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Thursday 13 March 2025
India's telecom giants team up with SpaceX for satellite internet push
Following a significant meeting between Narendra Modi and Elon Musk in the US, SpaceX's Starlink has partnered with India's top two telecom companies to introduce satellite communication services, aiming to strengthen India's wireless infrastructure and enhance enterprise applications
Thursday 13 March 2025
China moves for higher copper exports amid market upheaval
China has issued more licenses allowing copper smelters to export metal tax-free, aiding local producers and paving the way for greater overseas sales at a time of upheaval in the global market
Thursday 13 March 2025
Asian perspectives 7: How emerging tech powers are navigating the battle between the US and China
The Breakthrough Technology Dialogue held in Singapore at the end of February saw participation from technology experts across various countries. However, the discussions were largely influenced by Asian perspectives, with Chinese viewpoints being particularly prominent. Even in private conversations, there was limited opposition to China's stance
Thursday 13 March 2025
Samsung's China revenue surges 54% on Trump tariffs-driven chip stockpile rush
Samsung Electronics' revenue from China soared 53.8% in 2024 to KRW64.9 trillion (US$448 billion), driven by concerns over potential tariffs under President Donald Trump's administration. Chinese manufacturers are ramping up semiconductor stockpiles in anticipation of trade restrictions, South Korea's iNews24 reported, citing Samsung's annual business report
Thursday 13 March 2025
Alibaba's Qwen AI takes on DeepSeek, taps Nvidia RTX 4090 for low-cost AI scaling
Just six weeks after DeepSeek-R1 launched with open-source model weights and app updates, Alibaba's Qwen (Tongyi Qianwen) AI model is accelerating its efforts to compete. Selected as Apple's AI partner in China, Qwen is now positioning itself as a major challenger to DeepSeek-R1
Thursday 13 March 2025
Trump card: Did US pressure sink Samsung's Baidu 2nm chip deal?
Samsung Electronics' potential collaboration with Baidu on advanced artificial intelligence (AI) chips may have been disrupted due to increased US pressure on China, according to industry sources. The setback could create difficulties for Samsung's business initiatives in China
Thursday 13 March 2025
China reportedly to boost RISC-V adoption despite challenges replacing x86 and Arm
Recent reports indicate that China plans to issue guidance encouraging nationwide use of RISC-V chips for the first time. The plan will reportedly be drafted by eight relevant departments under Beijing's authority, with policy guidance expected to be released in March at the earliest
Wednesday 12 March 2025
Southeast Asian nations seek foundry partnerships to build homegrown fabs
Prominent nations worldwide recognize the critical importance of the semiconductor industry and are requesting assistance from foundry leader TSMC. Despite their efforts to improve their domestic semiconductor manufacturing capabilities, countries in the Middle East, South Asia, and ASEAN are compelled to seek assistance from other foundries
Wednesday 12 March 2025
Naura to acquire stake in Kingsemi for CNY1.69 billion
Chinese Semiconductor equipment manufacturer Naura Technology recently announced plans to acquire a stake in its local counterpart, Kingsemi, for a total of nearly CNY1.69 billion (approx. US$233.2 million)
Wednesday 12 March 2025
Airtel-Starlink alliance challenges Jio's dominance in India's satellite internet race
Elon Musk's Starlink has partnered with Airtel, India's second-largest telecom company, to expand its internet services in India, intensifying competition with Mukesh Ambani's Reliance Jio. The agreement allows Starlink to use Airtel's retail network to distribute devices, pending government approval for operations
Wednesday 12 March 2025
How Malaysia's big bet for homegrown chips can pay off
Malaysia is making a bold bet to revamp its semiconductor industry
Wednesday 12 March 2025
USI Feb 2025 revenue: with mixed bag of growth and seasonal slump, what's behind the numbers?
Universal Scientific Industrial (USI), a global leader in electronics manufacturing services (EMS) and original design manufacturing (ODM), has published its February 2025 revenue report. With a strong presence in consumer electronics, automotive technology, industrial applications, and telecommunications, USI leverages technological innovation and advanced manufacturing to strengthen its position in the competitive global electronics market
Wednesday 12 March 2025
China's AI server appetite fuels supply chain shifts and strategic growth for WPG
WPG Holdings, a leading IC distributor, has seen a marked surge in demand for AI servers in the Chinese market in recent months. This upswing has invigorated procurement activities across the supply chain, delivering a tangible boost to the company's operations. Defying traditional seasonal slowdowns, the first quarter of 2025 is poised to exhibit unusual vigor, with full-year performance projected to outpace broader market growth
Wednesday 12 March 2025
WPG reports record sales for 2024, driven by AI demand
IC and component distributor WPG has reported record sales for 2024, propelled by the rapid development of generative AI that fueled demand for related traditional and AI servers, power supplies, desktop PCs, notebooks, Android phones, and other electronic components
Wednesday 12 March 2025
Huawei cracks down on recruitment fraud: 72 full-time employees penalized in outsourcing scandal
On March 10, Huawei released a 6,500-word internal report on its employee platform, "Xinsheng Community," detailing a large-scale recruitment fraud scandal involving 72 full-time employees and 19 outsourced workers. Some participants allegedly profited by selling internal company data. The report quickly gained traction within Huawei and on social media, becoming the platform's top trending topic
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES