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Wednesday 26 March 2025
TCL rules out US manufacturing, cites lack of competitiveness and policy risk
TCL founder and chairman Li Dongsheng said the company has no current plans to establish manufacturing operations in the US, calling the move economically unviable and lacking competitive advantage. He emphasized that TCL's global expansion is driven by long-term economic fundamentals rather than short-term policy changes
Wednesday 26 March 2025
Samsung to reportedly mass-produce ADAS chips for Hyundai
Samsung Electronics will reportedly mass-produce advanced driver assistance systems (ADAS) chips using its 5nm process for Hyundai Motor, according to South Korean media outlets. However, a delay in Hyundai's partner selection may impact Samsung Foundry's overall production schedule
Wednesday 26 March 2025
SDC triumphs in OLED patent dispute with BOE
Samsung Display (SDC) has won its lawsuit against the Chinese display company BOE for "OLED patent infringement" filed with the US International Trade Commission (ITC). However, the ITC ruled that the case would not have any significant impact on the US display industry, and therefore decided not to impose any ban on the import and sale of BOE products in the US
Tuesday 25 March 2025
Tencent's Hunyuan T1 model challenges DeepSeek and OpenAI in cost efficiency and fast computation
Tencent introduced its new Hunyuan Thinker-1 (Hunyuan T1) reasoning model on March 21, 2025, offering advanced data processing capabilities comparable to DeepSeek's R1 model
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment spending is on track for another major expansion. Against the backdrop of escalating US sanctions, China is positioning itself to leverage the AI boom as a possible rebound strategy, drawing intense global attention to its next move
Tuesday 25 March 2025
Five major changes in the 2025 TV market
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes
Tuesday 25 March 2025
DeepSeek jolt sparks China memory revival, 5-year boom ahead
China's AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the memory and storage ecosystem
Tuesday 25 March 2025
FuriosaAI reportedly rejects Meta's US$800 million acquisition offer
Several South Korean media outlets have reported that South Korean AI chip startup FuriosaAI has rejected Meta's US$800 million acquisition proposal
Tuesday 25 March 2025
China courts Europe in bid for stability as US escalates global tariff offensive
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances beyond Washington's reach
Tuesday 25 March 2025
SiCarrier rolls out 5 chip tools at SEMICON China 2025, challenging AMAT, TEL
SEMICON China 2025 opens on March 26 in Shanghai, bringing together global and domestic semiconductor equipment makers. One surprise standout: Shenzhen SiCarrier Technologies, a previously low-profile Chinese firm stepping into the spotlight
Tuesday 25 March 2025
Global tech titans reaffirm Sino-commitment at Beijing forum despite rising tensions
Top business leaders, including Apple CEO Tim Cook, Qualcomm CEO Cristiano Amon, and Siemens CEO Roland Busch, recently attended the 2025 China Development Forum in Beijing. In his opening address, Chinese Premier Li Qiang reaffirmed China's previously established commitments which include fostering open cooperation, fair competition under international rules, and supporting global supply chain stability. He invited foreign enterprises to deepen their integration into the Chinese market, according to Reuters, HK01, and a press release by the Chinese government
Tuesday 25 March 2025
BYD sales top Tesla as tech focus wins over Chinese drivers
BYD Co's sales last year surpassed the US$100 billion mark, leapfrogging Elon Musk's Tesla Inc on revenue, as the Chinese auto giant wows consumers with a range of electric and hybrid cars packed with high-tech features
Tuesday 25 March 2025
BYD Electronics reports net profit of CNY4.27B in fiscal year 2024, up 5.55%
BYD Electronics reported its full-year financial results for 2024, with revenue rising 36.43% year-over-year to CNY177.306 billion (approx. US$24.45 billion). Gross profit increased 17.9% to CNY12.3 billion, while net income attributable to shareholders reached CNY4.27 billion, up 5.55% from the previous year. EBITDA surged 45.21% to CNY11.66 billion. Earnings per share stood at CNY1.89, and the company proposed a final dividend of CNY0.568, slightly higher than last year's CNY0.538
Tuesday 25 March 2025
Samsung Electronics co-CEO Jong-Hee Han dies at 63
Samsung Electronics Co. announced on March 24 that its co-CEO, Jong-Hee Han, had died from cardiac arrest at the age of 63. Han shared leadership duties with co-CEO Young-hyun Jun, who manages the company's semiconductor division. Since his appointment as co-CEO in 2021, Han has led the company's efforts to compete with Apple in the smartphone market while maintaining a strong presence in consumer electronics, reports Reuters, Bloomberg, and Yonhap News
Tuesday 25 March 2025
Chinese researchers develop solid-state 193nm DUV laser targeting advanced chipmaking
Researchers at the Chinese Academy of Sciences (CAS) have developed a solid-state deep ultraviolet (DUV) laser that emits 193nm light in lab conditions—a wavelength critical for semiconductor lithography. Although still in the early research phase and not ready for commercial applications, its emergence has been viewed as a potential challenger to the excimer laser systems currently used in chip production
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES