CONNECT WITH US
Wednesday 16 July 2025
Nissan to close two plants in Japan; ongoing talks with Foxconn for future transformation
Nissan announced on July 15, 2025, that its Oppama plant will cease production by the end of fiscal year 2027. Vehicle manufacturing operations will be transferred to Nissan Motor Kyushu located in Fukuoka Prefecture. Subsidiary Nissan Shatai's Shonan plant is also scheduled to stop production by the end of the fiscal year 2026
Wednesday 16 July 2025
Samsung wins early US trade ruling against BOE in iPhone OLED dispute
The US International Trade Commission (ITC) has issued a preliminary ruling in favor of Samsung Display, backing the South Korean company's allegations that Chinese rival BOE Technology misappropriated OLED trade secrets. If upheld, the decision could disrupt BOE's supply of OLED panels for Apple's iPhones, injecting fresh uncertainty into the global smartphone supply chain
Wednesday 16 July 2025
Uber, Baidu relaunch robotaxi race: what it means for autonomous mobility's next chapter
Uber Technologies is accelerating its global robotaxi expansion through a landmark multiyear alliance with China's Baidu Inc. This renewed partnership, rekindling ties from a strategic investment over a decade ago, positions both companies at the forefront of the intensifying autonomous vehicle race
Wednesday 16 July 2025
From decline to recovery: Japan's semiconductor lessons for South Korea
Facing mounting challenges at home and intensifying global competition, South Korea's semiconductor industry is at a crossroads. Now, a growing chorus of experts is urging Seoul to draw lessons from an unlikely source: Japan
Wednesday 16 July 2025
Semco pushes thinner chip capacitors to chase AI server boom
Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive systems, betting that breakthroughs in ceramic powder technology will give it an edge over Chinese rivals
Wednesday 16 July 2025
Hanmi Semiconductor says hybrid bonders too costly for HBM4, HBM5 production
Hanmi Semiconductor's chairman dismissed hybrid bonder equipment as impractical and too expensive for next-generation high-bandwidth memory production, as the South Korean company defends its market-leading position against rising competition
Wednesday 16 July 2025
China steps up the ADAS race: Horizon Robotics locks in full Journey 6 series to take on Nvidia
Horizon Robotics, widely seen as China's answer to Nvidia, has marked a key milestone in its automotive AI chip rollout. The company's new entry-level processor, Journey 6B, completed power-on and passed functional tests just 23 minutes after packaging, underscoring both rapid validation and manufacturing readiness
Wednesday 16 July 2025
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could ease tensions between Washington and Beijing amid rising demand for AI semiconductors
Wednesday 16 July 2025
Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun Valley Conference in Idaho, marking his fourth publicly disclosed overseas trip of 2025. With each of his international visits increasingly tied to strategic business talks and next-generation growth sectors, industry watchers are closely tracking what may emerge from his latest excursion

Tuesday 15 July 2025
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview with Chinese state broadcaster CCTV
Tuesday 15 July 2025
Nvidia regains China access as Trump reverses H20 ban, but at what cost?

Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial intelligence (AI) as a defining force for global industries and innovation. And for now, his efforts appear to be yielding results

Tuesday 15 July 2025
Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments
Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately, all exports, transshipments, and re-exports of US-origin advanced AI chips require a Strategic Trade Permit, the Ministry of Investment, Trade and Industry (MITI) said on July 14, 2025. The regulation is based on the Strategic Trade Act (STA) 2010
Tuesday 15 July 2025
Nvidia caught between Washington's warnings and Beijing's welcome
As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking GPU or driving record-breaking stock valuations, but for simply planning a trip to China
Tuesday 15 July 2025
Trump rekindles history as allies scramble in trade turmoil
The Trump administration is exploiting uncertainty and escalating tariff threats as its new strategy to force countries to comply with US demands. Starting on August 1, the US will impose a 30% tariff on EU goods (originally 20%), sparking strong retaliation across Europe
Tuesday 15 July 2025
Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth
Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14 disclosure, the Shanghai-listed ODM projected revenue between CNY83–84 billion (US$11.6–11.7 billion), representing a 110.7% to 113.2% year-over-year increase. Net profit attributable to shareholders is expected to reach CNY1.87–1.90 billion, up 44.8% to 47.2% from the previous year