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Friday 21 February 2025
SK Hynix CEO sees greater opportunities for semiconductor industry amid DeepSeek's impact
SK Hynix CEO Noh-Jung Kwak, reflecting on the emergence of China's DeepSeek, predicts that the generative AI model will ultimately have a positive impact on the semiconductor industry in the long run
Friday 21 February 2025
China's auto price war nearing a turning point—Trump's tariffs could be an unexpected catalyst
China's automotive market remains caught in an intense price war, with competition becoming increasingly cutthroat over the past two years. This has forced weaker brands out of the market one by one. Industry projections suggest that by 2025, the dust will begin to settle, revealing a new turning point
Friday 21 February 2025
Oppo's Find N5 debuts as world's thinnest and lightest foldable, redefining industry standards
Oppo unveiled its latest flagship foldable phone, the Find N5, on February 20 in Singapore, highlighting the company's advancements in mobile phone research and development. With the model set for sale on February 28, the Chinese smartphone maker aims to redefine the foldable phone market while enhancing its brand value and increasing high-end smartphone shipments globally
Friday 21 February 2025
Alibaba reports 8% revenue growth in 4Q24, commits to AI and cloud investments
Alibaba Group's financial report for the fourth quarter of 2024 reveals an 8% year-over-year revenue increase, driven by the year-end shopping season. The revenue totaled CNY280.2 billion (US$38.6 billion), registering the fastest growth rate in over a year. This reflects strong performance in its core e-commerce and cloud computing sectors
Friday 21 February 2025
Ant Group ramps up recruitment for humanoid robot efforts
Ant Group is recruiting developers for AI-equipped humanoid robots as it prepares to enter the field. According to Chinese media outlets Jiemian News and South China Morning Post, Shanghai Ant (Mayi) Lingbo Technology, an Ant Group subsidiary, is hiring humanoid robot systems and application software engineers, hardware architecture engineers, motion control software engineers, and finished machine/hardware specialists, for job positions in Shanghai and Hangzhou
Friday 21 February 2025
BYD, other Chinese auto vendors face CIS shortage
Following BYD's debut of its "God's Eye" intelligent driving system, the already limited supply of 8-megapixel (8M) automotive CMOS image sensors (CIS) has quickly become a shortage, according to industry sources in China
Friday 21 February 2025
Huawei CEO hints at 'Backup Plan 2.0'; HiSilicon launches new automotive chip
HiSilicon is keen to grow its chip business beyond mobile phones and computing to the automotive industry, according to industry sources in China. During a recent summit for private entrepreneurs organized by the Chinese government, Huawei founder Zhengfei Ren's remarks about launching "Backup Plan 2.0" have drawn renewed attention
Friday 21 February 2025
Samsung, Micron ramp up global search for HBM talent
Memory firms are stepping up recruitment efforts, as global demand intensifies for manpower supporting development of semiconductors for AI applications
Friday 21 February 2025
Ex-Samsung executive sentenced for alleged 18nm DRAM tech leak to CXMT
A former Samsung Electronics senior manager was sentenced to seven years in prison and fined KRW200 million (approx. US$138,820) by a South Korean court for allegedly leaking core semiconductor technology to China's ChangXin Memory Technologies (CXMT). Analysts warn that the breach could inflict substantial losses on both Samsung and South Korea
Friday 21 February 2025
Samsung considers smartphone production exodus from China amid US tariff concerns
Samsung Electronics is evaluating significant changes to its smartphone supply chain in response to tariff measures implemented by the Trump administration. According to South Korean media reports, the tech giant is exploring options to move its smartphone manufacturing operations away from China
Friday 21 February 2025
Xiaomi holds back on DeepSeek while Chinese rivals embrace AI model
Alibaba Chairman Joseph Tsai recently confirmed a partnership with Apple to bring AI features to the Chinese version of the iPhone, drawing renewed focus on the AI smartphone race. As of February 17, 2025, nearly six Chinese smartphone makers—including Huawei, Honor, Oppo, Meizu, Nubia, and Vivo—had integrated DeepSeek, leaving Xiaomi as a notable holdout
Friday 21 February 2025
Could TSMC's Intel stake tip scales against Samsung?
Reports indicate that TSMC is contemplating acquiring a stake in Intel's foundry business, a development that could significantly impact Samsung Electronics. This speculation arises amid ongoing efforts by the Trump administration to revitalize the US semiconductor manufacturing sector
Thursday 20 February 2025
Honda-Nissan merger drama unfolds as alliances shift and Renault strengthens ties with Geely
The proposed merger between Honda and Nissan has taken an unexpected turn, with reports emerging that talks, initially called off, could be revived. In a surprising move, Honda is reportedly leveraging the situation to push for the resignation of Nissan's president, Makoto Uchida, before any further negotiations can proceed. At the same time, Renault is exploring options to sell its 36% stake in Nissan while deepening its ties with Geely—seen by many as a potential alternative to its long-standing relationship with Nissan
Thursday 20 February 2025
Kioxia unveils 332-layer NAND flash, redefining speed and efficiency
Japanese NAND Flash manufacturer Kioxia unveiled its latest advancement in NAND flash memory technology on February 20, featuring an impressive increase to 332 layers, up from the previous 218 layers. This innovation not only enhances data transfer speeds by 33% but also improves power efficiency during read operations, positioning the company to meet the growing demands of artificial intelligence (AI) data centers and similar applications
Thursday 20 February 2025
Lenovo's 3Q revenue in FY2024/25 up nearly 20%, net profit doubles
Lenovo posted strong third-quarter results for the 2024/25 fiscal year, with revenue reaching US$18.796 billion, up 19.6% year-over-year, marking its best quarterly sales in three years and the second-highest in company history. The growth was largely fueled by AI-driven demand and expanding enterprise solutions
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES