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Saturday 3 May 2025
US-China trade war threatens to gut global semiconductor market by 34% through 2026

The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding...

Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components,...
Friday 2 May 2025
LGES bows out of Indonesian EV battery deal—China's Huayou poised to fill the void
LG Energy Solution (LGES) of South Korea has exited its US$8.45 billion electric vehicle (EV) battery project in Indonesia, prompting the Indonesian government to court China's Zhejiang...
Friday 2 May 2025
Huawei mobilizes 11 top carmakers to forge China's smart driving safety agenda
China's booming auto industry is moving beyond product competition as automakers increasingly prioritize unified safety standards for intelligent driving systems. The sector is transitioning...
Friday 2 May 2025
US, China sharply diverged in regulatory paths for high-level autonomous driving
Advanced L3–L5 autonomous driving has long been a critical battleground in the technological rivalry between the US and China. Recently, as both nations aim for L5 fully autonomous...
Friday 2 May 2025
Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?
Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...
Friday 2 May 2025
Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge
The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics' move to phase out DDR4 modules, as revealed in communications...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
BYD breaks ground on 10K-capacity EV plant in Cambodia, production set for late 2025
China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...
Friday 2 May 2025
Samsung chip earnings nosedive 62%: HBM edge ceded to SK Hynix?
Samsung Electronics beat expectations in the first quarter of 2025, posting revenue of KRW79.1 trillion (US$55 billion) and operating profit of KRW6.7 trillion. However, its Device...
Friday 2 May 2025
Xiaomi enters the LLM race with another attempted latecomer coup
Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones,...
Friday 2 May 2025
Tariffs forge a stronger Chinese PC industry as US brands falter
The adage "what doesn't kill you makes you stronger" aptly describes China's response to US tariffs and export controls. Rather than hindering Beijing's progress, these measures have...
Friday 2 May 2025
US$1 trillion AI rush: China's memory boom shakes global chip market
China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical...
Thursday 1 May 2025
Samsung taps Llama 4 to close semiconductor gap with Hynix, Micron

Samsung Electronics' Device Solutions (DS) division has begun deploying Meta's latest generative AI model, Llama 4, marking a strategic...

Thursday 1 May 2025
China's DRAM surge could upend global memory prices and supply chains, warns Etron
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese...