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Wednesday 23 April 2025
IPC firms brace for tariff fallout, adjust pricing amid uncertainty
As the ripple effects of potential reciprocal tariffs loom, industrial PC (IPC) manufacturers report they remain in close communication with customers and have already adjusted pricing to reflect anticipated cost increases
Wednesday 23 April 2025
Robots on the run: China's groundbreaking humanoid marathon reveals tech's growing pains
In a landmark event that tested the limits of current robotics technology, Beijing became the stage for the world's first humanoid robot half-marathon. Nearly 20 teams from across China entered self-developed bipedal robots in this 21.0975-kilometer challenge, which quickly exposed the current limitations of humanoid technology
Wednesday 23 April 2025
Trump signals softer trade stance with China, floats tariff reduction
US President Donald Trump has signaled a shift in his administration's trade approach toward China, indicating openness to a more conciliatory tone while maintaining leverage through high tariffs
Wednesday 23 April 2025
GTOC invests NT$1.7 billion to expand automotive glass business in Vietnam
Glass processing manufacturer G-Tech Optoelectronics (GTOC) announced a board resolution to invest an additional NT$1.385 billion (US$42.6 million) in its Vietnam project. The board also approved the purchase of equity in SD Global Vietnam Limited Liability for US$10 million, bringing the total investment in Vietnam to NT$1.709 billion
Wednesday 23 April 2025
Hanmi reshapes South Korea's HBM arena, eyes Samsung alliance as SK Hynix ties fray
The South Korean semiconductor industry is abuzz with intrigue as Hanmi Semiconductor's once-ironclad relationship with SK Hynix frays over the supply of thermal compression bonders (TC Bonders or TCBs), critical equipment for high-bandwidth memory (HBM) production. The friction became more apparent after Hanmi Semiconductor unexpectedly canceled an investor relations event set for April 22, according to a report by Maeil Business Newspaper. This development came shortly after a visit from SK Hynix executives, with industry sources indicating that disagreements over the terms of TCB supply have escalated to a critical juncture
Wednesday 23 April 2025
China's AI data centers resort to reselling graphics cards; Nvidia 4090 becomes lifeline
Following the US government's export control of Nvidia's China-specific H20 chips, rumors have surfaced that the flagship gaming graphics card RTX 5090D, also tailored for the Chinese market, may face sales restrictions. Although no official announcement has been made, insiders reveal that Nvidia has notified all AIC graphics card manufacturers about suspending supplies of the RTX 5090D, though this does not equate to an outright ban on sales
Wednesday 23 April 2025
ASML pulls plug on South Korea site—Samsung insists joint R&D still alive
Samsung Electronics and ASML have scrapped plans to build a joint research and development (R&D) center in Hwaseong, Gyeonggi Province, and are now devising a new collaboration strategy, South Korean outlets ETNews and Seoul Economic Network TV reported
Wednesday 23 April 2025
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift from Vietnam to India supports the growing US-India trade relationship, which aims for US$500 billion in bilateral trade by 2030
Wednesday 23 April 2025
Huawei's expansion in smart driving stirs competition, scrutiny
Chinese smartphone maker Xiaomi's pivot into cars has become a high-profile success story. Its SU7 is a hit, forecast to sell 350,000 units this year, and even Ford Motor CEO Jim Farley has heaped praise on the model
Wednesday 23 April 2025
Samsung slaps BOE with fresh OLED suit, targeting Nubia, Redmagic phones in cross-border IP clash

Samsung Display (SDC), South Korea's top panel supplier, has filed a fresh OLED patent infringement lawsuit against China's BOE Technology, intensifying an already heated legal standoff between the world's leading display makers

Wednesday 23 April 2025
Huawei Ascend 910C chip set for mass rollout as China hunts for an Nvidia stand-in
Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned as China's homegrown rival to Nvidia's H100, the chip is gaining traction as a go-to option for domestic AI developers amid intensifying US export restrictions
Wednesday 23 April 2025
Renault-Geely's retrofit-ready hybrid aims to redefine EV manufacturing
Horse Powertrain, the joint venture between Renault and China's Geely Group, will debut its Future Hybrid powertrain concept at Auto Shanghai 2025. Vehicles featuring the system are slated to launch in 2028
Wednesday 23 April 2025
JD.com, Meituan drive export-to-domestic shift as Chinese manufacturers recalibrate
Amid escalating US-China trade tensions and Washington's push for "reciprocal tariffs," Chinese exporters are facing unprecedented strain. Canceled orders, rising costs, and growing policy uncertainty have shaken once-stable overseas markets. In response, Chinese regulators and e-commerce giants are mobilizing to redirect exporters toward the domestic market. Early indicators suggest this inward pivot is gaining traction
Tuesday 22 April 2025
Toyota expands NEV presence in China with Lexus EV production based in Shanghai
On April 22, the Shanghai municipal government and Toyota officially held a strategic cooperation agreement signing ceremony, announcing that Toyota's wholly-owned Lexus battery electric vehicle (BEV) and battery R&D company will be established in Jinshan District, Shanghai. This signing marks an important step for Toyota's high-end new energy brand layout in China, which will help accelerate the upgrade of the new energy vehicle (NEV) industry in Shanghai and the Yangtze River Delta region
Tuesday 22 April 2025
Hygon delivers blowout 1Q results amid surge in domestic AI, compute demand
On April 22, Hygon Information Technology, a top Chinese high-performance chipmaker, posted its first-quarter 2025 earnings, surpassing analyst forecasts. Driven by accelerating demand in AI and general-purpose computing, the company saw sharp increases in both revenue and profit, sustained R&D spending, and a dramatic recovery in operating cash flow. A surge in advance orders further underscored rising confidence in China's domestically developed processors
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES