Kian Sheng leverages EV subsidies and tourism revival to boost Chinese operations

Kian Sheng, a subsidiary of the Yulon Group, plays a pivotal role in Taiwan’s electric bus supply chain. Despite challenges, the company’s operations in China achieved notable results in the first three quarters of 2024, fueled by battery box orders for new energy vehicle (NEV) models from Xiaomi and Hongqi, alongside a surge in bus chassis demand driven by tourism recovery.

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China’s 4S dealerships face mass closures amid price wars and EV surge

China’s 4S dealership model, once a cash cow in the early 2000s, is unraveling under mounting pressure. The sector, which peaked around 2017, has been hit hard by fierce price wars and a market pivot toward domestic new energy vehicles (NEVs). From 2020 to 2024, over 10,000 dealerships are expected to shut down, with losses accelerating annually, according to the China Automobile Dealers Association (CADA).

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Taiwan’s aerospace ambitions take flight amid global security concerns

Taiwan is making a determined push into aerospace as part of its “Five Trusted Industry Sectors” initiative, with the sector reaching NT$133.6 billion (US$4.2 billion) in output, returning to pre-pandemic levels. This industry, deemed critical for national defense and technological advancement, is experiencing a renaissance after the severe disruption of 2020-2022.

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Supermicro returns to the battlefield with B300 as the focal point

Having emerged from its financial report turmoil, Supermicro is back in action, intensifying competition in the AI server market. Industry sources indicate that while other ODM manufacturers are rushing to ship GB200 server cabinets, Supermicro will concentrate on the B300 for the second half of 2025, initially focusing on the H200 and B200 series AI servers.

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