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Wednesday 23 July 2025
Dixon revenue soars on EMS, mobile strength as India gains manufacturing tailwind
On July 22, Dixon Technologies reported strong financial results for the first quarter of fiscal year 2025, driven largely by its fast-growing Mobile and Electronics Manufacturing Services (EMS) division. The company posted a net income of INR2.25 billion (approx. US$26.06 million), marking a 68% year-over-year increase, while revenue surged 95% to INR128.4 billion for the three-month period ending June 2025
Wednesday 23 July 2025
US, Japan announce trade deal setting tariffs at 15%; auto levy exemption remains unclear
President Donald Trump announced on Tuesday that the US and Japan have reached a trade agreement, setting reciprocal tariffs at 15% for Japanese exports to the US. This rate is notably lower than the 25% tariff President Trump had previously threatened to impose on Japan. The announcement aims to alleviate fears of escalating trade tensions between the two close allies
Wednesday 23 July 2025
Samsung bets on GAA and HBM4 to retake AI crown
The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung Electronics and TSMC, which are set to clash over next-generation 2nm process technologies. Equally critical is the unfolding battle over sixth-generation high bandwidth memory (HBM4), a segment poised to redefine performance benchmarks in AI computing
Wednesday 23 July 2025
Samsung, BOE resume LCD supply talks while legal battle ensues
Samsung Electronics executives met with BOE Technology leaders in July 2025 to discuss LCD panel procurement, even as the company remains locked in a legal dispute with Samsung Display. After filing a patent infringement suit in Texas in late May 2025, BOE followed up with a second claim against Samsung Display in the same court less than two months later
Wednesday 23 July 2025
China's rare earth export curbs disrupt Foxconn's AirPods production in India
Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an essential component used in high-performance magnets inside AirPods. The shortage reflects the growing impact of geopolitical tensions on global tech supply chains
Tuesday 22 July 2025
Samsung's TV business in crisis mode as employees seek reassignment
Samsung Electronics' Visual Display (VD) division, responsible for Samsung's TV business, has been experiencing internal disorder since May 2025, a negative byproduct of its workplace and organizational restructuring
Tuesday 22 July 2025
Hygon's 4GHz C86 chip marks China's shift from policy-driven to performance-led PCs

China's IT localization strategy has entered a new phase with the launch of Hygon Information Technology's C86 processor, a 4.0GHz x86-compatible chip now powering a broad lineup of domestic desktops and mobile workstations. The rollout marks a shift in China's PC market — from policy-driven deployment to performance-focused competition

Tuesday 22 July 2025
As TSMC expands in Japan, NYCU and Kyushu University deepen partnership on semiconductor talent and innovation
As TSMC expands its presence in Japan, Taiwan and Japan are deepening academic collaboration to address the growing demand for semiconductor talent. National Yang Ming Chiao Tung University (NYCU) and Kyushu University recently signed a memorandum of understanding (MoU) in Fukuoka to jointly advance education, research, and innovation in the semiconductor sector
Tuesday 22 July 2025
Inside Samsung's 1c DRAM breakthrough: How a design feud nearly derailed the project
Samsung Electronics has reportedly succeeded in developing its sixth-generation 10nm class DRAM, known as 1c DRAM, and is preparing for mass production despite internal tensions that nearly derailed the project
Tuesday 22 July 2025
China's AI adoption rises as DeepSeek challenges Meta's open-source dominance
A recent report from Artificial Analysis reveals that 55% of respondents are willing to adopt Chinese AI providers' models, provided the model hosting is outside China. In the open-source domain, Chinese startup DeepSeek has surpassed Meta's Llama in usage rates, while Llama's usage shows a decline
Tuesday 22 July 2025
South Korea's Solar Pro 2 takes global stage, surpassing GPT-4.1 & DeepSeek V3
South Korean generative AI startup Upstage has launched its next-generation large language model (LLM), Solar Pro 2, achieving elite performance levels and sparking the attention of leading tech giants
Tuesday 22 July 2025
Samsung powers the next Maybach experience with seamless tech integration
Samsung is strengthening its partnership with Mercedes-Benz on two strategic fronts—melding cutting-edge display technology with mobile-powered vehicle access—signaling the tech giant's deeper push into the luxury auto segment
Tuesday 22 July 2025
Beijing reins in EV chaos: regulators tighten screws on auto market
Beijing is stepping up efforts to contain a worsening price war in China's electric vehicle (EV) industry, as destructive discounting threatens market stability and broader economic health. In response, top regulators, including the Ministry of Industry and Information Technology (MIIT), the National Development and Reform Commission (NDRC), and the State Administration for Market Regulation (SAMR), have launched a joint initiative aimed at curbing irrational competition and restoring order across the sector
Tuesday 22 July 2025
Beijing's law of evolution: China moves to crash EV price war amid mounting cash crunch
China has revived price controls and capacity discipline mechanisms across its clean energy sectors, triggering a solar industry price recovery. The government now extends similar self-regulation demands to electric vehicles after BYD-led price cuts of about 30% in late May 2025 drove the sector to unsustainable levels
Tuesday 22 July 2025
The battery split: Tesla distances from China, one cell at a time
In a significant shift within Tesla's supply chain, the electric vehicle maker is expected to adopt high-energy nickel-cobalt-manganese (NCM) batteries from South Korea's LG Energy Solution (LGES) for its new rear-wheel-drive (RWD) Model 3 variant, marking a departure from its prior reliance on China's CATL and its lithium iron phosphate (LFP) cells