The 2025 Global Developer Conference (GDC) was held in Shanghai from February 22 to 23, gathering top executives, developers, and industry professionals. Unlike other participants, DeepSeek chose not to participate in open forums or exhibits, preferring closed-door meetings and seminars. Industry insiders were caught up by its unusual "low-key" manner
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon Musk, it is evident that the US generative AI (GenAI) industry is still reliant on Nvidia's advanced AI chips to provide powerful computing capabilities
The swift progression of AI is accelerating automation within the manufacturing sector. Contributing significantly to this trend is China's DeepSeek, which provides a cost-effective solution that is prompting Chinese manufacturers to embrace this technology, fostering an industrial transformation
Samsung Electronics and its largest labor union have tentatively agreed to a 5.1% wage increase and stock awards for staff in 2025, signaling efforts by the two sides to defuse tensions that triggered the company's first-ever labor strike last year
The global AI boom is set to keep high bandwidth memory (HBM) in short supply through 2025, as demand surges across AI and data-intensive applications, according to experts at SEMICON Korea 2025. Industry forecasts project a 67% expansion in the HBM market by 2025, reinforcing AI's role as the driving force behind semiconductor sector growth
Japan's drive for carbon neutrality by 2050 has spurred increased demand for renewable energy infrastructure, from charging stations to energy storage and hydrogen technology. This transition has caught the attention of Taiwanese firms, who are preparing to showcase their innovations at the upcoming 2025 Smart Energy Week
JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first quarter. Despite this, production is still set to start by the end of 2027, according to RKK Kumamoto Broadcasting and Kumamotonichinichi Shimbun
Guangdong Haoqin Robotics Technology was recently registered, with Huanke Wu listed as its legal representative. The company, which has a registered capital of CNY10 million (approx. US$1.38 million), focuses on developing and selling intelligent robots, manufacturing industrial robotics, and advancing artificial intelligence (AI) applications
As the world adjusts to the evolving landscape of Trump 2.0's new policies, the global manufacturing sector finds itself at the precipice of another significant restructuring. While the turbulence of both the Trump 1.0 and Biden administrations over the past eight years left a lasting impact, the latest wave of policy changes still reverberated through component suppliers. With market share expansion in China remaining a priority, some smaller companies have already begun quietly repositioning their assets in response to shifting dynamics
As AI rapidly advances, the demand for skilled professionals has surged in China, especially in generative AI, large models, data centers, and humanoid robots. Competition for talent is fierce, with major companies like Xiaomi, ByteDance, and Alibaba offering annual salaries often surpassing CNY1 million (US$137,830) to recruit top AI experts for their R&D teams
As AI applications advance, the demand for high-performance and energy-efficient memory is growing across on-device AI, high-performance computing (HPC), and data centers. In response, Samsung Electronics (Samsung) plans to introduce low power wide I/O (LPW) DRAM in 2028, a next-generation memory technology designed to enhance on-device AI performance and solidify its leadership in the mobile memory sector
Chinese President Xi Jinping recently attended a "Private Enterprise Symposium," which saw participation from nearly all leading companies, including Alibaba founder Jack Ma. However, the details of what these private enterprise leaders discussed during the meeting have only recently begun to emerge in reports
Lenovo has announced a leadership transition, with Executive Vice President and Chief Financial Officer (CFO) Wai-ming Wong and Senior Vice President and Chief Legal Officer (CLO) Laura G. Quatela set to retire on March 31. However, both will remain involved as non-executive directors on Lenovo's board, with Wong joining the Audit Committee and Quatela taking a seat on the Nomination and Governance Committee
Dirk Beljaarts. Economy Minister of Netherlands and Peter Wennink, former CEO of ASML, visited Samsung Electronics' semiconductor facility in Pyeongtaek, South Korea, drawing significant industry attention regarding potential future collaborations
