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Friday 15 August 2025
Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward high-margin, niche-market laptops. The company expects further upside in the second half, as demand surges for AI-powered PCs and customers prepare for the end of Windows 10 support

Friday 15 August 2025
Japan's NEDO commissions AIRoA to build data platform for robot foundation models
The New Energy and Industrial Technology Development Organization (NEDO) of Japan has announced it will entrust the AI Robot Association (AIRoA) with establishing a data platform to support the development of robotic foundation models
Friday 15 August 2025
Applied Materials warns of $500M China sales drop in Q4 FY 2025
Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a combination of market and policy headwinds. The company cited weaker spending from Chinese customers, a growing backlog of pending export license applications, and non-linear demand from leading-edge customers as key factors weighing on the near-term outlook
Friday 15 August 2025
Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes and delivery timelines. The potential agreement could see Samsung provide between 30,000 and 50,000 units
Friday 15 August 2025
Optiemus, Corning launch India's first premium BIS-certified tempered glass brand
India-based electronics manufacturer Optiemus Infracom has partnered with US-based glass maker Corning to launch India's first premium tempered glass screen protector brand, "RhinoTech." The protectors, engineered with Corning glass and manufactured in Noida, Uttar Pradesh, are expected to generate INR18–20 billion in revenue for Optiemus by the end of fiscal 2027
Friday 15 August 2025
DeepSeek's R2 stalls as Huawei Ascend chips fall short of Nvidia H100's capabilities
In the 2025 AI arms race, China's DeepSeek has become both a showcase of ambition and a cautionary tale on domestic chip limitations. Founded in Hangzhou in 2023 and backed by hedge fund High-Flyer, the startup's R1 large language model — trained on Nvidia H100 GPUs — gained global recognition in January for advanced reasoning, coding, and multilingual performance, positioning it alongside OpenAI's GPT-4
Friday 15 August 2025
UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down on the fast-growing low Earth orbit (LEO) satellite market. President Dr. Tungyi Wu said the company's LEO revenue grew 40% year-over-year in the first half of 2025, for the first time accounting for more than half of total sales

Friday 15 August 2025
Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP), a notable shift from its previous reliance on Qualcomm's Snapdragon platform. Analysts say the move is part of Samsung's broader strategy to reduce component costs and improve bargaining power when sourcing APs

Friday 15 August 2025
China's Visionox plots twin-track OLED surge, from Canon Tokki lines to ViP era
China's Visionox is pursuing a dual-track OLED expansion, ordering new production equipment to increase existing output while fast-tracking its proprietary Visionox Intelligent Pixelization (ViP) technology for future high-generation lines
Thursday 14 August 2025
Samsung reportedly plans US$170M in Japan packaging hub to challenge TSMC
Samsung Electronics is reportedly investing JPY25 billion (approx. US$170 million) to set up an advanced packaging research institute in Yokohama and acquire a major office tower in the city's Minato Mirai 21 district. Industry analysts say the move directly challenges TSMC's lead in cutting-edge packaging and reflects a strategic push to leverage Japan's strengths in materials, components, and semiconductor equipment
Thursday 14 August 2025
CATL leads sodium-ion battery race: South Korea rushes to prevent China's 'LFP monopoly'
As South Korean battery manufacturers officially launch mass production plans for lithium iron phosphate (LFP) batteries, Chinese battery companies are already prepared to make significant advances in the next-generation sodium-ion battery sector. This development is prompting South Korean firms to tighten their focus and accelerate research and development efforts. Some industry insiders express concern that China's rapid expansion in the sodium-ion battery market could recreate the previous crisis faced by South Korean LFP battery producers
Thursday 14 August 2025
Exynos comeback? Samsung nears decision on Galaxy S26 flagship chip strategy
Samsung's Exynos flagship processors may return in the 2026 Galaxy S26 lineup, industry sources say, marking a potential revival after years on the sidelines. Built on Samsung's gate-all-around (GAA) manufacturing process, the new Exynos chips are reportedly closing the gap with TSMC's 3nm products in performance and power efficiency, a development insiders see as key to regaining market share
Thursday 14 August 2025
Inspur's Metabrain SD200 takes on trillion-parameter AI with four top Chinese models
Following Huawei's recent AI inference milestone, China's server leader Inspur has introduced the Metabrain SD200, a next-generation AI supernode server designed for trillion-parameter workloads
Thursday 14 August 2025
LG Display turns three-week OLED fixes into two-day process with AI
LG Display (LGD) has fully deployed a self-developed artificial intelligence platform across its design, manufacturing, and business operations, marking a decisive push into digital and AI transformation (AX). The initiative, unveiled at the company's recent AX online forum, has already generated more than KRW200 billion (US$140 million) in cost savings while lifting productivity and product quality
Thursday 14 August 2025
Samsung wins Apple iPhone image sensor deal in Texas, eyes Qualcomm next
Samsung Electronics plans to begin producing its in-house–designed high-performance CMOS image sensors (CIS) at its Austin, Texas, wafer fab in 2027 for Apple's iPhones. Industry analysts in South Korea say the tech giant's one-stop strategy, which covers both design and manufacturing, proved decisive in securing the deal as Apple seeks to expand US-based production