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Thursday 22 May 2025
SEA smartphone shipments decline as entry-level segment faces uncertainties in 1Q25
After quarters of growth, Southeast Asian countries witnessed declining smartphone shipments in the first quarter as the entry-level segment experienced uncertainties and high inventories
Thursday 22 May 2025
Xiaomi pushes the edge with 3nm XRing O1 chip, threading US regulatory needle
Xiaomi is set to unveil its latest slate of strategic products at 7 pm CST on May 22, headlined by the long-awaited debut of its in-house smartphone SoC, the XRing O1—a bold play that marks a new chapter in the company's semiconductor ambitions. Xiaomi chairman Lei Jun quickly followed up with technical disclosures, noting that the XRing O1 is built on a second-generation 3nm process and packs 19 billion transistors, putting it in the same league as Apple's A17 Pro from a specification standpoint
Thursday 22 May 2025
US sets the stage for duties on battery materials from China
The US Commerce Department set the stage for anti-subsidy duties on imports of key battery components from China after concluding materials had been unfairly subsidized
Thursday 22 May 2025
From volume to value: Samsung retreats from legacy DRAM facing Chinese price war
Samsung Electronics has sharply reduced its memory chip production—by more than 100 billion units in a year—raising eyebrows across South Korea's tech industry. The unexpected drop, revealed in the company's latest quarterly report, signals a strategic pivot amid intensifying price competition from Chinese rivals
Thursday 22 May 2025
Foxconn's Karnataka plant to begin shipping iPhones in June
According to Mint, citing M B Patil, Cabinet Minister for Large & Medium Industries and Infrastructure Development in Government of Karnataka, confirmed on X that Foxconn's factory near Bengaluru will start delivering iPhones in June
Wednesday 21 May 2025
From exit to OSAT: Foxconn's WLP comeback in Indian semiconductors
Last week, India cleared a proposal for a new chip plant to be developed by HCL Group and Taiwanese electronics giant Foxconn
Wednesday 21 May 2025
Dixon deepens component play, eyes revenue boost from Inventec JV
Dixon Technologies is scaling long-term growth through deeper component integration and a strategic joint venture (JV) with Inventec, targeting INR20 billion (US$233.7 million) revenue in two years. Backed by surging smartphone exports and robust IT hardware demand, the company is reducing PLI reliance while expanding manufacturing capacity and localization across key electronics segments
Wednesday 21 May 2025
CATL's US$2 billion German plant boosts China's invest-abroad bet
More than two years ago, on the outskirts of a medieval German town, China's biggest EV battery company placed a EUR1.8 billion (US$2 billion) bet on the future of global trade
Wednesday 21 May 2025
Chinese smartphone exports to US plunge to lowest since 2011
Chinese shipments of Apple Inc.'s iPhone and other mobile devices to the US dived to their lowest levels since 2011 in April, underscoring how the threat of US tariffs choked off the flow of big-ticket goods between the world's two largest economies
Wednesday 21 May 2025
Khgears eyes early lead in China's humanoid robot race as 2H25 production kicks off
Khgears International Limited secured four humanoid robot customers and will begin small-batch for a customer in the second half of 2025, with revenue recognition expected in the fourth quarter. Although large-scale deployment of humanoid robots remains distant, Khgears believes its smart transmission business could approach 10% of total revenue by 2025 as the sector gains traction
Wednesday 21 May 2025
Malaysia retracts Huawei AI server deployment claim as US export control tension rises
Just one day after announcing plans to deploy 3,000 Huawei Ascend-powered AI servers by 2026, Malaysia's Deputy Communications Minister Teo Nie Ching abruptly retracted the statement on May 20. The reversal, amid heightened US-China tech tensions, casts uncertainty over the sensitive project's future and Malaysia's AI infrastructure strategy
Wednesday 21 May 2025
Japan’s chip buildout stalls as new fabs sit idle
Of the seven semiconductor fabs completed in Japan during fiscal 2023–2024 (April 2023 to March 2025), only three had begun mass production by April 2025. New facilities from Kioxia, Renesas Electronics, Rohm Semiconductor, and Sanken Electric remain inactive, while Sony has launched production but is moving forward conservatively
Wednesday 21 May 2025
Getac and AI server makers stay strong despite tariff pressures
As the global electronics industry braces for the disruptive effects of renewed tariff tensions under the Trump administration's trade policy revival, two sectors appear to be emerging largely unscathed: military-grade rugged computing and AI servers
Wednesday 21 May 2025
NextDrive rises in Japan’s battery market
Japan's behind-the-meter energy storage market is entering a period of significant policy benefits. Driven by subsidy programs and residential demand, the market is rapidly heating up with simultaneous growth in applications and distribution channels. Taiwan-based energy IoT platform provider NextDrive has strategically positioned itself ahead of this trend, recently announcing partnerships with leading Japanese home energy storage brand Choshu Industry (CIC) and Hanwha Japan, boosting its market share ranking to third place with plans to challenge for second place in 2025
Wednesday 21 May 2025
CATL: One in two new heavy-duty trucks in China will be electric by 2028
Robin Zeng, Chairman of CATL, announced on May 18, 2025, that electric vehicles could comprise 50% of all new heavy-duty truck sales in China by 2028, rising sharply from 10% in 2025. According to Reuters, East Money, and Gasgoo, the forecast highlights China's accelerating freight electrification and CATL's evolving multi-sector strategy
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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES