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Tuesday 17 June 2025
Baidu escalates AI talent war with uncapped salaries, eyes deep tech grads

Baidu has launched its most extensive recruitment drive yet for top-tier AI talent, expanding its AI Developer Unit (AIDU) program by over 60% from last year. Unveiled via WeChat and during its recent AIDU Open Day, the 2026 initiative offers uncapped salaries and a personalized training program designed to cultivate the next wave of AI leaders

Tuesday 17 June 2025
Huawei hits a ceiling? US caps Huawei's 2025 AI chip output at 200,000 units
Huawei Technologies is expected to produce no more than 200,000 Ascend-series AI chips in 2025, according to the US Department of Commerce, highlighting China's advancing chip design capabilities while also exposing its enduring manufacturing constraints
Tuesday 17 June 2025
RAC Electric Vehicles prepares for 2026 IPO, betting on smart Manufacturing and global growth
RAC Electric Vehicles, the Taiwan-based electric bus manufacturer, has announced its intention to file for an IPO on Taiwan's Emerging Stock Market by the end of 2025. The company plans to become the first electric vehicle (EV) maker in Taiwan to achieve publicly listed status with annual profitability, targeting a listing in the first quarter of 2026
Monday 16 June 2025
Samsung's next growth pillars: advanced chip packaging, robotics
Samsung Electronics is weighing advanced semiconductor packaging and robotics as future growth drivers, with plans to discuss development strategies at its upcoming global strategic meeting, according to South Korean media reports
Monday 16 June 2025
Renault CEO exit in July raises concern over alliance with Nissan
According to Nikkei and Kyodo, Renault CEO Luca de Meo will step down from his role on July 15, 2025, after a five-year tenure marked by financial recovery and alliance restructuring with Nissan Motor. The company confirmed his departure on June 15, 2025, and has already initiated the search for his successor
Monday 16 June 2025
Samsung and LG push AI innovation to strengthen South Korea's lead in global TV market
As Samsung Electronics aims to make 2025 the "Year of AI TV," LG Electronics is also leveraging differentiated AI features to solidify South Korea's leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition
Monday 16 June 2025
European auto supplier plans SiC fab sale amid industry shakeout
With Chinese SiC semiconductor manufacturers having resolved supply constraints on the material side in 2023, stable supply has helped to quickly reduce costs. As a result, many uncompetitive SiC semiconductor players are now in danger of being eliminated from the market
Monday 16 June 2025
China's 15th Five-Year Plan (1): National-level expert discusses equipment challenges and new opportunities
China is set to launch its 15th Five-Year Plan in 2026. Reviewing the progress of China's semiconductor equipment industry over the past five years and gaining insight into its trajectory for the next five has become a focal point amid the ongoing US-China technology standoff
Monday 16 June 2025
Hanwha Semitech faces patent war with Hanmi Semiconductor over TCB breakthrough
A high-stakes patent dispute between Hanwha Semitech and Hanmi Semiconductor over a critical piece of equipment in the HBM production process — the TCB machine — is set to unfold, with significant implications for the HBM industry. The outcome of this legal battle is expected to influence SK hynix, the global leader in HBM production, given the pivotal role TCB technology plays in semiconductor manufacturing
Monday 16 June 2025
China solar giants' unprecedented losses prompt calls to confront structural crisis
At the 18th SNEC International Solar Energy and Smart Energy Conference held in Shanghai on June 10, 2025, global solar enterprises gathered to discuss the industry's future. However, behind the bustling exhibition, China's solar industry is confronting its most severe structural crisis to date
Monday 16 June 2025
Global SiC wafer growth slows as China reshapes market dynamics
Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year, primarily driven by the proliferation of 6-inch wafers. However, the global growth rate is expected to slow significantly to just 20% in 2025, a sharp drop attributed to intensified price competition and supply chain strain originating in China
Monday 16 June 2025
TP-Link's Shanghai semiconductor unit gutted in abrupt layoff round with generous terms

On June 12, 2025, TP-Link's export unit, Lianzou International Technology, initiated mass layoffs at its Wi-Fi chip division in Shanghai's Zhangjiang Hi-Tech Park. Reports from Sina, 163 News, and cnBeta indicate the action was abrupt—staff were informed in the morning, signed termination documents by the afternoon, and exited the premises that same evening

Monday 16 June 2025
Goke seizes SMIC's Ningbo fab in China BAW filter play
In a strategic shift that could reshape China's domestic semiconductor landscape, Goke Microelectronics announced plans to acquire a 94.37% stake in Ningbo Semiconductor International Corporation (NSI), a specialty foundry previously controlled by Semiconductor Manufacturing International Corporation (SMIC). The deal, which involves 11 sellers including SMIC and several local investment firms, marks Goke's formal entry into the radio frequency (RF) front-end market
Monday 16 June 2025
Taiwan adds Huawei, SMIC, others to export control entity list
On June 15, the International Trade Administration (ITA) under Taiwan's Ministry of Economic Affairs has updated its Strategic High-Tech Commodities Export Control Entity List, adding 601 entities from countries including Russia, Pakistan, Iran, Myanmar, and China, effective June 10, 2025. Notable additions include Chinese companies Huawei and SMIC, among others, due to concerns over their involvement in weapons proliferation and national security risks
Monday 16 June 2025
BYD bets big on Europe with megawatt EV chargers as domestic market wobbles
BYD is accelerating its European expansion with plans to deploy megawatt-level (MW) ultra-fast charging stations—despite intensifying scrutiny at home and industry doubts abroad. The bold initiative marks a pivotal step in the Chinese EV giant's bid to deepen its foothold in a region where charging infrastructure remains a major obstacle to mass electric vehicle adoption
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES