On March 10, BOE Technology Group celebrated the mass production launch of its MLED (Mini/Micro LED) displays at Zhuhai BOE MLED Technology. The event, themed "Illuminating the Future, Mass Production Begins," welcomed over 50 international clients from the US, Europe, Japan, South Korea, and Southeast Asia, highlighting BOE's expanding footprint in the global MLED market
High bandwidth memory (HBM) major client Nvidia is said to have visited Samsung Electronics' advanced packaging plant again, just over a month after their last visit. Industry sources speculate that Samsung is supplying fifth-generation HBM3E and has entered the final stage of quality testing
Taiwan's Hiroca Automotive Trim Corp. continues to see strong sales in its major Chinese market, driven by the country's "trade-in for new" consumer policy and aggressive promotions by local automakers. Additionally, the company has successfully entered the supply chains of Japanese and South Korean car manufacturers, unlocking new growth opportunities
Alibaba Group Chairman Joe Tsai stated that a recent high-level meeting between Chinese President Xi Jinping and top tech executives has strengthened business confidence in China. Following the meeting, Alibaba is accelerating its investment in artificial intelligence (AI)
China-based start-up Butterfly Effect claims to have launched the world's first General AI agent, Manus. The company aims to capitalize on the momentum of "Chinese-branded AI" following DeepSeek's success. However, industry response over the past week has been muted, as experts believe the startup lacks the crucial components needed to outshine its predecessor
Despite the relatively stagnant demand for mobile phones and PCs in the first half of 2025, Kioxia, the leader in NAND flash, anticipates that overall NAND shipments in 2025 will increase by 10-15% as consumer clients resume their NAND purchases, coupled with robust demand for AI servers. This could potentially result in a substantial supply shortage in the latter half of the year
Samsung Electronics is ramping up its advanced foundry push, targeting mass production of its fourth-generation 4nm process (SF4X) by late 2024. Designed specifically for high-performance computing (HPC) and artificial intelligence applications, SF4X is seen as a critical play in reviving its foundry business
On March 11, Shanghai Guotou Pioneer Fund announced via its official WeChat account that its AI industry fund led a fresh investment round in Biren Technology (Biren), one of China's top GPU startups. Several leading institutional investors and industrial capital firms participated. This marks the fund's first-ever direct investment, signaling Shanghai's push toward a domestically controlled AI computing ecosystem
China has issued more licenses allowing copper smelters to export metal tax-free, aiding local producers and paving the way for greater overseas sales at a time of upheaval in the global market
Samsung Electronics' revenue from China soared 53.8% in 2024 to KRW64.9 trillion (US$448 billion), driven by concerns over potential tariffs under President Donald Trump's administration. Chinese manufacturers are ramping up semiconductor stockpiles in anticipation of trade restrictions, South Korea's iNews24 reported, citing Samsung's annual business report
Just six weeks after DeepSeek-R1 launched with open-source model weights and app updates, Alibaba's Qwen (Tongyi Qianwen) AI model is accelerating its efforts to compete. Selected as Apple's AI partner in China, Qwen is now positioning itself as a major challenger to DeepSeek-R1
Samsung Electronics' potential collaboration with Baidu on advanced artificial intelligence (AI) chips may have been disrupted due to increased US pressure on China, according to industry sources. The setback could create difficulties for Samsung's business initiatives in China
Recent reports indicate that China plans to issue guidance encouraging nationwide use of RISC-V chips for the first time. The plan will reportedly be drafted by eight relevant departments under Beijing's authority, with policy guidance expected to be released in March at the earliest
Chinese Semiconductor equipment manufacturer Naura Technology recently announced plans to acquire a stake in its local counterpart, Kingsemi, for a total of nearly CNY1.69 billion (approx. US$233.2 million)
Universal Scientific Industrial (USI), a global leader in electronics manufacturing services (EMS) and original design manufacturing (ODM), has published its February 2025 revenue report. With a strong presence in consumer electronics, automotive technology, industrial applications, and telecommunications, USI leverages technological innovation and advanced manufacturing to strengthen its position in the competitive global electronics market
