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Thursday 27 February 2025
JDI and OLEDWorks seeking JPY100 billion subsidy from New York State for advanced display fab project
Japan Display Inc. (JDI) and OLEDWorks are collaborating to construct an advanced OLED display facility in New York. They are seeking a subsidy of approximately JPY100 billion (US$670.33...
Thursday 27 February 2025
Huawei dominates China's 2024 foldable market: Mate X5, Pocket 2 capture nearly 40% share
China's foldable smartphone market surged in 2024, with competition reaching new heights. Huawei led the pack, securing 51.29% market share, well ahead of rivals. Its Mate X5 and...
Thursday 27 February 2025
Chinese smartphone AP shipments decrease sequentially in 4Q24, but stay flat in 1Q25, says DIGITIMES
Chinese smartphone application processors (APs) shipments are expected to remain stable in the first quarter of 2025 despite the traditional off-season, supported by China's handset...
Wednesday 26 February 2025
US govt pressures South Korean firms with US$1 billion investment target
Donald Trump, President of the United States, has repeatedly signaled potential tariff increases on semiconductors and possible adjustments to the CHIPS Act subsidies, intensifying...
Wednesday 26 February 2025
Raydium eyes stronger 1Q25 on China subsidies, early tariff-driven orders
Raydium Semiconductor Corporation's board has approved its 2024 financial report and profit distribution. Full-year consolidated revenue hit NT$24.38 billion (US$743.59 million),...
Wednesday 19 February 2025
China's subsidy boosts flat-screen TV sales, while chipmakers face mixed demand
China recently unveiled a series of subsidy policies targeting consumer electronics and home appliances to stimulate domestic consumption. Beyond the central government's efforts,...
Tuesday 18 February 2025
'Giant screen storm' hits TV market, bringing end to panel production cuts
A 'giant screen storm' is currently underway as a result of the market's surge in ultra-large TVs, which will greatly contribute to the reduction in production capacity. If this trend...
Tuesday 18 February 2025
Automakers recalibrate electrification plans as tariffs, subsidies shift
Global automakers are revamping their electrification strategies amid shifting subsidies and tariff uncertainty. After overestimating demand outside China, industry giants from the...
Monday 17 February 2025
GlobalWafers sees opportunity in new US plant amid trade tensions
Despite ongoing trade tensions and potential changes to chip subsidies under the Trump administration, GlobalWafers chairperson Doris Hsu has confirmed that tariffs have not impacted...
Friday 14 February 2025
Trump puts CHIPS Act subsidies on hold, industry braces for renegotiations and policy shift
The Trump administration has begun reviewing incentive agreements under the CHIPS and Science Act (hereinafter the CHIPS Act), signaling potential renegotiations and delays in upcoming...
Friday 14 February 2025
Mature-node semiconductor oversupply hits SMIC and Hua Hong, weighs upon Taiwanese foundries
Chinese foundries' aggressive expansion into mature nodes has created an oversupply situation, leading to significant price cuts that are now affecting the broader semiconductor manufacturing...
Thursday 13 February 2025
China's green subsidy cut and Trump's return set to reshape global energy
China will end subsidies for new renewable energy projects in June 2025, marking a pivotal shift in global clean energy dynamics just as Donald Trump's return to the White House signals...
Thursday 13 February 2025
Novatek projects broad 1Q24 rebound, but automotive demand lags
Novatek Microelectronics, Taiwan's leading display driver IC (DDI) maker, reported a fourth-quarter 2024 revenue of NT$25.263 billion (US$768 million), marking a 9.34% sequential...
Wednesday 12 February 2025
China's 2025 auto battle: subsidies, price wars, and foreign retreats
Shortly after taking office, US President Donald Trump took an aggressive stance against electric vehicles (EVs) and wind power, while the European Union (EU) and automakers remain...
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...