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Tuesday 20 May 2025
China says US Huawei chip ban could derail fragile trade truce
China's Ministry of Commerce has denounced new US restrictions targeting Huawei's artificial intelligence (AI) chips, arguing the move threatens the recently established trade consensus between the two nations in Geneva. The Ministry urged Washington to "immediately correct its wrongful actions" and cease what it called discriminatory measures against Chinese companies
Tuesday 20 May 2025
Tata Electronics reportedly moves beyond iPhone enclosure manufacturing into handset assembly
Tata Electronics is reportedly expanding its Apple business from iPhone enclosure manufacturing to mobile phone assembly at its new Hosur facility as Apple faces pressure to reduce its reliance on China
Tuesday 20 May 2025
As Nissan falters, Toyota may offer lifeline in quiet, government-backed move
Once a pillar of Japan's automotive might, Nissan now finds itself in financial peril, with talks of potential mergers or alliances repeatedly falling through. After a failed merger attempt with Honda, Japan's second-largest automaker, reports from Japanese media suggest that Toyota—Japan's largest and most influential carmaker—may be quietly extending a helping hand. However, neither Toyota nor Nissan has confirmed the rumors through official channels
Tuesday 20 May 2025
Samsung enters crisis mode: TV market lead under threat as TCL CSOT, Hisense close in
Samsung Electronics' Visual Display (VD) Business has reportedly entered "emergency management" mode in response to falling global TV market share and rising LCD panel costs—two critical factors driving the company's internal shakeup. According to The Korea Economic Daily, Yonhap News Agency, and Korea Daily News, Yong Seok-woo, President and Head of the VD Business, recently told executives the division would adopt tighter operational policies as part of a broader crisis response strategy
Tuesday 20 May 2025
SK Hynix places orders for HBM equipment with Hanwha Semitech and Hanmi Semiconductor amid patent disputes
South Korean chip giant SK Hynix has placed significant orders for thermal compression bonding (TCB) equipment with two domestic suppliers, Hanwha Semitech and Hanmi Semiconductor, signaling a strategic push to expand its high-bandwidth memory (HBM) manufacturing capabilities
Tuesday 20 May 2025
Huawei unveils HarmonyOS PCs: foldable design, full-stack control, cross-device ecosystem
Huawei, on May 19, 2025, launched its first personal computers powered by HarmonyOS, after five years of development involving more than 10,000 engineers. The MateBook Pro and MateBook Fold Ultimate Design are the first laptops to run HarmonyOS 5, marking a pivotal moment in China's drive for full-stack operating system autonomy in the PC sector
Tuesday 20 May 2025
Xiaomi's XRing SoC: next HiSilicon breakthrough or Zeku-style flameout?
Years after launching the Pinecone Surge S1 in 2017, Xiaomi founder and CEO Lei Jun announced the company's return to in-house smartphone chip design. Its new self-developed SoC, the XRing O1, is set to debut on May 22. Lei disclosed that Xiaomi has poured over CNY13.5 billion (approx. US$1.87 billion) into developing the XRing, supported by a 2,500-strong engineering team. The company plans to invest an additional CNY6 billion in R&D in 2025
Tuesday 20 May 2025
Foxconn injects US$1.5 billion into Indian subsidiary amid Apple diversification
Foxconn Singapore Pte Ltd, a subsidiary of Foxconn, has announced a capital injection into its Indian subsidiary, Yuzhan Technology (India) Private Limited, as part of a long-term investment strategy
Tuesday 20 May 2025
DRAM prices surge in AI Boom; Samsung and SK Hynix set to benefit

The global surge in DRAM prices, combined with the increasing momentum of artificial intelligence (AI) development in the Middle East, positions South Korea's memory chip giants—Samsung Electronics and SK Hynix—to benefit significantly from the renewed growth in the semiconductor sector. With both companies at the forefront of this market shift, they are set to capitalize on the rising demand for advanced memory solutions driven by AI innovations and broader technological trends

Tuesday 20 May 2025
From cold benches to courtroom benches: A tale of two chip visions
The year 2025 marks a significant moment for the Chinese-speaking semiconductor industry, presenting a striking contrast
Tuesday 20 May 2025
Huawei widens lead in global telecom race, Western RAN giants retreat under pressure
As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector's biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening
Monday 19 May 2025
Phison builds NAND stockpile, accelerates three-pronged AI storage push in SEA and India
Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China trade tensions and recent tariff reductions between the world's two largest economies have spurred system vendors to accelerate orders and shipments, particularly in May and June
Monday 19 May 2025
Sino-American Silicon enters Indian solar market with Premier Energies venture
Sino-American Silicon Products Group has formed a joint venture with India's Premier Energies to produce silicon wafers for solar cells in India, acquiring a 26% stake in the new entity, according to a company statement Monday
Monday 19 May 2025
China's AI appliance chaos: DeepSeek boxes flood market as prices swing 100x between full and distilled models
Since its viral breakout in February, DeepSeek has triggered a rush for all-in-one AI appliances across China's enterprise and government markets. But the boom has also unleashed a disorderly ecosystem, with over 100 DeepSeek-branded systems flooding the market, priced anywhere from tens of thousands to more than one million CNY
Monday 19 May 2025
Zhen Ding posts 23% revenue growth, driven by China's IC substrate boom
PCB manufacturer Zhen Ding Technology posted a 23% year-over-year increase in consolidated revenue for the first quarter of 2025, marking a record high for the quarter. The company's integrated circuit (IC) substrate business was a key driver, with quarterly revenue climbing nearly 30%, bolstered by strong domestic demand in China
Veeam Q2 Vault V ANZ
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES