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Thursday 22 May 2025
Japan's chipmaking expansion faces delay as market demand slows
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI
Thursday 22 May 2025
China races ahead in hydrogen development but risks repeating solar sector pitfalls
China has rapidly emerged as a global powerhouse in hydrogen energy, demonstrating strong capabilities across the entire supply chain—from production and storage to transport and fuel cell vehicle manufacturing. However, industry observers warn that the sector could soon face the same overcapacity and cutthroat price competition that once plagued the solar and wind industries
Thursday 22 May 2025
Xiaomi vaults to 3nm with XRing O1, pairing custom AP with external baseband
Xiaomi's XRing O1 will debut in the 15S Pro smartphone and Pad 7 Ultra, reportedly built on TSMC's second-gen 3nm (N3E) process. With around 19 billion transistors, the chip ranks alongside Apple's A17 Pro and other flagship SoCs, according to National Business Daily and Zol.com.cn
Thursday 22 May 2025
Xiaomi cracks the 3nm barrier with XRing O1: Qualcomm faces a new reality
On the evening of May 22, Xiaomi is expected to launch its self-developed 3nm mobile system-on-chip (SoC), the XRing O1, in a move that underscores both the company's technological maturity and China's broader drive toward semiconductor independence amid tightening US export restrictions. The chip has already entered mass production and is set to power Xiaomi's upcoming mobile device lineup, according to chairman and founder Lei Jun
Thursday 22 May 2025
India and Taiwan court deeper ties with state-led investment push
The India Taipei Association, Taiwan's Ministry of Economic Affairs, and the Industrial Technology Research Institute held the "Taiwan-India Investment Strategy Partnership Forum" in Taipei on May 21. The event featured the largest Indian state government delegation ever to visit Taiwan, led by senior officials. It focused on strengthening economic ties and supporting India's push to attract foreign direct investment for its next decade of growth
Thursday 22 May 2025
SEA smartphone shipments decline as entry-level segment faces uncertainties in 1Q25
After quarters of growth, Southeast Asian countries witnessed declining smartphone shipments in the first quarter as the entry-level segment experienced uncertainties and high inventories
Thursday 22 May 2025
Xiaomi pushes the edge with 3nm XRing O1 chip, threading US regulatory needle
Xiaomi is set to unveil its latest slate of strategic products at 7 pm CST on May 22, headlined by the long-awaited debut of its in-house smartphone SoC, the XRing O1—a bold play that marks a new chapter in the company's semiconductor ambitions. Xiaomi chairman Lei Jun quickly followed up with technical disclosures, noting that the XRing O1 is built on a second-generation 3nm process and packs 19 billion transistors, putting it in the same league as Apple's A17 Pro from a specification standpoint
Thursday 22 May 2025
US sets the stage for duties on battery materials from China
The US Commerce Department set the stage for anti-subsidy duties on imports of key battery components from China after concluding materials had been unfairly subsidized
Thursday 22 May 2025
From volume to value: Samsung retreats from legacy DRAM facing Chinese price war
Samsung Electronics has sharply reduced its memory chip production—by more than 100 billion units in a year—raising eyebrows across South Korea's tech industry. The unexpected drop, revealed in the company's latest quarterly report, signals a strategic pivot amid intensifying price competition from Chinese rivals
Thursday 22 May 2025
Foxconn's Karnataka plant to begin shipping iPhones in June
According to Mint, citing M B Patil, Cabinet Minister for Large & Medium Industries and Infrastructure Development in Government of Karnataka, confirmed on X that Foxconn's factory near Bengaluru will start delivering iPhones in June
Wednesday 21 May 2025
From exit to OSAT: Foxconn's WLP comeback in Indian semiconductors
Last week, India cleared a proposal for a new chip plant to be developed by HCL Group and Taiwanese electronics giant Foxconn
Wednesday 21 May 2025
Dixon deepens component play, eyes revenue boost from Inventec JV
Dixon Technologies is scaling long-term growth through deeper component integration and a strategic joint venture (JV) with Inventec, targeting INR20 billion (US$233.7 million) revenue in two years. Backed by surging smartphone exports and robust IT hardware demand, the company is reducing PLI reliance while expanding manufacturing capacity and localization across key electronics segments
Wednesday 21 May 2025
CATL's US$2 billion German plant boosts China's invest-abroad bet
More than two years ago, on the outskirts of a medieval German town, China's biggest EV battery company placed a EUR1.8 billion (US$2 billion) bet on the future of global trade
Wednesday 21 May 2025
Chinese smartphone exports to US plunge to lowest since 2011
Chinese shipments of Apple Inc.'s iPhone and other mobile devices to the US dived to their lowest levels since 2011 in April, underscoring how the threat of US tariffs choked off the flow of big-ticket goods between the world's two largest economies
Wednesday 21 May 2025
Khgears eyes early lead in China's humanoid robot race as 2H25 production kicks off
Khgears International Limited secured four humanoid robot customers and will begin small-batch for a customer in the second half of 2025, with revenue recognition expected in the fourth quarter. Although large-scale deployment of humanoid robots remains distant, Khgears believes its smart transmission business could approach 10% of total revenue by 2025 as the sector gains traction
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES