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    Chinese alternative emerges amid Beijing's anti-dumping probe on US analog chipmakers
    Sep 15, 17:55
    Fudan Microelectronics responds to US sanctions, advances in computing chip development
    Sep 15, 17:55
    SEMICON Taiwan 2025: Exploring GaN's TSMC effect and China's rise in SiC equipment
    Sep 15, 17:55
    China's low-altitude economy poised for rapid growth in next three years
    Sep 15, 17:55
    Taiwanese AI glasses industry urged to decouple from Chinese supply chains
    Sep 15, 17:55
    China accelerates 8.6-generation OLED expansion, benefiting Korean equipment suppliers
    Sep 15, 17:54
    HomeRegionsEast Asia
    Friday 1 August 2025
    Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
    During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement was largely driven by a notable surge in iPhone sales and strong year-over-year growth in Mac revenue
    Friday 1 August 2025
    Murata's MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
    Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net profit was JPY49.7 billion, a decrease of 25% year-over-year. Although these figures exceeded market expectations, net profit declined for the first time in nearly two years due to yen appreciation and intense competition from Chinese manufacturers in the smartphone electronic components market
    Friday 1 August 2025
    LGES inks major LFP battery supply deal, Tesla tipped as mystery client
    LG Energy Solution (LGES) has signed a lithium iron phosphate (LFP) battery supply deal worth KRW5.94 trillion (approx. US$4.25 billion). Although the customer was not named due to a confidentiality clause, industry sources widely identify Tesla as the likely buyer
    Friday 1 August 2025
    China remains core to server PCB supply despite SEA expansion
    Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production, most PCBs for server orders remain manufactured in China, except for security-sensitive items such as low-earth orbit satellite parts. The server supply chain still depends largely on China's mature and cost-effective facilities
    Friday 1 August 2025
    The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
    Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between China and the US could lead to another supply cutoff. Others remain calm, as they had already secured sufficient inventory through existing channels. Notably, sources say companies have been instructed by both the US and China not to comment on H20 sales or shipment status
    Thursday 31 July 2025
    China probes Nvidia over H20 chip "backdoor" risks, casting shadow on future sales
    Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move that threatens to derail the company's sales prospects in the world's second-largest AI market
    Thursday 31 July 2025
    Hyundai chief joins Samsung, Hanwha in US tariff blitz
    Hyundai Motor Group Executive Chair Chung Eui-sun will visit Washington on July 30 to back South Korea's final-stage trade negotiations with the US, joining Samsung Chairman Lee Jae-yong and Hanwha Vice Chair Dong-kwan (DK) Kim in lobbying efforts. The talks aim to reduce the 25% US import tariff on cars, a key issue for Korean automakers seeking to maintain price competitiveness
    Thursday 31 July 2025
    Screen Holdings sees 12% profit drop as China demand slows, investment weighs
    Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million), as subdued demand from China and elevated fixed costs from growth-related investments weighed on earnings
    Thursday 31 July 2025
    SK Hynix labor dispute heats up after bonus talks collapse
    Tensions are rising at South Korean chipmaker SK Hynix after wage negotiations between the company and its labor union collapsed, setting the stage for possible large-scale protests. At the heart of the dispute lies a disagreement over performance-based bonuses, which the union deems insufficient given the company's record-breaking earnings in 2024
    Thursday 31 July 2025
    US hits Chinese graphite with 160% tariffs, threatening EV costs
    The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing measures and threatening to increase electric vehicle costs by US$1,000 to US$1,500 per unit
    Thursday 31 July 2025
    Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

    Samsung Electronics announced its official financial results for the second quarter of 2025, reporting revenue of KRW74.6 trillion (US$53.5 billion) and an operating profit of KRW4.7 trillion, consistent with preliminary figures. Compared to the same period in 2024, revenue remained roughly flat, but operating profit was halved, with Samsung attributing the decline primarily to weak performance in its semiconductor business

    Thursday 31 July 2025
    Samsung outlines mobile growth and AI strategy amid tariff concerns, highlights 2nm Exynos roadmap
    During its second quarter 2025 earnings call, Samsung Electronics addressed the outlook for its Mobile Experience (MX) division and unveiled strategic plans focused on AI innovation and advanced chip development, while acknowledging ongoing external headwinds such as potential US tariff increases and currency volatility
    Thursday 31 July 2025
    Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
    Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further gains in the third quarter of 2025, with HBM3E sales surging and DRAM and NAND prices set to climb across key product segments
    Thursday 31 July 2025
    Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base
    During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting its competitiveness in advanced process technologies that is expected to significantly boost utilization at its new Taylor, Texas facility, which is set to ramp up operations in 2026
    Thursday 31 July 2025
    China's third central automaker revs up EV-chip cluster in Chongqing

    As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially launched in Chongqing on July 27. The restructuring makes CCAG the third centrally owned automaker in the country, alongside FAW Group and Dongfeng Motor Corporation

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    BIZ FOCUS
    Sep 9, 12:48
    Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
    Friday 12 September 2025
    SK hynix Completes World's First HBM4 Development and Readies Mass Production
    Friday 12 September 2025
    OneXPlayer Launched X1 Air 3-in-1 PC, Powered by BIWIN Mini SSD for Next-Gen Edge AI Storage
    Friday 12 September 2025
    WiseLink Announces $10M Bitcoin Allocation as Part of Treasury Strategy in Asia
    Summary of Tech Supply Chain News!
    AROUND THE WEB
    Friday 21 March 2025
    Musk says chip capacity will decide winner of AI race
    EE Times