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Tuesday 25 March 2025
Nvidia expands ASIC footprint through MediaTek NVLink deal
MediaTek announced at this year's GTC conference that it will deepen its partnership with Nvidia by integrating NVLink IP into its ASIC services. Industry sources suggest this partnership...
Tuesday 25 March 2025
Japanese PCB maker Meiko to join satellite supply chain, challenging Taiwan's dominance
Japan's Meiko is set to become the third supplier in the low-Earth orbit satellite market by 2025, challenging the dominance of Taiwanese manufacturers Compeq and Unitech as geopolitical...
Tuesday 25 March 2025
European Commission probes Chinese subsidies behind BYD's US$4.3B Hungary EV plant
The European Commission has opened a preliminary investigation into whether Chinese electric vehicle (EV) giant BYD received unfair government subsidies for its planned factory in...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Monday 24 March 2025
TCL's acquisition of LGD units boosts China's share in global LCD and OLED markets
TCL Technology Group Corporation's (TCL) acquisition of LG Display (LGD)'s Chinese subsidiaries, approved by authorities and slated for completion by 2025, marks a strategic shift...
Monday 24 March 2025
Wonderful Hi Tech invest US$20 million in AI cable market expansion
Taiwan's Wonderful Hi Tech Technology is aggressively entering the artificial intelligence market with high-speed internal cables and customized low-Earth orbit satellite solutions,...
Monday 24 March 2025
'The dawn of the AI agent era': Huawei accelerates 2025 roadmap
At its 2025 China Partner Conference, Huawei outlined its roadmap for the next phase of artificial intelligence, spotlighting AI agents designed for autonomous planning and execution...
Monday 24 March 2025
Tesla reportedly talking to Tata for EV component sourcing
Tesla is reportedly talking to local suppliers, including those from Tata, amid its supply chain diversification away from China and Taiwan. This move aligns with its goal to sell...
Monday 24 March 2025
Stanford, MIT embrace China's DeepSeek as affordable GPT-4o rival
Although DeepSeek has been banned by government agencies in several countries, the China-developed open-source AI model is gaining recognition from leading US academic institutions...
Monday 24 March 2025
Shinko Electric to delist in June, eye DNP and Mitsui Chemicals partnership on backend process materials
The Japan Innovation Network (JIC) has completed the tender offer for shares of Shinko Electric Industries, a Fujitsu subsidiary specializing in IC substrates, and the company is...
Monday 24 March 2025
Samsung's Lee Jae-Yong Xiaomi factory visit fuels collab speculation
During a visit to participate in the China Development Forum, Samsung Electronics chairman Lee Jae-Yong and Qualcomm CEO Cristiano Amon reportedly visited Xiaomi's factory in Beijing...
Monday 24 March 2025
Tim Cook revisits China: discuss DeepSeek and supply chain collab
Apple CEO Tim Cook made his first Beijing visit of the year to attend the China Development Forum (CDF). He joined global business leaders to explore market opportunities and reaffirm...
Monday 24 March 2025
Trans-Sun breaks into AI servers & robotics, zeroes in on advanced electronic materials
Trans-Sun Materials Technology has been shifting its focus from distribution to high-value electronic functional materials while expanding into niche markets such as AI servers and...
Monday 24 March 2025
Taiwan LED firm Ennostar accelerates auto sector expansion with subsidiary merger
Taiwan-based LED manufacturer Ennostar is ramping up its automotive market strategy through a planned merger of subsidiaries Epistar Corporation and Lextar Electronics by 2025, which...
Monday 24 March 2025
Baidu, Alibaba, Tencent flex financial muscle as billions pour into AI race
China's tech titans—Baidu, Alibaba, and Tencent (collectively known as BAT)—are dramatically scaling up investments in artificial intelligence (AI) and capex, signaling...