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Thursday 8 February 2024
China's involution pandemic threatens global innovation in solar, batteries, EVs
Relentless efforts by China's new energy companies to control their sectors by undercutting the competition at home and abroad prevent innovation as non-Chinese firms cut R&D...
Wednesday 7 February 2024
US EV battery subsidy helps Panasonic create record-high net profits
The EV business brought significant profits for Panasonic Holdings. According to Panasonic, NHK, and Nikkei, the group saw its consolidated revenue grow by 1.2%...
Wednesday 7 February 2024
Japan lavishes billions on Kioxia, Western Digital's NAND factories
Japan has announced billions in subsidies for NAND manufacturing investments in the country.
Wednesday 31 January 2024
Japan lists MLCC as critical to economic security
The Japanese government has announced that advanced electronic components such as multilayer ceramic capacitors (MLCCs) will be included in a list of categories deemed critical for...
Tuesday 30 January 2024
WSJ: White House to announce billions in subsidies for TSMC, Intel in March
US President Joe Biden is expected to officially announce subsidies amounting to billions of dollars to major semiconductor manufacturers on March 7, according to the Wall Street...
Thursday 25 January 2024
Samsung's Taylor TX fab delays tool-in plans again
After TSMC announced a delay of its planned utilization of the second fab in Arizona for 1-2 years, Samsung Electronics, which is also planning to produce advanced chips in the United...
Wednesday 24 January 2024
'Taiwanese Chips Act' to take effect in February, aiming to cement semiconductor leadership
While the recent US CHIPS and Science Act, European Chips Act, and Japan's subsidy plan have enticed TSMC to build wafer fabs in the US, Germany, and Japan, Taiwan has responded with...
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Monday 22 January 2024
Singapore repitch incentives for TSMC to produce advanced chips there
Taiwan Semiconductor Manufacturing Company (TSMC) recently disclosed its overseas expansion progress and plans in its earnings report conference on January 18 and expressed interest...
Friday 19 January 2024
Uncertainties may disrupt German EV market
The electric vehicle (EV) landscape in Germany may see disruption in 2024 as Chinese manufacturers make inroads into the market, and reduced government subsidies put pressure on growth...
Friday 12 January 2024
EV makers cannot absorb cut German government subsidies
Following the German government's move to curtail subsidies for electric vehicles (EVs) major automakers reassured consumers by pledging to absorb the costs.
Friday 5 January 2024
Christian Koitzsch to become TSMC's first Europe JV head
Former Bosch Semiconductor plant manager Christian Koitzsch confirmed that he is now president of TSMC's European subsidiary, European Semiconductor Manufacturing Company (ESMC)
Monday 25 December 2023
With resurgence of combustion vehicles, is the road to EVs still a one-way street?
The recent termination of electric vehicle (EV) subsidies in Germany, coupled with a global surge in inflation, rising prices, and interest rates, has presented a hurdle for EV sales...
Wednesday 20 December 2023
Shifting tides: the challenges reshaping solar and EV industries in the West
The future appeared bright for solar energy (PV) and electric vehicles (EV) over the past few years. However, unexpected market developments have triggered concerns among supply chains...
Wednesday 20 December 2023
Automakers commit to full EV subsidy after German government drops out
Several carmakers have decided to bear the cost of EV incentives after the German government terminated the program. Tesla, Volkswagen, Stellantis, Mercedes-Benz, and Audi all said...