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Friday 3 January 2025
China's LLM market reached a boiling point, Alibaba cuts prices again to capture market share
Alibaba Cloud, the cloud computing arm of Alibaba Group Holding, has recently slashed prices on its visual language model Qwen-VL by more than 80%, as price wars continue to rage in China's large language models (LLMs)
Friday 3 January 2025
China's automotive IC self-sufficiency bid faces high barrier from European IDMs
Chinese chip vendors' efforts to achieve self-sufficiency in automotive ICs have shown progress, but their advancement is hindered by a high barrier formed by European IDMs, according to industry sources
Friday 3 January 2025
India's machine tool demand surges, Japanese firms seek growth as Chinese competition intensifies
India's growing economy and the make-in-India initiative have spurred significant demand for machine tools in electronics, automotive, and semiconductors, prompting Japanese manufacturers to expand in India, although Chinese firms have overtaken them in market share
Friday 3 January 2025
China to tighten the screw over battery and mineral tech exports
According to Bloomberg, Beijing is set to impose new restrictions on exports of technologies related to battery component production and the processing of key metals, as global trade frictions continue to intensify
Friday 3 January 2025
China adds 28 US firms to entity list
China has added 28 US entities, including Lockheed Martin and General Dynamics, to its export control list, banning dual-use item exports amid the upcoming Trump 2.0 administration and ongoing US-Taiwan arms sales
Friday 3 January 2025
Chinese tech firms geared up for public trading in 2025
Three prominent Chinese tech companies -- semiconductor firm Eswin Technology Group, battery maker Contemporary Amperex Technology (CATL), and smartphone manufacturer Honor -- are preparing for public listing in 2025
Friday 3 January 2025
Humanoid robots race heats up as Tesla, Huawei eye 2025 production
Tesla's ambitious humanoid robots initiative, first unveiled during its AI Day in 2021, is approaching a crucial milestone. Elon Musk's Optimus robot, designed to handle mundane, repetitive, and hazardous tasks, is set to enter limited production in 2025, with thousands expected to debut at Tesla factories. This development marks a significant step forward in humanoid robotics, an industry now attracting major players worldwide
Friday 3 January 2025
China's SiC growth prompts US security measure as global IDMs diversify
The US Department of Commerce has launched a Section 301 investigation into China's semiconductors, particularly Silicon Carbide (SiC), highlighting growing concerns over technological competition and national security
Friday 3 January 2025
Samsung and SK Hynix shift investment focus towards cost reduction amid NAND market downturn
Due to the downturn in the NAND flash industry, South Korean memory manufacturers Samsung Electronics (Samsung) and SK Hynix are implementing an investment strategy focused on cost reduction. Both companies are reportedly transforming older equipment with low utilization rates into the latest models
Friday 3 January 2025
Generic memory slump to persist through 2025 as China's capacity expansion becomes a key factor
South Korea's memory sector faces a slump in the generic memory market due to weakening demand in smartphones and PCs, contrasting with the strong growth of high-bandwidth memory (HBM) and AI-driven semiconductor technologies
Thursday 2 January 2025
TSMC global update: Japan producing, US growing, Europe building
TSMC has confirmed mass production at its Japanese wafer fab, marking a significant milestone in its overseas expansion strategy amid geopolitical uncertainties. While its Japan project advances smoothly, the company faces varying degrees of success and challenges across its global operations
Thursday 2 January 2025
Xiaomi intensifies LLM investment with GPU cluster
Xiaomi is reportedly in the process of constructing a massive GPU cluster to significantly invest in artificial intelligence (AI) large language models (LLMs). According to a source cited by Jiemian News, Xiaomi's LLM team had already established 6,500 GPU resources at its inception
Thursday 2 January 2025
China's Hua Hong lands Intel veteran as President
Hua Hong Semiconductor (Hua Hong) has announced the appointment of former Intel vice president Peng Bai as its new president, effective January 1, 2025. The appointment follows a broader leadership reorganization at Hua Hong Group, where Jian Qin has assumed the position of chairman. Junjun Tang, the former president, will transition to the roles of chairman and executive director
Thursday 2 January 2025
Regional production rises as EVs gain global strategic significance
The electric vehicle (EV) market is a key area of competition for automakers and a strategic focus for governments worldwide. An expert noted that the market shows signs of regional division due to brand pressures and national policies
Thursday 2 January 2025
US targets China's SiC edge in Section 301 probe
Near the year-end of 2024, the US government launched a Section 301 investigation into China's semiconductor sector, with a new focus on third-generation materials like silicon carbide (SiC). This development comes amid an oversupply situation in China's SiC market throughout 2024
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES