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Friday 6 June 2025
Chinese automakers slash prices as profit margins sink below that of bubble tea chains
China's automotive sector has descended into a brutal price war as the industry enters its traditional slow season, with more than 70 models from manufacturers including BYD, Geely,...
Thursday 5 June 2025
Weakening demand halts LCD monitor panel price surge
IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase...
Wednesday 4 June 2025
AI server boom drives Japan's Nittobo to hike fiberglass prices by 20%
Japan's Nittobo raised prices for fiberglass cloth by as much as 20% starting in August, marking the first major increase in materials used for AI servers and 5G equipment as supply...
Wednesday 4 June 2025
DDR4 Memory prices surge as chipmakers announce phase-out
Amid intensifying US-China tensions and persistent uncertainty in global demand, major memory chipmakers are moving to phase out DDR4 DRAM, triggering a rapid spike in prices as supply...
Wednesday 4 June 2025
SiC wafer market growth slows to 20% in 2025 amid fierce Chinese competition
The silicon carbide (SiC) power semiconductor market—once seen as a pillar of the EV revolution—is now facing mounting challenges. Weaker-than-expected electric vehicle...
Tuesday 3 June 2025
Nittobo announces 20% price increase on fiberglass products
Leading Japanese glass cloth manufacturer Nittobo Boseki announced on June 2, 2025, that it will increase the price of certain fiberglass products in its composite materials business...
Tuesday 3 June 2025
Chip packaging material shortage deepens as top supplier raises prices 20%
Rising artificial intelligence chip demand has strained supplies of critical materials used in advanced semiconductor packaging, with Japan's Nittobo announcing price increases of...
Monday 2 June 2025
Nanya targets 4Q25 profitability as DDR4 rivals exit
Both AI and non-AI demands in the DRAM market are showing gradual recovery signs. Nanya estimates that it will clear all inventory before the third quarter of 2025. With yield improvements...
Monday 2 June 2025
China steps up measures to quell auto market chaos
China's car market has been grappling with the fallout from intense competition and cutthroat price slashing, forcing the government to repeatedly intervene. Misleading marketing...
Friday 30 May 2025
D-Link sidesteps China rivalry with a Taiwan-first supply chain
D-Link Corporation is defying the slowdown in global networking demand triggered by inflation and geopolitical tensions. Backed by its global distribution network, the company continues...
Thursday 29 May 2025
Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market...
Wednesday 28 May 2025
Luxury EV market in China nonexistent, says Porsche
Xiaomi has previously leveraged the technical know-how of China's EV industry by packaging it into a sleek Porsche-like body at an affordable price with its SU7, and has followed...
Wednesday 28 May 2025
BYD slashes EV prices by 35%, sparking industry alarm over long-term stability
In recent weeks, Chinese automotive giant BYD has slashed prices on as many as 22 of its electric vehicle (EV) models, including both battery electric vehicles (BEVs) and plug-in...
Tuesday 27 May 2025
CXMT to scrap DDR4 in policy-fueled pivot—DDR5 deluge may follow
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5...
Tuesday 27 May 2025
Trump tariff targets Apple, Samsung: no more smartphones made in India and Vietnam
US President Donald Trump has reignited trade tensions, this time with his sights set on smartphones. On May 23, 2025, he proposed a 25% tariff on imported handsets, singling out...