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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

Monday 28 April 2025
Trade tensions take flight: Trump tariffs spark China retaliation against Boeing
Following US President Donald Trump's executive orders implementing reciprocal tariff measures, the China-US trade war has escalated rapidly. China's response now extends beyond traditional trade items to impact the civil aviation industry, showing a more forceful stance than in previous disputes
Monday 28 April 2025
BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

BYD Electronics International posted slight revenue and profit growth for the quarter that ended March 31, 2025, but continued to grapple with margin compression in a tough market environment

Monday 28 April 2025
China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot
Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout results. In the first quarter of 2025, Cambricon reported revenue of CNY1.111 billion (approx. US$152.2 million), a 4,230% year-over-year surge. First-quarter revenue nearly matched its entire 2024 total of CNY1.174 billion
Monday 28 April 2025
TEL bolsters chip equipment production R&D to counter Chinese competition
Tokyo Electron (TEL), Japan's leading semiconductor equipment maker, opened a cutting-edge research and development facility at its Taiwa-cho campus in Miyagi Prefecture on April 24, 2025. The new facility is expected to triple production speeds, positioning TEL to meet the rapidly increasing global demand for semiconductor equipment while strengthening its competitive edge against rising Chinese rivals
Monday 28 April 2025
Weekly news roundup: China's chip merger, Samsung delays, CXMT's rise, and TSMC's global expansion battle
These are the top-read DIGITIMES Asia stories from the week of April 21 – April 27
Sunday 27 April 2025
China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10
China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core players. The initiative aims to sharpen national competitiveness and accelerate self-sufficiency amid intensifying US sanctions under President Donald Trump
Sunday 27 April 2025
Renesas 1Q profit drops on weak auto and industrial chip demand

Renesas Electronics saw revenue and profit tumble in the first quarter of 2025, hit by ongoing softness in automotive and industrial chip demand. On a non-GAAP basis, Renesas reported consolidated revenue of JPY308.8 billion (approx. US$2.16 billion), down 12.2% from a year earlier. Operating profit declined 26.2% to JPY83.8 billion, while net income plunged 30.8% to JPY73.3 billion

Saturday 26 April 2025
Japan passes law to buy into Rapidus, boosting control over chip strategy
Japan's upper house has passed legal revisions that enable the government to acquire an equity stake in Rapidus, part of a broader push to strengthen the country's next-gen semiconductor sector. The amended Act on Facilitation of Information Processing was approved on April 25 and has now been enacted
Friday 25 April 2025
China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up 13.66% year-over-year. Net profit attributable to shareholders jumped 108.97% to CNY5.323 billion, while non-recurring net profit surged 706.6% to CNY3.837 billion. Basic earnings per share came in at CNY0.14

Friday 25 April 2025
China reportedly considers exempting some US goods from 125% retaliatory tariffs
Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help Chinese industries manage the significant cost pressures brought by comprehensive reciprocal tariffs
Friday 25 April 2025
China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx. US$167 million). Net profit attributable to shareholders jumped 135.14% to CNY525 million, marking record highs across key financial indicators

Friday 25 April 2025
China braces for economic shock as the US unleashes sweeping tariff hikes
The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest rate, the majority face significant tariff hikes, signaling a sharp escalation in trade tensions that could severely curtail Chinese exports to the US
Friday 25 April 2025
Trump seeks exemption for Chinese auto parts tariffs; mixed impact on Taiwanese suppliers
US President Donald Trump, after several rounds of tariff impositions targeting China and provoking strong retaliations, has recently indicated a willingness to reduce tariffs on Chinese goods. With the 25% tariff on auto parts set to take effect on May 3, Trump stated that some Chinese auto parts would be exempted from these duties
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES