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Tuesday 24 June 2025
1.4nm put on ice: Samsung reportedly reroutes foundry push to 2nm yield gains
Samsung Electronics is reportedly pushing back plans to build its 1.4nm test production line, shifting its focus toward improving yield and capacity for the 2nm node, now expected to enter mass production by late 2025. The decision signals a broader realignment at Samsung Foundry as it struggles with underperformance in cutting-edge manufacturing and mounting pressure from rivals such as TSMC and Intel
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Wednesday 25 June 2025
How Trump blocked China's ambition to rule US energy storage
If not for a flurry of tariffs and mounting regulatory pressure under President Donald Trump, Chinese energy storage giants were poised to dominate the American market by 2025, so much so that industry insiders had already narrowed the field to three top contenders for market supremacy
Wednesday 25 June 2025
Huawei's benchmarks show CloudMatrix 384 helps put Ascend chips ahead of Nvidia H800
Huawei has released new benchmark results showing its CloudMatrix 384 AI infrastructure outperforming Nvidia's H800 GPU in running DeepSeek's R1 reasoning model, which contains 671 billion parameters, making it one of the largest AI models to date. The disclosure, detailed in a technical paper published ahead of Huawei's June 20 Developer Conference, marks a significant milestone in the company's AI hardware roadmap
Tuesday 24 June 2025
Samsung takes cautious approach to adopting next-gen smartphone battery technologies
While Chinese smartphone manufacturers are using large battery capacities and fast charging speeds to launch a fierce marketing war, Samsung Electronics has chosen to "take a step back," cautiously introducing next-generation battery technologies
Tuesday 24 June 2025
South Korea's chip firms target Japan in bid to break global design bottleneck
South Korean semiconductor companies are making a concerted push into Japan, positioning themselves to capture opportunities in one of the world's most underpenetrated but promising system semiconductor markets. With Japan commanding over twice the market share of South Korea in this domain, the nation has emerged as a strategic "blue ocean" for Korean IC design firms and AI hardware startups seeking growth beyond their domestic confines
Tuesday 24 June 2025
LX Semicon reportedly joins Apple's iPad Pro OLED DDI supply chain, eyeing Samsung's market dominance
South Korea's LX Semicon has reportedly secured a position in Apple's supply chain for OLED display driver ICs (DDIs) used in the latest iPad Pro models, marking a significant breakthrough in its diversification strategy. According to ChosunBiz, LX Semicon is now competing directly with Samsung Electronics' System LSI division, which had previously been the sole supplier of DDIs for the iPad Pro's OLED panels
Tuesday 24 June 2025
Samsung to expand 1c DRAM production in 2H25 after significant yield improvements
Samsung Electronics will begin expanding investment in sixth-generation 10nm-class DRAM (1c DRAM) production starting in the second half of 2025. Industry observers interpret this move as Samsung's effort to rapidly restore its semiconductor leadership by significantly improving 1c DRAM yields and scaling up manufacturing facilities, drawing close attention to subsequent developments
Tuesday 24 June 2025
Huahong zeros in on metrology gear to shore up chip supply chain
Amid the global restructuring of semiconductor supply chains, Chinese investors are intensifying bets on critical upstream technologies. China-based Shanghai Huahong's industrial fund, Huahong Hongxin, recently led a Series A investment in Beijing's Largebeam Tech, bolstering its foothold in semiconductor metrology equipment and advancing its strategy for vertical integration and supply chain independence
Tuesday 24 June 2025
Vietnam extends VAT reduction to end of 2026 to boost economy
The Vietnamese National Assembly has approved an extension of the value-added tax (VAT) cut, reducing the rate from 10% to 8% until the end of 2026 to support domestic economic growth. This measure, first introduced in 2022 to aid post-pandemic recovery, received over 90% approval for continuation, reports Reuters and The Investor
Tuesday 24 June 2025
China's AI sprint: MiniMax, Moonshot lock horns in multimodal model race
In December 2024, OpenAI made headlines with 12 livestreams over 12 straight business days. Now, MiniMax — widely viewed as one of China's "AI six tigers" — is mounting a high-stakes product blitz. By June 21, 2025, it had launched four offerings: the MiniMax-M1 inference model, Hailuo 02 video model, MiniMax Agent, and Hailuo Video Agent. The fifth, MiniMax Audio, is due June 23, 2025
Tuesday 24 June 2025
South Korea steps up legal fight as Chinese 'red tech' pushes into key industries
As Chinese companies accelerate their entry into the South Korean market, local tech giants are intensifying efforts to protect their intellectual property (IP). From TV branding disputes to OLED patent wars and semiconductor espionage, South Korea's electronics and display leaders are responding more aggressively to what they describe as growing threats of counterfeiting, trademark abuse, and technology theft
Tuesday 24 June 2025
China’s AI firms exploit Southeast Asia detour, weakening Huawei’s domestic chip ambitions
Chinese AI firms are reportedly utilizing AI compute resources in Southeast Asian nations to bypass US sanctions, exploiting regulatory frameworks that align with local laws and limit governmental intervention
Tuesday 24 June 2025
China's solar sector faces deepening layoffs as capacity utilization falls below 50%
China's solar manufacturing industry, commanding over 90% of the global market, is undergoing another round of disruption, driven by intensifying geopolitical pressure and abrupt policy shifts. Supply chain sources at the SNEC Photovoltaic (PV) Power Expo in Shanghai report that average capacity utilization among Chinese producers has plunged below 50%, reflecting a deepening crisis
Tuesday 24 June 2025
Coretronic's rapid southbound expansion drives shipment growth outlook for 2025
Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving, imaging, and immersive products will increase by 10-15% in 2025 year-over-year
Monday 23 June 2025
Huawei 5nm's hard reality check
Huawei's next-generation chip ambitions are running into technical and geopolitical headwinds. While Chinese state media CCTV recently claimed a breakthrough in 5nm production through foundry partner SMIC, the new MateBook Fold still ships with the 7nm Kirin X90. TechInsights, via Wccftech, confirms the chip is built on SMIC's N+2 node — identical to the Kirin 9020 — falling short of the 5 nm-class N+3 process. The findings cast doubt on Huawei's progress and suggest mass-market deployment of 5nm chips remains at least a year away
Monday 23 June 2025
South Korea achieves breakthrough in CNC technology localization
South Korea has successfully developed domestic computer numerical control (CNC) technology, breaking the grip of foreign suppliers on a critical manufacturing component that governs more than half the country's machinery operations
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES