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Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture based on the Ascend 910C processor, is capable of directly competing with Nvidia's flagship GB200 NVL72 cluster, according to a report by semiconductor research firm SemiAnalysis

Thursday 19 June 2025
Huawei explores 6G potential and new growth drivers at MWC Shanghai 2025
At the 2025 Mobile World Congress in Shanghai on June 18, Zhijun Xu, Huawei Technologies' rotating chairman, outlined how telecommunications operators can achieve growth by adapting to evolving user needs within a stabilizing global market. He highlighted 6G's potential to drive a smart revolution and identified new user segments and technologies as key growth opportunities
Thursday 19 June 2025
Japanese brands reportedly push Taiwan automakers to renegotiate higher manufacturing fees
The Taiwanese automotive industry is facing a tough year, especially amid unresolved issues surrounding tariffs and commodity taxes, which have created strong market caution. Meanwhile, reports indicate that Japanese car brands are currently renegotiating contract manufacturing fees with their local assembly plants in Taiwan due to global policy shifts from their parent companies
Thursday 19 June 2025
LG Display plans huge investment to boost OLED technology through 2027
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD to OLED business. The investment period will extend through mid-2027
Thursday 19 June 2025
Nintendo Switch 2 goes supersonic, Samsung chips in with billion-dollar upside
Nintendo's highly anticipated Switch 2 console launched to surging global demand, setting sales records in both Japan and the US while simultaneously boosting prospects for Samsung Electronics' embattled chip foundry division
Thursday 19 June 2025
JD.com billionaire unveils turnaround plan after five-year slump
JD.com Inc. founder Richard Liu vowed to speed up an overseas foray and compete with Meituan in new arenas, from food delivery to travel, describing his boldest attempt yet to revive an online retailer that has languished since a 2020 government crackdown
Thursday 19 June 2025
DNP to fully operate 8G OLED metal mask factory by March 2028
Dai Nippon Printing (DNP) is set to fully operate its eighth-generation OLED display substrate metal mask factory by the fiscal year 2027, spanning April 2027 to March 2028, with plans for potential capacity expansion. This move aligns with the rising demand for larger OLED panels, as reported by Nikkei Asia
Thursday 19 June 2025
South Korea's Lee Jae-Myung softens stance on chaebols in first talks with big corporations
South Korea's newly inaugurated President Lee Jae-Myung held his first "lunchbox roundtable" with leaders of the nation's top five chaebols and six major business groups. At the meeting, Lee pledged full support for corporate development, signaling a notable shift from his traditionally anti-chaebol stance as he faces rising economic and livelihood pressures
Wednesday 18 June 2025
Apple turns to Alibaba for AI push in China, drawing US concern

Alibaba has open-sourced 32 variants of its latest Qwen 3 language models, designed specifically to run on Apple's MLX machine learning framework. The models are now publicly available on platforms like Hugging Face, widely used by AI developers around the world

Wednesday 18 June 2025
Nittobo material price hikes exclude AI server-grade glass fabric
Japanese glass fiber supplier Nitto Boseki (Nittobo) reportedly has raised prices of its composite material products by up to 20% due to increasing costs, but the price hike does not include electronic-grade glass fabric materials used in IC substrates and PCBs for AI servers
Wednesday 18 June 2025
US sanctions in the rearview? Huawei talks tough on 5G-A, AI at MWC Shanghai
Amid mounting US sanctions and continued supply chain constraints on its HiSilicon Ascend processors, Huawei took the spotlight at the MWC Shanghai 2025 Global Mobile Broadband Elite Forum to underscore its strategic pivot toward integrating 5G-Advanced (5G-A) with artificial intelligence (AI)
Wednesday 18 June 2025
Japan's MinebeaMitsumi extends Shibaura bid while Yageo awaits security clearance
Japanese electronics manufacturer MinebeaMitsumi has decided to extend its tender offer for temperature sensor producer Shibaura Electronic until July 1, postponing the initial deadline of June 19. The company confirmed that its offer price would remain steady at JPY5,500 (approx. US$37.90) per share. This move comes as rival bidder Yageo, based in Taiwan, continues to face investigation by Japan's foreign exchange regulatory authorities
Wednesday 18 June 2025
Huawei’s AI weather model among top performers in China tests
China’s weather agency is testing more than a dozen artificial intelligence models in an effort to enhance its forecasting, with a system from Huawei Technologies Co. showing accelerated improvement.
The best models from the trial will be prioritized for deployment by provincial bureaus, and granted priority access to official weather data, according to the China Meteorological Administration, which is running the program. The CMA has said it wants to ensure “orderly and standardized development” as the technology rapidly develops at home and abroad
Wednesday 18 June 2025
Japan's Yaskawa invests US$180M in US robot production
Japanese industrial automation giant Yaskawa has announced a US$180 million investment to establish a new production base in Wisconsin, creating the company's first industrial robot factory on American soil. This move is a response to US domestic semiconductor manufacturing policies and addresses the strong demand for automation across automotive, food, agriculture, and medical sectors, while also diversifying geopolitical risks and strengthening local supply capabilities
Wednesday 18 June 2025
Trump Mobile's T1 phone shows signs of Chinese origin despite 'all-American' claims
The Trump Organization unveiled Trump Mobile on June 16, 2025, promoting it as an all-American wireless provider with a flagship T1 phone boasting made-in-USA credentials. However, industry analysts and media reports have cast doubt on those claims, suggesting the T1 may be a rebranded Chinese-made device
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES