2020-08-04 - Omdia

Inspur Widens its Lead in China’s Server Market

Inspur’s share of China’s server market revenue surged by 7% points in 1Q20 to reach 39%. Huawei trails behind with 20% of the China server market revenue...

2020-08-03 - Junko Yoshida

US-China Cold War: How Did We Even Get Here?

The history of U.S.-China relations has been laced with a series of often gratuitous tit-for-tat trade sanctions. How did we even get here?

2020-07-29 - George Leopold

How the US-China Tech Cold War Is Deepening

Semiconductors are the chokepoint in the coming U.S.-China Technology Cold War, a conflict that’s guaranteed to have unforeseen consequences...

2020-07-24 - TrendForce

Chinese Polarizer Manufacturers to Occupy More Than 40% of Global Production Capacity

China is projected to possess over 40% of the global polarizer production capacity as Ningbo Shanshan acquires LG Chem’s polarizer business...

2020-07-17 - TrendForce

China Steps Up Pace of Mini/Micro LED Commercialization

As China steps up pace of mini/micro LED commercialization, total project investment reaches ¥39.1 billion, says Trendforce...

2020-07-09 - Fend Wang

China Faces Technology ‘Decoupling’ from Others

China is preparing for the worst case scenario: 'decoupling" of its technology development from other regions...

2020-06-10 - Luffy Liu

Chip Equipment Could Be Next Trade War Target

Under the latest trade regulation, fabless semiconductor companies are worried they will be the next target of sanctions by the United States...

2020-06-03 - Omdia

Huawei Snaps Back at Inspur in Q4, Regaining Server Market Share in China

Huawei’s share of China’s server market revenue surged by 10% in 4Q19 to reach 25% as the vendor closed more than $1.2 billion worth of server sales and cut into the lead of top supplier, Inspur...

2020-05-29 - LEDinside

Cost Competitiveness of Mini LED Backlight Display May Surpass OLED by 2022

As manufacturers continue to make improvements in process technology and yield rate, the cost of Mini LED backlight displays is expected to undergo 15-20% YoY decreases and to potentially be lower than the cost of OLED displays by 2022, making Mini LED a cost-competitive option in the market...

2020-05-28 - Yvonne Geng

GlobalFoundries to Shut Chengdu Wafer Fab

GlobalFoundries has abandoned its wafer fab planned in Chengdu. The company filed official notices of closure...

2020-05-27 - George Leopold

China to Fall Short of its Ambitious Tech Goals

The ambitious technological goals of China semiconductors set for later in this decade turn out to be aspirational rather than achievable...

2020-05-21 - Alan Patterson

Blog: Politics Haunts TSMC’s US Fab Plan

TSMC's fab plan is a political play aimed at governments in the United States, a tactic that could haunt the company...