to expand its HBM DRAM production capacity
Thursday 9 January 2025
Chinese automakers set ambitious targets amid EV subsidy extension
China's automobile market is poised for significant growth in 2025, bolstered by the continuation of government electric vehicle (EV) purchase subsidy programs aimed at stimulating replacement demand. Several automakers have already announced aggressive sales targets for the year