CONNECT WITH US
Friday 18 July 2025
JS Foundry's collapse hands China the keys to power chip market
Japan's JS Foundry, a state-backed contract manufacturer specializing in power semiconductors and analog ICs, has filed for bankruptcy after failing to secure a buyer or new investment amid deteriorating market conditions and growing competition from China
Friday 18 July 2025
Malaysia's road from foreign capital to homegrown innovation
Malaysia's semiconductor industry traces back to the 1970s. In August 1972, Malaysia's first free trade zone, the Bayan Lepas Free Industrial Zone (Bayan Lepas FIZ), was launched in Penang. Within four years of Intel's founding, the company established its first overseas packaging and testing plant there
Friday 18 July 2025
China's chip architect says country is entering 'uncharted territory,' could shed tech reliance within a decade
As US-China tech tensions intensify, China's semiconductor industry is reaching a pivotal inflection point. Ahead of its 15th Five-Year Plan rollout in 2026, Chinese policymakers and industry leaders are reassessing the past five years and redefining long-term strategic priorities
Friday 18 July 2025
South Korea's battery industry faces challenges and opportunities amid emerging sectors and geopolitical shifts
South Korea's electric vehicle (EV) battery market is currently under pressure from China, with major players experiencing a year-over-year decline in market share, signaling a significant crisis. However, faced with growing demand for advanced batteries in emerging fields and complex geopolitical changes, South Korean manufacturers continue to demonstrate technological and market adaptability, striving to maintain influence in the global market
Friday 18 July 2025
SK Key Foundry, LB Semicon announce next-gen packaging tech for auto semiconductors
South Korean foundry SK Key Foundry and semiconductor packaging and testing specialist LB Semicon have jointly developed "Direct RDL," a key semiconductor packaging technology that promises to advance next-generation semiconductor packaging, while enhancing competitiveness in the automotive semiconductor market
Friday 18 July 2025
China’s AI star disappears from home and quietly reemerges in Singapore
Once celebrated as China's most promising AI agent, Manus has plunged into uncertainty after abruptly shifting its headquarters to Singapore and erasing its digital footprint from Chinese platforms. The abrupt reversal marks a dramatic rise-and-fall arc in under 100 days
Friday 18 July 2025
Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing months of stringent semiconductor sanctions overnight
Friday 18 July 2025
Chinese Premier orders end to cutthroat EV price war
Chinese Premier Li Qiang has pledged to rein in aggressive price-cutting in China's fast-growing electric vehicle (EV) sector, marking a clear pivot from self-regulation to direct government oversight. Speaking at a recent State Council executive meeting, Li called for restoring order in the new energy vehicle market and denounced what he termed "irrational competition," according to China Central Television (CCTV)
Friday 18 July 2025
China subsidies losing steam in attempt to rescue flopping smartphone market
It was previously expected that China's consumer subsidies would offset the smartphone demand decline in the US caused by the reciprocal tariffs. However, the actual subsidy impact remains rather limited. Extended replacement cycles and cooling economic conditions have caused global smartphone demand to weaken
Thursday 17 July 2025
Korea allocates US$31 million for physical AI as it seeks edge over the US, China
South Korea's Ministry of Science and ICT allocated KRW42.6 billion (approx. US$31 million) for physical AI proof-of-concept projects through a supplementary budget, representing the largest portion of the government's 179.3 billion won AI sector funding boost
Thursday 17 July 2025
Taiwan's auto industry prepares for a post-tariff reality
With US–Taiwan tariff negotiations still unresolved, uncertainty is rippling through Taiwan's auto industry. Industry sources now warn that should the Taiwanese government lower tariffs for American vehicles, other trade partners—particularly Japan and South Korea—are likely to demand the same treatment
Thursday 17 July 2025
The end to nine-year legal saga: South Korea's top Court acquits Samsung's Lee Jae-Yong
Samsung Electronics executive chairman Lee Jae-yong has been cleared of all charges in connection with a long-running legal battle over alleged wrongdoing in a controversial merger and accounting fraud case. South Korea's Supreme Court upheld lower court rulings acquitting Lee of all accusations, bringing an end to nearly a decade of legal uncertainty surrounding the conglomerate's heir
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical tensions and global trade realignments, Taiwanese companies can no longer depend on tariff-driven strategies or low-cost production models, as growing uncertainties continue to reshape global supply chains
Thursday 17 July 2025
DeepSeek stumbles as user growth slows and R2 delay drags on; Nvidia H20 restart offers a lifeline
Once hailed as China's rising AI star, DeepSeek is now facing a period of waning momentum. However, the company's founder and CEO, Liang Wenfeng, might soon benefit from an expected restart in Nvidia's exports of H20 chips to China, potentially providing a crucial boost
Thursday 17 July 2025
China accelerates RISC-V localization with new Shanghai research hub

China is ramping up its RISC-V ambitions with the launch of the Shanghai Open Source Computing Research Institute, unveiled at the 5th RISC-V Summit China on July 17, 2025. As the country's second key platform, following the Beijing Open Source Silicon Innovation Center, the institute aims to strengthen domestic innovation in open instruction set architecture (ISA) development

Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES