automotive supply chain

Will the U.S. Impose Tariffs on Chip Materials? Costs for These Materials Are Set to Soar!

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Will the U.S. Impose Tariffs on Chip Materials? Costs for These Materials Are Set to Soar!

As the global semiconductor advanced process moves towards 2 nanometer racing stage,EUV (Extreme Ultraviolet) photoresists are undoubtedly the most critical and irreplaceable component. Recently, the U.S. plans to increase import tariffs on high-end materials from Japan, which adds variables to this supply chain competition and presents potential restructuring opportunities for the material power landscape. EUV … Read more

Where Does the U.S. Import Its Chips From?

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Where Does the U.S. Import Its Chips From?

U.S. President Donald Trump initially excluded semiconductors from the latest round of U.S. tariffs. However, he may impose tariffs on semiconductors in the future. How would tariffs on semiconductors imported into the U.S. affect American semiconductor companies? The chart below shows the semiconductor imports to the U.S. in 2024. 64% of imports come from four … Read more

The Underlying Battle in the Robot Supply Chain: NVIDIA and CATL Breakthroughs Transforming a Trillion-Dollar Landscape

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The Underlying Battle in the Robot Supply Chain: NVIDIA and CATL Breakthroughs Transforming a Trillion-Dollar Landscape

As you open the financial report, the entire saga of the robot industry supply chain unfolds before your eyes. The shining names on the list of suppliers for Yush Robotics—Yaskawa Electric, NVIDIA, and CATL—have become thermometers, reflecting the true pulse of the global technology industry’s transformation hidden within the profit and loss figures of the … Read more

An Overview of the TFT-LCD Display Panel Industry

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An Overview of the TFT-LCD Display Panel Industry

BOE Knowledge Cool 👆Display Technology | Display News | PPT | Knowledge Management Produced by DAS BG CTO Knowledge Management Article No. 659 The panel industry primarily refers to the touch display panel industry used in electronic devices such as televisions, desktop computers, laptops, and mobile phones. In today’s information age, the role of information … Read more

Tesla Sues Xiaomi-Backed Company; Great Wall Motors’ Half-Year Net Profit Halved; Samsung May Supply Camera Modules to Tesla; Tire Prices Set to Rise Again in September ┃ Industry Weekly Update

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Tesla Sues Xiaomi-Backed Company; Great Wall Motors' Half-Year Net Profit Halved; Samsung May Supply Camera Modules to Tesla; Tire Prices Set to Rise Again in September ┃ Industry Weekly Update

01 NEWS Automakers and Dealers ①Great Wall Motors’ Half-Year Net Profit Halved Recently, Great Wall Motors disclosed its performance report for the first half of 2023. The financial report shows that the total operating revenue for the first half of this year was 69.971 billion yuan, a year-on-year increase of 12.61%, achieving growth for three … Read more

Can Domestic Chip 053 Storage Manufacturers Compete with Foreign Brands?

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Can Domestic Chip 053 Storage Manufacturers Compete with Foreign Brands?

The answer is, no. Why are storage prices less stable than CPU prices?? The first reason is demand elasticity, if the price of rice rises from 2 yuan per jin to 5 yuan per jin, the total amount of rice consumed by my family will not change much over the year, whether the price rises … Read more

Can Robots Help Revitalize American Manufacturing?

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Can Robots Help Revitalize American Manufacturing?

May 1st 2025 (Image by Cindy Li)Robots are indeed helping American manufacturing by replacing human labor. In 2024, the average cost of wages and benefits for a manufacturing worker in the U.S. is approximately $45 per hour; whereas the total lifecycle cost of a robotic arm in a factory is about $10 per hour, and … Read more

Insights | The Rise of Intelligent Manufacturing in China’s Automotive Industry: Connecting the Supply Chain to Create a ‘Win-Win Chain’

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Insights | The Rise of Intelligent Manufacturing in China's Automotive Industry: Connecting the Supply Chain to Create a 'Win-Win Chain'

After visiting this year’s Shanghai Auto Show, what stands out the most is the emergence of numerous new automotive suppliers, with various component suppliers’ booths integrated throughout the exhibition halls, collaborating closely with automotive manufacturers. The staff at the supply chain booths tirelessly introduced their new technologies and products to consumers. This could be a … Read more

Analysis of Rockchip’s 2024 Annual Report and Q1 2025 Report

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Analysis of Rockchip's 2024 Annual Report and Q1 2025 Report

Rockchip released its 2024 annual report and Q1 2025 report last night. This article mainly records the observation points.The performance is impressive, no need for further elaboration. The product matrix has taken shape, and the “top-down and bottom-up, yin-yang coordination” strategy is beginning to show its power. This annual report has changed the original eight-character … Read more

Texas Instruments CEO Reveals China’s Ace: Chengdu Factory Stands Firm Against US Tariff War

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Texas Instruments CEO Reveals China's Ace: Chengdu Factory Stands Firm Against US Tariff War

Texas Instruments CEO Haviv Ilan made a statement during the earnings call that stirred the undercurrents of the global semiconductor supply chain. “If the Americans really ramp up the tariffs, our Chengdu factory is not to be underestimated!” said the Israeli executive, who leads the world’s largest analog chip company, while tapping his finger on … Read more