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Friday 29 August 2025
Trump warns of tariffs after US-Korea summit, puts Seoul digital rules in spotlight
The US-Korea leaders' summit ended without touching on the issue of so-called "digital barriers," a long-standing grievance for US tech firms. Yet hours later, President Donald Trump reignited the dispute, warning in an interview that Washington would impose tariffs on countries whose regulations "harm US IT companies.
Friday 29 August 2025
BYD breaks through tariff restrictions, shipping over 900 EVs from Thailand plant to Europe
China's new energy vehicle leader BYD Auto has made headlines for aggressively expanding its overseas market. Its earlier plans to export electric vehicles (EVs) to Taiwan via its Thailand factory drew attention and prompted countermeasures from Taiwan's Ministry of Economic Affairs (MOEA). BYD's Thai subsidiary has recently announced that more than 900 Dolphin EVs have been shipped, primarily destined for the European market, including Germany, Belgium, and the Netherlands
Friday 29 August 2025
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47 billion). Foundry revenue reached CNY30.35 billion, up 25.9% from a year earlier, keeping SMIC in the No. 2 spot globally among pure-play foundries
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook excludes sales of its H20 chips to China, underscoring how US export curbs continue to weigh on one of its biggest potential markets
Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs are reportedly planned for Huawei, with one slated to start production by year-end and two more in 2026, a build-out that would outstrip SMIC's current capacity for comparable chips
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping the domestic chip landscape. On August 27, several STAR Market–listed chipmakers reported robust growth, with Cambricon Technologies briefly topping CNY1,460 (approx. US$204.1) a share — surpassing Kweichow Moutai, long viewed as China's benchmark for luxury and market value — to claim the crown as the most expensive A-share by unit price

Friday 29 August 2025
Samsung reportedly explores BOE's WOLED panels for its gaming monitors

BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors, as Chinese panel makers seek to capture surging demand in the high-end gaming market. Analysts view the effort as BOE's bid to secure a foothold in premium displays

Friday 29 August 2025
South Korea pushes sweeping data portability plan, critics warn of risks

South Korea is moving to dramatically expand its "MyData" initiative—a personal data portability policy—beyond its current scope in healthcare and telecommunications. The government aims to include ten major sectors by 2027, including energy, transportation, education, and retail. Under the policy, individuals will have the right to transfer their personal data collected by one company to another, reinforcing consumer control over personal information

Thursday 28 August 2025
South Korea's industrial giants eye SMR solutions for energy security
During his visit to South Korea, Microsoft founder Bill Gates met with President Lee Jae-myung and SK Group chairman Chey Tae-won to explore business cooperation in small modular reactors (SMRs). President Lee underscored South Korea's readiness to become a leading SMR nation, citing the country's competitiveness in both domestic and international markets
Thursday 28 August 2025
South Korea emerges as drone industry contender amid de-China trends
As geopolitical factors and the demand for technological sovereignty shake up the global drone industry, South Korean drone companies are now emerging as alternatives to Chinese manufacturers, particularly with the US aiming to exclude DJI and other China-based firms
Thursday 28 August 2025
Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business
Thursday 28 August 2025
Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits rising sharply, underscoring its widening footprint across smart devices, computing, and emerging technologies. Yet the strong top-line performance was offset by a sharp cash flow decline, raising concerns about underlying financial stability

Thursday 28 August 2025
Xiaomi vs. Gree: How a US$140m bet turned into China's biggest appliance showdown
In 2013, at China's Annual Economic Person of the Year awards, Xiaomi founder Lei Jun publicly wagered with Gree Electric Appliances chairwoman Dong Mingzhu that if Xiaomi's revenue topped Gree's within five years, she would pay him CNY1 billion (US$139.8 million). Back then, Gree dominated China's air-conditioning sector, and Dong accepted the bet with characteristic confidence
Thursday 28 August 2025
Youngwoo DSP secures display equipment contract with Samsung Display Vietnam
South Korean display inspection equipment company Youngwoo DSP has signed a supply contract with Samsung Display Vietnam (SDV) valued at KRW17.9 billion (approx. US$13.2 million). This contract accounts for roughly 30.3% of Youngwoo DSP's forecasted revenue for the year 2024, according to reports from Korean media outlets Hankyung and EBN
Thursday 28 August 2025
Cross-industry rivalry heats up as DJI, Insta360, and Dreametech diversify product portfolios
As the consumer electronics market matures, leading companies are exploring new growth by entering each other's sectors. Recently, DJI Technology, Insta360, and Dreametech have expanded beyond drones, imaging devices, and cleaning appliances, hinting at a possible shake-up in the industry