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Tuesday 28 November 2023
EV Watch 4Q23: Review of Hon Hai Tech Day 23

Introduction

Monday 13 November 2023
Hiroca says increasing orders from Chinese carmakers offset Japanese automakers' slowing demand
Japan-based car companies have lost their dominance in China's car market as local competitors rise. Automotive suppliers confirmed that Japanese automakers have reduced their pull-ins...
Friday 3 November 2023
In race for self-driving vehicles, Taiwan's semiconductor and ODM companies hold strong potential
With software-defined vehicles rapidly becoming the trend in the automobile market, Arm has introduced its SAOFEE cloud platform for automotive software architecture. According to...
Tuesday 31 October 2023
As Chinese automakers target Southeast Asia, Taiwanese suppliers remain cautious
Chinese automakers have been making strong efforts to expand internationally, not only showcasing their capabilities at the IAA Mobility 2023 in Germany but also actively entering...
Monday 23 October 2023
Ichia to see over 70% of 2023 revenue come from automotive sector
Ichia Technologies, a provider of mechanism integration components and flexible PCBs (FPCB), anticipates that automotive product sales will account for more than 70% of its total...
Thursday 21 September 2023
ASC 250 sidelines: traditional automakers to decline 30% by 2035
DIGITIMES unveiled its Asia Supply Chain (ASC) 250 rankings survey and organized a launch event that featured Johnny...
Friday 1 September 2023
China-based automakers entering maritime and logistics industries
According to the China Association of Automobile Manufacturers, the country exported over 2.34 million cars in the first half of 2023, up 76.9% from 2022. As China becomes the world's...
Wednesday 23 August 2023
Tesla, Chinese automakers set to miss 2023 sales growth targets
Tesla and Chinese automakers such as BYD are all expected to miss their sales growth projections for 2023, with no company hitting 50% in the first half of the year, according to...
Thursday 17 August 2023
How significant is TSMC's influence in the automotive chip market?
Automotive chips are estimated to register the highest CAGR in revenue from 2022 to 2027 among semiconductor application categories. What is the exact extent of influence TSMC will...
Thursday 17 August 2023
Chinese automakers secure SiC power modules to narrow BYD's lead
Car manufacturers have long been investing in building up their automotive chip supply chain, and the power module sector has been attracting major investment from them. Auto makers...
Thursday 17 August 2023
Taiwanese IC design houses become wary of automotive demand
In contrast to the optimism expressed by global IDMs about automotive IC demand, Taiwan-based IC design companies are more cautious due to recent orders with limited lead times, according...
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory...
Tuesday 15 August 2023
TSMC should be able to keep its new overseas JV fabs profitable
Market observers view TSMC's overseas expansion strategy with skepticism, which also presents some opportunities for the pure-play foundry. Despite the fact that its wholly owned...
Wednesday 9 August 2023
Chinese automakers' foray into SiC upstream production halted, yet industry remains optimistic
A leading Chinese EV manufacturer, which had earlier this year announced plans to invest heavily in the upstream processing of SiC semiconductors, has now cut its equipment orders...
Thursday 3 August 2023
Foreign automakers unlikely to benefit from China's car consumption push
China recently announced 20 measures to boost domestic consumption in automotive, housing and other sectors. While the country's homegrown new energy vehicle (NEV) companies are expected...
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