Articles


2025-01-24

[News] U.S. Blockade Fails? China’s Chip Exports Surge for 14 Consecutive Months, Hitting USD 160 Billion in 2024

Amid the tightening U.S. chip export controls, China’s semiconductor industry seems to be unfazed, as its integrated circuit exports in 2024 reached roughly USD 160 billion, setting a historical record and maintaining a 14-month consecutive increase, as noted by Chinese media outlet MyDrivers. ...

2025-01-24

[News] Mitsubishi Motors Reportedly Won’t Join Honda-Nissan Integration, Focusing on Southeast Asia Growth

According to a report from Liberty Times, citing Yomiuri Shimbun, Honda Motor Co. and Nissan Motor Co. announced in late 2024 that they were entering discussions on a potential integration, aiming to establish a new joint venture company by 2026. Since Nissan holds a 24% stake in Mitsubishi Motors, ...

2025-01-24

[News] TSMC Reportedly Expects Fab 18 Recovery by Jan. 23, Fab 14 Timeline Uncertain After 6.4 Earthquake

After the 6.4 earthquake on January 21, Taiwanese foundry giant TSMC reportedly managed to restore operations and largely resume normal production by January 23, according to the Commercial Times. Meanwhile, another report from Liberty Times highlights that while TSMC's Fab 18, specializing in ad...

2025-01-24

[News] TrendForce: China’s Trade-In Policy Continues, Driving January TV Panel Price Increases

According to TrendForce’s  January 2025 panel price report, released on January 20, TV panel prices have been driven by robust demand, while monitor and laptop panel prices remain stable. TV Panels TrendForce notes that China's trade-in policy will extend through 2025, stabilizing domestic ...

2025-01-24

[News] China’s Semiconductor Capital Expenditure Slows, Equipment Suppliers Cut 2025 Revenue Forecasts

According to a report from Commercial Times, despite the continued growth in semiconductor demand driven by the AI boom, capital expenditure in China's semiconductor industry has started to slow. Consequently, the Semiconductor Equipment Association of Japan (SEAJ) has revised its sales forecast for...

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