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Wednesday 12 March 2025
Japan's advanced semiconductor bet: Rapidus and the quest for relevance
The Japanese government's decision to heavily subsidize Rapidus, a domestic semiconductor company, via legislative changes has ignited discussions among industry specialists. Asahi Shimbun reports that Rapidus's focus on extreme semiconductor miniaturization is seen by some as an outdated strategy, reminiscent of a 19th-century obsession with "battleships and heavy artillery," missing the true trends of the industry
Wednesday 12 March 2025
Samsung eyes Exynos 2600 comeback, challenging Qualcomm, Mediatek
Samsung Electronics is reportedly stabilizing yields in its advanced chipmaking process, fueling optimism over its next-generation Exynos 2600 SoC. The development raises the prospect of breaking Qualcomm's grip on Galaxy S-series devices and reshaping the supply landscape. A strong showing from Exynos 2600 could also complicate MediaTek's efforts to gain a foothold in Samsung's flagship smartphone lineup
Wednesday 12 March 2025
Foxconn subsidary expands medical footprint with strategic device manufacturer acquisition
Foxconn Industrial Internet (FII) has announced that its subsidiary, Fulian Yukang Medical Technology (Shenzhen), will acquire Guangzhou Tianying Precision Tools in phases at a valuation not exceeding HKD439 million (US$56.51 million)
Tuesday 11 March 2025
Samsung intensifies scrutiny of system LSI and foundry amid ongoing struggles
Samsung Electronics has launched a sweeping internal review of its System LSI and foundry businesses, signaling potential restructuring efforts as the company grapples with widening losses and intensifying competition with TSMC. The move follows growing concerns over the performance of Samsung's non-memory semiconductor operations, which have yet to yield the expected results despite significant investments
Tuesday 11 March 2025
China's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rollout
China is advancing in extreme ultraviolet (EUV) lithography, with a domestically developed system undergoing testing at Huawei's Dongguan facility, according to XFastest and Wccftech. Trial production is reportedly set for the third quarter of 2025, with mass production targeted for 2026
Tuesday 11 March 2025
Naura ranks 6th among global semiconductor equipment providers despite US-China tensions
Naura Technology, with its expertise in etching, thin film deposition, and cleaning equipment, has moved up its global ranking to sixth from tenth place
Tuesday 11 March 2025
China-based Hesai becomes first listed LiDAR firm to achieve non-GAAP profitability
Hesai Technology has achieved its first full-year non-GAAP profitability. Lei News and IT Home reported the leading Chinese LiDAR company's unaudited financial results for 2024. Fourth-quarter revenue reached CNY720 million (US$99.30 million), up 28.3% year over year. Hesai posted a net income of CNY150 million for the quarter, reversing a CNY140 million net loss from the same period in 2023
Tuesday 11 March 2025
CATL powers into chip market: strategic bets on IC design startups
CATL, a global leader in batteries and energy storage, is further expanding into semiconductors. While the company maintains a low-profile approach, each of its investments generates significant market interest. This latest move marks CATL's third known investment in an IC design startup, reinforcing its growing focus on semiconductor technology
Tuesday 11 March 2025
US may conduct hearing on mature process chip taxes from China
Recent reports indicate that the US will hold a hearing discussing whether tariffs should be imposed on China's mature process chips. Industry experts predict that several chip manufacturers, including market leader SMIC, may face tariff sanctions in the future
Tuesday 11 March 2025
Syncmold breaks into South Korean market as global expansion accelerates
Syncmold Enterprise expects to resume revenue growth in 2024, fueled by strong demand for display and low-orbit satellite products. Chairman Chiu-lang Chen predicts sustained operational growth into 2025, aided by tariffs and efficient order management. The company targets surpassing NT$10 billion (US$304 million) in revenue, aiming for concurrent profit increases
Tuesday 11 March 2025
China's data-only camera shift sparks automotive CIS shortage—Is edge computing out?
China's automotive industry is facing a critical shortage of 8-megapixel (8MP) automotive CMOS image sensors (CIS) as automakers shift toward centralized computing architectures. Instead of processing visual data at the edge, Chinese manufacturers are consolidating it within the vehicle's central processing unit (CPU), fueling a surge in demand for high-resolution CIS
Tuesday 11 March 2025
Chinese automakers seek to upgrade vehicle electrification in the race for intelligent driving with Tesla
BYD, China's automotive giant, has recently taken the lead in the race for intelligent driving equality, triggering a nationwide push among car manufacturers to accelerate the adoption of smarter, more autonomous vehicles. The rise of Deepseek, a promising new player in the field, appears poised to significantly impact China's intelligent driving sector, potentially reshaping the future of the industry
Tuesday 11 March 2025
China lawmaker proposes anonymous semiconductor purchases to evade US export controls
A Chinese lawmaker has proposed allowing blacklisted domestic firms to secretly procure foreign semiconductor technology and components, circumventing US export controls. The proposal calls for bypassing public tender requirements in favor of private transactions, shielding overseas suppliers from potential US scrutiny
Tuesday 11 March 2025
Loongson lands 2nd China Energy deal, accelerates CPU & GPU expansion amid market shift
Loongson Technology has secured a spot in China Energy Investment Corporation's 2025 office terminal procurement project for the second year in a row. The selection underscores Loongson's advancements in CPU performance, software compatibility, and technical support for the energy industry
Monday 10 March 2025
Chinese automotive market struggles with smart driving technology disparities and declining values of used vehicles
For three years, China's automotive market has been embroiled in a price-cutting war, evolving from a tussle between new energy vehicles and traditional cars to a contest for smart driving capabilities. Automakers are vying for market share with rapid tech upgrades and aggressive pricing for new models, while the used car market faces increasing turmoil
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES