Since January 2025, the open-source large language model (LLM) DeepSeek has sparked a surge of product launches across China's enterprise AI sector. Nearly 100 vendors—including server manufacturers, cloud service providers, software developers, and AI model firms—have introduced pre-integrated (aka 'all-in-one') AI appliances designed to run DeepSeek locally with minimal setup
Alibaba Group Chairman Joe Tsai warned that the ongoing AI data center boom risks creating a market bubble. Speaking at the HSBC Global Investment Summit, he said construction is likely outpacing actual demand for AI services
Chinese automaker BYD plans to dominate the world's largest car market in 2025 by making smart driving technology accessible in vehicles below CNY100,000 (approx. US$13,780), triggering rivals Geely and Changan to accelerate similar offerings. Industry sources confirm China's advanced driver assistance systems currently max out at Level 2+, requiring constant driver attention despite marketing that suggests otherwise
Chinese AI firm DeepSeek has quietly launched its latest large language model, V3, with no big announcement or white paper—just a simple upload to Hugging Face. The low-key release has nonetheless attracted widespread industry attention for one standout feature: it runs locally on Apple's consumer-grade hardware
Japanese semiconductor foundry Rapidus has signed an MoU with Singapore-based IC design contractor Quest Global to collaborate on the design and production of its upcoming 2nm chips. The partnership, announced on March 25, 2025, aims to leverage Quest's customer network while accelerating the development of power-efficient, general-purpose AI semiconductors
TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual revenue topped CNY100 billion (approx. US$13.8 billion) for the first time, while net profit soared nearly 145% year-over-year
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and February 2025 compared to the same period in 2024, there has been an unexpected increase rather than a decrease, with export value also showing slight growth. Facing these tariffs, how exactly are Chinese TV exports able to perform
Alibaba Group Holding Ltd. has released a new artificial intelligence model in its Qwen series that the company says can process text, pictures, audio and video, and is efficient enough to run directly on mobile phones and laptops
Lealea Group's subsidiary Mundus Smart Energy is set to capitalize on its Japanese energy storage investments by 2025. The company anticipates revealing strategic partnerships in Japan next quarter, along with new development projects and the completion of a 2MW high-voltage storage facility by year-end
The growth of AI data centers is expected to drive surging demand for capacitors used in servers, with the Japan Electronics and Information Technology Industries Association (JEITA) predicting in its latest report a fourfold increase in demand by 2029 compared to 2023 levels
In the shadow of broader trade tensions, tariffs on Chinese goods have quietly doubled during the first two months of Donald Trump's second term—a significant economic shift that has gone largely unnoticed. Renowned "Chip War" author Chris Miller brought this trend to light during a recent forum hosted by Taiwan's think tank DSET in Taipei. "This has happened at a time when Trump has been imposing tariffs on other countries, so we barely even noticed," the economic historian explained
Foxconn Chairman Young Liu recently revealed in an earnings call that the company would soon announce a partnership with a Japanese automaker. Following this, rumors quickly emerged suggesting that the automaker in question was Mitsubishi Motors. Foxconn has since declined to comment on the rumors
On March 24, 2025, Jiufengshan Laboratory (JFS) announced two major breakthroughs in GaN technology: the world's first 8-inch silicon-based N-polar gallium nitride on insulator (GaNOI) material with high electron mobility, and the debut of China's first 100nm GaN process design kit (PDK) for chip fabrication
