CONNECT WITH US
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
Mitsubishi Heavy unveils hybrid drone to replace helicopters in remote, high-stakes missions
Mitsubishi Heavy Industries (MHI) is advancing the development of a multirotor drone designed to carry a maximum payload of 200 kilograms and achieve a flight range of 200 kilometers. While this payload capacity remains below that of a typical light-duty truck, which averages around 350 kilograms, the prototype already surpasses industry norms, where multirotor drones commonly carry only a few to several dozen kilograms
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
Tuesday 8 July 2025
CXMT files for IPO to expand DRAM capacity as AI, geopolitics rewire global memory market
CXMT Corp., China's top domestic DRAM manufacturer, has initiated its IPO process, signaling a key step in the nation's pursuit of semiconductor independence. On July 7, 2025, China's securities regulator confirmed that the company had entered IPO counseling, with China International Capital Corporation (CICC) and China Securities Co. (CSC) serving as financial advisors
Tuesday 8 July 2025
Whistleblower exposes Huawei's PanGu AI model copycat scandal
On June 30, 2025, Huawei released the source code for its PanGu 7B dense parameter model and the larger PanGuPro mixture-of-experts (MoE) 72B model, both tailored for inference on its in-house Ascend AI chips. Initially lauded as a landmark in China's drive for AI independence, the announcement was quickly overshadowed by a technical analysis published on GitHub just days later
Tuesday 8 July 2025
China's semiconductor dreams stumble as another fab collapses
On June 13, 2025, Jiangsu Advanced Memory Semiconductor Co., Ltd. (AMS) announced that its restructuring plan had been abandoned. The planned investment from Huaxin Jiechuang Integrated Circuits Manufacturing (Guangdong) Co., Ltd. was canceled after multiple delays in fund transfers, leading both sides to terminate the agreement
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
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES