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Wednesday 2 April 2025
Apple faces AI challenge in China as local competition intensifies
As China rapidly advances in artificial intelligence, local smartphone brands are integrating AI technology to strengthen their market positions. Meanwhile, Apple has yet to launch its AI chatbot in China, raising questions about its ability to compete. Given China's strong demand for AI services, Apple must collaborate with local firms to meet regulatory requirements and remain relevant in the market
Wednesday 2 April 2025
China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025. The potential move reflects a broader trend of mainland Chinese firms turning to Hong Kong for fundraising amid shifting geopolitical and market dynamics

Wednesday 2 April 2025
Talent shortage and operational challenges loom in Southeast Asia expansion for PCB industry

Looking ahead to 2025, the global PCB market is expected to maintain steady growth, driven by demand from AI servers and electric vehicles (EVs). As geopolitical tensions continue to reshape global supply chains, the PCB industry is increasingly focusing on expanding operations in Southeast Asia, leading to a rising demand for international talent

Wednesday 2 April 2025
Chinese automakers push autonomous driving forward, challenging Tesla
Chinese companies like BYD are now leaders in autonomous driving technology, bolstered by a strong ecosystem and government support, putting significant pressure on Tesla
Wednesday 2 April 2025
Rapidus targets swift 2nm chip delivery with initial 50% yield goal
Rapidus, a Japanese company focused on semiconductor innovation, officially opened its first facility, IIM-1, in Chitose City, Hokkaido, on April 1, 2025. Aiming to advance in the production of next-generation semiconductors, the company has commenced operations on a trial production line dedicated to 2nm chips
Wednesday 2 April 2025
China's electronic product trade-in policy boosts high-end smartphone sales
China's electronic product trade-in initiative is driving stronger electronics sales in the first half of 2025, with the smartphone sector showing particular strength. Industry sources report that Chinese smartphone sales are growing compared to the same period in 2024, with flagship models capturing an increased market share
Wednesday 2 April 2025
Chinese entrepreneur Xingxing Wang's Unitree Robotics shines in the global robotics race
Among China's six Hangzhou start-ups, Unitree Robotics is one of the standout players. Founded in 2016, Unitree has been consistently profitable since 2020, achieving steady growth year after year. How has Xingxing Wang, a Chinese entrepreneur and founder of Unitree, managed to achieve such remarkable success
Wednesday 2 April 2025
Samsung realigns executive team to steer mobile and consumer business strategy

Samsung Electronics has announced a major leadership reshuffle following the sudden death of Device eXperience (DX) Division Head Han Jong-Hee on March 25, 2025. The move aims to maintain business continuity and operational stability across its core consumer electronics divisions

Wednesday 2 April 2025
LG Innotek charts bold path with glass substrates and ABF expansion
LG Innotek is expanding its focus beyond camera module manufacturing and is preparing to venture into the field of next-generation glass substrates. The company has revealed its intention to produce sample glass substrates by the end of 2025, with plans to potentially commercialize these products by 2027
Wednesday 2 April 2025
Xiaomi's decade-long comeback: Dramatic role reversal with Samsung and Gree
In a remarkable power shift over the past decade, Xiaomi has transformed from an industry underdog to a dominant force. While CEO Lei Jun once waited hours to secure Samsung display panels, Samsung's chairman now visits Xiaomi's electric vehicle (EV) factory. Similarly, Xiaomi has surpassed Chinese home appliance giant Gree in revenue and market value, with its ecosystem strategy proving superior to Gree's single-product focus in today's digital economy
Tuesday 1 April 2025
Samsung looks to salvage chip fortunes as chairman Lee Jae-yong courts China's AI and EV powerhouses
Samsung Electronics Chairman Lee Jae-yong recently made a high-profile visit to China, meeting with leading Chinese automaker executives and President Xi Jinping. South Korean analysts suggest the trip was more than diplomatic optics—it reflects Samsung's bid to capitalize on China's surging artificial intelligence (AI) demand and revive its faltering semiconductor division
Tuesday 1 April 2025
Zhipu AI enters the ring with AutoGLM; open-source AI agent targets LLM supremacy
Zhipu AI, a Chinese artificial intelligence (AI) startup, introduced its open-source AI agent AutoGLM at the 2025 Zhongguancun Forum. Designed to bridge advanced reasoning with task execution, AutoGLM will be supported by proprietary large language models (LLMs) that are set to open-source on April 14
Tuesday 1 April 2025
UMC completes expansion of 22nm fab, set to begin production in 2026
On April 1, UMC announced the opening ceremony for its expanded facility in Singapore. The first phase of this new plant is scheduled to commence production in 2026, which is expected to increase the total capacity of UMC's Singapore Fab 12i to over one million 12-inch wafers annually
Tuesday 1 April 2025
Japan's Rapidus launches 2nm trial as MA-Tek's Hokkaido outpost signals surging demand
On April 1, Rapidus inaugurated its first semiconductor fabrication facility, IIM-1, in Chitose City, Hokkaido, marking a pivotal step in Japan's leap from 40nm technology to the cutting-edge 2nm process. Rapidus is spearheading Japan's ambition to restore its semiconductor manufacturing autonomy. The consortium includes elite talent from Renesas, Tokyo Electron (TEL), and international firms like United Microelectronics Corporation (UMC), ensuring technological advancements and yield rates align with expectations
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats from US President Donald Trump are dampening global trade confidence, prompting consumers to pull back. At the same time, China's trade-in policy is losing momentum, softening demand. As a result, both panel makers and TV brands are slowing their purchasing pace
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES