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Tuesday 17 June 2025
India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff
Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and Samsung, according to the Economic Times, Hindu Business Line, and CNBC. The report comes as global smartphone shipments face renewed uncertainty from potential tariff changes, particularly from the US
Monday 16 June 2025
Samsung's next growth pillars: advanced chip packaging, robotics
Samsung Electronics is weighing advanced semiconductor packaging and robotics as future growth drivers, with plans to discuss development strategies at its upcoming global strategic meeting, according to South Korean media reports
Monday 16 June 2025
Renault CEO exit in July raises concern over alliance with Nissan
According to Nikkei and Kyodo, Renault CEO Luca de Meo will step down from his role on July 15, 2025, after a five-year tenure marked by financial recovery and alliance restructuring with Nissan Motor. The company confirmed his departure on June 15, 2025, and has already initiated the search for his successor
Monday 16 June 2025
Samsung and LG push AI innovation to strengthen South Korea's lead in global TV market
As Samsung Electronics aims to make 2025 the "Year of AI TV," LG Electronics is also leveraging differentiated AI features to solidify South Korea's leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition
Monday 16 June 2025
European auto supplier plans SiC fab sale amid industry shakeout
With Chinese SiC semiconductor manufacturers having resolved supply constraints on the material side in 2023, stable supply has helped to quickly reduce costs. As a result, many uncompetitive SiC semiconductor players are now in danger of being eliminated from the market
Monday 16 June 2025
China's 15th Five-Year Plan (1): National-level expert discusses equipment challenges and new opportunities
China is set to launch its 15th Five-Year Plan in 2026. Reviewing the progress of China's semiconductor equipment industry over the past five years and gaining insight into its trajectory for the next five has become a focal point amid the ongoing US-China technology standoff
Monday 16 June 2025
Taiwan optical firm targets auto market as phone demand wanes
Taiwan's Zhong Yang Technology is pivoting from smartphones to automotive applications, betting on mandatory driver monitoring systems to fuel growth as the mobile market saturates
Monday 16 June 2025
Accton expands Vietnam investment to strengthen global manufacturing
Networking equipment maker Accton Technology has approved an additional US$42.53 million investment in its Vietnam manufacturing facility, significantly boosting its production capacity to meet growing customer demand and navigate shifting global trade policies. With this latest injection, the company's total investment in its Vietnam operations will reach US$94.03 million
Monday 16 June 2025
Hanwha Semitech faces patent war with Hanmi Semiconductor over TCB breakthrough
A high-stakes patent dispute between Hanwha Semitech and Hanmi Semiconductor over a critical piece of equipment in the HBM production process — the TCB machine — is set to unfold, with significant implications for the HBM industry. The outcome of this legal battle is expected to influence SK hynix, the global leader in HBM production, given the pivotal role TCB technology plays in semiconductor manufacturing
Monday 16 June 2025
China solar giants' unprecedented losses prompt calls to confront structural crisis
At the 18th SNEC International Solar Energy and Smart Energy Conference held in Shanghai on June 10, 2025, global solar enterprises gathered to discuss the industry's future. However, behind the bustling exhibition, China's solar industry is confronting its most severe structural crisis to date
Monday 16 June 2025
Chinese electronics brands begin exporting from India amid policy shifts and local push
Amid a delicate political backdrop, Chinese electronics manufacturers in India are cautiously expanding their footprint, balancing growing export ambitions with regulatory scrutiny and policy hurdles. While the Indian government nudges them toward local production, tight controls and unresolved tensions continue to shape their operational and investment strategies
Monday 16 June 2025
Global SiC wafer growth slows as China reshapes market dynamics
Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year, primarily driven by the proliferation of 6-inch wafers. However, the global growth rate is expected to slow significantly to just 20% in 2025, a sharp drop attributed to intensified price competition and supply chain strain originating in China
Monday 16 June 2025
TP-Link's Shanghai semiconductor unit gutted in abrupt layoff round with generous terms

On June 12, 2025, TP-Link's export unit, Lianzou International Technology, initiated mass layoffs at its Wi-Fi chip division in Shanghai's Zhangjiang Hi-Tech Park. Reports from Sina, 163 News, and cnBeta indicate the action was abrupt—staff were informed in the morning, signed termination documents by the afternoon, and exited the premises that same evening

Monday 16 June 2025
Goke seizes SMIC's Ningbo fab in China BAW filter play
In a strategic shift that could reshape China's domestic semiconductor landscape, Goke Microelectronics announced plans to acquire a 94.37% stake in Ningbo Semiconductor International Corporation (NSI), a specialty foundry previously controlled by Semiconductor Manufacturing International Corporation (SMIC). The deal, which involves 11 sellers including SMIC and several local investment firms, marks Goke's formal entry into the radio frequency (RF) front-end market
Monday 16 June 2025
Vietnam pushes forward major administrative consolidation to streamline governance
Vietnam is embarking on its most extensive administrative restructuring since 1945, aiming to boost efficiency and reduce public sector costs. The country's National Assembly has approved a sweeping consolidation plan that will reduce its current 63 provinces and municipalities to just 34, comprising 28 provinces and six centrally governed cities, reports AFP and VNA. The move, overwhelmingly supported with 461 votes in favor, is part of the government's broader effort to streamline bureaucracy and modernize governance structures
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES