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Friday 11 July 2025
China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions
China Northern Rare Earth and Inner Mongolia Baotou Steel Union — two of China's top rare earth producers — announced a price hike for third-quarter 2025 rare earth concentrates to CNY19,109 (approx. US$2,665) per ton, excluding tax. The new rate reflects a 14.14% increase compared with the same period in 2024
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Saturday 12 July 2025
Japan's OSAT firms unite to cut costs and reclaim industry ground
Japan's outsourced semiconductor assembly and test (OSAT) industry, long composed of small, regional firms with limited resources, is making a rare push for collective strength. In April 2025, about 30 companies joined forces to launch the Japan OSAT Federation (J-OSAT)—the country's first official industry group aimed at reviving its struggling backend chip manufacturing segment
Saturday 12 July 2025
Google brings Gemini AI to Wear OS, boosting Samsung's new smartwatch and foldables

Google is bringing its Gemini artificial intelligence model to smartwatches running Wear OS, marking a significant expansion beyond smartphones and tablets. Announced this week, the rollout will introduce a new generation of AI-powered features across wearables from major partners including Samsung, Xiaomi, Oppo, and OnePlus

Saturday 12 July 2025
Hyundai weighs 3rd EV factory in Europe to bypass tariffs, build local edge
Hyundai Motor is considering the construction of a third electric vehicle (EV) plant in Europe as part of its broader strategy to capitalize on the region's EV recovery and offset potential risks from rising US trade barriers. The automaker sees Europe as both a strategic growth market and a manufacturing base to navigate tariff-related headwinds through localized production
Friday 11 July 2025
Samsung bets big on 2nm chips as foundry unit faces make-or-break moment

Samsung Electronics is placing a high-stakes bet on its 2nm chip manufacturing technology, as its foundry division works to reverse mounting losses and compete more effectively with global leader TSMC

Friday 11 July 2025
China's embodied AI race just got real — Robot Era, DEEP Robotics raises CNY1 billion

China's embodied AI and humanoid robotics market is experiencing a funding surge, with leading startups Robot Era and DEEP Robotics jointly securing nearly CNY1 billion (approx. US$140 million) in fresh capital on the same day, underscoring sustained investor interest in physical AI technologies

Friday 11 July 2025
Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant
Nissan will start producing its compact SUV, the Kicks, at the Oppama plant in Kanagawa Prefecture in the second half of fiscal 2025 (October 2025 to March 2026), according to Nikkei. The decision targets raising plant utilization, which has dropped to approximately 40%, far below the 80% breakeven point
Friday 11 July 2025
China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns
The Chinese government has been vigorously promoting the "trade-in" subsidy policy since the second half of 2024, positioning it as a key tool to stimulate consumption and stabilize the economic situation. However, recent reports indicate that funds for China's trade-in subsidies have been overspent, with some regions even suspending subsidies temporarily, raising concerns among industry observers
Friday 11 July 2025
Subsidy hangover? China's June auto sales surge may be last hurrah
China's auto sales reached 2.08 million units in June, marking the highest monthly total since June 2022. Analysts believe the spike was likely driven by consumers accelerating purchases in anticipation of cuts or shifts to government subsidy programs
Friday 11 July 2025
NXP plots wafer shift to China as new CEO joins push for local supply chain
Kurt Sievers, the CEO of Dutch semiconductor giant NXP Semiconductors, who is set to officially step down at the end of October 2025, recently visited Shanghai and met with the mayor of Shanghai, Zheng Gong. Sievers stated that the Chinese market has become NXP's largest single global market. The company values its cooperation with Chinese enterprises and believes that success in China will translate into global success. Notably, Sievers' successor, Rafael Sotomayor, also accompanied him on this trip, underscoring NXP's strong emphasis on the Chinese market
Friday 11 July 2025
Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is gaining ground against American semiconductor giant Qualcomm in China's premium smartphone segment

Friday 11 July 2025
China tackles auto supplier payment crisis with complaint platform
Facing growing frustration from suppliers, China's Ministry of Industry and Information Technology (MIIT) has launched a national complaint platform to address delayed payments by automakers — a widespread issue that has plagued small and medium-sized suppliers amid the country's ongoing automotive price wars. Whether the platform can offer effective relief, however, remains uncertain
Friday 11 July 2025
Manus AI flees China for Singapore following US$75 million Benchmark round
Chinese AI Agent startup Manus has relocated its headquarters to Singapore and slashed most of its China-based workforce, just four months after its global debut. The move reflects mounting geopolitical and investment pressures and highlights Manus's push to build a global presence in the AI application space
Friday 11 July 2025
GaN surge: Innoscience targets 20K/month 8-inch wafer milestone by year-end

Innoscience, a leading Chinese GaN specialist, plans to expand its monthly production of 8-inch (200mm) wafers from 13,000 to 20,000 by the end of 2025, advancing toward its five-year target of 70,000 wafers per month. As the first IDM to mass-produce 8-inch GaN-on-silicon wafers, Innoscience's expansion highlights the growing global pivot to GaN technologies in power electronics

Friday 11 July 2025
Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race
Seoul-based AI chip startup Rebellions is moving fast to stake its claim as South Korea's top domestic supplier of artificial intelligence (AI) semiconductors. The company is ramping up production of its second-generation chip and forging new partnerships across Asia to grow its footprint
Friday 11 July 2025
Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Meituan has made another move in the robotics sector, investing US$100 million in Galaxea AI, its second major robotics deal in two months following a stake in Independent Variable Robot Technology (Jinan) Co., according to Yicai. The investment underscores Meituan's deepening commitment to embodied intelligence amid a broader robotics market challenged by slowing funding, mounting losses, and heightened competition

Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES