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Thursday 3 July 2025
Problematic IVI systems draw most complaints from car owners
In-vehicle infotainment (IVI) systems are a key feature of smart cockpits and the driving technology experience, but their high failure rates and quality issues have become a major problem for car manufacturers
Wednesday 2 July 2025
Towa expands South Korea presence as AI spurs demand for HBM packaging tools
Japanese semiconductor equipment maker Towa Corporation, a global leader in advanced packaging systems, recently unveiled its newest technology for sixth-generation HBM4, aiming squarely at the surging demand from generative AI and high-performance computing markets
Wednesday 2 July 2025
China’s Dongshan Precision moves to buy Taiwan’s Source Photonics, triggering tech security alarms
Leading Chinese electronics manufacturer, Suzhou Dongshan Precision Manufacturing, has announced plans to acquire Source Photonics, a Taiwan-based optical communications firm located in the Hsinchu Science Park, for up to CNY5.935 billion (approx. US$828 million). The deal, priced at roughly six times Source Photonics' market value, aims to help Dongshan Precision break into the high-growth optical communication sector
Wednesday 2 July 2025
Samsung lags a year behind TSMC in 1.4nm race, shifts focus to 2nm reset
Samsung Electronics has delayed mass production of its 1.4nm process node to 2029, two years later than its original timeline and trailing TSMC's 2028 target. The shift reflects a strategic pivot to focus on 2nm process stabilization and address persistent yield issues and underutilized fab capacity
Wednesday 2 July 2025
Naver unveils Korean AI model that rivals OpenAI's GPT-4.1
South Korean internet giant Naver has launched HyperCLOVA X THINK, a large language model that matches OpenAI's GPT-4.1 performance while excelling in Korean-language tasks, advancing the country's push for AI sovereignty
Wednesday 2 July 2025
Samsung pitches 12-stack HBM3E to Nvidia after AMD's AI accelerator win
Samsung Electronics is intensifying its push to secure a major HBM3E supply deal with Nvidia, as Device Solutions chief Jun Young-hyun visited Nvidia's Silicon Valley headquarters in late June 2025. It was Jun's second visit in under two months — following a May 2025 trip — according to semiconductor expert Jukan Choi (@Jukanlosreve on X). The trip reflects Samsung's growing confidence, bolstered by its recent success in supplying 12-stack HBM3E to AMD for its latest AI accelerators
Wednesday 2 July 2025
Production for iPhone 17 OLED begins; Korean display manufacturers cautious with orders due to Trump storm

South Korea's leading display manufacturers have officially begun production of OLED panels for Apple's upcoming iPhone 17, according to industry sources. While Samsung Display (SDC) and LG Display (LGD) have secured the initial batch of orders, the total volume appears to be lower than that for the iPhone 16, reflecting geopolitical and economic uncertainties

Wednesday 2 July 2025
China-backed IC designer Unisoc kicks off IPO process amid push for profitability
Unisoc (Shanghai) Technologies Co., Ltd. has filed IPO counseling documents with the China Securities Regulatory Commission (CSRC), signaling plans to list on the Shanghai STAR Market. Chinastarmarket.cn, citing sources familiar with the matter, reported the listing could occur in late 2025 or 2026. The company is still operating at a loss and is aiming to reach breakeven by 2025
Wednesday 2 July 2025
Huawei bid to dismiss US trade sanctions case rejected by judge
Huawei Technologies Co. must face a criminal trial next year in New York after a federal judge refused a request by the Chinese wireless equipment maker to dismiss more than a dozen charges, including racketeering, trade secret theft, and violating US sanctions on Iran
Wednesday 2 July 2025
Intel exits auto sector as China strategy falters
At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles (SDVs) and announcing partnerships with Chinese firms, including Black Sesame Technologies and ModelBest. The event signaled what many believed was a renewed push by the semiconductor giant to become a serious contender in China's rapidly evolving electric and smart vehicle market
Wednesday 2 July 2025
The AI talent arms race: Nvidia, Meta, and Huawei battle for brains
As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but the talent behind it. Companies like Nvidia, Meta, Google, Microsoft, AMD, and Qualcomm are in an escalating global talent war, eager to absorb entire teams or acquire startups outright to gain access to elite AI capabilities
Wednesday 2 July 2025
Samsung shifts focus to consolidating existing ecosystem, cancels SFF
Samsung Electronics will no longer hold its customary Samsung Foundry Forum (SFF) in 2025, opting instead to host partner-exclusive events, drawing attention from industry observers. This move is interpreted as part of Samsung Semiconductor's strategy to emphasize "strengthening internal capabilities.
Wednesday 2 July 2025
China's AI chip companies struggle for survival as four key players hold less than 1% market share
Nvidia CEO Jensen Huang has recently warned multiple times that the Trump administration may further tighten US export controls, inadvertently allowing Chinese domestic AI chips, such as those from Huawei, to fully capture the China market. AI chips can be divided into training and inference segments, with Nvidia historically dominating the high-barrier AI training chip sector in China
Tuesday 1 July 2025
Honda pushes back hydrogen factory plans due to cost crunch
Honda has postponed the launch of its next-generation hydrogen fuel cell factory, pushing back the production timeline with no new start date confirmed. Citing reports from Nikkei and Jiji Press, the company now plans to reduce the facility's annual capacity to fewer than 20,000 units, down from the originally projected 30,000. The plant, located in Tochigi Prefecture, was initially slated to begin operations in fiscal 2027 (April 2027–March 2028)
Tuesday 1 July 2025
UMC floats 6nm ambition as 12nm with Intel inches forward
As China accelerates domestic semiconductor self-sufficiency and backs foundries like SMIC, Taiwan-based United Microelectronics Corporation (UMC) faces rising pressure in the mature-node segment. In a bid to stay competitive, UMC is reportedly weighing entry into 6nm production—a move that has drawn scrutiny, given that its most tangible progress at advanced nodes remains a 12nm partnership with Intel, still several years from mass production
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES