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Wednesday 28 May 2025
Taiwan to build chip alliance with 'share values' to counter China dumping
President William Lai's initiative for a global democratic semiconductor supply chain represents Taiwan's response and commitment to the restructuring of global supply chains, according to Minister of Economic Affairs J.W. Kuo. The Ministry of Economic Affairs (MOEA) will support foreign companies as they enter what Kuo describes as a golden era of partnership with Taiwan
Wednesday 28 May 2025
Samsung races to deliver HBM3E memory to Nvidia but faces certification hurdles
In the high-stakes race to supply memory for the next generation of artificial intelligence, Samsung Electronics is under mounting pressure to deliver its 12-layer HBM3E chips to Nvidia by the end of 2025. But as its self-imposed deadline approaches, uncertainty lingers over whether Samsung can meet the rigorous performance standards set by its most critical customer
Wednesday 28 May 2025
Sony doubles down on premium niche with Xperia 1 VII to salvage shrinking market presence
Sony has unveiled its 2025 flagship smartphone, the Xperia 1 VII, aiming to strengthen its position in the high-end segment despite its diminished influence in the global smartphone market. While far behind giants like Apple, Samsung, Xiaomi, Oppo, and Vivo, Sony is leveraging its brand strength and technological integration to maintain relevance, particularly in Japan, Taiwan, and parts of Europe
Wednesday 28 May 2025
China's AMEC races to build 20+ chipmaking tools in bid to shed US tech ties
As US-China tech decoupling deepens, Advanced Micro-Fabrication Equipment (AMEC), a top Chinese semiconductor equipment maker, is ramping up efforts to localize its supply chain and boost technological independence. On May 27, 2025, Chairman and CEO Gerald Yin said the firm is developing over 20 next-generation chipmaking tools to reduce reliance on US-sourced technologies
Wednesday 28 May 2025
Hanmi engineers return to SK Hynix after US$30.7 million TCB order resolves dispute
The protracted dispute between Hanmi Semiconductor and SK Hynix regarding the supply of Thermo Compression Bonding (TCB) equipment has reached a resolution, with Hanmi Semiconductor confirming the return of its engineering personnel to SK Hynix's facilities. This marks a significant thaw in the strained relationship between the two industry giants, following a month-long absence of Hanmi's engineers from SK Hynix's production lines
Wednesday 28 May 2025
Huawei assembles China's Merck: Zhuhai Cornerstone to secure chipmaking materials
Huawei is reportedly supporting Zhuhai Cornerstone Technologies Co. in a strategic effort to localize chipmaking materials and reduce reliance on foreign suppliers. Founded in 2022, the company is emerging as a potential rival to global chemical giants including Shin-Etsu Chemical, JSR Corporation, Merck KGaA, DuPont, and Dow Chemical. As reported by Nikkei Asia, Zhuhai Cornerstone is being positioned as an "end-to-end" semiconductor chemical supplier, aligned with China's broader push for supply chain independence amid tightening US export controls
Wednesday 28 May 2025
Yageo chairman optimistic about 2H25 outlook, reaffirms commitment to Shibaura acquisition
Yageo chairman Pierre Chen has expressed an optimistic outlook for the second half of 2025, despite global uncertainties surrounding tariffs and exchange rate fluctuations. Speaking at the company's recent shareholders' meeting, Chen reassured investors that the company is in a strong position to navigate these challenges, with controllable risks tied to the impact of currency fluctuations and tariffs. Chen also reaffirmed Yageo's unwavering commitment to acquiring Shibaura Electronics, stressing that while the company may adjust the timeline and specifics of the acquisition strategy, its long-term objective remains unchanged: to fully integrate Shibaura Electronics into the Yageo Group and eventually delist the Japanese company
Wednesday 28 May 2025
Alpha Networks sees operational momentum in 2H25, plans to sample 1.6T switch by year-end
Networking company Alpha Networks (Alpha) held its shareholders meeting on May 27, 2025, where it expressed optimism about the continued strengthening of shipment momentum for its core products in the second half of 2025. Coupled with active expansion into emerging telecom markets and accelerated development of high-end products, Alpha maintains a cautiously positive outlook for its business growth this year
Wednesday 28 May 2025
Samsung Foundry breaks through: eyes Sony and AMD orders after securing Nintendo
Samsung Electronics' foundry division is making strides following its successful acquisition of Nintendo's 8nm process orders. The division, led by Jinman Han, is now actively pursuing major technology clients for its 2nm process, aiming to revitalize its semiconductor foundry business
Wednesday 28 May 2025
Luxury EV market in China nonexistent, says Porsche
Xiaomi has previously leveraged the technical know-how of China's EV industry by packaging it into a sleek Porsche-like body at an affordable price with its SU7, and has followed the formula with its latest YU7, which evokes the luxury aesthetics of Ferrari and Aston Martin. Although pricing has yet to be determined, the announcement of the new model has generated significant excitement across China's internet
Wednesday 28 May 2025
Xiaomi boosts EV gross margin and doubles down on AI with major R&D push
Xiaomi reported strong progress in its electric vehicle (EV) and artificial intelligence (AI) businesses during its first-quarter 2025 earnings call on May 27, with company executives highlighting notable improvements in operational efficiency and a renewed commitment to long-term innovation through increased investment
Wednesday 28 May 2025
Xiaomi sharpens premium push, streamlines global smartphone operations to boost profitability
Xiaomi is doubling down on its smartphone premiumization strategy as it adapts to evolving market dynamics in China and abroad, company executives said during its first-quarter 2025 earnings call held on May 27, 2025. While total smartphone market growth this year is expected to trail earlier expectations, the company is prioritizing a refined product mix over volume expansion, focusing on higher-margin mid- to high-end models
Wednesday 28 May 2025
BYD slashes EV prices by 35%, sparking industry alarm over long-term stability
In recent weeks, Chinese automotive giant BYD has slashed prices on as many as 22 of its electric vehicle (EV) models, including both battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). Price reductions have reached as high as 35%, with discounts set to run through the end of June. However, this relentless "race to the bottom" has raised serious concerns about the long-term sustainability of the industry
Wednesday 28 May 2025
OmniVision reborn: Will Semiconductor targets Sony, Samsung in CIS showdown
Will Semiconductor, a major player in China's image sensor market, has rebranded as OmniVision Group—a strategic pivot designed to boost global brand visibility and scale international operations. The move reflects the company's evolution from a sales-led model to a vertically integrated design and manufacturing enterprise
Wednesday 28 May 2025
Self-developed Xring will power flagship products before expanding to other products, said Xiaomi
Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu Weibing and VP and CFO Alain Lam said the company's Xring chip initiative is concentrated on flagship smartphone SoCs, with plans to gradually expand into other categories only after mastering this high-end segment
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES