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Friday 4 April 2025
South Korean tech giants Naver and Kakao chart divergent AI-driven paths
South Korean leading tech conglomerates Naver and Kakao have placed artificial intelligence firmly at the core of their future strategies, as evidenced by recent shareholder meetings. However, despite this shared focus, the companies are pursuing markedly different approaches shaped by distinct leadership styles and internal priorities, reports ETNews and ZDNet Korea
Thursday 3 April 2025
China restricts companies from investing in US as tensions rise
China has taken steps to restrict local companies from investing in the US, according to people familiar with the matter, in a move that could give Beijing more leverage for potential trade negotiations with the Trump administration
Thursday 3 April 2025
Microsoft joins corporate China exodus with Shanghai AI lab closure
Microsoft has closed its AI and IoT laboratory in Shanghai, adding to the growing list of multinational corporations scaling back operations in China. According to a report by The South China Morning Post, the lab in Zhangjiang Hi-Tech Park now stands empty, with office equipment removed and Microsoft's corporate logo taken down from the building
Wednesday 2 April 2025
Goertek pours US$390 million into Vietnam expansion, inks key HUST partnership
Goertek, a leading Chinese electronics manufacturer, is expanding its footprint in Vietnam with a proposed VND9,717 billion (approx. US$391 million) investment while also formalizing a partnership with Hanoi University of Science and Technology (HUST) to support talent development and joint research initiatives
Wednesday 2 April 2025
Sharp offloads dormant LCD plant to Aoi for semiconductor packaging pivot
Sharp Corporation announced on March 31 that it has agreed to sell an idle LCD panel factory in Mie Prefecture, Japan, to local electronics component maker Aoi Electronics. Known as Mie Plant 1, the facility spans roughly 60,000 square meters (approx. 14.83 acres) and has been inactive since 2015, when Sharp halted small- and medium-size LCD production there
Wednesday 2 April 2025
Vivo swerves EV hype for home robots as China ages
Vivo, China's top smartphone brand from 2021 to 2024, is making a surprising pivot into the home robotics market. While global tech giants double down on electric vehicles (EVs) amid a saturated smartphone landscape, Vivo is betting its future on consumer-grade robots for personal and household use
Wednesday 2 April 2025
TSMC's JASM doubles workforce amid production delays
On April 1, 2025, TSMC's Japanese subsidiary, JASM, hosted its annual new employee enrollment ceremony, a tradition for many Japanese companies, at its headquarters in Kikuyo Town, Kumamoto Prefecture, Kyushu. Despite delays in the installation of some equipment at JASM's first wafer plant and a postponed construction schedule for the second plant, the company saw a significant increase in the number of new hires this year
Wednesday 2 April 2025
Made in China, built to compete: Loongson's 64-core server takes on Intel in HPC race
At the 2025 ZGC Forum, Chinese chipmaker Loongson introduced the 3C6000/D—its first dual-socket 2U server fully designed and manufactured in-house. The launch highlights China's efforts to advance homegrown high-performance computing (HPC) technologies amid tightening US export restrictions and signals progress in building domestic alternatives to foreign server chips
Wednesday 2 April 2025
Towa's HBM4 packaging breakthrough powers ambitious growth plan
Towa, a prominent name in Japan's semiconductor manufacturing equipment industry, has introduced a new technology specifically designed for the sixth-generation high bandwidth memory (HBM4) advanced packaging. In addition to this development, the company revealed a strategic three-year midterm plan set to culminate in March 2028. The aim is to expand its sales channels throughout Asia for its leading equipment. Towa forecasts a 31% increase in consolidated revenue from March 2025 figures, expecting it to reach JPY71 billion (US$473.97 million), while net profit is projected to rise by 39% to JPY10.9 billion
Wednesday 2 April 2025
China hits its 'ChatGPT moment' with DeepSeek, says 01.AI CEO Kai-Fu Lee
At the 2025 ZGC Forum in Beijing, held from March 27 to 31, artificial intelligence (AI) dominated the agenda. At the event's flagship "Future AI Pioneer Forum," 01.AI CEO and Sinovation Ventures founder Kai-Fu Lee shared his perspective on the trajectory of generative AI in China
Wednesday 2 April 2025
Apple faces AI challenge in China as local competition intensifies
As China rapidly advances in artificial intelligence, local smartphone brands are integrating AI technology to strengthen their market positions. Meanwhile, Apple has yet to launch its AI chatbot in China, raising questions about its ability to compete. Given China's strong demand for AI services, Apple must collaborate with local firms to meet regulatory requirements and remain relevant in the market
Wednesday 2 April 2025
Rapidus faces yield and customer challenges for 2nm chip ambition despite launching first fab
Rapidus officially launched its IIM-1 semiconductor fab in Chitose City, Hokkaido, on April 1, marking a major milestone in Japan's ambition to produce cutting-edge 2nm chips. However, company executives caution that improving yield rates and securing future customers remain key challenges, reports Nikkei and Bloomberg
Wednesday 2 April 2025
China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025. The potential move reflects a broader trend of mainland Chinese firms turning to Hong Kong for fundraising amid shifting geopolitical and market dynamics

Wednesday 2 April 2025
Chinese automakers push autonomous driving forward, challenging Tesla
Chinese companies like BYD are now leaders in autonomous driving technology, bolstered by a strong ecosystem and government support, putting significant pressure on Tesla
Wednesday 2 April 2025
Lee Jae-yong reportedly brought Samsung's chip and display chiefs along on China trip; signals strategic reset
Samsung Electronics Chairman Lee Jae-yong was recently joined by senior executives from the company's semiconductor and display departments on a rare visit to China. Industry analysts in South Korea say the joint trip is highly unusual and likely points to a strategic pivot in Samsung Group's China operations
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES