Xiaomi is reportedly in the process of constructing a massive GPU cluster to significantly invest in artificial intelligence (AI) large language models (LLMs). According to a source cited by Jiemian News, Xiaomi's LLM team had already established 6,500 GPU resources at its inception
TSMC has confirmed mass production at its Japanese wafer fab, marking a significant milestone in its overseas expansion strategy amid geopolitical uncertainties. While its Japan project advances smoothly, the company faces varying degrees of success and challenges across its global operations
Near the year-end of 2024, the US government launched a Section 301 investigation into China's semiconductor sector, with a new focus on third-generation materials like silicon carbide (SiC). This development comes amid an oversupply situation in China's SiC market throughout 2024
Major Chinese technology companies have unveiled their strategic goals for 2025, with plans spanning from electric vehicle sales to artificial intelligence innovations. Tech giants Xiaomi, Baidu, and Huawei have outlined their vision for the year ahead, signaling transformative changes and challenges facing China's technology sector
Growing demand for artificial intelligence semiconductors is reshaping the global chip industry, but South Korea's ambitions to capture market share face significant hurdles despite the sector's explosive growth potential
Following Northvolt's bankruptcy filing, Volvo is exploring new battery partnerships in South Korea to advance the construction of the NOVO Energy battery plant
The trio of major European chip-making giants—STMicroelectronics (STM), NXP, and Infineon—have recently announced plans to establish local chip manufacturing supply chains in China. Their decisions stem from the growing need for flexible supply chains, as without local production in China, these manufacturers risk losing their foothold in the Chinese market
Samsung Electronics has launched a comprehensive overhaul of its advanced packaging supply chain, focusing on "reassessing" materials, components, and equipment to boost competitiveness. This shift, reported by South Korean media, is expected to impact both domestic and international suppliers, sparking widespread industry attention
Japanese printed circuit board (PCB) manufacturer Meiko has doubled its market value, driven by the need for the global supply chain relocation away from China. By proactively setting up production facilities in Vietnam, Meiko has become a key player amidst the US-China tensions. Satellite communications opportunities have also significantly boosted its revenue growth
Honda and Nissan's ongoing merger negotiations are reportedly an attempt to counter the rising dominance of Chinese electric vehicle (EV) manufacturers. The Japanese automakers, prompted by declining sales in their Chinese joint ventures, are exploring the possibility of combining forces to challenge BYD's growing market presence
Samsung Electronics' Device Solutions (DS) division is revising its production strategy as falling DRAM prices and weak IT demand weigh on profits. South Korean securities firms have slashed Samsung's fourth quarter 2024 operating profit forecast from KRW4.6 trillion (US$31 billion) to KRW3.6 trillion, marking a 6.7% decline quarter over quarter, reflecting mounting pressures from an economic downturn and aggressive pricing by Chinese competitors like ChangXin Memory Technologies (CXMT)
Kyushu has raised its assessment of the economic benefits stemming from semiconductor investments spearheaded by TSMC. This adjustment comes as Taiwanese semiconductor suppliers increasingly cluster in the region as part of their diversification strategies
Honda and the financially troubled Nissan have announced plans to merge, with Mitsubishi Motors expected to decide on its participation within the month. While speculation suggests the Honda-Nissan merger talks aim to prevent Foxconn from gaining involvement with Nissan, past acquisitions involving Japanese corporations have yielded mixed results, potentially influencing the outcome of this proposed merger
Honda and Nissan aim to forge synergies across seven areas, including vehicle platform commonality and software development, as they strengthen ties through strategic collaboration. Their merger, rooted in memoranda signed in March and August 2024, underscores a shared focus on automotive intelligence and electrification
Samsung Electronics's hiring of Jing-cheng "Vic" Lin(J. C. Lin) from TSMC in a bid to bolster its semiconductor packaging technology made headlines in early 2023. However, reports suggest Lin has now left the company following his contract completion, prompting speculation about his future plans
