On March 10, BOE Technology Group celebrated the mass production launch of its MLED (Mini/Micro LED) displays at Zhuhai BOE MLED Technology. The event, themed "Illuminating the Future, Mass Production Begins," welcomed over 50 international clients from the US, Europe, Japan, South Korea, and Southeast Asia, highlighting BOE's expanding footprint in the global MLED market

High bandwidth memory (HBM) major client Nvidia is said to have visited Samsung Electronics' advanced packaging plant again, just over a month after their last visit. Industry sources speculate that Samsung is supplying fifth-generation HBM3E and has entered the final stage of quality testing

Taiwan's Hiroca Automotive Trim Corp. continues to see strong sales in its major Chinese market, driven by the country's "trade-in for new" consumer policy and aggressive promotions by local automakers. Additionally, the company has successfully entered the supply chains of Japanese and South Korean car manufacturers, unlocking new growth opportunities

Alibaba Group Chairman Joe Tsai stated that a recent high-level meeting between Chinese President Xi Jinping and top tech executives has strengthened business confidence in China. Following the meeting, Alibaba is accelerating its investment in artificial intelligence (AI)

China-based start-up Butterfly Effect claims to have launched the world's first General AI agent, Manus. The company aims to capitalize on the momentum of "Chinese-branded AI" following DeepSeek's success. However, industry response over the past week has been muted, as experts believe the startup lacks the crucial components needed to outshine its predecessor

Asus expects to achieve a 30% growth in sales for 2025, driven by increasing demand for personal computers, especially for AI, gaming, and content creation. The company also plans to expand its sales channels to further strengthen its market presence

Despite the relatively stagnant demand for mobile phones and PCs in the first half of 2025, Kioxia, the leader in NAND flash, anticipates that overall NAND shipments in 2025 will increase by 10-15% as consumer clients resume their NAND purchases, coupled with robust demand for AI servers. This could potentially result in a substantial supply shortage in the latter half of the year

Asia Vital Components (AVC) chairman Ching-Hang Shen pointed out that while the entire industry previously discussed liquid cooling solutions, he believed it was still early and not yet at a true maturation stage. However, with recent discussions shifting back to air cooling, he now asserts that the era of liquid cooling is about to commence. In response to the rising demand for liquid cooling, AVC plans to substantially increase its production capacity

Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI infrastructure

Samsung Electronics is ramping up its advanced foundry push, targeting mass production of its fourth-generation 4nm process (SF4X) by late 2024. Designed specifically for high-performance computing (HPC) and artificial intelligence applications, SF4X is seen as a critical play in reviving its foundry business

On March 11, Shanghai Guotou Pioneer Fund announced via its official WeChat account that its AI industry fund led a fresh investment round in Biren Technology (Biren), one of China's top GPU startups. Several leading institutional investors and industrial capital firms participated. This marks the fund's first-ever direct investment, signaling Shanghai's push toward a domestically controlled AI computing ecosystem

Following a significant meeting between Narendra Modi and Elon Musk in the US, SpaceX's Starlink has partnered with India's top two telecom companies to introduce satellite communication services, aiming to strengthen India's wireless infrastructure and enhance enterprise applications

China has issued more licenses allowing copper smelters to export metal tax-free, aiding local producers and paving the way for greater overseas sales at a time of upheaval in the global market

The Breakthrough Technology Dialogue held in Singapore at the end of February saw participation from technology experts across various countries. However, the discussions were largely influenced by Asian perspectives, with Chinese viewpoints being particularly prominent. Even in private conversations, there was limited opposition to China's stance

Samsung Electronics' revenue from China soared 53.8% in 2024 to KRW64.9 trillion (US$448 billion), driven by concerns over potential tariffs under President Donald Trump's administration. Chinese manufacturers are ramping up semiconductor stockpiles in anticipation of trade restrictions, South Korea's iNews24 reported, citing Samsung's annual business report