The Global Semiconductor Industry Faces a Policy Earthquake: Technological Competition in an Era of Regionalization and DiversificationIn the past six months, the global semiconductor industry has witnessed a dramatic shift in policy, driven not only by intensifying technological competition but also by a reassessment of industry supply chains and a move towards regionalization and diversification. Trump's outspoken criticism of the CHIPS and Science Act and his frequent pronouncements on the semiconductor industry have reignited global concerns about semiconductor security and independent development...

Airbus's Multi-Billion Dollar Outsourcing to India: A Cost-Cutting Strategy or a Global Aviation Safety Risk?China, the world's largest aviation market, is a key target for Airbus. The April 2023 mega-deal underscores this, with Airbus executives viewing China as its biggest client and possessing immense market potential...

DRAM Price Decline Accelerates: Downward Pressure on the Market to Continue Through 2025The fourth quarter is a critical period for DRAM industry contract pricing, and market dynamics are undergoing significant changes. According to the latest report from TrendForce, the decline in DRAM prices is accelerating, driven by a double whammy of oversupply and weak demand...

LG Energy Solution (LGES) Exclusively Supplies Batteries to Bear Robotics, Opening a New Chapter in the Robotics MarketOn November 18th, LG Energy Solution (LGES) announced a Memorandum of Understanding (MOU) with Silicon Valley robotics company Bear Robotics, establishing LGES as the exclusive supplier of cylindrical batteries for Bear Robotics. This collaboration marks a significant step for LGES into the robotics market and provides Bear Robotics with enhanced product performance and market competitiveness...

Xianyu Unveils 600 Million Users and AI Agent at COP29: Reshaping the Used Goods Trading Experience and Driving AI-Powered Sustainable DevelopmentDuring a China Corner side event at the 29th United Nations Climate Change Conference (COP29) in Azerbaijan on November 18th, Xianyu CTO Chen Jufu announced that the platform's registered users have surpassed 600 million, and unveiled the "Xianyu AI Agent." This marks the industry's first deep application of AI technology to the used goods trading scenario, representing a landmark step for Xianyu in its journey towards green and low-carbon development...

Xiaomi's 2024 Offline Expansion: A Plan for Thousands of Large Stores to Create a "People-Car-Home Ecosystem" Experience...

Xiaomi Auto's 93rd Q&A Session: Detailed Explanation of SU7 Series Intelligent Driving and Future PlansOn November 17th, Xiaomi Auto released its 93rd Q&A video addressing recent online discussions surrounding the intelligent driving features of the Xiaomi SU7 Pro, the SU7's involvement in a recent barrier collision and fire incident, and the Xiaomi SU7 Ultra prototype. The responses covered Xiaomi Auto's technological capabilities, R&D progress, and future plans in the field of intelligent driving, providing consumers with clearer and more comprehensive information...

2023 Home Appliance Market Deep Dive: Green and Smart Technologies Take Center Stage, Driving Strong Replacement DemandThis year, the iterative upgrading of home appliances has become a significant highlight in the consumer market. Government subsidies coupled with promotional activities on e-commerce platforms have fueled a large-scale home appliance replacement wave, injecting strong consumer vitality into the sector...

The Decline of Computer Malls: A Microcosm of an EraIf the present era is the age of the smartphone, then the period before 2015 was undoubtedly the age of the computer. The proliferation of smartphones has led to a significant decrease in computer usage...

Alibaba's Strong Earnings Report and Robust Double 11 Growth Highlight a New Trend of Value-Based Competition in E-commerceAlibaba Group released its second-quarter earnings report for fiscal year 2025 on the evening of November 15, showing that its core businesses maintained healthy growth momentum. During the subsequent analyst call, Wu Yongming, CEO of the Group, announced that Taobao and Tmall witnessed robust GMV growth during the recently concluded Double 11 shopping festival in 2024, and the platform also reached an all-time high in its monthly active users...

iQiyi Sports Apologizes for Technical Glitch During National Football Team Live Stream and Announces Compensation PlanOn November 15th, iQiyi Sports issued an official apology statement to its users, acknowledging the technical failure that occurred during the live stream of the China National Football Team's match against Bahrain on November 14th.In the statement, iQiyi Sports stated, "We sincerely apologize for the technical glitch that occurred during the live broadcast of China's national football team's match against Bahrain on November 14th, resulting in some users making duplicate purchases and being unable to redeem their rights...

Lenovo Neptune Liquid-Cooled Server Business Sees Strong Growth, Revenue Up 48% Year-on-YearLenovo Group has released its Q2 FY24/25 financial results for the period ending September 30, 2024. The data shows that Lenovo's Neptune liquid-cooled server business revenue surged by 48% year-on-year, becoming a key highlight of ISG (Infrastructure Solutions Group) growth...