In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered a pointed analysis of the semiconductor industry's future amid escalating geopolitical tensions
Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an escalating geopolitical fight that threatens to span tariffs and regulatory probes
Artificial intelligence (AI) and data center demand are emerging as key performance drivers for Japanese electronic component makers such as Murata Manufacturing, while performance in areas such as automotive and smartphones remains mixed
Chinese AI startup DeepSeek, founded by Wenfeng Liang, has developed a generative AI (GenAI) service that claims to surpass large language models (LLMs) in the US, such as OpenAI's, with a low-cost, open-source approach that does not rely on advanced GPUs or HBM. With a reported development cost of under US$6 million, DeepSeek developed its V3 model in just two months, positioning itself as one of the most significant disruptors in AI for 2025
Arm China announced on February 6th, 2025 that it has appointed Feng Chen as its new CEO, following the departure of co-CEOs Renchen Liu and Eric Chen. Before this appointment, Feng Chen held key positions at SMIC (Semiconductor Manufacturing International Corporation), where he served as the Director of the Design Services Department and Head of the Department
The emergence of DeepSeek is reshaping China's AI landscape, signaling a transformational shift in the global AI race. Industry experts believe DeepSeek is not the only "black swan" disrupting Silicon Valley, as China's AI market is brimming with high-potential large language models (LLMs) poised for rapid expansion on the world stage
According to reports from Asahi Shimbun and Reuters, Nissan CEO Makoto Uchida visited Honda's headquarters on the morning of February 6 and informed President Toshihiro Mibe of his decision to cancel the integration talks. Honda had proposed acquiring Nissan as a subsidiary, but as this proposal was not included in the memorandum of understanding (MOU) signed in December 2024, Nissan concluded that the discussions under this plan could not move forward
Amid rising US restrictions on China's tech sector, leading Chinese cloud computing and AI companies are forging alliances with DeepSeek to challenge global industry leaders and expand their footprint in the AI and cloud ecosystem
China has launched an antitrust probe into Google as its first major countermeasure against US President Donald Trump's latest tariffs on Chinese imports. On February 1, 2025, Trump announced a 10% tariff hike on Chinese goods, further intensifying trade tensions between the world's two largest economies
The demand for multilayer ceramic capacitors (MLCC) is expected to increase significantly in 2025, which will provide a boost to major Taiwan-based passive component companies including Yageo and Walsin Technology, according to industry sources
Rohm Semiconductor has disclosed its consolidated financial results from April to December 2024, revealing a sharp downturn in revenue and profitability. The company's revenue decreased by 3% compared to the same period last year, amounting to JPY344.6 billion(US$2.26 billion). Operating income turned negative, posting a loss of JPY11 billion, while net profit plummeted by 99.5% to a mere JPY200 million
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiumization trend has been partly influenced by TSMC's recent price adjustments for their 3-nanometer and 4-nanometer products
China's antitrust watchdog is evaluating a possible investigation into Apple's App Store policies and developer fees, a move that could heighten tensions between Beijing and Washington in an escalating trade conflict, according to Bloomberg News and Reuters
