CONNECT WITH US
Monday 16 June 2025
Taiwan adds Huawei, SMIC, others to export control entity list
On June 15, the International Trade Administration (ITA) under Taiwan's Ministry of Economic Affairs has updated its Strategic High-Tech Commodities Export Control Entity List, adding 601 entities from countries including Russia, Pakistan, Iran, Myanmar, and China, effective June 10, 2025. Notable additions include Chinese companies Huawei and SMIC, among others, due to concerns over their involvement in weapons proliferation and national security risks
Monday 16 June 2025
VinFast commits to full local sourcing, expands supplier support to boost Vietnam's EV supply chain
Vietnamese EV maker VinFast has committed to purchasing all contracted products from local supply chain partners as part of its strategy to deepen domestic integration and enhance global competitiveness, according to The Investor. The company will also support local suppliers in connecting with international firms to improve technology and build global supply chain experience
Monday 16 June 2025
India roundup: India's US$21 billion chip dream
Minor progresses are seen in India's semiconductor manufacturing landscape. China's tightened export control on rare earths begins to disrupt India's EV dream
Monday 16 June 2025
BYD bets big on Europe with megawatt EV chargers as domestic market wobbles
BYD is accelerating its European expansion with plans to deploy megawatt-level (MW) ultra-fast charging stations—despite intensifying scrutiny at home and industry doubts abroad. The bold initiative marks a pivotal step in the Chinese EV giant's bid to deepen its foothold in a region where charging infrastructure remains a major obstacle to mass electric vehicle adoption
Saturday 14 June 2025
Samsung to benefit from soaring DDR4, LPDDR4 prices in 2Q25
The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business and fueling momentum for its performance in the second quarter of 2025
Saturday 14 June 2025
Tatung sees clear order visibility through 2027
Tatung has reported an over 4% year-over-year rise in May 2025 revenue, thanks to significant demand for its electronic manufacturing services (EMS) from customers reacting to US tariffs, as well as stable shipments of power equipment
Saturday 14 June 2025
China’s chip tool reboot: AMEC backs a “2.5-player” play
In late April 2025, South Korea's ZDNet Korea reported that China is moving ahead with a major overhaul of its domestic semiconductor equipment sector, aiming to consolidate more than 200 companies into roughly 10 key players. While the announcement drew international attention, industry insiders in China have long seen this as an inevitable, if largely unspoken, challenge
Friday 13 June 2025
ATE Energy wins another Philippine energy contract, expanding Taiwan-Philippines engineering footprint
Following its 2024 acquisition of a local photovoltaic and energy storage project in the Philippines, ATE Energy recently secured two renewable energy bidding projects from the Philippine government, marking another milestone in advancing its presence in the country's renewable energy sector
Friday 13 June 2025
Samsung foundry sees drop in technical executives amid market pressures
The number of senior technical executives at Samsung Electronics' foundry division has declined sharply over the past two years, raising concerns about the company's long-term competitiveness in the global semiconductor market
Friday 13 June 2025
Nvidia warns US chip curbs may boost Huawei in global AI race
On June 12, 2025, at VivaTech in Paris, Nvidia CEO Jensen Huang issued repeated warnings that tightening US restrictions on AI chip exports to China may backfire, accelerating the rise of Chinese tech giant Huawei and potentially undermining America's leadership in the global AI ecosystem. Huang emphasized that cutting off access to advanced chips may force China to double down on domestic alternatives—and succeed
Friday 13 June 2025
Samsung and Nvidia invest in Skild AI to strengthen robotics ambitions
Samsung Electronics and Nvidia have taken minority equity stakes in US-based robotics software startup Skild AI in a move seen as a strategic push into the rapidly growing consumer robotics sector
Friday 13 June 2025
Maxscend shatters RF filter ceiling, fuels China's IC design breakthrough
Maxscend Microelectronics Co. (Maxscend) has secured a breakthrough in radio frequency (RF) filter technology, advancing China's effort to localize critical semiconductor components and close long-standing gaps in its RF front-end supply chain. As a key supplier to Huawei, Maxscend provides RF switches, low-noise amplifiers (LNAs), and filters that power 5G smartphones and network infrastructure
Friday 13 June 2025
Huawei founder: US is a generation ahead—but China will find a way
On the eve of high-level trade talks between the United States and China in London, an unusually candid interview with Zhengfei Ren, founder of Huawei, appeared in the Chinese state-run People's Daily—drawing significant attention at home and abroad. The interview, headlined "The more open a country is, the more it progresses was widely interpreted as both a diplomatic signal and a strategic statement on China's ambitions in semiconductors and technology
Friday 13 June 2025
VS Industry reports sales decline in 3Q25 amid profit pressure
On June 11, 2025, VS Industry announced its financial results for the third quarter of fiscal 2025, reporting sales of MYR909.4 million (US$214.87 million), down 10% year-over-year from MYR1.01 billion in the same quarter last year. The company's gross profit also fell sharply by nearly 32% to MYR70.9 million, while operating income dropped 44.12% to MYR39.9 million. Net profit declined 56.25% to MYR23.8 million, reflecting mounting pressure on margins and overall profitability
Friday 13 June 2025
XPeng G7 debuts with in-house Turing AI chips, hitting 2200 TOPS
XPeng has unveiled the G7, its first all-new model of 2025—an AI-centric SUV that represents both a technological milestone and a strategic pillar in the company's product roadmap. Positioned as one of XPeng's most competitive offerings to date, the G7 is expected to sharpen the company's edge in China's rapidly intensifying electric vehicle market
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES