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Friday 28 March 2025
Shibaura to meet with Yageo on April 2 over tender offer
Japan-based Shibaura Electronics has disclosed that it is preparing to hold a meeting on April 2 with Taiwan-based Yageo regarding the latter's proposed tender offer
Friday 28 March 2025
Japan allocates US$665.8M budget for drones, Taiwan-Japan alliance targets disaster relief missions
The collaboration between Taiwan and Japan in the drone sector is taking shape. The Taiwanese Excellence Drone Alliance (TEDIBOA) has recently formed a new partnership with the Japan Drone Consortium (JDC). Both parties announced further cooperation as Ann Wu, chairman of CIRC, signed a memorandum of understanding with Kenzo Nonami, chairman of JDC
Friday 28 March 2025
Semiconductor business like DeepSeek may emerge in China, says former TSMC R&D VP
Chinese semiconductors may avoid engagement in traditional advanced process competition, potentially fostering a domestic chip manufacturer similar to "DeepSeek," according to Burn-Jeng Lin, former VP of R&D at TSMC
Friday 28 March 2025
AIDC enters Malaysian partnership to expand energy storage presence in Southeast Asia
Kai-hung Hu, chairman of Taiwan's Aerospace Industrial Development Corp. (AIDC), announced a partnership with the Malaysian company Cape EMS Berhad during a recent trip to the country, aiming to jointly expand in the Southeast Asian market through collaboration in the energy storage, aviation, and biotechnology and medical sectors
Friday 28 March 2025
South Korean firms overtake Japanese rivals in high-end auto display market for the first time
South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung Display (SDC) will focus on developing high-end products to expand their business
Friday 28 March 2025
Mundus Smart Energy enters Japan with 2MW grid-scale storage coming online by year-end
Mundus Smart Energy, a subsidiary of Taiwan's Lealea Group, is expanding into Japan's high-voltage battery storage market with seven approved projects totaling 14MW. The installations span key economic zones including Tokyo, Kyushu, and Hokkaido. Two 2MW sites in Saitama Prefecture are scheduled to go online by the end of 2025, marking the company's first operational assets in Japan
Friday 28 March 2025
Samsung and SK Hynix profits set to soar with memory chip market recovery
As the memory chip market re-enters a favorable cycle, industry forecasts predict that Samsung Electronics and SK Hynix's operating profits in 2025 could surge by 40% compared to previous predictions. Samsung's operating profit is expected to reach KRW41 trillion (US$28 billion), returning to levels seen during its peak years. SK Hynix will likely achieve a historic high, with operating profits possibly reaching KRW29 trillion
Friday 28 March 2025
DeepSeek sparks AI appliance gold rush in China—with commitment still elusive
Since January 2025, the open-source large language model (LLM) DeepSeek has sparked a surge of product launches across China's enterprise AI sector. Nearly 100 vendors—including server manufacturers, cloud service providers, software developers, and AI model firms—have introduced pre-integrated (aka 'all-in-one') AI appliances designed to run DeepSeek locally with minimal setup
Friday 28 March 2025
AI bubble brewing? Alibaba chair warns of data center frenzy
Alibaba Group Chairman Joe Tsai warned that the ongoing AI data center boom risks creating a market bubble. Speaking at the HSBC Global Investment Summit, he said construction is likely outpacing actual demand for AI services
Thursday 27 March 2025
China's self-driving car push spurs safety concerns as BYD leads market
Chinese automaker BYD plans to dominate the world's largest car market in 2025 by making smart driving technology accessible in vehicles below CNY100,000 (approx. US$13,780), triggering rivals Geely and Changan to accelerate similar offerings. Industry sources confirm China's advanced driver assistance systems currently max out at Level 2+, requiring constant driver attention despite marketing that suggests otherwise
Thursday 27 March 2025
Humanoid robot race between US and China heats up
A series of major advancements in humanoid robot technology in China and the US has reignited talk of imminent mass production
Thursday 27 March 2025
China's DeepSeek V3 ups stakes in AI arms race—on Apple's Mac Studio
Chinese AI firm DeepSeek has quietly launched its latest large language model, V3, with no big announcement or white paper—just a simple upload to Hugging Face. The low-key release has nonetheless attracted widespread industry attention for one standout feature: it runs locally on Apple's consumer-grade hardware
Thursday 27 March 2025
Rapidus partners with Quest Global to advance 2nm chip development
Japanese semiconductor foundry Rapidus has signed an MoU with Singapore-based IC design contractor Quest Global to collaborate on the design and production of its upcoming 2nm chips. The partnership, announced on March 25, 2025, aims to leverage Quest's customer network while accelerating the development of power-efficient, general-purpose AI semiconductors
Thursday 27 March 2025
TCL CSOT's Guangzhou plant acquisition threatens Korean DDI suppliers
TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon
Thursday 27 March 2025
AI, smart devices lift Goertek to CNY100B revenue milestone in 2024
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual revenue topped CNY100 billion (approx. US$13.8 billion) for the first time, while net profit soared nearly 145% year-over-year
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES