Ji Yue Auto's sudden collapse has jolted the industry, marking a sharp and unceremonious shift in Baidu's automotive ambitions. Once the tech giant's symbol of its car-making aspirations, Ji Yue's overnight downfall signals Baidu's potential retreat from the automaking arena. The move highlights the mounting difficulties of sustaining vehicle production in a sector notorious for high risk and heavy investment
Given the current competitive landscape among Chinese automakers, it is not surprising that new entrants face challenges in vehicle manufacturing. However, Ji Yue's recent turmoil seems to have inadvertently provided an opportunity for its competitor, Xiaomi, especially since CEO Jun Lei had previously boasted about ensuring 18 months' worth of salaries for employees, drawing renewed attention from the public
The competition to dominate Asia's nascent floating offshore wind market is intensifying, with Taiwan and South Korea emerging as frontrunners while Japan's cautious approach risks leaving it behind in the region's renewable energy transformation
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store. These measures are widely viewed as Beijing's response to recent US Department of Commerce sanctions
LG Display (LGD) has spent over a decade investing in OLED TV panel technology. However, the market's growth remains sluggish as Samsung Electronics and Chinese manufacturers prioritize LCD TVs. Analysts anticipate a limited recovery in the OLED TV market before 2025
TSMC and Samsung Electronics (Samsung) are set to begin mass production of 2nm technology starting in 2025. Both industry giants are actively vying for customer orders. The South Korean industry believes that while TSMC has a slight edge in development progress and securing clients, Samsung is determined not to back down and is accelerating its efforts to compete
Samsung Electronics is stepping up talent recruitment in China to advance next-generation semiconductor development. With China's rapidly growing semiconductor IP market, Samsung is actively forging strategic partnerships with local firms to strengthen its foothold and accelerate innovation in the region
Japanese semiconductor testing equipment firm Advantest has announced its latest testing solutions for advanced applications such as high-end memory, 5G, AI, and high-performance computing (HPC). The company is also closely monitoring Rapidus's progress in mass-producing 2nm chips
Amid growing US-China tensions, display maker EDT is preparing to diversify its manufacturing footprint beyond Taiwan, joining a wider industry shift that could reshape Asia's tech supply chains. As global manufacturers seek to diversify their supply chains beyond China while maintaining their Taiwan operations, many are adopting what's known as the Taiwan +1 strategy - keeping core operations in Taiwan while expanding to an additional production base in Southeast Asia. EDT sees significant opportunities in this Taiwan +1 strategy, with plans for production line investments in Southeast Asia set for 2025
Japan is advancing its ambitious space solar power program through foundational experiments designed to collect solar energy in space and transmit electricity back to Earth
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden administration was planning stricter semiconductor export controls, targeting China's access to HBM—a key component for AI chips—and the equipment needed for its manufacturing
The Japanese government has accelerated plans to develop a next-generation supercomputer by the fiscal year 2030, succeeding the renowned Supercomputer Fugaku. This ambitious project, seeking to accelerate research and development, marks a significant step forward in Japan's technological landscape
According to ET News, SK Hynix is setting its sights on the semiconductor packaging market by offering packaging foundry services, a move that analysts say capitalizes on its expertise in high bandwidth memory (HBM)
Following Huawei's recent advancements, TCL, a leading Chinese home appliance brand, has revealed its dual-folding technology, signaling potential plans for a tri-fold smartphone. This move has sparked industry speculation on whether Samsung Electronics will join the competition in the tri-fold smartphone segment
