Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term
On January 17, it was officially announced that George Zhao would step down as CEO of Honor. Reportedly, the newly appointed CEO Jian Li is a veteran of Huawei, known for his deep research background, extensive overseas market experience, and ability to tackle tough challenges
Samsung Electronics has denied reports about the redesign of its fifth-generation 10nm-class DRAM (1b DRAM), following media speculation about changes to the latest commercially available technology. Sources had suggested the company was planning to adjust the design to improve performance and yield
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor exports
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not only Nvidia's product sales and revenue but also creating significant implications for its primary HBM supplier, SK Hynix
Hyundai Motor's electric vehicles (EVs) were removed from the US government's electric vehicle subsidy list in late January 2025, just weeks after being included at the start of the year. This exclusion has led the industry to speculate about the deepening of US protectionism, with attention turning to Hyundai's response strategies
Escalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports from Yahoo Finance and the South China Morning Post
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed back by six months due to ongoing yield challenges, potentially affecting mass production plans
The Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen its foundry business targeting the Chinese market
Sharp's ex-CEO Jeng-wu Tai has taken legal actions against Foxconn and its founder Terry Gou, demanding more than NT$1 billion (approx. US$30.52 million) in remuneration from a bonus agreement. While the lawsuit is a "labor dispute," it calls attention to the important role that Sharp's Sakai Display Products (SDP) once played in Japan's LCD panel industry
Recent reports revealed that some companies are facing delays in exporting production line equipment, prompting businesses to temporarily suspend customs procedures, which leads to growing concerns across the supply chain
Despite the Chinese government's series of measures to revitalize the economy, the overall effect has been inadequate. Domestic Chinese MCU producers also present a stiff challenge to Taiwanese manufacturers. Both of these reasons slow Taiwan's MCU industry's recovery, according to industry sources
Following TikTok's ban in the US (though it was reinstated just a day later), China's RedNote (international version of Xiaohongshu) quickly gained popularity in the US, becoming the top free app on the Apple App Store. This phenomenon has caught the attention of American media amid TikTok's ongoing acquisition negotiations
Once a trusted lieutenant of Foxconn founder Terry Gou, Jeng-wu Tai, the former vice president of Foxconn and ex-CEO of Sharp Corporation, has recently initiated legal proceedings against his former colleague over an unfulfilled incentive contract
The sudden resignation of Honor CEO George Zhao has raised some eyebrows, as the Chinese smartphone brand's market share continues to decline. Analysts believe that Honor's major shareholders are dissatisfied with Honor's weak sales performance ahead of its IPO
