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Tuesday 29 April 2025
Alibaba rolls out latest flagship AI model in post-DeepSeek race
Alibaba Group Holding Ltd. took the wraps off a new version of its flagship Qwen AI model, sustaining the breakneck pace of development that's characterized China's artificial intelligence sphere in the wake of DeepSeek
Tuesday 29 April 2025
Xiaomi's 'Xring' chip reportedly set for late May release, taking aim at Snapdragon's crown
Xiaomi is expected to launch its in-house smartphone SoC in 2025, with the latest reports pointing to a potential debut in late May. According to Wccftech, the Chinese tech blog "Fixed focus digital" reported on Weibo that Xiaomi's internally codenamed "Xring" chip—officially named "Xuanjie"—is tentatively set for release around May 2X, though the timeline remains subject to change
Tuesday 29 April 2025
Trump's tariff twists: Can supply chains weather the uncertainty?
In early April, US President Donald Trump floated the idea of reciprocal tariffs, ramping up import duties on Chinese goods to as high as 125%. Yet on April 23, he reversed course, stating that current tariffs on Chinese imports are too high and promising to significantly lower them, adding that he would pursue "friendly" dialogue with Beijing
Tuesday 29 April 2025
How Hesai's cost cuts and key partnerships fuel 4x LiDAR growth in 2025
Hesai Technology, the leading LiDAR manufacturer in China, is planning a fourfold increase in its production capacity by 2025 to address the rapidly growing demand for automotive advanced driver-assistance systems (ADAS)
Tuesday 29 April 2025
Longsys rolls out bespoke automotive memory solutions to power smarter mobility
At Auto Shanghai 2025, Shenzhen Longsys Electronics Co. unveiled its full range of automotive-grade memory solutions, including two new in-house products: the eMMC Full-chip Custom Edition and a next-gen LPDDR4x, underscoring its growing presence in intelligent vehicles
Monday 28 April 2025
Baidu cuts AI costs, takes swipe at DeepSeek's 'slow and expensive' model
Baidu unveiled major upgrades to its artificial intelligence models at the Baidu Create 2025 AI Developer Conference on April 25, pairing technical improvements with sweeping price cuts. Yet it was CEO Robin Li's critique of rival DeepSeek that captured the spotlight, exposing the intensifying rivalry shaping China's AI landscape
Monday 28 April 2025
China's Wingtech cuts loose ODM drag, races toward semiconductor pure play
Wingtech Technology announced its 2024 full-year and 2025 first-quarter results on April 25, underscoring an accelerated shift toward its semiconductor business. Wingtech posted 2024 revenue of CNY73.598 billion (US$10.1 billion), up 20.23% compared to the previous year, while swinging to a net loss of CNY2.833 billion due to impairments tied to its product integration (ODM) business after being added to the US Entity List
Monday 28 April 2025
How US chip equipment makers could shield US$10B in China sales from tariffs
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands, China has overtaken the US as the largest market
Monday 28 April 2025
CATL stuns South Korean rivals with salt-powered cost-slashing EV battery breakthrough
China's CATL, the world's largest battery manufacturer, has unveiled a next-generation sodium-ion battery—nicknamed the "salt battery"—sending shockwaves through South Korea's battery sector
Monday 28 April 2025
Samsung cautions US on potential risks of China tech sanctions
Samsung Electronics reportedly submitted a statement to the US Department of Commerce (DOC), warning that American sanctions targeting China's advanced technology could lead to "unintended consequences" and hinder innovation
Monday 28 April 2025
Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist
Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing on April 24, company president Hidetoshi Shibata revealed that the planned mass production at the Kofu plant in Yamanashi Prefecture, initially expected to begin in 2025, will move forward without a set schedule due to significant uncertainty in market demand
Monday 28 April 2025
Elna Printed Circuits expands Asian footprint following Japanese acquisition
Global Brands Manufacture, a PCB manufacturer under Passive System Alliance (PSA), is advancing its Asian expansion strategy following the acquisition of Japanese PCB maker Lincstech, according to Elna's General Manager Ian Yang
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the "AI godfather," the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality
Monday 28 April 2025
Chinese export curb on rare earths sparks concerns for EV motor suppliers
China's export restrictions on rare earth minerals have raised concerns within the automotive industries of Europe and Japan while also prompting heightened vigilance in Taiwan's electric vehicle supply chain
Monday 28 April 2025
China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Universal Scientific Industrial (USI) posted a flat first-quarter profit for 2025, as weakening cash flow and margin compression continued to weigh on performance

Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES