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Friday 11 April 2025
Soitec navigates US-China semiconductor rivalry with strategic neutrality
As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This shift is reshaping the global layout of semiconductor foundries and, by extension, the strategies of upstream material suppliers. French semiconductor materials leader Soitec, renowned for its proprietary Smart Cut technology, plays a pivotal role in this evolving ecosystem. Specializing in silicon-on-insulator (SOI) wafers, Soitec commands over 70% of the global SOI market, with applications spanning 5G, AI, automotive electronics, and RF components
Friday 11 April 2025
HBM helps SK Hynix claim crown as Samsung loses DRAM leadership
Surpassing Samsung in DRAM market share for the first time in its 40-year history can be attributed mainly to SK Hynix's dominance in the high bandwidth memory (HBM) market. Samsung's inability to keep pace with the AI era is seen as a significant factor in its loss of the top spot
Friday 11 April 2025
The hidden cost of replacing China's manufacturing
US President Donald Trump's escalating tariff policies—culminating in a 90-day tariff suspension that excluded China—have rattled global supply chains. With major brands staying silent, most suppliers are adopting a cautious stance, delaying key decisions amid growing uncertainty
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple with iPhone assembly and AirPods production, recently stated during a conference call that tariffs have had minimal impact on its profits and revenues since the volume of finished products exported to the US is quite low
Thursday 10 April 2025
The Great Tech Reset 8: Sovereign AI
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry leadership and control in the next phase. For nations, this also involves issues of "sovereignty.
Thursday 10 April 2025
MetaX's IPO and rise of China's domestic GPU giants in AI era
In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to go public with an A-share IPO. This makes MetaX the fourth Chinese semiconductor giant to initiate an IPO in the past six months, following Enflame, Biren Tech, and Moore Threads
Thursday 10 April 2025
MRCB opens Jabil manufacturing plant in Perlis, boosting economic growth and strengthening Malaysia's regional role
Malaysian Resources Corporation Bhd (MRCB) has launched a new manufacturing plant in Perlis, Malaysia, for Jabil Circuit, a Fortune 500 company, marking a key milestone in the company's diversification strategy
Thursday 10 April 2025
Unitree Robotics: from CMG New Year's Gala to MWC 2025 – China's robotic revolution gains momentum

Since the beginning of 2024, discussions surrounding Unitree Robotics in Hangzhou have gained significant attention, almost rivaling that of DeepSeek. From its stunning appearance at the CMG New Year's Gala to the private symposium held by the Chinese government for private entrepreneurs in Beijing, Unitree's rise has captured both admiration and skepticism in equal measure

Thursday 10 April 2025
Dixon Technologies to invest US$115 million in new facility in Tamil Nadu to make HP notebooks
Dixon will set up a notebook and PC manufacturing facility in Tamil Nadu, making products for brands like HP. India's largest EMS provider is riding on local incentives and global supply chain dynamics due to Trump 2.0
Thursday 10 April 2025
Auto tariffs take effect, components supply chain hit hardest
The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US and planning to further expand this to the automotive component supply chain starting May 3, 2025. This move has triggered a ripple effect across the global automotive industry, with China, as a major hub for automotive components, being particularly affected
Thursday 10 April 2025
Trump's reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty created by the unpredictable nature of Trump's tariff policies. While no one can say for certain what direction the policy will take, two things are clear: assembly lines will not remain in China, and they will not return to the US

Thursday 10 April 2025
US-China tariff clash imperils chip supply chain, May turmoil looms
The Trump administration's aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China's retaliatory move to impose an 84% tariff, Trump responded on Wednesday by raising tariffs on Chinese goods to 125%, while maintaining that Beijing remains interested in reaching an agreement. The escalating conflict has already begun to impact supply chains, with signs of halted shipments from major brands and mounting concerns over the ability to redirect sales to other markets
Thursday 10 April 2025
SK Group seeks to sell majority stake in semiconductor wafer maker SK Siltron
SK Group is looking to sell its majority stake in semiconductor wafer manufacturer SK Siltron, according to South Korean media reports citing industry sources. The conglomerate has reportedly been in talks with private equity firms since late 2024, with Hahn & Company emerging as a potential buyer
Thursday 10 April 2025
90-day pause: Tariff strategy shifts into round two
The 90-day tariff suspension is a tactical move to stabilize the US economy while ramping up pressure on China, says DIGITIMES VP Eric Huang, who sees the move as the start of a new phase in trade negotiations
Thursday 10 April 2025
Foxconn plans to launch EVs in Asian markets starting in 2026
Foxconn announced on April 9 in Tokyo its ambitious plans to enter the electric vehicle (EV) market, with multiple vehicle models expected to launch beginning in 2027. The announcement signals Foxconn's commitment to expanding its footprint in the burgeoning EV sector, with a special focus on collaboration with Japanese automakers
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES