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Wednesday 12 March 2025
China's AI server appetite fuels supply chain shifts and strategic growth for WPG
WPG Holdings, a leading IC distributor, has seen a marked surge in demand for AI servers in the Chinese market in recent months. This upswing has invigorated procurement activities across the supply chain, delivering a tangible boost to the company's operations. Defying traditional seasonal slowdowns, the first quarter of 2025 is poised to exhibit unusual vigor, with full-year performance projected to outpace broader market growth
Wednesday 12 March 2025
WPG reports record sales for 2024, driven by AI demand
IC and component distributor WPG has reported record sales for 2024, propelled by the rapid development of generative AI that fueled demand for related traditional and AI servers, power supplies, desktop PCs, notebooks, Android phones, and other electronic components
Wednesday 12 March 2025
Huawei cracks down on recruitment fraud: 72 full-time employees penalized in outsourcing scandal
On March 10, Huawei released a 6,500-word internal report on its employee platform, "Xinsheng Community," detailing a large-scale recruitment fraud scandal involving 72 full-time employees and 19 outsourced workers. Some participants allegedly profited by selling internal company data. The report quickly gained traction within Huawei and on social media, becoming the platform's top trending topic
Wednesday 12 March 2025
Acter expands US and Southeast Asia bases, with order visibility extending to 2028
Acter, a Taiwanese cleanroom integration engineering company, has ventured into the US market along with its subsidiaries and strategic partners. These include Nova Technology, which specializes in integrating water, gas, and chemical systems for factory services, and Rayzher, which provides plant design and planning services. This overseas expansion comes in the wake of an intensifying tariff war that is sending manufacturers to diversify their production bases
Wednesday 12 March 2025
SK Hynix exits CIS business as Samsung weighs options
SK Hynix is shutting down its CMOS image sensor (CIS) business, fueling industry speculation over whether Samsung Electronics will follow suit. Samsung's system LSI division, which oversees its CIS operations, is undergoing an operational diagnosis, raising concerns about potential investment shifts
Wednesday 12 March 2025
MWC 2025: Huawei's growth unconstrained by US restrictions
The Mobile World Congress (MWC) 2025 has just concluded, revealing Huawei's advancements in telecommunications, artificial intelligence (AI), and mobile devices. The company aims to leverage refined technologies in telecommunications, cloud computing, and AI to drive new growth momentum across its telecom services and diverse smart application scenarios
Wednesday 12 March 2025
AI fever sweeps China's political huddle, fueling tech optimism
For some years now, China's annual gathering of its national legislature has been an increasingly disciplined and choreographed affair — its muted vibes practically an echo of deepening concern about domestic stagnation
Wednesday 12 March 2025
Japan's advanced semiconductor bet: Rapidus and the quest for relevance
The Japanese government's decision to heavily subsidize Rapidus, a domestic semiconductor company, via legislative changes has ignited discussions among industry specialists. Asahi Shimbun reports that Rapidus's focus on extreme semiconductor miniaturization is seen by some as an outdated strategy, reminiscent of a 19th-century obsession with "battleships and heavy artillery," missing the true trends of the industry
Wednesday 12 March 2025
Samsung eyes Exynos 2600 comeback, challenging Qualcomm, Mediatek
Samsung Electronics is reportedly stabilizing yields in its advanced chipmaking process, fueling optimism over its next-generation Exynos 2600 SoC. The development raises the prospect of breaking Qualcomm's grip on Galaxy S-series devices and reshaping the supply landscape. A strong showing from Exynos 2600 could also complicate MediaTek's efforts to gain a foothold in Samsung's flagship smartphone lineup
Wednesday 12 March 2025
Foxconn subsidary expands medical footprint with strategic device manufacturer acquisition
Foxconn Industrial Internet (FII) has announced that its subsidiary, Fulian Yukang Medical Technology (Shenzhen), will acquire Guangzhou Tianying Precision Tools in phases at a valuation not exceeding HKD439 million (US$56.51 million)
Tuesday 11 March 2025
Samsung intensifies scrutiny of system LSI and foundry amid ongoing struggles
Samsung Electronics has launched a sweeping internal review of its System LSI and foundry businesses, signaling potential restructuring efforts as the company grapples with widening losses and intensifying competition with TSMC. The move follows growing concerns over the performance of Samsung's non-memory semiconductor operations, which have yet to yield the expected results despite significant investments
Tuesday 11 March 2025
China's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rollout
China is advancing in extreme ultraviolet (EUV) lithography, with a domestically developed system undergoing testing at Huawei's Dongguan facility, according to XFastest and Wccftech. Trial production is reportedly set for the third quarter of 2025, with mass production targeted for 2026
Tuesday 11 March 2025
Naura ranks 6th among global semiconductor equipment providers despite US-China tensions
Naura Technology, with its expertise in etching, thin film deposition, and cleaning equipment, has moved up its global ranking to sixth from tenth place
Tuesday 11 March 2025
China-based Hesai becomes first listed LiDAR firm to achieve non-GAAP profitability
Hesai Technology has achieved its first full-year non-GAAP profitability. Lei News and IT Home reported the leading Chinese LiDAR company's unaudited financial results for 2024. Fourth-quarter revenue reached CNY720 million (US$99.30 million), up 28.3% year over year. Hesai posted a net income of CNY150 million for the quarter, reversing a CNY140 million net loss from the same period in 2023
Tuesday 11 March 2025
CATL powers into chip market: strategic bets on IC design startups
CATL, a global leader in batteries and energy storage, is further expanding into semiconductors. While the company maintains a low-profile approach, each of its investments generates significant market interest. This latest move marks CATL's third known investment in an IC design startup, reinforcing its growing focus on semiconductor technology
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES