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Friday 14 February 2025
DeepSeek reportedly exploring in-house chip development
Chinese AI company DeepSeek has initiated a major recruitment drive for semiconductor design talent, signaling potential plans to develop its proprietary processors, according to...
Friday 14 February 2025
DeepSeek domino effect? Ernie Bot, ChatGPT set to go free, reshaping AI landscape
Two of the world's leading closed-source AI models—Ernie Bot and ChatGPT—are set to become free to use, intensifying competition in the AI market. The move, widely seen...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Thursday 13 February 2025
Samsung reportedly to upgrade China NAND production to 286 layers
Samsung Electronics plans to convert part of its 3D NAND production at its Xi'an plant in China to the company's most advanced 286-layer stacked products.
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
SMIC faces profit decline amid rising competition and low returns from high-end chip manufacturing
Despite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting...
Tuesday 11 February 2025
Declining consumer power and intensifying competition challenge iPhone sales in China
The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth...
Tuesday 11 February 2025
China auto merger creates world's fifth-largest automaker, poised to upend BYD dominance
Chinese automotive manufacturers Changan Automobile and Dongfeng Automobile are reportedly planning to merge, aiming to enhance their global competitiveness by combining resources...
Monday 10 February 2025
BYD Electronics poised to gain from BYD's intelligent driving expansion
BYD Electronics is positioned to become the primary beneficiary of BYD's upcoming intelligent driving expansion, according to a CLSA research report. At its 30th-anniversary event...
Saturday 8 February 2025
DeepSeek fuels affordable AI, sparking cloud price wars in China and beyond
China's cloud service providers (CSPs) have been engaged in fierce price competition since 2024, deploying aggressive cost-cutting strategies to expand market share. This battle is...
Saturday 8 February 2025
Samsung denies claims of boosting its glass substrate supply chain to win AI chip clients
Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical...
Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Wednesday 5 February 2025
DeepSeek's meteoric rise: China's AI power play reshaping global competition
DeepSeek's rapid ascent highlights China's growing dominance in AI. Supported by a robust ecosystem of domestic technology and resources, the startup reflects the nation's drive to...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Monday 3 February 2025
Beyond price war: China's solar giants locked in escalating patent disputes, reshaping global landscape
In 2024, China's solar power manufacturing sector faced its toughest year for profitability due to fierce internal competition and a relentless price war. These challenges are further...