CONNECT WITH US
Friday 27 June 2025
Race for T-Glass heats up as AI giants lock in supply from Japan's Nittobo amid mounting shortages
Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal expansion (CTE) glass, known as T-glass. Nitto Boseki, also called Nittobo, is currently the sole global supplier of the highest-grade fiberglass cloth crucial for AI chip production, according to multiple outlets, including Nikkei
Friday 27 June 2025
Xiaomi goes all-in: AI glasses, foldables, EV lead ecosystem launch
Xiaomi unveiled a suite of new hardware on June 26 at its "Human x Car x Home" ecosystem launch, led by its first AI smart glasses and electric SUV. The event highlighted Xiaomi's bold push to reshape China's consumer tech and mobility sectors
Friday 27 June 2025
Huawei takes on Germany's automobile Big Three in China's luxury EV showdown
Huawei is accelerating its push into China's premium EV segment, targeting legacy German brands BMW, Mercedes-Benz, and Audi. Its new Maextro S800, co-developed with JAC Group, secured 2,600 orders within 72 hours and topped 5,000 by mid-June. Monthly sales are projected to reach 3,000 in September and 4,000 by year-end
Friday 27 June 2025
Samsung slows the node race: yield over speed at 2nm, 4nm
Samsung Foundry is reportedly adjusting its roadmap by postponing development of its 1.4nm (SF1.4) node and reallocating resources to improve yield and service quality across its 2nm and 4nm process technologies. According to industry sources, the company has briefed partners on the shift as it seeks to address mounting operational and market challenges
Friday 27 June 2025
HTC teams up with NTT com to bring XR-powered experiences to Japanese venues
HTC announced on Wednesday that it has signed a memorandum of understanding (MOU) with Japan's NTT Communications (NTT Com) to jointly develop large-scale location-based immersive entertainment (LBE) experiences in Japan, signaling a broader push into the next generation of XR-driven entertainment
Friday 27 June 2025
Tesla breaks into China's energy storage market while Chinese firms hit US barriers
Tesla has secured its first gigawatt-hour-scale energy storage project in China — a rare breakthrough for a US firm in the country's increasingly closed clean tech market. Valued at CNY4 billion (US$558 million), the deal highlights diverging fortunes as Chinese energy and solar firms face escalating barriers in the US
Thursday 26 June 2025
China reportedly demands rare earth firms hand over tech staff data amid delays in lifting export curbs
Despite a pledge made at the Geneva talks to lift export restrictions on rare earth materials, China has yet to follow through. According to The Wall Street Journal, Chinese authorities have recently instructed domestic rare earth companies to submit detailed personnel rosters, including technical qualifications, research experience, and personal data. The move is part of a broader effort to establish a national-level database aimed at preventing technology leaks
Thursday 26 June 2025
Japan's METI to introduce cybersecurity guidelines for chipmakers, including TSMC and Rapidus
Japan's Ministry of Economy, Trade and Industry (METI) is drafting new cybersecurity guidelines for semiconductor manufacturers and is considering making compliance a condition for receiving government subsidies. The final version of the guidelines is expected to be released in the fall of 2025
Thursday 26 June 2025
IC distributors pivot to Southeast Asia under trade turbulence

With US-China tariff tensions intensifying and global manufacturers racing to decentralize their supply chains, Southeast Asia is emerging as the new strategic hub for IC distributors. Beyond the geopolitical calculus, companies are increasingly drawn to the region's potential as a high-growth cluster for automotive electronics, IC testing and packaging, and emerging tech ecosystems

Thursday 26 June 2025
Bosch partners with Mindgrove to co-develop SoC solutions for smart electronics and industrial applications
Bosch Global Software Technologies (BGSW) has signed a Memorandum of Understanding (MoU) with Chennai-based fabless semiconductor startup Mindgrove Technologies to jointly develop high-performance system-on-chip (SoC) solutions aimed at applications in automotive, industrial automation, consumer electronics, and smart IoT infrastructure
Thursday 26 June 2025
India greenlights US$48 million electronics hub in Uttar Pradesh
India has approved an INR4.17 billion (US$48.14 million) Electronics Manufacturing Cluster (EMC 2.0) in Gautam Buddha Nagar, Uttar Pradesh. Developed by YEIDA over 200 acres, the project aims to attract INR25 billion in investment, create 15,000 jobs, and strengthen India's electronics ecosystem through world-class infrastructure and connectivity
Thursday 26 June 2025
Naura seizes control of Kingsemi in bid to crack China's lithography bottleneck
China's semiconductor equipment industry is witnessing renewed consolidation as leading toolmaker Naura Technology assumes control of Kingsemi, a specialist in lithography systems. The boardroom shake-up signals a strategic effort by China to streamline its equipment ecosystem and accelerate the development of homegrown technologies for advanced front-end chip manufacturing
Thursday 26 June 2025
Micron's Sanand plant closer to operational launch with cleanroom validation underway
Micron's ATMP facility in Sanand, Gujarat, has reportedly entered the critical cleanroom validation stage, moving closer to partial operations in the second half of 2025. The 500,000-square-foot cleanroom marks a major milestone in the delayed US$2.75 billion project, which aims to boost India's semiconductor manufacturing capabilities
Thursday 26 June 2025
SK Hynix expands DRAM dominance with new chip packaging plant in South Korea
SK Hynix said it plans to construct a new semiconductor backend facility in Cheongju, North Chungcheong Province, marking its seventh such plant in South Korea, as the company moves to expand production capacity and strengthen its position in high-performance memory packaging
Thursday 26 June 2025
Chinese chip giants multiplying subsidiaries in race for supply chain control

Amid rising US-China tech tensions and growing supply chain risks, China's top semiconductor companies are rapidly forming new subsidiaries to strengthen control over their supply chains and accelerate domestic self-sufficiency. Major players like SMIC, JCET, and Huawei have recently launched a wave of new ventures across chip design, fabrication, materials, and packaging. The initiative reflects a coordinated effort to build a more resilient and self-contained domestic tech ecosystem

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