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Thursday 3 July 2025
Samsung completes development of 1c DRAM, paving way for HBM4 rollout

Samsung Electronics has successfully developed its sixth-generation DRAM, known as 1c DRAM, built using a 10nm class process. The product has received internal Production Readiness Approval (PRA), signaling it has met key quality and performance benchmarks and is now in the final phase before mass production. The milestone brings Samsung one step closer to its goal of mass-producing HBM4, or fourth-generation high-bandwidth memory, in the second half of 2025

Thursday 3 July 2025
Micron tightens grip on AI memory market as Samsung certification lags
Micron Technology is stepping up its game in the competitive high-bandwidth memory (HBM) market, leveraging recent wins to boost production and capture rising demand driven by artificial intelligence (AI) platforms
Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From the talks in Geneva on May 11 to negotiations in London on June 10, followed by Trump's recent announcement, what exactly have the two countries agreed upon
Thursday 3 July 2025
US unleashes Section 232 tariffs, global trade talks in disarray
With the July 9, 2025, deadline for new tariffs fast approaching, trade talks between the US and key partners like Japan, India, and France are showing signs of strain. At the heart of the deadlock lies Washington's increasingly aggressive use of Section 232 tariffs, a tool with far greater bite than traditional reciprocal duties
Thursday 3 July 2025
BYD's Mexico factory on hold due to trade uncertainty and geopolitical concerns
Facing rising geopolitical tensions and uncertainty surrounding US trade policy under President Donald J. Trump, Chinese EV maker BYD has put plans for a large-scale factory in Mexico on hold
Thursday 3 July 2025
Luxshare to list in Hong Kong as part of global strategy, joins wave of Apple suppliers
Luxshare Precision Industry Co., a key supplier to Apple and a leading player in China's electronics manufacturing sector, plans to issue H-shares and list on the Hong Kong Stock Exchange (HKEX). The initiative aims to support its global expansion strategy, boost access to international capital, and improve corporate governance and transparency
Thursday 3 July 2025
China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center of geopolitical tensions. China, which controls more than 90 percent of the world's rare earth refining and processing capacity, continues to wield outsized influence over global supply

Thursday 3 July 2025
Radiant merges three companies in two years to fuel meta-optics expansion
Radiant Opto-Electronics, a major manufacturer of backlight modules, acquired Finnish optics company Nanocomp in August 2023. Just over a year later, in September 2024, Radiant fully acquired Danish meta-optics firm NIL Technology ApS (NILT)
Thursday 3 July 2025
Foxconn's recall of hundreds of Chinese staff from India iPhone plant siren concerns over Apple's South Asia strategy
Foxconn has instructed hundreds of Chinese engineers and technicians at its iPhone assembly plant in southern India to return to China, according to a Bloomberg report. Sources familiar with the matter said most Chinese employees were notified over the past two months, and more than 300 have already left. Only a limited number of Taiwanese support personnel remain on site
Thursday 3 July 2025
Wolfspeed bankruptcy no surprise as product development lags Chinese rivals
US-based silicon carbide (SiC) giant Wolfspeed officially filed for bankruptcy this week following a series of rumors, initiating restructuring proceedings. Industry players in power semiconductors and wide bandgap semiconductors largely view this outcome as unsurprising
Thursday 3 July 2025
Samsung to restart P5 fab construction after two years as AI semiconductor grows
After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements in high-bandwidth memory (HBM) and next-generation DRAM technologies, alongside strong market growth expectations for AI semiconductors over the coming years, Samsung is preparing to launch a new round of equipment investment in South Korea
Thursday 3 July 2025
Chips for rare earths: An uneven US-China trade gambit
Since the onset of the US-China tech war, both sides have engaged in multifaceted struggles over strategic industries such as semiconductors, AI, and critical resources
Thursday 3 July 2025
China's EV leaders switch gears from horsepower to chip power
As global automakers advance deeper into electrification and intelligent mobility, China's top EV brands—BYD, Nio, and Xiaomi—are fast-tracking the development of self-designed chips. The push reflects a broader transition from dependence on foreign semiconductor suppliers to fully integrated hardware-software platforms, with significant implications for the global EV value chain
Thursday 3 July 2025
Trump Vietnam trade deal hits Chinese transshipment with higher tariff
US President Donald Trump announced a sweeping trade deal with Vietnam, proposing tariffs on Vietnamese and transshipped goods while securing zero-tariff access for American products, especially SUVs, in Vietnam, pending confirmation from the White House and Hanoi
Thursday 3 July 2025
Nio spins off chip division with new 5nm auto SoC under volume production
China's first-tier electric vehicle (EV) manufacturer Nio has taken a significant step forward in its chip self-sufficiency strategy, announcing that its chip division has officially spun off from the parent company to form a new entity, Anhui Shenji Technology. The spin-off has completed mass production and large-scale vehicle integration of its first self-developed automotive-grade 5nm smart driving chip, the Shenji NX9031, marking a new phase from chip development to commercial application
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES