Samsung Electronics and Naver previously announced a collaboration to develop artificial intelligence (AI) accelerators for servers. However, recent reports suggest that the two companies have parted ways due to conflicts of interest and product competitiveness concerns. Samsung has opted for independent development and is now seeking new clients to replace Naver

Taiwan's government is urging local IC design houses to speed up their migration to advanced semiconductor manufacturing processes to avoid cut-throat pricing competition from China. However, industry sources say it is much more complicated than a technological issue

BYD and other Chinese electric vehicle (EV) makers are launching a range of fully electric SUVs that are intended to take on the Tesla Model Y. Chinese EV brands led by BYD have launched at least five electric SUVs since the beginning of September, all of which are aimed at competing in the same class as the Model Y

Huawei is preparing to launch its latest flagship Mate 70 series, a product bolstered by substantial government support and suppliers, particularly SMIC, who are reportedly sacrificing profits

Advanced Micro-Fabrication Equipment Inc. China (AMEC), a China-based semiconductor equipment supplier, announced the resignation of Senior Vice President Tuqiang Ni and Core Technical Expert Wei Yang, both citing personal reasons. Despite stepping down from their leadership roles, both individuals will remain employed at the company

China is poised to take the lead in the global market for mature semiconductor manufacturing processes as it continues to expand its production capacity. Industry experts warn that Taiwan may face stiff competition from China's "red supply chain," which could potentially engage in price dumping in the market for mature process chips

Japan has officially launched the Japan Hydrogen Fund, a US$400 million initiative aimed at advancing the global hydrogen supply chain and reducing barriers to clean energy adoption. The fund, proposed by the Japan Hydrogen Association (JH2A), reached its first-phase fundraising goal by August 2024 and commenced operations on September 12, with plans to announce its first investment by year-end

The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts. This trend suggests an impending rise in production and trade costs, coupled with intensified competition for localized investments. Nations that previously benefited from global supply chain shifts should remain vigilant, as they may become potential targets in the United States' evolving trade strategies

Huawei's rotating chairman, Zhijun Xu, has publicly recognized for the first time that China's limited chip manufacturing capabilities hinder the company's ability to develop advanced computing solutions. This acknowledgment highlights a significant bottleneck in Huawei's pursuit of greater computing power

With China's electric vehicles (EVs) gaining a strong foothold and automotive sales in the European Union (EU) slowing down, traditional large Germany-based automotive manufacturers are facing an increasingly bleak business outlook. Their sales and competitive power are being eroded by local China-based EV manufacturers in their main markets

Foreign auto joint ventures (JVs) that once dominated China's car market are rapidly losing market share to local electric vehicle (EV) manufacturers, according to industry sources. JVs formed by foreign marques and local partners have seen their combined share in China's car market fall to less than 30%, the sources said

China's automobile manufacturers are reportedly asking silicon carbide (SiC) module vendors to cut prices by as much as 30% amid growing supply, according to industry sources

Solar energy industry personnel pointed out that after N-type tunneling oxide passivated contact (TOPCon) became the trend in 2024, there was a severe supply surplus. Many businesses turned to production decreases and staff layoffs to reduce loss. However, how the rest of the year will progress is still unclear

China's Alibaba has announced the launch of a new generation of open-source large language models (LLMs), titled the Qwen2.5 series. Notably, Qwen2.5 has outperformed Meta's Llama 3.1 in several tests, and the Qwen-Plus model's performance rivals closed-source models like GPT4-o and Claude-3.5-Sonnet, garnering widespread attention

Japan is the industry leader in materials and equipment, while Taiwan maintains an overwhelming advantage in semiconductor manufacturing, according to Takashi Hattori, deputy representative of the Japan-Taiwan Exchange Association. There is room for further collaboration between Japan and Taiwan