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Tuesday 1 April 2025
Cutthroat and Cornered: China's chip sector risk self-cannibalization
SEMICON China 2025 opened at the Shanghai New International Expo Centre to large crowds and packed booths, a full display of China's forward momentum for its semiconductor industry...
Tuesday 1 April 2025
Apple top brass back in China: smart manufacturing partners in the spotlight
Three months into 2025, Apple's senior leadership is back in China. CEO Tim Cook posted "Hello, Beijing" on Weibo, marking his fourth visit in just over a year. COO Jeff Williams...
Tuesday 1 April 2025
China's server reboot: Kunpeng chips signal Huawei's post-x86 future
Amid the AI boom, much of the spotlight has focused on Chinese chips like Huawei's Ascend. Yet, general-purpose computing power, still dominated by CPUs, remains a critical foundation...
Tuesday 1 April 2025
Huawei 2024 annual report: US$118B in revenue, profit slips, R&D spending soars past US$25B
Huawei Chairman Liang Hua said at the Guangdong High-Quality Development Conference in early February that the company's total sales revenue for 2024 surpassed CNY860 billion (approx...
Tuesday 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
Tuesday 1 April 2025
Post-DeepSeek fallout: China's six AI startups shift from scaling to survival
DeepSeek's meteoric rise as an open-source large language model (LLM) has shaken up China's generative AI industry, redrawing the competitive map in record time. As the Financial...
Monday 31 March 2025
Baidu goes open-source: custom GPUs power comeback bid
On March 16, 2025, Baidu launched its latest AI models, Ernie 4.5 and Ernie X1, and announced they would be available free for all users. Ernie 4.5 also marks Baidu's first fully...
Monday 31 March 2025
New leadership, old mandate: CR Micro moves in lockstep with China's chip strategy
China Resources Microelectronics (CR Micro) has appointed He Xiaolong as its new chairman in a rapid leadership reshuffle. According to a regulatory filing cited by East Money...
Monday 31 March 2025
KPMG survey: China's executives prioritize survival over growth
Most Chinese chief executives are focusing on corporate survival rather than growth strategies, with geopolitical tensions and supply chain disruptions ranking as their top concerns...
Monday 31 March 2025
Japan injects US$5.4 billion into Rapidus, eyes US$660 million in private funding for 2nm chip rollout
Japan's Ministry of Economy, Trade and Industry (METI) said on March 31, 2025, it will provide up to JPY802.5 billion (US$5.4 billion) in fresh funding to Rapidus, a domestic startup...
Monday 31 March 2025
Alibaba expands AI strategy from digital to physical, join hands with Apple, BMW, China Mobile
DeepSeek has allowed the public to witness the explosive growth of AI applications and the renewed hope brought by AI models undergoing repeated calculations. However, the questions...
Monday 31 March 2025
Samsung SDI considers more Chinese battery equipment amidst cost pressures
As the demand for electric vehicles (EVs) slows, battery manufacturers are adjusting their procurement strategies to manage costs. South Korean battery maker Samsung SDI is exploring...
Monday 31 March 2025
LG Group prioritizes battery business and compliance at shareholder meeting
At LG Group's 63rd shareholders' meeting in Seoul, chairman Koo Kwang-mo, though absent, conveyed his strategic vision through a written message, emphasizing the company's commitment...
Monday 31 March 2025
Hanwha Semitech expands HBM production capabilities with orders from SK Hynix
Hanwha Semitech is poised to expand its supply of thermal compression bonding machines (TCB) for high-bandwidth memory (HBM) production to SK Hynix.
Monday 31 March 2025
SiCarrier enters the fray: three red flags behind China's new tech champion
As US-China tech tensions escalate, Beijing is doubling down on semiconductor self-reliance—particularly in the strategically vital field of chipmaking equipment.