Yageo chairman Pierre Chen has expressed an optimistic outlook for the second half of 2025, despite global uncertainties surrounding tariffs and exchange rate fluctuations. Speaking at the company's recent shareholders' meeting, Chen reassured investors that the company is in a strong position to navigate these challenges, with controllable risks tied to the impact of currency fluctuations and tariffs. Chen also reaffirmed Yageo's unwavering commitment to acquiring Shibaura Electronics, stressing that while the company may adjust the timeline and specifics of the acquisition strategy, its long-term objective remains unchanged: to fully integrate Shibaura Electronics into the Yageo Group and eventually delist the Japanese company

Samsung Electronics' foundry division is making strides following its successful acquisition of Nintendo's 8nm process orders. The division, led by Jinman Han, is now actively pursuing major technology clients for its 2nm process, aiming to revitalize its semiconductor foundry business

Xiaomi has previously leveraged the technical know-how of China's EV industry by packaging it into a sleek Porsche-like body at an affordable price with its SU7, and has followed the formula with its latest YU7, which evokes the luxury aesthetics of Ferrari and Aston Martin. Although pricing has yet to be determined, the announcement of the new model has generated significant excitement across China's internet

Xiaomi reported strong progress in its electric vehicle (EV) and artificial intelligence (AI) businesses during its first-quarter 2025 earnings call on May 27, with company executives highlighting notable improvements in operational efficiency and a renewed commitment to long-term innovation through increased investment

Xiaomi is doubling down on its smartphone premiumization strategy as it adapts to evolving market dynamics in China and abroad, company executives said during its first-quarter 2025 earnings call held on May 27, 2025. While total smartphone market growth this year is expected to trail earlier expectations, the company is prioritizing a refined product mix over volume expansion, focusing on higher-margin mid- to high-end models

In recent weeks, Chinese automotive giant BYD has slashed prices on as many as 22 of its electric vehicle (EV) models, including both battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). Price reductions have reached as high as 35%, with discounts set to run through the end of June. However, this relentless "race to the bottom" has raised serious concerns about the long-term sustainability of the industry

Will Semiconductor, a major player in China's image sensor market, has rebranded as OmniVision Group—a strategic pivot designed to boost global brand visibility and scale international operations. The move reflects the company's evolution from a sales-led model to a vertically integrated design and manufacturing enterprise

Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu Weibing and VP and CFO Alain Lam said the company's Xring chip initiative is concentrated on flagship smartphone SoCs, with plans to gradually expand into other categories only after mastering this high-end segment

Xiaomi posted strong first-quarter 2025 results, with net profit jumping 161.2% year-over-year to CNY10.92 billion (approx. US$1.52 billion), driven by booming EV and IoT sales. Revenue rose 47.4% to CNY111.29 billion, underscoring solid demand across its product lines and growing momentum in smart appliances and electric vehicles

At the 2025 Osaka-Kansai Expo, Japan's NTT presents its corporate pavilion under the theme "Parallel Travel." Through a narrative that transcends time and space, the company offers an experimental glimpse into the future of communication

Samsung Electronics has reportedly secured the production order for Nintendo's next-generation game console, the Switch 2's core chip, marking a significant turning point for its foundry business. Nintendo is adopting Samsung's 8nm process, replacing the long-standing manufacturing partnership with TSMC, which adds considerable strategic significance to Samsung's global semiconductor foundry position

In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement sent shockwaves through China's tech industry, raising concerns about whether the country's three major internet giants—Tencent, Baidu, and Alibaba, which have long relied on Nvidia GPUs as the core for large model training and AI development, are prepared to respond

While the US-China trade war has entered a tentative truce, tensions in the semiconductor sector are escalating, placing renewed scrutiny on Taiwan's IC substrate manufacturers operating in China. The unfolding dynamics raise doubts about the actual effectiveness of US chip sanctions

US President Donald Trump's announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics, which will be caught in its direct crosshairs. The move, set to be enforced from late June 2025, is intended to pressure companies to shift their production to American soil, another attempt to fulfill Trump's long-standing campaign promise

ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwidth memory (HBM), analysts warn the move could flood the market with next-gen DRAM, intensifying oversupply risks