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Saturday 8 February 2025
DeepSeek fuels affordable AI, sparking cloud price wars in China and beyond
China's cloud service providers (CSPs) have been engaged in fierce price competition since 2024, deploying aggressive cost-cutting strategies to expand market share. This battle is...
Saturday 8 February 2025
Samsung denies claims of boosting its glass substrate supply chain to win AI chip clients
Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical...
Saturday 8 February 2025
SK Hynix reportedly appoints CPO Young-Sik Kim to lead Wuxi fab
SK Hynix's memory business in China faces numerous uncertainties due to the ongoing US-China conflict. Chief Production Officer (CPO) Young-Sik Kim will reportedly lead the Wuxi fab...
Friday 7 February 2025
Taiwan supply chain speculates Nissan future as collapse of Honda merger talks looms
Industry observers from Taiwan's supply chain are speculating about Nissan's future direction as its potential merger with Honda appears increasingly likely to fail.
Friday 7 February 2025
Toyota's two-pronged US-Sino strategy for EV battery production
Toyota has unveiled plans to accelerate its electrification initiatives in the US and China, according to its latest financial report. The Japanese automaker will begin producing...
Friday 7 February 2025
Alibaba's new Qwen model surpasses DeepSeek V3 in performance
Alibaba Group (Alibaba) has announced that its upgraded Qwen 2.5 Max model has achieved superior performance over the V3 model from Chinese artificial intelligence (AI) startup DeepSeek...
Friday 7 February 2025
Renesas operating profit drops 43% in 2024 amid industrial slump
Renesas Electronics Corp., a leading Japanese semiconductor manufacturer, reported significant declines in revenue and profit for the fiscal year 2024 (January–December), primarily...
Friday 7 February 2025
Chinese AI chip suppliers work with DeepSeek to boost competitiveness
With the growing buzz surrounding DeepSeek, its website and application have seen a massive surge in traffic. The influx of new users has led to repeated "server busy" delays, raising...
Friday 7 February 2025
DeepSeek may help China achieve semiconductor self-sufficiency
The advent of DeepSeek is expected to promote China's goal of achieving self-sufficiency in semiconductor development, according to sources at semiconductor equipment companies.
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
Apple's China focus thrusts it into center of geopolitical fight
Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an escalating geopolitical fight that threatens to span tariffs...
Friday 7 February 2025
Japanese component makers ride AI server, data center wave
Artificial intelligence (AI) and data center demand are emerging as key performance drivers for Japanese electronic component makers such as Murata Manufacturing, while performance...
Friday 7 February 2025
DeepSeek faces Internet censorship hurdles in China
Chinese AI startup DeepSeek, founded by Wenfeng Liang, has developed a generative AI (GenAI) service that claims to surpass large language models (LLMs) in the US, such as OpenAI's,...
Friday 7 February 2025
Arm China taps former SMIC exec as new CEO
Arm China announced on February 6th, 2025 that it has appointed Feng Chen as its new CEO, following the departure of co-CEOs Renchen Liu and Eric Chen. Before this appointment, Feng...
Friday 7 February 2025
Beyond DeepSeek: how China's elite LLMs are redefining global AI
The emergence of DeepSeek is reshaping China's AI landscape, signaling a transformational shift in the global AI race. Industry experts believe DeepSeek is not the only "black swan"...