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Thursday 17 April 2025
Rebellions plants flag in Tokyo, eyes leadership in AI data centers
With its new Tokyo unit, AI chip startup Rebellions is positioning itself to play a pivotal role in Japan's burgeoning AI data center ecosystem. The company's local push comes as Japan ramps up investment in AI infrastructure, and as demand grows for advanced semiconductors capable of powering large-scale AI models
Thursday 17 April 2025
ASML to pass tariff costs to US customers, gain three High NA EUV customers
After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff uncertainty is hindering their ability to forecast full-year impact amid US chip reshoring efforts. Despite this, ASML anticipates China to represent over 25% of its 2025 sales, driven by DUV system demand and a diversifying customer base beyond top chipmakers
Thursday 17 April 2025
XPeng's Turing AI chip nears launch, with cars, drones, and bots in pipeline
XPeng Motors plans to begin mass production of its proprietary AI chip, "Turing," in the second quarter of 2025, with deployment across all of its vehicle models. The chip may also power autonomous flying vehicles and robots developed by XPeng's affiliated ventures, according to reports from the South China Morning Post and Sina Finance
Thursday 17 April 2025
Mature-node tariff clash brews: Taiwan chipmakers tread carefully
As US-China tariff tensions intensify, Beijing has indicated plans to impose steep duties on American semiconductor firms. According to the China Semiconductor Industry Association (CSIA), integrated circuits—regardless of packaging—will be classified based on the location of their wafer design at customs
Thursday 17 April 2025
From Belgium to Beijing: Melexis rewires its China strategy with local manufacturing muscle

Melexis, a Belgian semiconductor supplier, unveiled a new China strategy on April 16, marking a deeper push into localization and regional supply chain integration. According to ICsmart and Sina, the plan includes setting up a local logistics center, scaling up domestic manufacturing, and expanding the Shanghai office to support China's growing customer demand

Thursday 17 April 2025
Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook
The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement among upstream manufacturers. However, the relief has done little to ease broader concerns among brand operators, who continue to grapple with rising component costs and weakening consumer demand. Industry sources warn that these pressures could lead to significant shifts in smartphone market share across North America in 2025
Thursday 17 April 2025
XPeng launches self-developed AI chip in 2025 X9 model
On the evening of April 15, XPeng held a global strategic launch event in Hong Kong to announce its automotive strategy for the AI era and unveiled the 2025 XPeng X9. Chairman and CEO Xiaopeng He stated that the 2025 X9 sets a new benchmark for smart mobility with 496 technical upgrades and 35% new components
Wednesday 16 April 2025
The Great Tech Reset 11: China's dominance in smart driving cars, Japan's semiconductor push, and space race
The Chinese companies complain about America's non-tariff barriers, but many foreign car manufacturers and brands want to enter the Chinese market—what company hasn't returned defeated
Wednesday 16 April 2025
Hong Kong Electronics Fair highlights tariff crisis: Chinese companies halt US orders, seek market diversification
The ongoing trade dispute between the US and China continues to escalate, with Chinese original equipment manufacturers (OEMs) finding themselves caught in a dilemma due to internal and external pressures. According to industry sources, threats of tariffs exceeding 100%, blocked loopholes for origin circumvention, and policy uncertainties have forced many businesses to suspend acceptance of US orders while seeking market diversification to mitigate risks. However, a sluggish domestic market, painful transitions, and a volatile international trading environment leave these companies in a difficult position
Wednesday 16 April 2025
Xiaomi's first in-house SoC set to launch, led by ex-Qualcomm veteran
Xiaomi is restructuring its mobile division ahead of the launch of its first in-house smartphone SoC, branded "Xuanjie." According to ICsmart and Guancha, the company has created a dedicated Chip Platform Department within its product team, appointing Qin Muyun as department head. Qin, who previously served as Senior Director of Product Marketing at Qualcomm, brings years of semiconductor experience and has been with Xiaomi since at least 2021
Wednesday 16 April 2025
Humanoid hype under scrutiny over practicality and data privacy concerns at InnoEX 2025
Despite growing interest in humanoid robots, industry experts are raising critical questions about their practical utility, privacy risks, and ethical implications. At the core of their concerns is a call for clearer regulations to safeguard user data and address labor market disruptions. They also argue that technological innovation should focus on improving human life, rather than merely pursuing commercial gains
Wednesday 16 April 2025
Strange phenomena in tariff war: low-price washing and ghost containers on the rise
The US-China tariff war has escalated once again, with the US announcing tariffs as high as 145% on Chinese goods. In response, China has implemented a countermeasure of 125% tariffs, plunging international trade into turbulent waters. In this invisible battle, manufacturers and traders are resorting to various survival tactics, seeking a glimmer of hope amid the chaos
Wednesday 16 April 2025
Hybrid and near-edge computing is gaining traction in robotics development
Computing architecture design has become a focus with the rapid development of artificial intelligence (AI) and robotics technology. Industry observers point out that a hybrid model that combines the advantages of cloud, edge, and local computing is gaining traction. With government policy support, the hybrid model can effectively reduce the model training costs for enterprises. Hyper-local edge computing is particularly seen as a solution with great development potential because it can solve both latency and privacy compliance issues
Wednesday 16 April 2025
Turkey rises as China's strategic auto gateway to Europe amid tariff pressures
With US tariffs still unresolved and the European Union imposing steep duties on Chinese electric vehicles (EVs), Chinese automakers are accelerating efforts to establish overseas production bases. Among the emerging options, Turkey has become a key springboard for their global expansion, thanks to its geographic advantages and tariff exemptions
Wednesday 16 April 2025
Huawei debuts 'nuclear-grade' AI supernode, but power-hungry design puts cooling to test

Huawei has launched its CloudMatrix 384 supernode, a significant advancement in AI infrastructure, now undergoing large-scale deployment at its Wuhu Data Center. Touted internally as a "nuclear-grade" solution, the CloudMatrix 384 is built to scale across clusters exceeding 10,000 AI accelerators—aiming to eliminate widespread compute bottlenecks, according to Chinastarmarket.cn, 21Jingji.com, and East Money

Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES