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Thursday 12 June 2025
China's MLCC makers carve out 10% share — How does Semco adjust course?
Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly expanded their global market share, reaching an estimated 10% of total revenue in the second half of 2024. That reflects a four-percentage-point gain from 2019 and signals growing competitive pressure on incumbents such as Samsung Electro-Mechanics (Semco), according to Business Post and Futubull
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Thursday 12 June 2025
SK Hynix warns of rockier 2H25, leans on multi-sourcing strategy
SK Hynix President and CEO Kwak Noh-jung warned that growing tariff-related uncertainty could heighten market volatility in the second half of 2025. He shared these views during the company's quarterly "THE Communication Event Together" at its Icheon headquarters in South Korea, which was also streamed live to business sites across the country, according to ETNews, Hankook Daily, and Yonhap News
Thursday 12 June 2025
Aoi Electronics targets global top 10 OSAT with Sharp plant acquisition
Aoi Electronics, Japan's top-ranked player in the outsourced semiconductor assembly and test (OSAT) sector, is intensifying its push into advanced packaging with the ambition of cracking the global top 10 OSAT rankings. While the company leads the domestic market, it currently ranks only within the top 20 globally
Thursday 12 June 2025
Nissan and Toyota gain ground in China's EV race with cheaper, locally built cars

Amid a sweeping global restructuring that includes the closure of seven plants and 20,000 job cuts, Nissan has notched a rare win. The automaker's new all-electric N7, launched exclusively in China, secured over 17,000 orders within a month of its April 27 debut—surpassing internal forecasts and offering a modest but meaningful boost to the struggling carmaker

Thursday 12 June 2025
TSMC and University of Tokyo launch joint lab to bolster Japan's chip R&D and talent pipeline
Taiwan Semiconductor Manufacturing Co. (TSMC) and the University of Tokyo have inaugurated a new research center in Japan, marking a strategic expansion of their long-running partnership and signaling a deepening commitment to semiconductor innovation and workforce development in the country
Thursday 12 June 2025
Huawei's Pura 80 series arrives: custom silicon, AI-native OS, pro-grade cameras

Huawei has officially launched its Pura 80 smartphone series, emphasizing next-gen imaging capabilities and AI-driven photography. During the presentation, the company repeatedly compared the new models with a leading rival flagship smartphone — widely interpreted as Apple's iPhone — to highlight performance gains

Thursday 12 June 2025
Chips losing bargaining power? Rare earth emerges as strategic leverage in US-China trade talks
In mid-June, high-level China-US economic and trade talks held in London concluded with both sides reaching a preliminary agreement on a trade framework, according to Chinese Vice Minister of Commerce Chenggang Li. He confirmed that the outcome would be reported to national leaders for further review, suggesting a tentative step toward renewed economic engagement
Thursday 12 June 2025
Boeing aircraft deliveries to China resume, boosting Taiwan suppliers
Boeing's aircraft deliveries to China have quietly restarted after a two-month suspension, as trade negotiations between Washington and Beijing show signs of progress. The US planemaker reported strong May 2025 order momentum, suggesting multiple headwinds facing the company are beginning to ease—a positive development for Taiwan's Boeing-dependent aerospace supply chain
Thursday 12 June 2025
Alibaba staff worked through holiday after DeepSeek breakthrough
Alibaba Group Holding Ltd.'s engineers canceled vacations and worked through the Lunar New Year holiday to play catch up after DeepSeek shocked the global tech industry with its low-cost, powerful artificial intelligence (AI) model in January
Thursday 12 June 2025
Chinese MCU providers pivot to humanoid robots amid genAI boom
As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid robots, seeking new avenues for growth. Industry players are zeroing in on three key modules—motion control, edge AI, and battery management—to position themselves early in the evolving robotics landscape
Thursday 12 June 2025
How the US is targeting China's chip ambitions at the design source
In the escalating battle over semiconductor supremacy, the United States has struck at the brain of China's chip industry—its design software
Thursday 12 June 2025
Honda plans investment in Rapidus to support Japan's 2nm chip ambitions
Honda Motor is preparing to invest in Japanese semiconductor startup Rapidus during the second half of fiscal year 2025 (October 2025 to March 2026), with a commitment expected to reach several billion Japanese yen—equivalent to tens of millions of US dollars. The move underscores Honda's strategic focus on securing next-generation semiconductor supply for future automotive technologies, particularly autonomous driving systems
Thursday 12 June 2025
Tokyo Electron to triple output with US$728 million smart fab
Tokyo Electron Ltd. (TEL), Japan's top semiconductor equipment manufacturer, held a groundbreaking ceremony on June 2, 2025, for its state-of-the-art production site in Taiwa, Miyagi Prefecture. Initially referred to as an expansion of its main plant, the facility has now been officially named the Miyagi Production Innovation Center. Scheduled for completion in the summer of 2027, the site is a cornerstone of TEL's strategy to address surging global demand for advanced chipmaking equipment
Thursday 12 June 2025
China rolls out AI chip design system 'Qimeng' to cut reliance on US EDA tools
The Chinese Academy of Sciences (CAS) has introduced an AI-driven chip design system named "Qimeng" ("Enlightenment"), signaling a major move in China's drive to accelerate semiconductor innovation and cut dependence on US-origin electronic design automation (EDA) tools. The unveiling coincides with tighter US export controls targeting China's access to critical chip design software
Thursday 12 June 2025
Taiwan's Laster Tech eyes H2 boost from China's auto stimulus, Tesla Model Y deliveries
Laster Tech, a Taiwanese maker of LED automotive lighting modules, reported consolidated revenue of NT$751 million (US$23 million) in May 2025, down 7.16% from April and 12.28% from the prior year. Despite the pullback, the figure still marked the second-highest May performance on record. For the first five months of 2025, cumulative revenue rose 5.67% year-over-year to NT$3.609 billion, setting a new high for the period
Thursday 12 June 2025
Trio Technology confirms new Thailand factory as China-US tariff rush subsides
Passive component inductor giant Trio Technology announced that its operations returned to normal shipment levels in May 2025, following the urgent order effect caused by the China-US tariff war tapering off. Looking ahead, with AI applications accelerating their shift from cloud to edge computing, the company expects steady growth in both inductor specifications and usage volume. The addition of new product lines, such as transient voltage suppressor inductors, is also expected to contribute to stable operational expansion
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES