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Friday 28 March 2025
AI bubble brewing? Alibaba chair warns of data center frenzy
Alibaba Group Chairman Joe Tsai warned that the ongoing AI data center boom risks creating a market bubble. Speaking at the HSBC Global Investment Summit, he said construction is...
Thursday 27 March 2025
China's self-driving car push spurs safety concerns as BYD leads market
Chinese automaker BYD plans to dominate the world's largest car market in 2025 by making smart driving technology accessible in vehicles below CNY100,000 (approx. US$13,780), triggering...
Thursday 27 March 2025
Humanoid robot race between US and China heats up
A series of major advancements in humanoid robot technology in China and the US has reignited talk of imminent mass production.
Thursday 27 March 2025
Eternal Materials seizes opportunities in UV curing materials
Eternal Materials is optimistic about the growth trend in curing materials and continues to expand production lines. The company's Suzhou plant, with a capacity of 10,000 tons, is...
Thursday 27 March 2025
China's DeepSeek V3 ups stakes in AI arms race—on Apple's Mac Studio
Chinese AI firm DeepSeek has quietly launched its latest large language model, V3, with no big announcement or white paper—just a simple upload to Hugging Face. The low-key...
Thursday 27 March 2025
Taiwan's Brightek navigates soft auto market, targets 30% growth in 2025 with new LED tech
Brightek expects to weather a subdued automotive and PC market in late 2024 with only a slight revenue decline, while positioning for substantial growth next year through product...
Thursday 27 March 2025
Inergy sees growth in 2Q25 as AI server cooling fans ramp up
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...
Thursday 27 March 2025
TCL CSOT's Guangzhou plant acquisition threatens Korean DDI suppliers
TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of...
Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...
Thursday 27 March 2025
AI, smart devices lift Goertek to CNY100B revenue milestone in 2024
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual...
Thursday 27 March 2025
Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and...
Thursday 27 March 2025
Alibaba debuts AI model that can process video, audio on phones
Alibaba Group Holding Ltd. has released a new artificial intelligence model in its Qwen series that the company says can process text, pictures, audio and video, and is efficient...
Thursday 27 March 2025
Micron price hikes signal shift to memory seller's market
The surging demand for artificial intelligence has compelled memory manufacturers to implement widespread price increases. The supply chain has been informed by Micron Technology...
Thursday 27 March 2025
Edge AI to drive Innodisk's 2025 growth
Innodisk's chairman, Randy Chien, forecasts that while cloud AI dominated in 2024, attention will turn to edge AI in 2025. He anticipates significant growth in edge AI, fueled by...
Thursday 27 March 2025
Trade partners on edge as Trump's 'reciprocal tariffs' fast approach
With just a week until the April 2 deadline for the implementation of what US President Donald Trump calls "reciprocal tariffs," global markets are on edge. Will Trump soften his...