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Thursday 19 June 2025
Nvidia CEO cautions US: China's AI momentum won't be stopped by sanctions
In recent interviews, Nvidia CEO Jensen Huang has repeatedly invoked the names "China" and "Huawei," sounding an increasingly urgent alarm about the pace of China's AI progress. If anyone thinks a single move can halt China's AI development, that is pure ignorance, Huang warned in a recent conversation with reporters
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Thursday 19 June 2025
Nvidia Rubin accelerates SK Hynix's lead in HBM4 supply race
As Nvidia prepares to begin supplying samples of its next-generation AI accelerator "Rubin," industry sources report that SK Hynix is accelerating shipments of sixth-generation high-bandwidth memory (HBM4). Some HBM4 units intended for Rubin samples have already been supplied in small quantities
Thursday 19 June 2025
Nvidia's NVL72 's new rival in town: Huawei flips the script with CloudMatrix 384
Huawei's CloudMatrix 384 supernode, powered by its Ascend 910 series AI processors, is positioning itself as a viable challenger to Nvidia's newly launched GB200 NVL72, despite trailing in chip generation. According to a recent SemiAnalysis report, Huawei's edge lies not in silicon specs, but in a fundamentally redesigned system architecture that prioritizes interconnect efficiency at scale
Thursday 19 June 2025
Tata Elxsi and Infineon sign MoU to develop EV solutions for India's market
Tata Elxsi and Infineon Technologies have signed a Memorandum of Understanding (MoU) to jointly develop electric vehicle (EV) solutions tailored for the Indian market. The collaboration aims to accelerate the adoption of automotive-grade, cost-optimized, and safety-compliant subsystems in response to India's growing EV sector
Thursday 19 June 2025
Huawei explores 6G potential and new growth drivers at MWC Shanghai 2025
At the 2025 Mobile World Congress in Shanghai on June 18, Zhijun Xu, Huawei Technologies' rotating chairman, outlined how telecommunications operators can achieve growth by adapting to evolving user needs within a stabilizing global market. He highlighted 6G's potential to drive a smart revolution and identified new user segments and technologies as key growth opportunities
Thursday 19 June 2025
Japanese brands reportedly push Taiwan automakers to renegotiate higher manufacturing fees
The Taiwanese automotive industry is facing a tough year, especially amid unresolved issues surrounding tariffs and commodity taxes, which have created strong market caution. Meanwhile, reports indicate that Japanese car brands are currently renegotiating contract manufacturing fees with their local assembly plants in Taiwan due to global policy shifts from their parent companies
Thursday 19 June 2025
LG Display plans huge investment to boost OLED technology through 2027
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD to OLED business. The investment period will extend through mid-2027
Thursday 19 June 2025
Nintendo Switch 2 goes supersonic, Samsung chips in with billion-dollar upside
Nintendo's highly anticipated Switch 2 console launched to surging global demand, setting sales records in both Japan and the US while simultaneously boosting prospects for Samsung Electronics' embattled chip foundry division
Thursday 19 June 2025
JD.com billionaire unveils turnaround plan after five-year slump
JD.com Inc. founder Richard Liu vowed to speed up an overseas foray and compete with Meituan in new arenas, from food delivery to travel, describing his boldest attempt yet to revive an online retailer that has languished since a 2020 government crackdown
Thursday 19 June 2025
Singapore and Johor try again: new special zone revives old economic dream
The grand trend of history is that unity follows division, and division leads to unity again—this perfectly applies to Johor and Singapore
Thursday 19 June 2025
L&T Semicon sees India as key growth driver post Fujitsu acquisition
L&T Semiconductor Technologies is betting on India's accelerating economic growth and rising demand in sectors such as air conditioning, data centers, and renewable energy to fuel its power module business, as it targets the global market, CEO Sandeep Kumar told DIGITIMES ASIA
Thursday 19 June 2025
DNP to fully operate 8G OLED metal mask factory by March 2028
Dai Nippon Printing (DNP) is set to fully operate its eighth-generation OLED display substrate metal mask factory by the fiscal year 2027, spanning April 2027 to March 2028, with plans for potential capacity expansion. This move aligns with the rising demand for larger OLED panels, as reported by Nikkei Asia
Thursday 19 June 2025
South Korea's Lee Jae-Myung softens stance on chaebols in first talks with big corporations
South Korea's newly inaugurated President Lee Jae-Myung held his first "lunchbox roundtable" with leaders of the nation's top five chaebols and six major business groups. At the meeting, Lee pledged full support for corporate development, signaling a notable shift from his traditionally anti-chaebol stance as he faces rising economic and livelihood pressures
Wednesday 18 June 2025
Apple turns to Alibaba for AI push in China, drawing US concern

Alibaba has open-sourced 32 variants of its latest Qwen 3 language models, designed specifically to run on Apple's MLX machine learning framework. The models are now publicly available on platforms like Hugging Face, widely used by AI developers around the world

Wednesday 18 June 2025
Nittobo material price hikes exclude AI server-grade glass fabric
Japanese glass fiber supplier Nitto Boseki (Nittobo) reportedly has raised prices of its composite material products by up to 20% due to increasing costs, but the price hike does not include electronic-grade glass fabric materials used in IC substrates and PCBs for AI servers
Wednesday 18 June 2025
US sanctions in the rearview? Huawei talks tough on 5G-A, AI at MWC Shanghai
Amid mounting US sanctions and continued supply chain constraints on its HiSilicon Ascend processors, Huawei took the spotlight at the MWC Shanghai 2025 Global Mobile Broadband Elite Forum to underscore its strategic pivot toward integrating 5G-Advanced (5G-A) with artificial intelligence (AI)
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES