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Thursday 27 March 2025
Rapidus partners with Quest Global to advance 2nm chip development
Japanese semiconductor foundry Rapidus has signed an MoU with Singapore-based IC design contractor Quest Global to collaborate on the design and production of its upcoming 2nm chips. The partnership, announced on March 25, 2025, aims to leverage Quest's customer network while accelerating the development of power-efficient, general-purpose AI semiconductors
Thursday 27 March 2025
TCL CSOT's Guangzhou plant acquisition threatens Korean DDI suppliers
TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon
Thursday 27 March 2025
AI, smart devices lift Goertek to CNY100B revenue milestone in 2024
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual revenue topped CNY100 billion (approx. US$13.8 billion) for the first time, while net profit soared nearly 145% year-over-year
Thursday 27 March 2025
Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and February 2025 compared to the same period in 2024, there has been an unexpected increase rather than a decrease, with export value also showing slight growth. Facing these tariffs, how exactly are Chinese TV exports able to perform
Thursday 27 March 2025
Alibaba debuts AI model that can process video, audio on phones
Alibaba Group Holding Ltd. has released a new artificial intelligence model in its Qwen series that the company says can process text, pictures, audio and video, and is efficient enough to run directly on mobile phones and laptops
Thursday 27 March 2025
Mundus Smart Energy to expand Japanese storage business by 2025, eyes new partnerships
Lealea Group's subsidiary Mundus Smart Energy is set to capitalize on its Japanese energy storage investments by 2025. The company anticipates revealing strategic partnerships in Japan next quarter, along with new development projects and the completion of a 2MW high-voltage storage facility by year-end
Thursday 27 March 2025
Demand for capacitors in servers to quadruple by 2029, say Japan analysts
The growth of AI data centers is expected to drive surging demand for capacitors used in servers, with the Japan Electronics and Information Technology Industries Association (JEITA) predicting in its latest report a fourfold increase in demand by 2029 compared to 2023 levels
Thursday 27 March 2025
Taiwan's silicon crucible: Chris Miller dissects how Trump's tariff blitz reshapes US-China chip war dynamics
In the shadow of broader trade tensions, tariffs on Chinese goods have quietly doubled during the first two months of Donald Trump's second term—a significant economic shift that has gone largely unnoticed. Renowned "Chip War" author Chris Miller brought this trend to light during a recent forum hosted by Taiwan's think tank DSET in Taipei. "This has happened at a time when Trump has been imposing tariffs on other countries, so we barely even noticed," the economic historian explained
Wednesday 26 March 2025
Foxconn eyes potential partnership with Mitsubishi Motors, expanding into ASEAN and Oceania markets
Foxconn Chairman Young Liu recently revealed in an earnings call that the company would soon announce a partnership with a Japanese automaker. Following this, rumors quickly emerged suggesting that the automaker in question was Mitsubishi Motors. Foxconn has since declined to comment on the rumors
Wednesday 26 March 2025
China breaks ground in GaN: first 8-inch N-polar wafer, 100nm PDK signal high-frequency chip ascent
On March 24, 2025, Jiufengshan Laboratory (JFS) announced two major breakthroughs in GaN technology: the world's first 8-inch silicon-based N-polar gallium nitride on insulator (GaNOI) material with high electron mobility, and the debut of China's first 100nm GaN process design kit (PDK) for chip fabrication
Wednesday 26 March 2025
Chinese suppliers develop server component capabilities, says DIGITIMES Research
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent DIGITIMES report noted Chinese suppliers' capability to provide server components amid a complex landscape where geopolitical strategies, technological advancements, and market competitiveness intersect
Wednesday 26 March 2025
Samsung Electronics faces leadership crisis after sudden passing of co-CEO Han Jong-hee
The sudden passing of Samsung Electronics co-CEO Han Jong-hee has sent shockwaves through the company and the broader market, throwing the conglomerate into a potential crisis. Han, a key figure who oversaw Samsung's TV, home appliances, and smartphone businesses, also led the company's mergers and acquisitions (M&A) efforts in recent years. His death raises immediate concerns about succession and leadership continuity within Samsung
Wednesday 26 March 2025
China Ant Group builds 300B-parameter AI model without Nvidia GPUs
As Washington ramps up restrictions on exporting advanced AI chips to China, Chinese tech giants are accelerating efforts to reduce reliance on foreign hardware. Ant Group emerged as a key player in this movement, announcing it has trained a 300-billion-parameter mixture-of-experts (MoE) large language model (LLM) using domestically produced chips from Huawei and Alibaba.
Wednesday 26 March 2025
China floods world with AI models after DeepSeek's success
DeepSeek did more than just show the AI industry you don't have to spend billions to build artificial intelligence. It fired up a long-dormant Chinese tech industry — and now Western names from OpenAI to Nvidia may pay the price
Wednesday 26 March 2025
Xiaomi, BYD secure billions for EV global push
On March 25, 2025, Xiaomi Group made waves in the market with its announcement of an 800 million new share offering, aiming to raise a substantial HKD42.5 billion (US$5.47 billion). The news immediately sparked widespread discussion, as analysts speculate that the funds will be directed toward bolstering the company's initiatives in artificial intelligence (AI) and electric vehicles (EVs), underscoring its long-term strategic ambitions
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES