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Tuesday 18 March 2025
Japan government divest from JDI
INCJ, a public-private partnership overseen by the Japanese Ministry of Economy, Trade and Industry (METI), has disclosed that it has sold all its shareholding in Japan Display (JDI)...
Tuesday 18 March 2025
Mobile market enters off-season as panel prices hold steady
Following the Lunar New Year holidays, the mobile panel market has officially entered its traditional off-season. While China's subsidy policies have sustained demand for end-user...
Monday 17 March 2025
NAND flash prices set to rebound as Micron and YMTC hike rates due to tight supply conditions
Following SanDisk announcing a price rise effective in April, reports suggest that Micron, Samsung Electronics, SK Hynix, and Yangtze Memory Technology Corp (YMTC) will also hike...
Friday 14 March 2025
Chinese firms mull price cuts for 8-inch SiC substrates
The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state...
Thursday 13 March 2025
China moves for higher copper exports amid market upheaval
China has issued more licenses allowing copper smelters to export metal tax-free, aiding local producers and paving the way for greater overseas sales at a time of upheaval in the...
Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Tuesday 11 March 2025
Memory industry eyes rebound amid SanDisk, Adata price hikes
The memory market is showing early signs of recovery, with supply chain conditions stabilizing and manufacturers pushing through price hikes. SanDisk, recently spun off from Western...
Monday 10 March 2025
Chinese automotive market struggles with smart driving technology disparities and declining values of used vehicles
For three years, China's automotive market has been embroiled in a price-cutting war, evolving from a tussle between new energy vehicles and traditional cars to a contest for smart...
Thursday 6 March 2025
Taiwan's PCB makers face Thailand supply strains as factories surge
Taiwanese PCB manufacturers have ramped up expansion in Thailand to hedge geopolitical risks, with over 40 factories set to start production by 2025. However, the rush is fueling...
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
Thursday 6 March 2025
Tesla drops out of top five in China; Xiaomi reaches top 10
The China Passenger Car Association (CPCA) has released the most recent wholesale sales figures for new energy passenger vehicle manufacturers in February 2025. According to the recent...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Thursday 27 February 2025
China's tungsten export controls disrupt global supply, cause market price fluctuations
China's dominance in global tungsten production, accounting for over 80% of the supply, has placed the country in a strategic position amid escalating tensions with the US. Beginning...
Thursday 27 February 2025
Unitree shakes up robotics market with aggressive pricing; takes on Boston Dynamics
Unitree Robotics, the Hangzhou-based startup behind the YangBOT performance at CCTV's New Year's Gala, is making waves in the robotics industry. Founder Xingxing Wang was recently...