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Friday 9 May 2025
SMIC may be expanding use of Chinese equipment as yield challenges weigh on outlook
Semiconductor Manufacturing International Corp. (SMIC) reported that average selling prices declined in the latter half of the first quarter of 2025 due to production fluctuations...
Friday 9 May 2025
China's chip crunch deepens: Hua Hong drops 88% as nearly 50 firms post losses

Hua Hong Semiconductor, a major Chinese state-owned foundry, posted a sharp profit drop for the first quarter of 2025, with net income...

Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
SMIC signals cautious outlook for 2Q25
Semiconductor Manufacturing International Corporation (SMIC) announced its financial results for the first quarter of 2025, reporting revenue of US$2.247 billion. This represents...
Friday 9 May 2025
Naura overtakes SMIC in net profit as China's chip tool strategy delivers
Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...
Thursday 8 May 2025
Ex-SK Hynix employee charged in South Korea for leaking chip tech to HiSilicon

A former employee surnamed Kim at the Chinese division of South Korean chipmaker SK Hynix has been indicted on charges of leaking confidential...

Thursday 8 May 2025
US confronts battery shortfall as Chinese solar giants gear up for tenfold expansion
China dominates global solar manufacturing with an 85% market share, a position that has prompted strategic shifts in US policy. During former President Joe Biden's administration,...
Thursday 8 May 2025
SK Hynix to end DDR4 production by 2Q26, sparks supply crunch
The two major South Korean DRAM manufacturers are each preparing to discontinue their older DDR4 production lines. Following Samsung Electronics' early April announcement of its end-of-life...
Thursday 8 May 2025
Chinese semiconductor equipment firms post mixed 2024 results amid US pressures
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall...
Thursday 8 May 2025
China's quantum leap: Microsoft warns of 'race the US can't afford to lose' in the wake of Origin Tianji 4.0 debut
As quantum computing emerges as a pivotal battleground in global tech competition, tensions between China and the US continue to intensify. On May 6, 2025, Hefei-based Origin Quantum...
Thursday 8 May 2025
Geely bids to take Zeekr private at US$6.4 billion valuation
Billionaire Li Shufu is ramping up a push to streamline his sprawling business empire, with his Hong Kong-listed Geely Automobile Holdings Ltd. offering to take premium electric-car...
Thursday 8 May 2025
Tesla debuts LiDAR-free self-driving system in China as FSD awaits approval
Tesla has rolled out a new camera-based driver-assistance system in China while awaiting government approval for its Full Self-Driving (FSD) technology. Unlike most Chinese EV makers...
Thursday 8 May 2025
Solar industry reveals ultimate impact of US tariff tsunami
The US recently imposed final anti-dumping duties on solar cell and module manufacturers from four Southeast Asian countries—Malaysia, Vietnam, Thailand, and Cambodia—with...
Wednesday 7 May 2025
Anduril's founder sounds alarm on US-China military rivalry, touts AI as key to Taiwan Strait stability
In a recent speech, Palmer Luckey, the innovative force behind defense technology firm Anduril Industries, invoked a hypothetical Taiwan Strait conflict to underscore the pivotal...
Wednesday 7 May 2025
Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China's "trade-in" subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production...