China’s Smartphone Market Narrowed its Decline to -10.3% in 2Q20
According to IDC, 87.8 million smartphones were shipped in China during the second quarter of 2020, down 10.3% year-on-year...
Competition in Mobile Base Station Market to Intensify as 5G Enters Upswing
Total 5G base stations in China are projected to exceed 600,000 in 2020, while Japanese and Korean equipment manufacturers aggressively…
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…
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...
U.S. Export Controls Could Dampen Demand for Chip Gear
U.S. semiconductor equipment manufacturers are waiting for the other shoe to drop as Huawei-aimed export controls could dampen demand for…
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…
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...
China Faces Technology ‘Decoupling’ from Others
China is preparing for the worst case scenario: 'decoupling" of its technology development from other regions...
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…
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…