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Thursday 22 May 2025
Japan's chipmaking expansion faces delay as market demand slows
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI
LATEST STORIES
Friday 23 May 2025
China's XPeng levels up: 1Q25 glow-up fuels AI mobility, global ascent
XPeng is bucking the slowdown in global electric vehicle (EV) demand by rebranding itself as an AI-driven smart mobility platform. The Chinese automaker is pivoting from traditional car manufacturing to focus on AI-powered vehicles, international growth, and humanoid robotics as part of its long-term transformation strategy
Friday 23 May 2025
XPeng rewrites mobility script with AI chips, robot pilots, and LiDAR-free autonomy
As AI foundation models embed deeper into vehicle system architecture, China's XPeng Motors is shifting from conventional car manufacturing to a full-stack AI mobility platform. Its strategy now revolves around three core pillars: large-scale automotive foundation models, in-house AI chips, and humanoid robots—laying the groundwork for the next decade of intelligent transportation
Friday 23 May 2025
DeepSeek's next move? Wenfeng Liang stays silent on R2, releases V3 study instead
On January 20, 2025, China's DeepSeek unveiled its R1 model, marking a strategic breakthrough in the global race for large language models (LLMs). Spearheaded by founder Wenfeng Liang, R1 departed from the US model of large-scale compute and instead championed a lean, open-source approach focused on cost efficiency
Friday 23 May 2025
China's rare earth export restrictions choke key supply chains in Europe and the US
The recent tariff negotiations between the US and China have led to short-term concessions in some areas, but unresolved issues continue to tighten the noose on global supply chains. Among these, China's expanded restrictions on rare earth exports are significantly impacting critical industries, leaving European and American supply chains scrambling
Friday 23 May 2025
Nvidia bets on Taipei, but can Taiwan deliver?
As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that promise
Friday 23 May 2025
Samsung launches Dual-Site 1c DRAM expansion to bolster HBM4 leadership
Samsung Electronics is doubling down on its leadership in advanced memory technology. Following its latest developments at the Pyeongtaek facility, industry sources report that Samsung also plans to establish a mass production line for sixth-generation 1c DRAM at its Hwaseong campus. Investments are slated to commence as early as the end of 2025. Industry analysts in South Korea interpret this move as a clear signal of Samsung's growing confidence in its yield improvement capabilities
Friday 23 May 2025
Made in China 2.0: Huawei, Lenovo, Xiaomi drive bold exit from US tech orbit
Amid intensifying geopolitical tensions and an escalating tech war, China's tech sector is undergoing a sweeping pivot. Companies like Xiaomi, Lenovo, and Huawei are accelerating the shift to in-house chips and operating systems in a bid to establish technological sovereignty
Friday 23 May 2025
Jensen Huang joins Trump in the Middle East—Nvidia's real AI agenda goes global
While reporters gathered at Taipei's Songshan Airport on May 12 hoping to spot Nvidia CEO Jensen Huang, he was already in the Middle East, accompanying US President Donald Trump on a high-profile state visit to Saudi Arabia and the United Arab Emirates (UAE). Huang's presence marked a strategic move, as he was welcomed by regional royalty during a tour focused on AI partnerships
Friday 23 May 2025
The one rival Jensen Huang won't ignore in 2025
In recent years, the US government has tightened AI chip export restrictions targeting China, prompting Nvidia CEO Jensen Huang to repeatedly warn that restricting Nvidia's AI chip exports to China actually accelerates the rapid rise of domestic chipmakers like Huawei. At Computex 2025, Huang told global media that Nvidia's market share in China has sharply declined, which will drive Chinese customers to support local chip companies such as Huawei
Friday 23 May 2025
SK Hynix System IC reportedly offers generous incentives for transfer to China JV amid intense competition
According to iNews24 and SE Daily, SK Hynix System IC, the 8-inch foundry subsidiary of SK Hynix, is urging employees in both South Korea and China to transfer to its joint venture unit in Wuxi, China, as part of a business optimization effort. The company recently held briefings for staff, offering an incentive of 3,000% of the base salary for those who accept the transfer to SK Hynix System IC (Wuxi)
Friday 23 May 2025
LG Electronics India posts record revenue and net profit in 1Q25
LG Electronics' Indian subsidiary reached record revenue and net profit in early 2025, strengthening its position in the South Asian market and enhancing prospects for a potential listing in India
Thursday 22 May 2025
China’s anti-Altman: Liang Wenfeng and the stealth strategy reshaping AI
As OpenAI CEO Sam Altman toured the Middle East with Donald Trump, promoting a regional "Stargate Project," a quieter but equally profound AI revolution was unfolding in China. At its center is not a headline-chasing and media-hungry founder, but a reclusive, soft-spoken engineer: Liang Wenfeng
Thursday 22 May 2025
China races ahead in hydrogen development but risks repeating solar sector pitfalls
China has rapidly emerged as a global powerhouse in hydrogen energy, demonstrating strong capabilities across the entire supply chain—from production and storage to transport and fuel cell vehicle manufacturing. However, industry observers warn that the sector could soon face the same overcapacity and cutthroat price competition that once plagued the solar and wind industries
Thursday 22 May 2025
Xiaomi vaults to 3nm with XRing O1, pairing custom AP with external baseband
Xiaomi's XRing O1 will debut in the 15S Pro smartphone and Pad 7 Ultra, reportedly built on TSMC's second-gen 3nm (N3E) process. With around 19 billion transistors, the chip ranks alongside Apple's A17 Pro and other flagship SoCs, according to National Business Daily and Zol.com.cn
Thursday 22 May 2025
SEA smartphone shipments decline as entry-level segment faces uncertainties in 1Q25
After quarters of growth, Southeast Asian countries witnessed declining smartphone shipments in the first quarter as the entry-level segment experienced uncertainties and high inventories
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES