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Tuesday 29 April 2025
BYD's megawatt EV fast-charging platform stirs cautious interest in Europe, Asia
Chinese EV giant BYD has launched a megawatt (MW)-class fast-charging platform, pushing EV charging speeds to rival gasoline refueling—a move set to further pressure traditional car markets
Tuesday 29 April 2025
China's export barriers throttle Trump tariff-driven global supply chain exodus
President Donald Trump's renewed tariff policies have pushed US-China trade tensions to an all-time high. As a result, global supply chains are scrambling to speed up production line relocations, coming face to face with logistical hurdles and China's tightened export controls in its process. The global push for regional manufacturing is reshaping supply chain strategies, however, uncertainties and equipment sourcing challenges further complicate the transition
Tuesday 29 April 2025
DeepSeek returns to South Korea, challenges local AI giants despite privacy concerns
Reuters reports that DeepSeek, a Chinese generative artificial intelligence firm previously embroiled in controversy over excessive personal data collection, has partially adopted South Korea's regulatory recommendations. After a two-month suspension of new downloads, the company has reinstated its services, allowing South Korean users to once again access DeepSeek via app stores. Observers note that DeepSeek's return poses competitive challenges to domestic firms as US tech giants intensify efforts to capture market share in South Korea
Tuesday 29 April 2025
Samsung shifts focus to 3D DRAM in intensifying competition from SK Hynix and Chinese rivals
Samsung Electronics has reportedly decided to adopt Vertical Channel Transistor (VCT) DRAM as its core next-generation memory product, with plans to begin mass production within the next three years
Tuesday 29 April 2025
China launches 5 new nuclear power projects to meet surging AI energy demand
As China's homegrown AI models, such as DeepSeek, expand into manufacturing, healthcare, education, and infrastructure, particularly power supply, has become crucial for sustaining large-scale AI deployments
Tuesday 29 April 2025
Automotive supply chains favor Japanese brands for orders with higher margins
Nissan reportedly plans to close its Wuhan plant in China, reflecting Japanese car brands' rapid decline in the Chinese automobile market. However, the automotive supply chain still favors Japanese brands because of the higher gross profit margins associated with their orders, according to industry sources
Tuesday 29 April 2025
Alibaba rolls out latest flagship AI model in post-DeepSeek race
Alibaba Group Holding Ltd. took the wraps off a new version of its flagship Qwen AI model, sustaining the breakneck pace of development that's characterized China's artificial intelligence sphere in the wake of DeepSeek
Tuesday 29 April 2025
Xiaomi's 'Xring' chip reportedly set for late May release, taking aim at Snapdragon's crown
Xiaomi is expected to launch its in-house smartphone SoC in 2025, with the latest reports pointing to a potential debut in late May. According to Wccftech, the Chinese tech blog "Fixed focus digital" reported on Weibo that Xiaomi's internally codenamed "Xring" chip—officially named "Xuanjie"—is tentatively set for release around May 2X, though the timeline remains subject to change
Tuesday 29 April 2025
Trump's tariff twists: Can supply chains weather the uncertainty?
In early April, US President Donald Trump floated the idea of reciprocal tariffs, ramping up import duties on Chinese goods to as high as 125%. Yet on April 23, he reversed course, stating that current tariffs on Chinese imports are too high and promising to significantly lower them, adding that he would pursue "friendly" dialogue with Beijing
Tuesday 29 April 2025
How Hesai's cost cuts and key partnerships fuel 4x LiDAR growth in 2025
Hesai Technology, the leading LiDAR manufacturer in China, is planning a fourfold increase in its production capacity by 2025 to address the rapidly growing demand for automotive advanced driver-assistance systems (ADAS)
Tuesday 29 April 2025
Longsys rolls out bespoke automotive memory solutions to power smarter mobility
At Auto Shanghai 2025, Shenzhen Longsys Electronics Co. unveiled its full range of automotive-grade memory solutions, including two new in-house products: the eMMC Full-chip Custom Edition and a next-gen LPDDR4x, underscoring its growing presence in intelligent vehicles
Monday 28 April 2025
Baidu cuts AI costs, takes swipe at DeepSeek's 'slow and expensive' model
Baidu unveiled major upgrades to its artificial intelligence models at the Baidu Create 2025 AI Developer Conference on April 25, pairing technical improvements with sweeping price cuts. Yet it was CEO Robin Li's critique of rival DeepSeek that captured the spotlight, exposing the intensifying rivalry shaping China's AI landscape
Monday 28 April 2025
China's Wingtech cuts loose ODM drag, races toward semiconductor pure play
Wingtech Technology announced its 2024 full-year and 2025 first-quarter results on April 25, underscoring an accelerated shift toward its semiconductor business. Wingtech posted 2024 revenue of CNY73.598 billion (US$10.1 billion), up 20.23% compared to the previous year, while swinging to a net loss of CNY2.833 billion due to impairments tied to its product integration (ODM) business after being added to the US Entity List
Monday 28 April 2025
How US chip equipment makers could shield US$10B in China sales from tariffs
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands, China has overtaken the US as the largest market
Monday 28 April 2025
CATL stuns South Korean rivals with salt-powered cost-slashing EV battery breakthrough
China's CATL, the world's largest battery manufacturer, has unveiled a next-generation sodium-ion battery—nicknamed the "salt battery"—sending shockwaves through South Korea's battery sector
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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES