Articles


2023-11-17

[Insights] In-Depth Analysis of TSMC, PSMC, and UMC’s Latest Overseas Expansion Strategies

Against the backdrop of geopolitical influences, the concentration of advanced semiconductor manufacturing processes in Taiwan has raised concerns among international companies. According to TrendForce data, as of the end of 2024, over 70% of global advanced process manufacturing capacity is still l...

2023-11-16

[Insights] China Advances In-House AI Chip Development Despite U.S. Controls

On October 17th, the U.S. Department of Commerce announced an expansion of export control, tightening further restrictions. In addition to the previously restricted products like NVIDIA A100, H100, and AMD MI200 series, the updated measures now include a broader range, encompassing NVIDA A800, H800,...

2023-11-16

[News] Xiaomi’s Car Appears in China Gov’t Catalog, Said to Launch in February Next Year

Xiaomi's venture into automotive industry takes a significant stride as the company's latest models, SU7 and SU7 Max, makes its debut in the latest catalog from China's Ministry of Industry and Information Technology. The listed entity is Beijing Automotive Group Co., Ltd. (BAIC), marked by the dist...

2023-11-16

[Insights] Global Data Centers Surge in 2023 and the Rise of Green DCs Development

A global surge in data center expansion is observed in 2023, emphasizing a notable trend in the rise of Green Data Centers (Green DCs). Major players embarking on the construction of large-scale data centers encounter challenges. Power constraints affecting capacity growth, mounting pressure to enha...

2023-11-16

[News] Potential Tariffs Spark Electric Vehicle Trade Conflict Between China and EU

According to the article written by Tony Chen, Head of Investment Research at UBS Asset Management, the European Commission initiated an investigation in October into Chinese electric car manufacturers suspected of receiving national subsidies. The EU believes that Chinese state subsidies will creat...

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