China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity of 10,000 units

Samsung Electronics beat expectations in the first quarter of 2025, posting revenue of KRW79.1 trillion (US$55 billion) and operating profit of KRW6.7 trillion. However, its Device Solutions (DS) division—responsible for semiconductors—reported KRW25.1 trillion in revenue and KRW1.1 trillion in operating profit, down 17% and 62% from the previous quarter

Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones, the tech giant now aims to stake a claim in the large language model (LLM) market

The adage "what doesn't kill you makes you stronger" aptly describes China's response to US tariffs and export controls. Rather than hindering Beijing's progress, these measures have accelerated efforts to develop domestic capabilities, particularly in the personal computer (PC) industry. As US companies encounter increasing obstacles in the Chinese market, the Xinchuang PC initiative, which aims to promote homegrown technology, is expected to expand significantly. Projections suggest the program could double in size by 2025, with continued growth anticipated in 2026

China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical tensions, according to semiconductor industry veteran Marco Mezger

The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China's market share to 40% within two years and disrupting global pricing and industry structure

Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing power than Nvidia's NVL72 system but at the expense of significantly higher energy use and staffing requirements

Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion. Despite ongoing struggles in its semiconductor business, strong smartphone sales significantly contributed to the company's quarterly performance

China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year revenue rose 2.2% to CNY10.119 billion (US$1.39 billion), with net profit reaching CNY762 million. In the fourth quarter of 2024, revenue grew 11.65% year-over-year to CNY2.647 billion, while net profit jumped 20.18% quarter-over-quarter to CNY263 million

Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence in China's high-end tech supply chain

Amid escalating US-China technology tensions, artificial intelligence (AI) has become a central battleground for both nations. Chinese authorities have intensified their focus on the AI sector, with President Xi Jinping visiting Shanghai on April 29, 2025, to inspect innovations and developments in the large model industry, underscoring China's top-level strategic commitment to advancing AI technology breakthroughs

Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on fifth-generation (HBM3E) and sixth-generation (HBM4) products. According to Chosunbiz, Samsung is reducing HBM2E output and aiming to pass Nvidia's HBM3E certification to boost production, while also targeting early leadership in the emerging HBM4 market

Jae-Myung Lee, the presidential candidate from the Democratic Party of Korea and the frontrunner for the next presidency, recently pledged that upon taking office, he will promote the revitalization of South Korea's semiconductor industry. His comprehensive focus spans both memory and non-memory sectors, aiming to expand his political influence through a pragmatic rather than ideological approach