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Friday 21 February 2025
Ex-Samsung executive sentenced for alleged 18nm DRAM tech leak to CXMT
A former Samsung Electronics senior manager was sentenced to seven years in prison and fined KRW200 million (approx. US$138,820) by a South Korean court for allegedly leaking core semiconductor technology to China's ChangXin Memory Technologies (CXMT). Analysts warn that the breach could inflict substantial losses on both Samsung and South Korea
Friday 21 February 2025
Samsung considers smartphone production exodus from China amid US tariff concerns
Samsung Electronics is evaluating significant changes to its smartphone supply chain in response to tariff measures implemented by the Trump administration. According to South Korean media reports, the tech giant is exploring options to move its smartphone manufacturing operations away from China
Friday 21 February 2025
Xiaomi holds back on DeepSeek while Chinese rivals embrace AI model
Alibaba Chairman Joseph Tsai recently confirmed a partnership with Apple to bring AI features to the Chinese version of the iPhone, drawing renewed focus on the AI smartphone race. As of February 17, 2025, nearly six Chinese smartphone makers—including Huawei, Honor, Oppo, Meizu, Nubia, and Vivo—had integrated DeepSeek, leaving Xiaomi as a notable holdout
Friday 21 February 2025
Could TSMC's Intel stake tip scales against Samsung?
Reports indicate that TSMC is contemplating acquiring a stake in Intel's foundry business, a development that could significantly impact Samsung Electronics. This speculation arises amid ongoing efforts by the Trump administration to revitalize the US semiconductor manufacturing sector
Thursday 20 February 2025
Honda-Nissan merger drama unfolds as alliances shift and Renault strengthens ties with Geely
The proposed merger between Honda and Nissan has taken an unexpected turn, with reports emerging that talks, initially called off, could be revived. In a surprising move, Honda is reportedly leveraging the situation to push for the resignation of Nissan's president, Makoto Uchida, before any further negotiations can proceed. At the same time, Renault is exploring options to sell its 36% stake in Nissan while deepening its ties with Geely—seen by many as a potential alternative to its long-standing relationship with Nissan
Thursday 20 February 2025
Kioxia unveils 332-layer NAND flash, redefining speed and efficiency
Japanese NAND Flash manufacturer Kioxia unveiled its latest advancement in NAND flash memory technology on February 20, featuring an impressive increase to 332 layers, up from the previous 218 layers. This innovation not only enhances data transfer speeds by 33% but also improves power efficiency during read operations, positioning the company to meet the growing demands of artificial intelligence (AI) data centers and similar applications
Thursday 20 February 2025
Lenovo's 3Q revenue in FY2024/25 up nearly 20%, net profit doubles
Lenovo posted strong third-quarter results for the 2024/25 fiscal year, with revenue reaching US$18.796 billion, up 19.6% year-over-year, marking its best quarterly sales in three years and the second-highest in company history. The growth was largely fueled by AI-driven demand and expanding enterprise solutions
Thursday 20 February 2025
DeepSeek and Moonshot AI advance sparse attention tech research
Chinese artificial intelligence startup DeepSeek has published breakthrough research findings on enhancing AI model efficiency in processing large-scale data. Sources indicate that the company is maintaining its focus on research activities rather than pursuing immediate financing or business expansion
Thursday 20 February 2025
DeepSeek competition forces Baidu to reverse AI strategy
A recent summit for private entrepreneurs in Beijing, attended by tech leaders including Alibaba founder Jack Ma and Huawei founder Zhengfei Ren, has drawn attention to the notable absence of Baidu founder Robin Li. Market observers speculate this absence may be linked to the mounting challenges facing Baidu
Thursday 20 February 2025
DeepSeek R1 sparks surge in China's Nvidia H GPU demand
The Chinese computing power market has experienced significant growth following the debut of DeepSeek R1. According to market sources, the end of the Lunar New Year holidays has increased activity as Internet and cloud service providers integrate with DeepSeek, driving heightened demand for Nvidia H-series GPUs
Thursday 20 February 2025
China to tighten grip on rare earth mining for non-state firms
China plans to prohibit non-state companies from mining rare earths, further tightening its control over a strategic sector that has emerged as a battleground in its trade war with the US
Thursday 20 February 2025
Samsung Display poised to dominate OLED supply for Apple's MacBook amid BOE's yield woes
Samsung Display (SDC) and China's BOE are targeting Apple's next-generation OLED device market through investments in 8.6-generation IT OLED production lines. However, South Korean market analysts predict that SDC will likely become the exclusive supplier of OLED panels for Apple's MacBook series launching in 2026, citing BOE's potential challenges in achieving satisfactory initial yield rates
Thursday 20 February 2025
Baidu's AI pivot tested as DeepSeek gains ground
Baidu's fourth-quarter revenue fell 2% to CNY34.1 billion (approx. US$4.68 billion) as China's search giant grapples with intensifying competition in artificial intelligence and a weakening digital advertising market
Thursday 20 February 2025
SMIC expands Beijing fab as capital spending holds steady in 2025
SMIC is advancing the second phase of its Beijing wafer fab, set to break ground in early 2025. The project, expected to be the city's largest logic IC foundry, comes with a total investment of at least CNY50 billion (approx. US$6.86 billion)
Wednesday 19 February 2025
Japanese Startup AZAPA develops semi-solid-state battery system to cut production costs by 40%
AZAPA, a Japanese automotive development and design startup, is set to launch its semi-solid-state battery system by 2025, primarily aimed at electric vehicles (EVs) technology. This innovative system combines AZAPA's proprietary control technology with semi-solid batteries produced by the Chinese battery manufacturer Anwa, whose technology is licensed from the American startup 24M Technologies
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES