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Tuesday 24 June 2025
China Telecom forms AI network alliance, gunning for global standards
As tensions between the United States and China in technology escalate, China is pushing to establish a new AI-driven path in the telecom sector. At the 2025 Mobile World Congress (MWC) in Shanghai, China Telecom introduced the world's first Network Large Model Association, framing it as a springboard for next-generation intelligent communications
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Wednesday 25 June 2025
The push for humanoid robots' final mile unlocks the era of dexterous hands
Tech giants like Nvidia are optimistic that the next AI revolution will center around humanoid robots. However, the question remains: when will these robots truly become widespread? Industry experts closely monitor this development
Wednesday 25 June 2025
China's drone export squeeze drives prices sky-high
Export prices for Chinese-made drone components are skyrocketing as Beijing enforces stricter controls on outbound shipments. According to reports from China's Jiwei Network, since September 2024, the Chinese government has imposed a licensing regime on select drone parts, citing the need to prevent military use. This policy encompasses a broad range of key technologies, including propulsion systems, target-locking laser modules, and electromagnetic jamming devices designed to disrupt adversarial drones
Wednesday 25 June 2025
Chinese GPU startups rush to IPO as US sanctions bite
As the global race for AI computing power heats up, Chinese GPU startups are rushing to go public. Companies such as Moore Threads, MetaX Integrated Circuits (Shanghai) Co., Shanghai Enflame Technology, and Shanghai Biren Intelligent Technology have all launched IPO plans in recent months
Wednesday 25 June 2025
Local investment momentum remains strong despite Chinese firms reportedly tapping Malaysian data centers to access US AI chips
Amid US export controls on advanced AI chips, Chinese firms are turning to Southeast Asia to maintain their AI development momentum. According to The Wall Street Journal, some Chinese companies have routed operations through subsidiaries in Singapore and Malaysia to rent Malaysian data centers equipped with Nvidia's high-end GPUs. These efforts reflect growing attempts to circumvent restrictions and meet surging demand for computing power
Wednesday 25 June 2025
China's 618 shopping festival sparks cautious optimism in MCU market amid subsidy boost
The 2025 China 618 shopping festival has prompted a noticeable uptick in microcontroller unit (MCU) sales, signaling a tentative recovery in consumer electronics demand after sluggish domestic consumption. This resurgence is attributed largely to robust government subsidy policies and aggressive e-commerce promotions
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
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
A warning shot to Apple: South Korean OLED patent lawsuits target Tianma and BOE
Following Samsung Display's (SDC) patent lawsuits against BOE and TCL CSOT, LG Display (LGD) recently filed seven technical patent infringement lawsuits against Tianma. This move also appears to carry an implicit warning to Apple
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
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 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
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES