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Tuesday 1 July 2025
South Korea walks a tight rope as Trump shifts tariff strategy eastward
As the July 9, 2025 deadline approaches for the expiration of the United States' temporary suspension of "reciprocal tariffs," US President Donald Trump appears to be shifting his trade focus toward Asia, following a recent victory in persuading NATO allies to increase defense spending
LATEST STORIES
Wednesday 2 July 2025
India reportedly eyes 2D materials as next-gen chip opportunity
India is exploring two-dimensional (2D) materials as a potential leapfrog in semiconductor technology, sources told CNBC-TV18. Unlike traditional silicon, 2D materials—just atoms thick—promise faster, smaller, and more energy-efficient chips. Materials such as graphene and transition metal dichalcogenides (TMDs) are considered cutting-edge in global semiconductor research
Wednesday 2 July 2025
Huawei bid to dismiss US trade sanctions case rejected by judge
Huawei Technologies Co. must face a criminal trial next year in New York after a federal judge refused a request by the Chinese wireless equipment maker to dismiss more than a dozen charges, including racketeering, trade secret theft, and violating US sanctions on Iran
Wednesday 2 July 2025
Intel exits auto sector as China strategy falters
At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles (SDVs) and announcing partnerships with Chinese firms, including Black Sesame Technologies and ModelBest. The event signaled what many believed was a renewed push by the semiconductor giant to become a serious contender in China's rapidly evolving electric and smart vehicle market
Wednesday 2 July 2025
The AI talent arms race: Nvidia, Meta, and Huawei battle for brains
As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but the talent behind it. Companies like Nvidia, Meta, Google, Microsoft, AMD, and Qualcomm are in an escalating global talent war, eager to absorb entire teams or acquire startups outright to gain access to elite AI capabilities
Wednesday 2 July 2025
Samsung shifts focus to consolidating existing ecosystem, cancels SFF
Samsung Electronics will no longer hold its customary Samsung Foundry Forum (SFF) in 2025, opting instead to host partner-exclusive events, drawing attention from industry observers. This move is interpreted as part of Samsung Semiconductor's strategy to emphasize "strengthening internal capabilities.
Wednesday 2 July 2025
Taiwan-India JV powers breakthrough as MiPhi launches India's first enterprise-grade SSDs
According to the Business Standard, BW Business World, and EE Herald, MiPhi Semiconductors, a joint venture between India's Micromax Informatics and Taiwan's Phison Technology, has announced the design and manufacture of enterprise-grade SSDs in India, making MiPhi the first indigenous brand to produce such high-performance data storage solutions in the country
Wednesday 2 July 2025
China's AI chip companies struggle for survival as four key players hold less than 1% market share
Nvidia CEO Jensen Huang has recently warned multiple times that the Trump administration may further tighten US export controls, inadvertently allowing Chinese domestic AI chips, such as those from Huawei, to fully capture the China market. AI chips can be divided into training and inference segments, with Nvidia historically dominating the high-barrier AI training chip sector in China
Tuesday 1 July 2025
TPIsoftware, Ho Team Construction partner on Vietnam's first AI-powered carbon audit
As Vietnam prepares to roll out its carbon trading pilot program in 2025, TPIsoftware, a Taiwan-based technology firm, announced a strategic partnership with Ho Team Construction, the largest Taiwanese construction contractor operating in Vietnam. The collaboration will see Ho Team become the country's first construction company to adopt an AI-powered carbon inventory system, laying the groundwork for Vietnam's full-scale carbon trading regime anticipated in 2029
Tuesday 1 July 2025
Honda pushes back hydrogen factory plans due to cost crunch
Honda has postponed the launch of its next-generation hydrogen fuel cell factory, pushing back the production timeline with no new start date confirmed. Citing reports from Nikkei and Jiji Press, the company now plans to reduce the facility's annual capacity to fewer than 20,000 units, down from the originally projected 30,000. The plant, located in Tochigi Prefecture, was initially slated to begin operations in fiscal 2027 (April 2027–March 2028)
Tuesday 1 July 2025
China race ahead with brain-computer interface fuel by chips, trials, policy support
With rapid advances in AI and semiconductors, brain-computer interface (BCI) technology is becoming a critical front in global tech rivalry. In China, a growing number of firms are accelerating development across the BCI stack, from chip design and high-channel neural signal processing to clinical deployment, closing the gap with the US and making notable headway in medical applications
Tuesday 1 July 2025
Brain-computer interface goes legit in China: new standards clear path to clinical use
China has introduced its first official standards for non-invasive brain-computer interface (BCI) medical devices, signaling a shift from fragmented academic research to formal regulatory oversight and industry-wide standardization
Tuesday 1 July 2025
Chinese TV brands surge as LG adopts three-pronged strategy to stabilize market share
Despite the growing competitive threat from Chinese brands such as Hisense, TCL, and Xiaomi in recent years within the TV and end-display industry, South Korean companies continue to optimize OLED and other technologies to differentiate themselves from competitors. From LG Electronics' perspective, there are three main strategic approaches it is employing
Tuesday 1 July 2025
GaN's paradox: surging demand, sinking profits
Under pressure from low-cost competition in China, many application sectors are struggling to turn a profit. Recently, the compound semiconductor gallium nitride (GaN) industry has seen reports of major manufacturers experiencing fatigue and reduced willingness to invest, even considering more aggressive strategies. This could trigger sectoral shifts within the "non-China GaN supply chain.
Tuesday 1 July 2025
Loongson's indigenous CPUs offer China-built alternative to Intel for servers, AI
Loongson has launched its next-generation processors at the 2025 Product Launch and User Conference in Beijing, introducing chips built on its proprietary LoongArch instruction set. The lineup includes the flagship 3C6000 server CPUs and the 3B6000M and 2K3000 processors for industrial control and edge applications, reinforcing China's ambitions in AI infrastructure, secure computing, and homegrown IT systems
Tuesday 1 July 2025
Xiaomi and rivals eye the mind-reading frontier: AI glasses evolve from smart to sentient
Xiaomi unveiled its first AI smart glasses on June 26, describing the device not merely as a wearable but as a next-gen personal intelligence terminal. Equipped with the Xiao Ai voice assistant, the glasses enable real-time interaction via voice commands and visual input, delivering instant contextual feedback through integrated camera and AI processing
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES