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    Wednesday 20 August 2025
    PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
    Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for its Huaian campus. The company will invest CNY8 billion (approximately US$1.1 billion) between the second half of 2025 and 2028 to expand high-end PCB production capacity, targeting the fast-growing demand driven by artificial intelligence applications
    Wednesday 20 August 2025
    Commentary: Who will lead GaN market after TSMC's 2027 exit?
    Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from grace due to intense price competition in the Chinese market. Now, with global GaN foundry leader TSMC announcing its withdrawal by mid-2027, the entire industry is entering an early era of fragmentation reminiscent of the Warring States period
    Wednesday 20 August 2025
    China signals openness to India's rare earth request amid tensions with US
    Chinese Foreign Minister Yi Wang's recent visit to India marks a possible easing in China-India relations, with China reportedly agreeing to address India's requests for rare earths, fertilizers, and tunnel boring machines. Official announcements have yet to be made
    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity and bandwidth shape the speed and efficiency of AI training and inference. From Nvidia's H100 to the GB200, HBM capacity has grown 2.4 times and bandwidth 2.6 times. Despite that, China still lacks self-developed HBM and cutting-edge AI chips, which have been left exposed to Washington's pressure points

    Wednesday 20 August 2025
    Huawei turns to software to ease pain from China's scarce AI memory
    The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has emerged as the bottleneck: high-bandwidth memory (HBM)
    Wednesday 20 August 2025
    US's move to block BOE OLEDs could help South Korea, but raises bigger concerns

    The US International Trade Commission (ITC) has issued a preliminary ruling siding with Samsung Display (SDC) in its trade secrets case against Beijing-based BOE Technology. The decision could bar the Chinese company from the US OLED market for nearly 15 years

    Wednesday 20 August 2025
    Xiaomi strengthens smartphone presence amid modest global growth
    Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic premiumization, regional growth, and robust R&D investment underpin the company's resilience and long-term competitiveness across smartphones and connected devices
    Wednesday 20 August 2025
    China's DeepSeek releases V3.1, boosting the AI model's capabilities
    DeepSeek announced what appeared to be an update to its older V3 artificial intelligence model on Tuesday, declaring an enhanced version ready for testing.
    The V3.1 has a longer context window, according to a DeepSeek post to its official WeChat group, meaning it can consider a larger amount of information for any given query. That could allow it to maintain longer conversations with better recall, for example
    Wednesday 20 August 2025
    Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
    The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders. Efforts by hyperscalers to lessen dependence on Nvidia have so far fallen short, leaving the US chipmaker at the center of industry competition
    Wednesday 20 August 2025
    Xiaomi eyes 2027 European expansion following robust EV profitability
    Xiaomi's electric vehicle business delivered strong performance in the second quarter of 2025, reflecting the company's strategic focus on premiumization and operational efficiency
    Wednesday 20 August 2025
    Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown
    Xiaomi delivered a strong performance in the second quarter of 2025, underscoring its rapid transformation into a more diversified technology company. Growth in its EV, AI, and new initiatives businesses helped the company offset continued weakness in its core smartphone segment. The results highlight Xiaomi's shift away from reliance on handsets, with emerging businesses beginning to play a more central role in driving profitability and investor confidence
    Wednesday 20 August 2025
    Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger
    The acquisition contest for Shibaura Electronics, a maker of negative temperature coefficient (NTC) thermistors, has intensified as Minebea Mitsumi and Taiwan's Yageo Corporation have matched bids of JPY6,200 (US$41.95) per share. Both firms are vying to secure control amid strategic industry significance
    Wednesday 20 August 2025
    Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
    Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently announced that its entire HBM supply for 2026 is already fully booked, intensifying competition among the three major memory manufacturers in the HBM market
    Wednesday 20 August 2025
    TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap
    The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times, its Taiwanese rival, TSMC, is doubling down on a high-price, no-discount strategy—setting the stage for a pivotal clash in next-generation semiconductor production
    Wednesday 20 August 2025
    Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
    China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local data centers. However, there is currently no solution that can fully replace Nvidia. Cambricon Technologies, a potential challenger to Nvidia in China, plans to raise nearly CNY3.98 billion (US$553.9 million) for AI chip development to strengthen its market position amid China's push for AI chip self-sufficiency
    43/126 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Wednesday 1 October 2025
    Wise Integration Launches First Digital Controller, WiseWare 1.1, for GaN Totem Pole PFC with High Switching Frequency Up to 2 MHz
    Wednesday 1 October 2025
    AI Applications, Innovation Empowered! The Fourth GMIF2025 Innovation Summit Successfully Concluded
    Wednesday 1 October 2025
    Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
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