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Tuesday 11 March 2025
Samsung intensifies scrutiny of system LSI and foundry amid ongoing struggles
Samsung Electronics has launched a sweeping internal review of its System LSI and foundry businesses, signaling potential restructuring efforts as the company grapples with widening losses and intensifying competition with TSMC. The move follows growing concerns over the performance of Samsung's non-memory semiconductor operations, which have yet to yield the expected results despite significant investments
Tuesday 11 March 2025
China's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rollout
China is advancing in extreme ultraviolet (EUV) lithography, with a domestically developed system undergoing testing at Huawei's Dongguan facility, according to XFastest and Wccftech. Trial production is reportedly set for the third quarter of 2025, with mass production targeted for 2026
Tuesday 11 March 2025
Naura ranks 6th among global semiconductor equipment providers despite US-China tensions
Naura Technology, with its expertise in etching, thin film deposition, and cleaning equipment, has moved up its global ranking to sixth from tenth place
Tuesday 11 March 2025
China-based Hesai becomes first listed LiDAR firm to achieve non-GAAP profitability
Hesai Technology has achieved its first full-year non-GAAP profitability. Lei News and IT Home reported the leading Chinese LiDAR company's unaudited financial results for 2024. Fourth-quarter revenue reached CNY720 million (US$99.30 million), up 28.3% year over year. Hesai posted a net income of CNY150 million for the quarter, reversing a CNY140 million net loss from the same period in 2023
Tuesday 11 March 2025
CATL powers into chip market: strategic bets on IC design startups
CATL, a global leader in batteries and energy storage, is further expanding into semiconductors. While the company maintains a low-profile approach, each of its investments generates significant market interest. This latest move marks CATL's third known investment in an IC design startup, reinforcing its growing focus on semiconductor technology
Tuesday 11 March 2025
US may conduct hearing on mature process chip taxes from China
Recent reports indicate that the US will hold a hearing discussing whether tariffs should be imposed on China's mature process chips. Industry experts predict that several chip manufacturers, including market leader SMIC, may face tariff sanctions in the future
Tuesday 11 March 2025
Syncmold breaks into South Korean market as global expansion accelerates
Syncmold Enterprise expects to resume revenue growth in 2024, fueled by strong demand for display and low-orbit satellite products. Chairman Chiu-lang Chen predicts sustained operational growth into 2025, aided by tariffs and efficient order management. The company targets surpassing NT$10 billion (US$304 million) in revenue, aiming for concurrent profit increases
Tuesday 11 March 2025
China's data-only camera shift sparks automotive CIS shortage—Is edge computing out?
China's automotive industry is facing a critical shortage of 8-megapixel (8MP) automotive CMOS image sensors (CIS) as automakers shift toward centralized computing architectures. Instead of processing visual data at the edge, Chinese manufacturers are consolidating it within the vehicle's central processing unit (CPU), fueling a surge in demand for high-resolution CIS
Tuesday 11 March 2025
Chinese automakers seek to upgrade vehicle electrification in the race for intelligent driving with Tesla
BYD, China's automotive giant, has recently taken the lead in the race for intelligent driving equality, triggering a nationwide push among car manufacturers to accelerate the adoption of smarter, more autonomous vehicles. The rise of Deepseek, a promising new player in the field, appears poised to significantly impact China's intelligent driving sector, potentially reshaping the future of the industry
Tuesday 11 March 2025
China lawmaker proposes anonymous semiconductor purchases to evade US export controls
A Chinese lawmaker has proposed allowing blacklisted domestic firms to secretly procure foreign semiconductor technology and components, circumventing US export controls. The proposal calls for bypassing public tender requirements in favor of private transactions, shielding overseas suppliers from potential US scrutiny
Tuesday 11 March 2025
Loongson lands 2nd China Energy deal, accelerates CPU & GPU expansion amid market shift
Loongson Technology has secured a spot in China Energy Investment Corporation's 2025 office terminal procurement project for the second year in a row. The selection underscores Loongson's advancements in CPU performance, software compatibility, and technical support for the energy industry
Monday 10 March 2025
Chinese automotive market struggles with smart driving technology disparities and declining values of used vehicles
For three years, China's automotive market has been embroiled in a price-cutting war, evolving from a tussle between new energy vehicles and traditional cars to a contest for smart driving capabilities. Automakers are vying for market share with rapid tech upgrades and aggressive pricing for new models, while the used car market faces increasing turmoil
Monday 10 March 2025
Huawei, Inspur champion DeepSeek-powered all-in-one AI servers
With AI adoption accelerating across industries, Chinese tech firms are simplifying AI infrastructure to meet growing demand. Many are rolling out all-in-one (AIO) servers powered by DeepSeek's advanced AI models, targeting government, finance, public services, and healthcare
Monday 10 March 2025
Amkor reportedly expands investment in South Korea to meet client demand
Amkor Technology, a prominent American semiconductor packaging and testing company, is expanding its footprint in South Korea. According to South Korean media reports, Amkor is investing in new equipment at its factories located in Gwangju and Songdo to meet demands from overseas system semiconductor clients
Monday 10 March 2025
China RISC-V push gains traction, Western rivals stay cautious
China's push for RISC-V has returned to the spotlight, with Alibaba's XuanTie launching its first server-grade CPU, the C930, in March 2025. Meanwhile, reports suggest Beijing is preparing new policies to drive RISC-V adoption across local industries, underscoring its strategy to reduce reliance on Western technology and strengthen its voice in semiconductor development
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES