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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
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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

Tuesday 8 July 2025
D-Link breaks through in Japan's demanding networking market

Known for its high technical barriers and stringent quality standards, Japan's networking equipment market has long posed a challenge for foreign firms. Yet Taiwan-based D-Link Corporation has recently scored two major wins in Japan, signaling that its years of strategic investment in the market are starting to pay off

Tuesday 8 July 2025
China Resources takes control of Konka in bid to forge chip-to-device tech giant
In June 2025, China's State Administration for Market Regulation (SAMR) approved China Resources (CRC)'s acquisition of Konka Group without conditions, marking a key move in CRC's expansion into consumer electronics and semiconductors. With the deal now confirmed, the focus shifts to CRC's biggest hurdle: reviving Konka's underperforming business through innovation and restructuring
Monday 7 July 2025
Ennostar divests Kfes Lighting in strategic pivot to high-growth sectors

Ennostar, through its subsidiary Epistar JV, announced Monday that it will divest its entire stake in Kfes Lighting, as part of a broader strategic shift to streamline its operations and sharpen its focus on high-growth sectors. The transaction, valued at US$35.73 million, was approved by Ennostar's board and is expected to improve the group's financial flexibility

Monday 7 July 2025
South Korea seeks US tariff extension, proposing manufacturing partnership
South Korea is seeking to extend a looming tariff grace period tied to US President Donald Trump's reciprocal tariff policy. South Korea's Trade Minister Yeo Han-koo traveled to Washington last week to present what officials describe as a "technology-driven framework" aimed at reshaping the conversation around tariffs into one of strategic industrial cooperation
Monday 7 July 2025
Nissan reportedly in talks with Foxconn to explore electric vehicle production at Oppama plant
Nissan Motor is engaging in discussions with Taiwan's Foxconn to potentially use its Oppama plant in Kanagawa Prefecture for electric vehicle (EV) production. This move forms part of Nissan's broader plan to restructure and optimize its manufacturing operations, according to Nikkei, Reuters, and Yomiuri
Monday 7 July 2025
Samsung's 1H25 performance incentive rates: Samsung foundry bonus drops to 0

Samsung Electronics' Device Solutions (DS) division, which oversees its semiconductor operations, has capped its performance bonus for the first half of 2025 at just 25% of the base monthly salary — the lowest among the company's major business units

Monday 7 July 2025
Xiaomi's 'toys for grown-ups' strategy fuels hype for YU7 EV, smart glasses
Xiaomi's latest breakout products, the YU7 electric vehicle and AI-powered smart glasses, are making waves not just for their functionality, but for how they're being positioned and sold. In today's digital-first consumer economy, tech is no longer just about utilities; it's a lifestyle marker. Analysts are increasingly framing this shift as "hype-driven tech consumption," with some even likening it to the rise of "tech collectibles.
Monday 7 July 2025
Huawei rejects allegations that its Pangu AI model copied Alibaba's Qwen
Huawei has pushed back against claims that its newly open-sourced Pangu Pro MoE 72B model plagiarized Alibaba's Tongyi Qianwen (Qwen-2.5 14B), after a technical analysis flagged unusually high parameter-level similarities between the two large language models (LLMs)
Monday 7 July 2025
Talent crunch in Vietnam puts Luxshare's investment plans in limbo
Apple supplier Luxshare-ICT (also known as Luxshare Precision) has called on the Vietnamese government to address ongoing skilled labor shortages and bureaucratic inefficiencies in Nghe An province, warning that unresolved issues could limit its future investment plans in Vietnam
Monday 7 July 2025
US tariff rates: 10% or 70%? Industry says it will determine chip supply direction
Following the announcement of a preliminary tariff agreement framework with Vietnam, US President Donald Trump recently told the media that letters would soon be sent to several related countries outlining subsequent tariff regulations. Regarding the scope of tariffs, Trump's statements were ambiguous, indicating some countries would face rates between 10-20%, while others could see tariffs as high as 60-70%, a significant disparity
Monday 7 July 2025
China's solar overcapacity campaign targets US-hit industries
China launched a "de-involution" campaign targeting solar, energy storage, and electric vehicle sectors since mid-March following the Two Sessions, focusing on industries hit by US trade restrictions under the Inflation Reduction Act
Monday 7 July 2025
Unclear US definitions on origin washing put Vietnam in crossfire of both superpowers
The US and Vietnam recently agreed on tariffs up to 40% on certain goods transshipped through Vietnam, targeting origin washing used to evade US duties. This move is part of a broader US effort against China and others, creating uncertainty for trade and impacting China-Vietnam relations and Taiwanese firms in the area
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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES