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Tuesday 1 April 2025
Samsung looks to salvage chip fortunes as chairman Lee Jae-yong courts China's AI and EV powerhouses
Samsung Electronics Chairman Lee Jae-yong recently made a high-profile visit to China, meeting with leading Chinese automaker executives and President Xi Jinping. South Korean analysts...
Tuesday 1 April 2025
Japan's Rapidus launches 2nm trial as MA-Tek's Hokkaido outpost signals surging demand
On April 1, Rapidus inaugurated its first semiconductor fabrication facility, IIM-1, in Chitose City, Hokkaido, marking a pivotal step in Japan's leap from 40nm technology to the...
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats...
Tuesday 1 April 2025
Tokyo Electron forecasts stable semiconductor demand and expansion in AI chip equipment
Hiroshi Kawamoto, Division Officer, Finance Division of Tokyo Electron Limited (TEL), one of Japan's leading semiconductor equipment manufacturers, projects that demand for high-bandwidth...
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
Pre-US auto tariffs buying frenzy fuels supply chain woes
The US auto industry is experiencing a purchasing frenzy ahead of the 25% tariff set to take effect on April 3 under President Donald Trump. The tariff will be expanded on May 3 to...
Tuesday 1 April 2025
GlobalFoundries-UMC merger could precede TSMC-Intel deal, says DIGITIMES analyst
Nikkei and Bloomberg have reported that GlobalFoundries is exploring a merger deal with UMC, a rumor UMC denied. Still, the speculation underscores US efforts to...
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 export-controlled H20 GPU in China...
Tuesday 1 April 2025
Lip-Bu Tan seeks US support to rebuild Intel Foundry, aims to secure 2-3 key customers
On March 31, at his first public appearance as CEO during the Intel Vision conference in Las Vegas, Lip-bu Tan outlined his strategy for Intel, which includes spinning off non-core...
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...
Tuesday 1 April 2025
Taiwan pursues ADTA to deepen US trade amid 'Dirty 15' concerns
As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government...
Monday 31 March 2025
Foxconn reportedly to double iPhone manufacturing in India
Foxconn reportedly plans to double iPhone production in India by 2025, aiming to produce 25-30 million units annually. This expansion, driven by Apple's diversification strategy and...
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.