According to a report by Nikkei, Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory (HBM2). This development follows fellow Chinese manufacturer ChangXin Memory Technologies (CXMT) starting its own HBM2 production, suggesting a potential expansion of China's presence in the advanced memory industry

In a significant advancement for China's semiconductor industry, Yangtze Memory Technologies Co. (YMTC) has achieved a new milestone with its fifth-generation 3D TLC NAND flash memory. According to Tom's Hardware, as reported by IThome on January 31, 2025, the company has begun shipping these chips, which feature a total of 294 layers with 232 active layers

According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald Trump on February 1, 2025, and effective February 4, 2025, the decision leaves little room for last-minute negotiations. Given Trump's hardline stance and Beijing's vow to retaliate, a reversal appears unlikely

OpenAI rolled out a new, lightweight artificial intelligence (AI) model that it said is capable of humanlike reasoning and makes gains on efficiency — a product that will be closely watched following the release of an open-source model from China's DeepSeek

The automotive industry's stringent safety and reliability requirements are presenting significant challenges to the Chinese government's ongoing push to increase the localization rate of auto parts, particularly advanced components related to semiconductors

The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote work, have propelled tech giants to unprecedented heights. Currently, nine tech companies have achieved market valuations exceeding US$1 trillion. Including TSMC, these companies command a combined market value of US$18 trillion, demonstrating the concentrated wealth accumulation among select tech giants. This concentration of capital has created opportunities for companies within their supply chains to capture value

When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between Chinese and Taiwanese companies. Luxshare, now third in revenue, stands out for maintaining its margins amid rapid sales growth. This achievement goes beyond government subsidies, showcasing the company's bold ambition and strategic approach to navigating complex challenges in a competitive market

China has been reported frequently to illegally acquire technology from South Korea in the field of artificial intelligence (AI) semiconductors and displays in the past few years. Moreover, with the advancement of South Korea's neural processing units (NPU), Chinese semiconductor firms have been actively recruiting engineers from South Korean companies or attempting to steal core technologies

In the rapidly evolving global electronics manufacturing services (EMS) industry, the dominance of major players continues to shape the competitive landscape. While the notion that "the bigger, the stronger" seems to be the prevailing trend, crucial insights lie beneath the headline figures

Amid uncertainties in the Chinese market and reduced spending by automotive chip and power semiconductor manufacturers, Japanese semiconductor equipment makers have revised their sales forecast for fiscal year 2025 (April 2025 - March 2026). Nevertheless, demand for advanced process chips, especially those needed for artificial intelligence (AI), is anticipated to lead to a 5% year-over-year sales growth in 2025

China's Changxin Memory Technologies (CXMT) has reportedly adopted the 1z process for its 10nm-class DDR5 production, prompting heightened concern at Samsung Electronics, which is now closely monitoring the status of advanced DRAM production in China

When Taiwanese media reported on Nvidia CEO Jensen Huang dining with TSMC, supply chain partners, and AI server company executives, curiosity arose about the VIPs accompanying Huang during his visits to three Nvidia branch offices in China and his attendance at their lunar year-end partie

During the World Economic Forum in Davos, Switzerland, China's Vice Premier Xuexiang Ding stated that there are "no winners" in a trade war while acknowledging the numerous difficulties and challenges currently facing the Chinese economy

In the past two years, China's independent car brands have gained dominance in the Chinese automobile market, thanks to the rapidly rising popularity of new energy vehicles. Chinese independent brands are still expecting an increase in sales for 2025, but the outlook of China's new energy vehicle sector may not be as promising as they expect

Nissan Motor plans to cut approximately 9,000 jobs worldwide as part of a major restructuring effort, according to reports from Kyodo and Nikkei Asia. More than 70% of the layoffs—around 6,700 positions—will impact production staff, while the remaining cuts will affect administrative roles. The job reductions are part of Nissan's strategy to scale down global production capacity by 20% by the end of fiscal 2026, which runs from April 2026 to March 2027