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Wednesday 9 July 2025
Rockchip sees 1H25 profit tripling on China's AIoT gold rush

Rockchip Electronics projects a sharp jump in first-half 2025 net profit, forecasting a year-on-year increase of 185% to 195% to reach CNY520–540 million (approx. US$71.5–74.2 million). The Chinese chipmaker also expects non-recurring net income to rise 186%–197% to between CNY505 million and CNY525 million

Wednesday 9 July 2025
Hanmi's HBM4 tools go live, but is 2029 too late for hybrid bonding?
Hanmi Semiconductor has begun mass production of its thermal compression bonder (TCB) for HBM4, targeting the rapidly expanding high bandwidth memory market driven by AI workloads. But its delayed roadmap for hybrid bonding, essential for future HBM generations, has drawn criticism for lagging behind industry trends
Wednesday 9 July 2025
US lifts EDA ban, revives Synopsys-Ansys China deal prospects
The US and China have reached a preliminary trade agreement that includes the resumption of rare earth exports from China. In tandem, several electronic design automation (EDA) software vendors have confirmed that the US Department of Commerce will lift its short-lived export ban on EDA tools. The reversal offers relief to companies such as Synopsys, Cadence, and Siemens, which had faced rising uncertainty over their business continuity in the Chinese market
Tuesday 8 July 2025
Mitsubishi Heavy unveils hybrid drone to replace helicopters in remote, high-stakes missions
Mitsubishi Heavy Industries (MHI) is advancing the development of a multirotor drone designed to carry a maximum payload of 200 kilograms and achieve a flight range of 200 kilometers. While this payload capacity remains below that of a typical light-duty truck, which averages around 350 kilograms, the prototype already surpasses industry norms, where multirotor drones commonly carry only a few to several dozen kilograms
Tuesday 8 July 2025
With tariff clarity, Aeon Motor’s Vietnam strategy shifts into high gear

Taiwanese electric vehicle maker Aeon Motor has officially begun mass production at its new Vietnam facility as of April, with the first batch of US-bound products shipped in May. The company sees the move as a critical milestone in its broader global expansion and a strategic hedge amid shifting trade policies and intensifying supply chain decoupling

Tuesday 8 July 2025
Taiwanese firms upbeat about Vietnam's long-term prospects in auto manufacturing
Taiwanese firms remain optimistic about Vietnam's long-term automotive prospects, citing trade agreements, government support, and improving infrastructure. Though still developing compared to Thailand and Malaysia, Vietnam's rising local production and supply chain integration, boosted by Taiwan's "Local by Local" strategy, signal strong potential for future growth in the sector
Tuesday 8 July 2025
Samsung, LG earnings slide amid trade pressures despite tariff deal with Vietnam
Samsung Electronics and LG Electronics, South Korea's two largest electronics manufacturers, are experiencing a modest reprieve after the US and Vietnam agreed to sharply lower reciprocal tariffs from 46% to 20%. The move comes as both companies reported disappointing second-quarter 2025 results, weighed down by sluggish demand and rising trade-related costs
Tuesday 8 July 2025
Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025
China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display
Tuesday 8 July 2025
CXMT files for IPO to expand DRAM capacity as AI, geopolitics rewire global memory market
CXMT Corp., China's top domestic DRAM manufacturer, has initiated its IPO process, signaling a key step in the nation's pursuit of semiconductor independence. On July 7, 2025, China's securities regulator confirmed that the company had entered IPO counseling, with China International Capital Corporation (CICC) and China Securities Co. (CSC) serving as financial advisors
Tuesday 8 July 2025
Whistleblower exposes Huawei's PanGu AI model copycat scandal
On June 30, 2025, Huawei released the source code for its PanGu 7B dense parameter model and the larger PanGuPro mixture-of-experts (MoE) 72B model, both tailored for inference on its in-house Ascend AI chips. Initially lauded as a landmark in China's drive for AI independence, the announcement was quickly overshadowed by a technical analysis published on GitHub just days later
Tuesday 8 July 2025
China's semiconductor dreams stumble as another fab collapses
On June 13, 2025, Jiangsu Advanced Memory Semiconductor Co., Ltd. (AMS) announced that its restructuring plan had been abandoned. The planned investment from Huaxin Jiechuang Integrated Circuits Manufacturing (Guangdong) Co., Ltd. was canceled after multiple delays in fund transfers, leading both sides to terminate the agreement
Tuesday 8 July 2025
LG's provisional 2Q25 financial report shows profit plunge of 46.6% after tariff hit
LG Electronics' performance in the second quarter of 2025 fell short of expectations. According to its recently released provisional financial results, operating profit dropped significantly compared to the same period in 2024. LG stated that the burden of tariff costs and intensified market competition were major reasons for the decline
Tuesday 8 July 2025
Japan to conduct experimental rare earth mining near Minami Torishima to prevent geopolitical supply disruptions
The Japan Agency for Marine-Earth Science and Technology (JAMSTEC), under the Ministry of Education, Culture, Sports, Science and Technology (MEXT), will begin experimental drilling for rare earth elements off the coast of Minami Torishima in January 2026. This initiative holds significant importance for Japan's economic security
Tuesday 8 July 2025
India seeks deeper semiconductor, digital ties with Malaysia
India's High Commissioner to Malaysia, B N Reddy, has called for stronger collaboration between Indian and Malaysian companies in semiconductors and digital technology
Tuesday 8 July 2025
India at the center of Samsung's 2025 mobile strategy as it targets all price segments
Samsung has reclaimed the No. 2 spot in India's smartphone market in early 2025, driven by a dual strategy targeting both budget and premium buyers. Its renewed push includes AI-powered features, rural retail expansion, and flexible financing, reinforcing India's role as a critical hub for sales and production
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES