CONNECT WITH US
Monday 28 April 2025
China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot
Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout results. In the first quarter of 2025, Cambricon reported revenue of CNY1.111 billion (approx. US$152.2 million), a 4,230% year-over-year surge. First-quarter revenue nearly matched its entire 2024 total of CNY1.174 billion
Monday 28 April 2025
TEL bolsters chip equipment production R&D to counter Chinese competition
Tokyo Electron (TEL), Japan's leading semiconductor equipment maker, opened a cutting-edge research and development facility at its Taiwa-cho campus in Miyagi Prefecture on April 24, 2025. The new facility is expected to triple production speeds, positioning TEL to meet the rapidly increasing global demand for semiconductor equipment while strengthening its competitive edge against rising Chinese rivals
Monday 28 April 2025
Weekly news roundup: China's chip merger, Samsung delays, CXMT's rise, and TSMC's global expansion battle
These are the top-read DIGITIMES Asia stories from the week of April 21 – April 27
Sunday 27 April 2025
China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10
China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core players. The initiative aims to sharpen national competitiveness and accelerate self-sufficiency amid intensifying US sanctions under President Donald Trump
Sunday 27 April 2025
Renesas 1Q profit drops on weak auto and industrial chip demand

Renesas Electronics saw revenue and profit tumble in the first quarter of 2025, hit by ongoing softness in automotive and industrial chip demand. On a non-GAAP basis, Renesas reported consolidated revenue of JPY308.8 billion (approx. US$2.16 billion), down 12.2% from a year earlier. Operating profit declined 26.2% to JPY83.8 billion, while net income plunged 30.8% to JPY73.3 billion

Saturday 26 April 2025
Japan passes law to buy into Rapidus, boosting control over chip strategy
Japan's upper house has passed legal revisions that enable the government to acquire an equity stake in Rapidus, part of a broader push to strengthen the country's next-gen semiconductor sector. The amended Act on Facilitation of Information Processing was approved on April 25 and has now been enacted
Friday 25 April 2025
China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up 13.66% year-over-year. Net profit attributable to shareholders jumped 108.97% to CNY5.323 billion, while non-recurring net profit surged 706.6% to CNY3.837 billion. Basic earnings per share came in at CNY0.14

Friday 25 April 2025
China reportedly considers exempting some US goods from 125% retaliatory tariffs
Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help Chinese industries manage the significant cost pressures brought by comprehensive reciprocal tariffs
Friday 25 April 2025
China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx. US$167 million). Net profit attributable to shareholders jumped 135.14% to CNY525 million, marking record highs across key financial indicators

Friday 25 April 2025
China braces for economic shock as the US unleashes sweeping tariff hikes
The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest rate, the majority face significant tariff hikes, signaling a sharp escalation in trade tensions that could severely curtail Chinese exports to the US
Friday 25 April 2025
Trump seeks exemption for Chinese auto parts tariffs; mixed impact on Taiwanese suppliers
US President Donald Trump, after several rounds of tariff impositions targeting China and provoking strong retaliations, has recently indicated a willingness to reduce tariffs on Chinese goods. With the 25% tariff on auto parts set to take effect on May 3, Trump stated that some Chinese auto parts would be exempted from these duties
Friday 25 April 2025
Shanghai Auto Show 2025: Global carmakers unveil innovations as Tesla, Hyundai, and Kia sit out
The 2025 Shanghai Auto Show has drawn nearly 1,000 automakers and component suppliers from around the world. Chinese manufacturers continued to lead in presence, but a strong group of companies from Europe, the US, and Japan also presented their latest innovations. Notably, Tesla was absent for the third consecutive year. South Korean automakers Hyundai and Kia were also missing, underscoring shifting dynamics in the world's largest auto market
Friday 25 April 2025
Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India
Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly blocked a local Apple supplier from exporting equipment needed for the trial production of the upcoming iPhone 17 in India
Friday 25 April 2025
Exclusive: Google considers HBM3E supplier change
Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung's HBM3E certification progress is once again facing obstacles. Google, which had planned to pair its self-designed AI servers chips with Samsung's HBM3E and submit them to TSMC for CoWoS packaging, suddenly notified Samsung of the removal of HBM from its plans
Friday 25 April 2025
China's AMEC, Naura pour billions into chip gear to dismantle foreign tech reliance

As Washington tightens controls on semiconductor exports, China's top equipment makers—Advanced Micro-Fabrication Equipment (AMEC) and Naura Technology Group—are ramping up investments to accelerate localization and reduce dependence on foreign suppliers

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