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Friday 11 July 2025
Topco Scientific denies rumors of cooperation with Chinese firms, stresses compliance with export controls
In response to external allegations regarding collaboration with Chinese companies to develop chips and the involvement in exporting sensitive semiconductor materials to China, Topco Scientific Co. (TSC) issued a statement on July 10, 2025, to clarify the matter
Friday 11 July 2025
SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2
SK Hynix is rapidly closing the gap with Samsung Electronics in the global memory chip race, driven by surging demand for high-bandwidth memory (HBM) used in AI applications. According to a newly released report by Counterpoint Research, SK Hynix posted US$15.5 billion in combined DRAM and NAND revenue in the second quarter of 2025, placing it in a virtual tie with Samsung for the top spot in the global memory market
Friday 11 July 2025
Swancor divests materials unit to back smart robotics investors
Swancor Holding Co., Ltd. has approved the sale of a 60% stake in its Shanghai STAR Market-listed unit, Swancor Advanced Materials Co., Ltd., at CNY7.78 per share, valuing the deal at approximately CNY1.86 billion (approx. US$259.3 million). The transaction was cleared by the board and audit committee on July 8
Thursday 10 July 2025
Jim Keller to headline RISC-V Summit in Shanghai, highlighting China's open-source chip ambitions
Jim Keller, acclaimed semiconductor architect and Tenstorrent CEO, will deliver his first keynote at the fifth RISC-V Summit China from July 16 to 19 in Shanghai. His speech, "Open Hardware for Future Intelligence," highlights the event's growing importance amid US-China tech tensions and China's push for chip independence
Thursday 10 July 2025
Ford reboots US battery plant after tax shift clears CATL licensing path
Ford will move forward with its US$3 billion lithium iron phosphate (LFP) battery plant in Marshall, Michigan, after the Trump administration's US$3.4 trillion budget bill preserved key production tax credits. The change clears the way for Ford to use LFP technology licensed from China's CATL, which was previously restricted under US trade rules
Thursday 10 July 2025
Japan secures 'golden share' in Rapidus to safeguard chip tech, bolster 2nm push
Japan's Ministry of Economy, Trade and Industry (METI) said it will condition public investment in chip startup Rapidus on the issuance of a "golden share" that grants the government veto power over critical corporate decisions. The move underscores Tokyo's efforts to strengthen state oversight in strategic sectors and prevent the outflow of sensitive semiconductor technologies, particularly in the face of potential foreign acquisitions
Thursday 10 July 2025
US auto market resets as Trump shuts door on Chinese electric cars
President Donald Trump's return to the White House may have dealt a blow to the clean energy subsidies championed under President Biden's Inflation Reduction Act (IRA), but his administration is doubling down on "America First" manufacturing and mounting a fierce blockade against Chinese electric vehicles (EVs)
Thursday 10 July 2025
Samsung's foldable focus on high-end smartphones sparks chipmaker optimism
Samsung Electronics has introduced its latest flagship foldable smartphones, adding fresh momentum to what is shaping up to be a pivotal year for the foldable device market. While Samsung remains one of the pioneers in this category, it now faces intensifying competition from Chinese smartphone makers, which some industry executives believe could help grow the overall market, rather than diminish its prospects
Thursday 10 July 2025
Semes' semiconductor cleaning process designated as South Korea's National Core Technology
Semes, the semiconductor equipment subsidiary of Samsung Electronics, has had its semiconductor cleaning process technology recognized by the South Korean government as a National Core Technology (NCT). This recognition positions Semes as a global leader in advanced semiconductor cleaning processes
Thursday 10 July 2025
Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea
Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major challenge. Samsung Electronics unveiled its latest Galaxy Z foldable series on July 10, 2025, emphasizing slimmer, lighter designs—a trend seen as critical in the next phase of smartphone innovation
Thursday 10 July 2025
China's EDA shakeup stalls as Empyrean nixes Xpeedic deal

Empyrean Technology, one of China's top electronic design automation (EDA) vendors, announced on July 9 that it has terminated its proposed acquisition of Xpeedic Technology (Shanghai) Co., Ltd. The unexpected cancellation marks a setback for China's ambitions to consolidate and strengthen its domestic EDA industry

Thursday 10 July 2025
Yageo-Shibaura merger talks shift to Taipei, signaling strategic pivot in acquisition push
Taiwan-based passive component manufacturer Yageo Corporation is advancing its bid to acquire Japan's Shibaura Electronics following multiple deadline extensions and a surprise bid by competitor Minebea Mitsumi. Senior executives from both companies will meet in Taipei in mid-July 2025 for a third round of discussions, marking a significant development in the protracted cross-border merger process
Thursday 10 July 2025
Samsung looking to launch triple-fold smartphone in 2025
Samsung Electronics plans to launch a triple-fold smartphone by 2025, and for its goal in 2025, the Korean brand aims to equip its existing 400 million Galaxy devices with artificial intelligence (AI) capabilities, according to senior executives. These moves signal Samsung's continued push into both foldable devices and mobile AI technology
Thursday 10 July 2025
Samsung updates 2025 supplier list, signals strategic shift in displays and China partnerships
Samsung Electronics has released its 2025 Sustainability Report, unveiling an updated list of 112 official suppliers—seven companies have been removed since 2024, while six new names have been added. The most notable changes occurred within the display sector, hinting at a strategic pivot in Samsung's LCD business and a subtle realignment of its relationships with Chinese suppliers
Thursday 10 July 2025
China targets Taiwan defense companies with export controls amid limited business ties
China's Ministry of Commerce on Wednesday added eight Taiwanese defense contractors to its export control entity list, marking Beijing's latest effort to pressure the island's military-industrial complex despite minimal existing commercial relationships
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES