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Wednesday 25 June 2025
China's 618 shopping festival fizzles as subsidy impact wanes, IC demand stalls
China's month-long 618 shopping festival ended last week, with supply chain sources viewing it as the final boost from fading government subsidies. While past shopping events often spurred strong sales, the 2025 edition saw limited momentum as subsidy effects diminished by the second quarter
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Wednesday 25 June 2025
Xiaomi XRing O2 surfaces: new SoC challenger to Qualcomm, Apple?
Xiaomi has filed multiple new trademarks — "XRing O2," "XRing T1," and "XRing O" — signaling continued momentum in its in-house semiconductor development. The move follows the launch of its XRing O1 chip, a high-performance 3nm SoC manufactured using TSMC's second-generation N3 process
Wednesday 25 June 2025
China’s 618 shopping festival fails to ignite memory market as prices outpace demand

China's annual 618 mid-year shopping festival — once a bellwether of consumer strength — wrapped up with mixed results this year, highlighting persistent weakness in domestic demand and mounting challenges for the memory and storage sectors

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
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
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
Japan races to build domestic drone supply chain as China tightens grip
Japanese drone makers, long proud of their "Made in Japan" branding, remain heavily reliant on low-cost components from China, including key parts like electronic speed controllers, propellers, and engine generators. However, that dependence is coming under fresh scrutiny as China's recent export restrictions, imposed over national security concerns, have sparked concerns about supply chain reliability
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
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
Samsung Galaxy Unpacked event set for July 9, spotlighting AI-driven foldable devices
Samsung Electronics officially announced that it will hold its Galaxy Unpacked launch event at 10 p.m. Taiwan time on July 9 in Brooklyn, New York. Industry insiders anticipate the unveiling of a new generation of foldable smartphones along with accessories such as earbuds and smartwatches
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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES