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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
LATEST STORIES
Wednesday 9 July 2025
Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO
Luxshare Precision, Lens Technology, and Goertek, China-based top-tier suppliers of Apple, are racing toward IPOs on the Hong Kong Stock Exchange (HKEX) as they seek capital to fuel transformation amid US-China trade frictions and supply chain realignments. Long defined by iPhone-related business, the trio is now banking on public listings to fund their next chapter in global manufacturing
Wednesday 9 July 2025
South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom
Hana Technology, a South Korean equipment maker formerly focused on battery solutions, has developed core Through Glass Via (TGV) technology for semiconductor glass substrates, signaling its move into advanced semiconductor packaging
Wednesday 9 July 2025
TSMC's GaN market exit creates opening for Samsung, Asian chip race rage on
TSMC's recent decision to phase out its gallium nitride (GaN) foundry business is sending ripples through the compound semiconductor industry, opening the door for new contenders while underscoring rising geopolitical and pricing pressures
Wednesday 9 July 2025
Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut
Beijing E-Town Semiconductor Technology Co., Ltd. (E-Town), a Chinese supplier of semiconductor manufacturing equipment, went public on the Shanghai STAR Market on July 8, 2025. The listing marks a key milestone in the company's growth, driven in large part by its president and CEO, Allen Lu, the former head of SEMI China
Wednesday 9 July 2025
Trump to impose 25% tariffs on South Korean exports, raising pressure ahead of August deadline

US President Donald Trump has formally notified South Korea of plans to impose a 25% tariff on select imports, with implementation set for August 1. While a three-week window for negotiations remains, industry observers widely anticipate that talks will face significant headwinds

Wednesday 9 July 2025
Is a 25% US tariff on Japan high? Combined impact of auto and steel tariffs significant
US President Donald Trump notified trade partners on July 7, 2025, Eastern Time, of new tariff rates set to take effect on August 1. He first informed Japan and South Korea that a 25% reciprocal tariff would be imposed on their goods, warning that rates could increase further if retaliatory measures are taken
Wednesday 9 July 2025
Volvo cuts jobs in China as EV ambitions stall and global restructuring accelerates
Volvo Cars has begun laying off staff in its China operations, with the majority of the cuts affecting its Shanghai-based technical and research and development center, according to employees familiar with the matter. The affected departments include engineering, research and development, and supply chain management. Employees have reportedly been offered severance packages equivalent to three months' salary plus one month for each year of service (N+3)
Wednesday 9 July 2025
Commentary: Foxconn’s EV triangle may hinge on Nissan’s Oppama plant
With global EV growth decelerating, Taiwan's Foxconn is pressing ahead with its electric vehicle ambitions. The company is reportedly in advanced talks with Nissan Motor over a potential joint venture at the automaker's Oppama plant in Yokosuka, Kanagawa Prefecture, a development that analysts say could mark a turning point for both firms
Wednesday 9 July 2025
Foxconn eyes Nissan factory as EV gateway in Japan

Nissan Motor Co. has initiated discussions with Foxconn over a possible collaboration to convert its Oppama plant in Yokosuka, Kanagawa Prefecture, into a manufacturing site for EVs. If finalized, Foxconn plans to inject fresh capital into Oppama and leverage the facility's sprawling supply network and experienced workforce to strengthen its EV supply chain in Japan

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
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
EDA tool ban lifted, China's PCB industry seizes strategic opening

As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese PCB manufacturers are aggressively moving into the AI server and HDI segments, seizing the opportunity through technical breakthroughs, expanded capacity, and ambitious market expansion

Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES