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    HomeRegionsEast Asia
    Friday 15 August 2025
    China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
    ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's drive to secure advanced AI memory under ongoing US export curbs
    Friday 15 August 2025
    Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
    The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending ripples of uncertainty through the global tech industry. A proposed 25% tariff on smartphones is now formally under consideration, placing the strategies of Samsung Electronics and Apple under intense scrutiny
    Friday 15 August 2025
    Can Tesla's chip shift uplift Samsung foundry services?
    Over the past two weeks, Tesla CEO Elon Musk has promoted his company's new partnership with Samsung Foundry for manufacturing its AI chips. At one point, South Korean media speculated that Samsung might even take over exclusive foundry orders for Tesla's Dojo chips originally handled by TSMC, only to discover later that Musk had decided to shut down the supercomputer project
    Friday 15 August 2025
    China pushes back against Nvidia H20 chip exports amid US trade tensions
    Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely disabled by the US. This capability, they argue, could be exploited to hinder China's AI development. In response, reports indicate that Beijing is encouraging domestic cloud providers to shift away from Nvidia's chips in favor of locally produced alternatives
    Friday 15 August 2025
    Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises
    Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in a Chinese court, seeking nearly CNY100 million (approx. US$13.9 million) in damages for alleged trade secret misappropriation. Beyond the immediate legal battle, the case signals a strategic shift: Chinese semiconductor equipment firms, once largely reactive in disputes, are now asserting themselves on the global stage
    Friday 15 August 2025
    Samsung plays the long game on DDR4 as rivals exit for DDR5
    Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory in its lineup longer than anticipated. While leading DRAM makers are shifting to higher-performance DDR5, DDR4 continues to deliver reliable profits in specific markets, making it a potential hold for Samsung
    Friday 15 August 2025
    Fire at Kanto Denka Kogyo in Japan raises concerns over semiconductor supply chain disruption
    A fire broke out early on August 7, 2025, at the nitrogen trifluoride (NF3) plant of Japanese industrial gas manufacturer Kanto Denka Kogyo in Shibukawa City, Gunma Prefecture. The incident raised concerns over potential supply chain disruptions in the semiconductor industry
    Friday 15 August 2025
    Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

    Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward high-margin, niche-market laptops. The company expects further upside in the second half, as demand surges for AI-powered PCs and customers prepare for the end of Windows 10 support

    Friday 15 August 2025
    Japan's NEDO commissions AIRoA to build data platform for robot foundation models
    The New Energy and Industrial Technology Development Organization (NEDO) of Japan has announced it will entrust the AI Robot Association (AIRoA) with establishing a data platform to support the development of robotic foundation models
    Friday 15 August 2025
    Applied Materials warns of $500M China sales drop in Q4 FY 2025
    Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a combination of market and policy headwinds. The company cited weaker spending from Chinese customers, a growing backlog of pending export license applications, and non-linear demand from leading-edge customers as key factors weighing on the near-term outlook
    Friday 15 August 2025
    Applied Materials posts higher sales, warns of slowdown on China demand drop
    Applied Materials reported higher sales and profits in the third quarter of fiscal year 2025, driven by strong semiconductor systems demand, but cautioned that fiscal fourth-quarter revenue may fall due to weaker orders from China and non-linear demand from leading-edge customers
    Friday 15 August 2025
    Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
    Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes and delivery timelines. The potential agreement could see Samsung provide between 30,000 and 50,000 units
    Friday 15 August 2025
    DeepSeek's R2 stalls as Huawei Ascend chips fall short of Nvidia H100's capabilities
    In the 2025 AI arms race, China's DeepSeek has become both a showcase of ambition and a cautionary tale on domestic chip limitations. Founded in Hangzhou in 2023 and backed by hedge fund High-Flyer, the startup's R1 large language model — trained on Nvidia H100 GPUs — gained global recognition in January for advanced reasoning, coding, and multilingual performance, positioning it alongside OpenAI's GPT-4
    Friday 15 August 2025
    Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

    Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP), a notable shift from its previous reliance on Qualcomm's Snapdragon platform. Analysts say the move is part of Samsung's broader strategy to reduce component costs and improve bargaining power when sourcing APs

    Friday 15 August 2025
    China's Visionox plots twin-track OLED surge, from Canon Tokki lines to ViP era
    China's Visionox is pursuing a dual-track OLED expansion, ordering new production equipment to increase existing output while fast-tracking its proprietary Visionox Intelligent Pixelization (ViP) technology for future high-generation lines
    46/125 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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