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Wednesday 20 August 2025
Chip toolmakers diverge: AI drives windfalls, China demand fades
Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming AI demand on one side and weakening orders from China on the other
Tuesday 19 August 2025
Dongfeng to sell Honda engine JV stake as China accelerates EV shift

Dongfeng Motor Corporation, one of China's largest state-owned automakers, is divesting its 50% stake in Dongfeng Honda Engine Co., a joint venture with Japan's Honda Motor Co., in a move that signals a decisive pivot away from internal combustion engines and toward electric mobility

Tuesday 19 August 2025
Beijing's digital report card: Big 5G gains, rising AI, and the next bet on low-altitude economy
China unveiled the results of its 14th Five-Year Plan (2021–2025) for digital economy development, showcasing progress in digital infrastructure, cross-industry data applications, and efforts to establish a national framework for data sharing and circulation
Tuesday 19 August 2025
Samsung SDI beats LGES, SK On to secure major ESS contract
Samsung SDI recently emerged victorious in a large-scale energy storage system (ESS) tender in South Korea, marking a significant milestone in its business transformation as the electric vehicle (EV) market faces a downturn
Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US sanctions continue to block Huawei's access to cutting-edge semiconductor technology and limit its advancement in the data center market
Tuesday 19 August 2025
Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix and Micron, which already dominate shipments to the world's most important AI chipmaker

Tuesday 19 August 2025
China's humanoid robots to make live debut in Taipei, testing Taiwan's supply-chain edge
Global labor shortages and US reciprocal tariffs are pushing supply chains to fast-track automation as a safeguard against disruption. Advances in artificial intelligence are transforming robots from passive machines into decision-making systems, while modular, flexible designs are widening their industrial use and driving the next wave of automation
Tuesday 19 August 2025
SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the second half of 2025 are expected to fall short of forecasts, raising the risk of sharper earnings swings for suppliers that depend heavily on SK Hynix
Tuesday 19 August 2025
Apple supplier Luxshare targets Hong Kong H-share listing with planned US$1 billion raise
Luxshare Precision Industry Co. said on August 18, 2025, it has filed to list H-shares on the main board of the Hong Kong Stock Exchange, with draft application materials published on the exchange's website the same day. The company noted the documents are preliminary and not intended as a basis for investment decisions
Tuesday 19 August 2025
China's memory makers adopt domestic EDA: Empyrean in spotlight
China's semiconductor sector is intensifying its localization push. As ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC) ramp up mass production of DRAM and NAND flash, industry focus is shifting to the backbone of chip development: replacing foreign reliance with homegrown electronic design automation (EDA) tools
Tuesday 19 August 2025
China EV sector invests more abroad than at home for first time
Chinese companies involved in the electric vehicle industry invested more overseas than domestically for the first time in 2024, although foreign projects face higher costs, delays and risks
Tuesday 19 August 2025
Yageo extends tender offer deadline for Shibaura Electronics amid MinebeaMitsumi price match
Taiwan's Yageo Corporation has extended the deadline for its tender offer bid (TOB) for Japan's Shibaura Electronics to August 28 amid a competitive price increase from rival MinebeaMitsumi. Both companies are vying for control of the negative temperature coefficient (NTC) thermistor manufacturer
Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum with the debut of DeepSeek. Due to ongoing US restrictions on semiconductor exports to China, Nvidia's AI chips have become unavailable. Although Nvidia's H20 chips were recently conditionally approved by the US government, Chinese authorities are fostering an environment that discourages the use of H20 within China
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on semiconductors and devices that use them
Monday 18 August 2025
Topco Scientific prepares for 2027 showdown as Chinese wafer makers strengthen market hold
As China's semiconductor juggernaut gathers pace, a fierce contest for dominance in the silicon wafer market is becoming inevitable for global suppliers
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES