As the US-China conflict continues to intensify, Samsung Electronics' NAND Flash plant in Xi'an, China, is increasingly stuck in a process upgrade dilemma. On the one hand, with the semiconductor market evolving, the plant should adopt more advanced process equipment to meet market demand, but on the other hand, Samsung is hesitant to make new investments in the fab due to US semiconductor sanctions against China.
China-based battery manufacturer Gotion High-tech is poised to gain traction in the European market. The company recently launched its first battery product at its first European factory in Germany. It also aims to build another facility in Middle Europe with battery startup InoBat.
With a population of 1.4 billion and an annual demand for more than 200 million smartphones, Africa is a big market. However, few have asked why it is that Transsion, a Chinese brand, enjoys a near monopoly in this market. Why did the Taiwanese companies miss out on the opportunity?
At a time when Huawei's breakout Kirin 9000S processor is widely celebrated in China, Huawei's rotating chairman, Xu Zhijun, admitted at the 2023 World Computing Congress that Huawei believes China's semiconductor manufacturing technology is in a state of "lagging behind" and "catching up." He emphasized that this situation will persist for a "considerable period of time" and cautioned against having any illusions about the future.
Honor is seen by the outside world as Huawei's 'alter ego.' In the past few years, while Huawei experienced a significant decline in the Chinese smartphone market, Honor quickly rose and gained a substantial market share that Huawei had lost. With the introduction of Huawei's new smartphones, there is speculation about whether Honor's newfound "autonomy" in the China's domestic supply chain will also impact its efforts in developing its own smartphone chips.
China-based EV maker BYD has been scaling up in overseas markets. Besides the competition with Tesla, its entry into the Thai market has garnered much attention. Support from Taiwan-based automotive parts suppliers has become essential for the carmaker's ambition in foreign markets.
Amid a ramping up of import substitution, China may require EV suppliers to reduce sourcing of foreign-made components, a sign showing the global EV ecosystem may see a decoupling after the ICT supply chain
Alberto Sangiovanni-Vincentelli, professor and Edgar L. and Harold H. Buttner Chair of Electrical Engineering and Computer Science Department at the University of California, Berkeley, sat down to an exclusive interview with DIGITIMES Asia at the sidelines of SEMICON Taiwan 2023 on September 8. As a legend who created two of the world's most prominent electronic design automation (EDA) companies and who has accumulated decades of knowledge and experience in the semiconductor industry, Professor Sangiovanni-Vincentelli shed light on how far generative AI can go as a tool to advance the semiconductor industry. He also shared his thoughts on the solution of geopolitical tensions surrounding the semiconductor supply chain. Here is part one of the interview:
As the smart home ecosystem continues to expand and the AI application trend rages on, many traditional Chinese home appliance makers like TCL, Hisense, Midea, and Gree are observing the massive business opportunity in the vertical application market. Thus, they are deepening their involvement in smart home application scenarios like edge computing AI chips and MCUs.
Chinese EVs are establishing a foothold in the European market. The European Commission has said it will launch an anti-subsidy investigation on cheap EVs imported from China. EV suppliers said it is necessary for Chinese companies to develop overseas markets. However, the concern about data privacy, which has emerged in several sectors, will likely hinder their efforts.
As the automotive industry gets out of the downturn, sales have grown steadily. Taiwan-based automotive safety parts suppliers Iron Force Industrial Co. and Orange Electronic both said industry recovery has benefited their operations.
Huawei's progress in successfully producing self-developed chips may have inspired another Chinese smartphone brand company's decision to restart its smartphone system-on-chip (SoC) development. Xiaomi has started posting job vacancies related to self-developed SoC on its official website.