As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent DIGITIMES report noted Chinese suppliers' capability to provide server components amid a complex landscape where geopolitical strategies, technological advancements, and market competitiveness intersect
The sudden passing of Samsung Electronics co-CEO Han Jong-hee has sent shockwaves through the company and the broader market, throwing the conglomerate into a potential crisis. Han, a key figure who oversaw Samsung's TV, home appliances, and smartphone businesses, also led the company's mergers and acquisitions (M&A) efforts in recent years. His death raises immediate concerns about succession and leadership continuity within Samsung
As Washington ramps up restrictions on exporting advanced AI chips to China, Chinese tech giants are accelerating efforts to reduce reliance on foreign hardware. Ant Group emerged as a key player in this movement, announcing it has trained a 300-billion-parameter mixture-of-experts (MoE) large language model (LLM) using domestically produced chips from Huawei and Alibaba.
DeepSeek did more than just show the AI industry you don't have to spend billions to build artificial intelligence. It fired up a long-dormant Chinese tech industry — and now Western names from OpenAI to Nvidia may pay the price
On March 25, 2025, Xiaomi Group made waves in the market with its announcement of an 800 million new share offering, aiming to raise a substantial HKD42.5 billion (US$5.47 billion). The news immediately sparked widespread discussion, as analysts speculate that the funds will be directed toward bolstering the company's initiatives in artificial intelligence (AI) and electric vehicles (EVs), underscoring its long-term strategic ambitions
TCL founder and chairman Li Dongsheng said the company has no current plans to establish manufacturing operations in the US, calling the move economically unviable and lacking competitive advantage. He emphasized that TCL's global expansion is driven by long-term economic fundamentals rather than short-term policy changes
Samsung Electronics will reportedly mass-produce advanced driver assistance systems (ADAS) chips using its 5nm process for Hyundai Motor, according to South Korean media outlets. However, a delay in Hyundai's partner selection may impact Samsung Foundry's overall production schedule
Samsung Display (SDC) has won its lawsuit against the Chinese display company BOE for "OLED patent infringement" filed with the US International Trade Commission (ITC). However, the ITC ruled that the case would not have any significant impact on the US display industry, and therefore decided not to impose any ban on the import and sale of BOE products in the US
Tencent introduced its new Hunyuan Thinker-1 (Hunyuan T1) reasoning model on March 21, 2025, offering advanced data processing capabilities comparable to DeepSeek's R1 model
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment spending is on track for another major expansion. Against the backdrop of escalating US sanctions, China is positioning itself to leverage the AI boom as a possible rebound strategy, drawing intense global attention to its next move
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes
China's AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the memory and storage ecosystem
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances beyond Washington's reach
SEMICON China 2025 opens on March 26 in Shanghai, bringing together global and domestic semiconductor equipment makers. One surprise standout: Shenzhen SiCarrier Technologies, a previously low-profile Chinese firm stepping into the spotlight
