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Friday 20 June 2025
China rolls out IPO welcome mat for unprofitable tech
To strengthen capital market support for technology startups, Qing Wu, chairman of the China Securities Regulatory Commission (CSRC), announced during the 2025 Lujiazui Forum on June 18, 2025, that the "fifth set of listing rules" for the STAR Market will be reinstated. This policy allows unprofitable companies to apply for listing, further enhancing capital backing for the science and technology innovation sector
Thursday 19 June 2025
Nvidia CEO cautions US: China's AI momentum won't be stopped by sanctions
In recent interviews, Nvidia CEO Jensen Huang has repeatedly invoked the names "China" and "Huawei," sounding an increasingly urgent alarm about the pace of China's AI progress. If anyone thinks a single move can halt China's AI development, that is pure ignorance, Huang warned in a recent conversation with reporters
Thursday 19 June 2025
Nintendo Switch 2 off to strong sales start; handheld rivals fear displacement effect
Nintendo's long-anticipated Switch 2 debuted on June 5 across Japan and several other markets, marking its first major console release in eight years. Demand has quickly outpaced supply, prompting the company to rush replenishment orders to suppliers. Market analysts have since raised their shipment projections, citing robust early sales and sustained consumer enthusiasm
Thursday 19 June 2025
BOE ventures into advanced packaging with glass substrate pilot production line
BOE is advancing its semiconductor glass core substrate (GCS) business. According to South Korean media reports, BOE recently procured equipment for a GCS packaging R&D pilot production line project. Industry observers interpret this move as BOE leveraging its expertise in glass substrates from the display sector to expand into the semiconductor field
Thursday 19 June 2025
Nvidia Rubin accelerates SK Hynix's lead in HBM4 supply race
As Nvidia prepares to begin supplying samples of its next-generation AI accelerator "Rubin," industry sources report that SK Hynix is accelerating shipments of sixth-generation high-bandwidth memory (HBM4). Some HBM4 units intended for Rubin samples have already been supplied in small quantities
Thursday 19 June 2025
Nvidia's NVL72 's new rival in town: Huawei flips the script with CloudMatrix 384
Huawei's CloudMatrix 384 supernode, powered by its Ascend 910 series AI processors, is positioning itself as a viable challenger to Nvidia's newly launched GB200 NVL72, despite trailing in chip generation. According to a recent SemiAnalysis report, Huawei's edge lies not in silicon specs, but in a fundamentally redesigned system architecture that prioritizes interconnect efficiency at scale
Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture based on the Ascend 910C processor, is capable of directly competing with Nvidia's flagship GB200 NVL72 cluster, according to a report by semiconductor research firm SemiAnalysis

Thursday 19 June 2025
Huawei explores 6G potential and new growth drivers at MWC Shanghai 2025
At the 2025 Mobile World Congress in Shanghai on June 18, Zhijun Xu, Huawei Technologies' rotating chairman, outlined how telecommunications operators can achieve growth by adapting to evolving user needs within a stabilizing global market. He highlighted 6G's potential to drive a smart revolution and identified new user segments and technologies as key growth opportunities
Thursday 19 June 2025
Japanese brands reportedly push Taiwan automakers to renegotiate higher manufacturing fees
The Taiwanese automotive industry is facing a tough year, especially amid unresolved issues surrounding tariffs and commodity taxes, which have created strong market caution. Meanwhile, reports indicate that Japanese car brands are currently renegotiating contract manufacturing fees with their local assembly plants in Taiwan due to global policy shifts from their parent companies
Thursday 19 June 2025
LG Display plans huge investment to boost OLED technology through 2027
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD to OLED business. The investment period will extend through mid-2027
Thursday 19 June 2025
Nintendo Switch 2 goes supersonic, Samsung chips in with billion-dollar upside
Nintendo's highly anticipated Switch 2 console launched to surging global demand, setting sales records in both Japan and the US while simultaneously boosting prospects for Samsung Electronics' embattled chip foundry division
Thursday 19 June 2025
JD.com billionaire unveils turnaround plan after five-year slump
JD.com Inc. founder Richard Liu vowed to speed up an overseas foray and compete with Meituan in new arenas, from food delivery to travel, describing his boldest attempt yet to revive an online retailer that has languished since a 2020 government crackdown
Thursday 19 June 2025
DNP to fully operate 8G OLED metal mask factory by March 2028
Dai Nippon Printing (DNP) is set to fully operate its eighth-generation OLED display substrate metal mask factory by the fiscal year 2027, spanning April 2027 to March 2028, with plans for potential capacity expansion. This move aligns with the rising demand for larger OLED panels, as reported by Nikkei Asia
Thursday 19 June 2025
South Korea's Lee Jae-Myung softens stance on chaebols in first talks with big corporations
South Korea's newly inaugurated President Lee Jae-Myung held his first "lunchbox roundtable" with leaders of the nation's top five chaebols and six major business groups. At the meeting, Lee pledged full support for corporate development, signaling a notable shift from his traditionally anti-chaebol stance as he faces rising economic and livelihood pressures
Wednesday 18 June 2025
Apple turns to Alibaba for AI push in China, drawing US concern

Alibaba has open-sourced 32 variants of its latest Qwen 3 language models, designed specifically to run on Apple's MLX machine learning framework. The models are now publicly available on platforms like Hugging Face, widely used by AI developers around the world

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