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Friday 7 March 2025
LG Group expands India strategy amid geopolitical risks with chairman's visit
LG Group chairman Kwang-mo Koo traveled to India to assess the company's R&D, production, and distribution as LG commemorates 30 years in the market. This visit aligns with LG's strategy to expand in India while managing risks associated with US-China tensions
Friday 7 March 2025
Giga Computing partners with SK Group to advance AI liquid cooling technology
On March 5, Giga Computing, a subsidiary of Gigabyte, announced it had signed a memorandum of understanding (MOU) with South Korea's SK Telecom and SK Enmove. The three parties will collaborate to drive innovation in AI data center (AIDC) and high-performance computing (HPC) technologies, accelerating the application of next-generation liquid cooling solutions in data centers
Friday 7 March 2025
Asian Perspectives 3: Digital twins and smart vehicles
The concept of digital twins initially emerged in consumer applications for AR/VR/MR, but its future lies in smart manufacturing. Like quantum computing, this is not a technology that will take 20 years to materialize, but a tangible reality within the next decade. Hardware evolution may progress even faster than expected, but the real challenge lies in educating users and making these new technologies mainstream applications
Friday 7 March 2025
India's lithium battery incentive scheme fails to deliver required production
India launched an incentive scheme to support local production of lithium batteries amid an EV trend in 2021. However, all the approved applicants failed to begin production to avail of the benefits after nearly four years
Friday 7 March 2025
iPhone 16e faces pricing headwinds amid consumer downgrading in China and India
Apple has launched the iPhone 16e, the successor to the iPhone SE, with prices starting at US$599, up from US$429. Although it remains Apple's most affordable iPhone, it has reset expectations for entry-level pricing. Analysts believe the iPhone 16e might boost sales in markets such as China and India, potentially spurring upgrades. This move is in line with CEO Tim Cook's goal to expand Apple Intelligence internationally and China's recent stimulus measures
Friday 7 March 2025
Deepseek shake-up: Alibaba's XuanTie C920 chips embrace open-source AI shift
The debut of DeepSeek in early 2025 jolted the AI industry, triggering ripple effects across related sectors. Alibaba's Damo Academy recently announced support for the DeepSeek-R1 series distilled models, fueling discussions in the semiconductor space. The rise of RISC-V as an open-source alternative is gaining momentum in China's AI race, reshaping chip architectures
Friday 7 March 2025
Chinese memory makers gaining market share by copying strategy of South Korean leaders
The South Korean firms' strategy of expanding investment into a crisis-stricken market succeeded in sending them to the top of the global memory market. However, Chinese memory makers are copying this strategy, posing strong challenges to their dominance in a market that has been hit by slow demand over recent years
Thursday 6 March 2025
Tariff war has prompted swift migration of E-paper supply chain out of China
Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The move, which comes amid ongoing tensions over China's inability to curb the flow of illegal drugs into the US, has prompted a swift migration of the electronic paper supply chain out of China as companies seek to mitigate the impact of rising costs
Thursday 6 March 2025
A+H IPO rush: Goertek Microelectronics and industry giants fast-track HK listings
The "A+H" dual-listing model—where companies trade shares on both Mainland China's A-share market and the Hong Kong Stock Exchange (HKEX)—is gaining momentum. More Chinese firms are embracing this approach to diversify funding sources and attract global investors. According to Wind Information, as of March 3, 2025, over 40 companies have filed for initial public offerings (IPOs) on HKEX, including Goertek Microelectronics Inc. (GMI), a subsidiary of Goertek Inc
Thursday 6 March 2025
Chinese lithium battery makers face challenges from Trump's tariffs
It is becoming increasingly difficult for Chinese lithium battery manufacturers to navigate the constant changes to US tariff policy made by US President Donald Trump. These policy shifts are also complicating component procurement for American energy storage system (ESS) vendors as well
Thursday 6 March 2025
Trump's push to repeal CHIPS Act puts Samsung at greatest risk
In his first congressional address of his second term, US President Donald Trump reaffirmed his commitment to repealing the CHIPS and Science Act, a policy shift that has unsettled South Korea's semiconductor industry. Analysts suggest that while a full repeal may face legislative hurdles, the administration could still use regulatory reviews to scale back subsidies, putting pressure on companies like Samsung Electronics
Thursday 6 March 2025
US tightens screws ahead of China's Two Sessions; can Beijing's tech pioneers break the siege?
The US has imposed a 10% tariff on Chinese imports just ahead of China's annual Two Sessions meetings, heightening economic and geopolitical tensions. The move underscores Washington's intent to restrain China's technological and economic expansion while increasing pressure on Beijing
Thursday 6 March 2025
Taiwan's PCB makers face Thailand supply strains as factories surge
Taiwanese PCB manufacturers have ramped up expansion in Thailand to hedge geopolitical risks, with over 40 factories set to start production by 2025. However, the rush is fueling concerns over water and power shortages, a talent squeeze, and looming price wars. Industry expert warns that managing multinational operations while strengthening product positioning will be a major challenge
Thursday 6 March 2025
Tesla drops out of top five in China; Xiaomi reaches top 10
The China Passenger Car Association (CPCA) has released the most recent wholesale sales figures for new energy passenger vehicle manufacturers in February 2025. According to the recent data, Xiaomi's February sales exceeded 20,000 units, propelling it into the top ten ranking. Tesla's standing in China, on the other hand, continued to worsen, dropping to sixth place, outside the top five
Thursday 6 March 2025
TSMC's US$100 billion US push: Will Samsung, SK Hynix blink?
Coming on the heels of Donald Trump's second-term victory, TSMC has announced a staggering US$100 billion expansion in the US. This move has sparked debate about whether Samsung Electronics and SK Hynix will be forced to ramp up their investments to stay competitive
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES