Several China-based EV makers have used Nvidia's car chips in their vehicles. As Chinese automakers' reliance on US companies increases, the question of how US-China tension will affect the dynamic is drawing attention.
American semiconductor company MKS Instruments has announced plans to build a manufacturing plant in Penang, Malaysia, to support wafer fabrication equipment production both regionally and globally. Official construction is set to kick off in early 2025.
Kunlunxin, a spin-off of Baidu's chip and architecture department, has just received investments from Beijing's Municipal AI Industry Investment Fund. It is the sixth AI-related investment by the government fund.
The European Union announced it will impose additional tariffs of up to 38.1% on China-made battery EVs on July 4 if the bloc cannot resolve issues with China. EU member states, the Chinese government, and carmakers will have to negotiate before definitive measures are taken in November.
The market share of Huawei's HarmonyOS surpassed Apple's iOS for the first time in China in the first quarter of 2024. HarmonyOS is now the second-largest mobile phone operating system in China, only behind Android.
Taiwan's Central Bank announced to raise the Gross Domestic Product (GDP) growth rate forecast for the entire year of 2024 to 3.77% in the second quarter's quarterly Monetary Policy meeting, up from 3.22% predicted in the first quarter.
SEMI will hold its first SEMICON India, with Japan-based semiconductor equipment suppliers attending. An analyst believes the market lies in IC backend business rather than wafer fabs.
Chinese electric carmakers may be crying foul over the European Union's imposition of additional tariffs, but they have several options to keep growing, including shifting production to the continent and using fat profit margins to absorb some of the hit.
Rapidus chairman Tetsuro Higashi said the Japanese pure-play foundry that aims to mass-produce 2nm chips could achieve its revenue target 10 years earlier than planned, as the AI boom will drive demand for related semiconductors.
India reportedly plans to continue its restrictive policy against Chinese investments as local manufacturers are hoping to leverage technological expertise from China to build a local supply chain. Taiwan also emerges as a choice for India as it looks to reduce its reliance on China.
South Korea and Japan remain leaders in all-solid-state battery development. However, as China is poised to invest heavily in battery technology, South Korean media are worried that Chinese manufacturers will disrupt the industry.
Elephantech Inc., the first company in the world to successfully manufacture Printed Circuit Boards (PCBs) using metal inkjet printing, is seeking strategic partners to scale up manufacturing in light of rising demand.
The global solar industry is on the brink of a significant transformation as the transition from P-type PERC to N-type TOPCon solar modules gains momentum.
Legacy automotive tier-1 suppliers are in hot water because major automakers face fierce competition and scale back their EV investments. Carmakers continue to pressure tier-1s, saying suppliers might be kicked out of the supply chain if they cannot reduce prices as needed.
