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Tuesday 8 July 2025
Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025
China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display
Tuesday 8 July 2025
CXMT files for IPO to expand DRAM capacity as AI, geopolitics rewire global memory market
CXMT Corp., China's top domestic DRAM manufacturer, has initiated its IPO process, signaling a key step in the nation's pursuit of semiconductor independence. On July 7, 2025, China's securities regulator confirmed that the company had entered IPO counseling, with China International Capital Corporation (CICC) and China Securities Co. (CSC) serving as financial advisors
Tuesday 8 July 2025
Whistleblower exposes Huawei's PanGu AI model copycat scandal
On June 30, 2025, Huawei released the source code for its PanGu 7B dense parameter model and the larger PanGuPro mixture-of-experts (MoE) 72B model, both tailored for inference on its in-house Ascend AI chips. Initially lauded as a landmark in China's drive for AI independence, the announcement was quickly overshadowed by a technical analysis published on GitHub just days later
Tuesday 8 July 2025
China's semiconductor dreams stumble as another fab collapses
On June 13, 2025, Jiangsu Advanced Memory Semiconductor Co., Ltd. (AMS) announced that its restructuring plan had been abandoned. The planned investment from Huaxin Jiechuang Integrated Circuits Manufacturing (Guangdong) Co., Ltd. was canceled after multiple delays in fund transfers, leading both sides to terminate the agreement
Tuesday 8 July 2025
LG's provisional 2Q25 financial report shows profit plunge of 46.6% after tariff hit
LG Electronics' performance in the second quarter of 2025 fell short of expectations. According to its recently released provisional financial results, operating profit dropped significantly compared to the same period in 2024. LG stated that the burden of tariff costs and intensified market competition were major reasons for the decline
Tuesday 8 July 2025
Japan to conduct experimental rare earth mining near Minami Torishima to prevent geopolitical supply disruptions
The Japan Agency for Marine-Earth Science and Technology (JAMSTEC), under the Ministry of Education, Culture, Sports, Science and Technology (MEXT), will begin experimental drilling for rare earth elements off the coast of Minami Torishima in January 2026. This initiative holds significant importance for Japan's economic security
Tuesday 8 July 2025
EDA tool ban lifted, China's PCB industry seizes strategic opening

As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese PCB manufacturers are aggressively moving into the AI server and HDI segments, seizing the opportunity through technical breakthroughs, expanded capacity, and ambitious market expansion

Tuesday 8 July 2025
D-Link breaks through in Japan's demanding networking market

Known for its high technical barriers and stringent quality standards, Japan's networking equipment market has long posed a challenge for foreign firms. Yet Taiwan-based D-Link Corporation has recently scored two major wins in Japan, signaling that its years of strategic investment in the market are starting to pay off

Tuesday 8 July 2025
China Resources takes control of Konka in bid to forge chip-to-device tech giant
In June 2025, China's State Administration for Market Regulation (SAMR) approved China Resources (CRC)'s acquisition of Konka Group without conditions, marking a key move in CRC's expansion into consumer electronics and semiconductors. With the deal now confirmed, the focus shifts to CRC's biggest hurdle: reviving Konka's underperforming business through innovation and restructuring
Monday 7 July 2025
Ennostar divests Kfes Lighting in strategic pivot to high-growth sectors

Ennostar, through its subsidiary Epistar JV, announced Monday that it will divest its entire stake in Kfes Lighting, as part of a broader strategic shift to streamline its operations and sharpen its focus on high-growth sectors. The transaction, valued at US$35.73 million, was approved by Ennostar's board and is expected to improve the group's financial flexibility

Monday 7 July 2025
South Korea seeks US tariff extension, proposing manufacturing partnership
South Korea is seeking to extend a looming tariff grace period tied to US President Donald Trump's reciprocal tariff policy. South Korea's Trade Minister Yeo Han-koo traveled to Washington last week to present what officials describe as a "technology-driven framework" aimed at reshaping the conversation around tariffs into one of strategic industrial cooperation
Monday 7 July 2025
Nissan reportedly in talks with Foxconn to explore electric vehicle production at Oppama plant
Nissan Motor is engaging in discussions with Taiwan's Foxconn to potentially use its Oppama plant in Kanagawa Prefecture for electric vehicle (EV) production. This move forms part of Nissan's broader plan to restructure and optimize its manufacturing operations, according to Nikkei, Reuters, and Yomiuri
Monday 7 July 2025
Samsung's 1H25 performance incentive rates: Samsung foundry bonus drops to 0

Samsung Electronics' Device Solutions (DS) division, which oversees its semiconductor operations, has capped its performance bonus for the first half of 2025 at just 25% of the base monthly salary — the lowest among the company's major business units

Monday 7 July 2025
Xiaomi's 'toys for grown-ups' strategy fuels hype for YU7 EV, smart glasses
Xiaomi's latest breakout products, the YU7 electric vehicle and AI-powered smart glasses, are making waves not just for their functionality, but for how they're being positioned and sold. In today's digital-first consumer economy, tech is no longer just about utilities; it's a lifestyle marker. Analysts are increasingly framing this shift as "hype-driven tech consumption," with some even likening it to the rise of "tech collectibles.
Monday 7 July 2025
Huawei rejects allegations that its Pangu AI model copied Alibaba's Qwen
Huawei has pushed back against claims that its newly open-sourced Pangu Pro MoE 72B model plagiarized Alibaba's Tongyi Qianwen (Qwen-2.5 14B), after a technical analysis flagged unusually high parameter-level similarities between the two large language models (LLMs)