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    HomeRegionsEast Asia
    Tuesday 23 September 2025
    Commentary: China’s display push challenges Taiwan’s panel makers
    Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared
    Tuesday 23 September 2025
    TSMC extends lead in foundry market as Samsung loses ground
    The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls further behind, according to new industry data
    Tuesday 23 September 2025
    Shinsegae-Alibaba JV targets Coupang-Naver's South Korea e-commerce dominance
    South Korea's Fair Trade Commission has approved the establishment of a joint venture between Shinsegae Group and China's Alibaba Group, a move that could potentially reshape the country's e-commerce landscape
    Tuesday 23 September 2025
    Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink
    At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry partners. The launch directly challenges Nvidia's NVLink dominance
    Tuesday 23 September 2025
    Oracle reportedly to oversee TikTok algorithm under US-China framework deal
    The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal, a consortium of American investors, led by Oracle and private equity firm Silver Lake, would take over TikTok's US business, while the China-based parent, ByteDance, would retain a minority stake of less than 20%
    Tuesday 23 September 2025
    Alibaba to expand Singles' Day promotions to 20 countries
    Alibaba Group announced on September 22 that, unlike previous years, the 2025 Singles' Day e-commerce promotion will extend beyond China to simultaneously take place in 20 international markets. This move aims to create the world's largest and highest-grossing e-commerce sales event
    Tuesday 23 September 2025
    China's New Vision Micro seeks lifeline in AI compute after display slide
    Shanghai New Vision Microelectronics, founded two decades ago, once broke foreign dominance in display driver chips through independent research and development and won acclaim after its 2023 STAR Market debut. Yet today, a global semiconductor slump, weak consumer electronics demand, and smartphones' pivot to OLED have gutted the LCD driver chip market, leaving New Vision caught in a profit squeeze
    Tuesday 23 September 2025
    China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
    China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM) in 2025. While fears of oversupply had raised concerns of DDR5 price swings, industry sources say Beijing is ring-fencing advanced DRAM for domestic use. This policy curbs export leakage and is expected to stabilize DDR5 pricing, with a gradual market upturn likely in 2026
    Tuesday 23 September 2025
    Nvidia-Intel alliance deepens US-China tech divide
    Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key step that aligns with US President Donald Trump's drive to revive Intel. By adding Intel's CPUs to its lineup, Nvidia is aiming to expand its presence across computing markets
    Monday 22 September 2025
    Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend
    The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits and immature software ecosystems. ByteDance, meanwhile, has kept conspicuously silent. Despite rumors in August that it was preparing to launch an AI glasses product, the company publicly denied the reports
    Monday 22 September 2025
    Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

    Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr. The move reflects shrinking output of legacy products and surging demand from cloud providers, which has already tightened supply and driven spot prices sharply higher

    Monday 22 September 2025
    Huawei launches 'safe' DeepSeek R1 through academic collab, trained on 1,000 Ascend chips
    Huawei introduced the DeepSeek-R1-Safe at Huawei Connect 2025, a security-enhanced version of its DeepSeek R1 developed with Zhejiang University. The model targets stricter content controls, claiming near-total blocking of politically sensitive topics, harmful speech, and illegal activity prompts
    Monday 22 September 2025
    Samsung secures IBM chip orders, taps China clients as advanced node struggles linger
    Samsung Electronics has reportedly won IBM's foundry order for its next-generation Power11 data center CPU, produced on an enhanced 7nm (7LPP) process. The node, the world's first to adopt EUV lithography, enables finer circuit patterns with up to 23% better performance and 45% lower power consumption than earlier technologies
    Monday 22 September 2025
    Renault subsidiary plant to make Mitsubishi Eclipse Cross and Nissan Micra EVs for Europe

    Mitsubishi Motors' new electric vehicle (EV) for the European market, the Eclipse Cross, along with Nissan's compact electric Micra, will be produced at the factory of Renault Group's EV-focused subsidiary Ampere in Douai, France. Both Japanese automakers' new models, built on Renault's electric vehicle platforms, are slated to debut in Europe by the end of 2025

    Monday 22 September 2025
    CAS showcases China's de-Nvidia strategy with 76B-parameter LLM on domestic chips
    Amid the US–China tech war, China is accelerating its move away from Nvidia. The Chinese Academy of Sciences (CAS) Institute of Automation reported new results for its brain-inspired LLM, SpikingBrain-1.0, trained entirely on domestic GPUs. The results demonstrate that China's top research body can advance AI without US hardware
    20/125 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 23 October 2025
    APD: Technology-Driven Innovation Powering Global Growth
    Thursday 23 October 2025
    Rising Bitcoin Swings Signal Shifting Priorities For Global Tech Markets
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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