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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...
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
Samsung to launch enhanced HBM3E in 1Q25, doubles supply target
Samsung Electronics (Samsung) plans to release an enhanced version of HBM3E as it works to close the gap with SK Hynix in HBM supply and DRAM development. The company aims to double...
Monday 3 February 2025
Meet DeepSeek's founder: journey from stock prodigy to AI disruptor
DeepSeek, a Chinese AI startup, is making waves with its claim of rivaling OpenAI and Meta's large language models for a mere US$6 million. While this assertion has drawn skepticism,...
Monday 3 February 2025
Honda boosts US investment by 40% to expand EV, HEV production
Honda is expanding its US investment with an additional US$300 million, aligning with President Donald Trump's policies and the growing demand for EVs in North America. This investment...
Monday 3 February 2025
OpenAI unveils plans for AI devices to rival smartphones
In a recent interview, OpenAI CEO Sam Altman unveiled plans to develop a generative AI-powered device aimed at replacing smartphones. Through this ChatGPT-optimized device, OpenAI...
Monday 3 February 2025
Singapore to keep working closely with US amid DeepSeek concerns
Singapore said its customs and law enforcement departments will continue to work closely with US counterparts amid concerns China AI firm DeepSeek obtained Nvidia Corp. chips through...
Monday 3 February 2025
STMicro's worst year in decades: sales drop, job cuts amid continuous market slump
STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with...
Monday 3 February 2025
China's Tongfu Microelectronics reportedly begins HBM2 trial assembly
According to a report by Nikkei, Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory (HBM2). This development follows fellow Chinese...
Monday 3 February 2025
YMTC reportedly begins shipping fifth-generation 3D TLC NAND flash with 294 layers
In a significant advancement for China's semiconductor industry, Yangtze Memory Technologies Co. (YMTC) has achieved a new milestone with its fifth-generation 3D TLC NAND flash memory...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...
Monday 3 February 2025
OpenAI releases more affordable model o3-mini in the wake of DeepSeek
OpenAI rolled out a new, lightweight artificial intelligence (AI) model that it said is capable of humanlike reasoning and makes gains on efficiency — a product that will be...
Friday 31 January 2025
Chinese automakers face challenges in auto parts localization amid quality demands
The automotive industry's stringent safety and reliability requirements are presenting significant challenges to the Chinese government's ongoing push to increase the localization...
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between...