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Friday 28 March 2025
DeepSeek sparks AI appliance gold rush in China—with commitment still elusive
Since January 2025, the open-source large language model (LLM) DeepSeek has sparked a surge of product launches across China's enterprise AI sector. Nearly 100 vendors—including server manufacturers, cloud service providers, software developers, and AI model firms—have introduced pre-integrated (aka 'all-in-one') AI appliances designed to run DeepSeek locally with minimal setup
Thursday 27 March 2025
China's self-driving car push spurs safety concerns as BYD leads market
Chinese automaker BYD plans to dominate the world's largest car market in 2025 by making smart driving technology accessible in vehicles below CNY100,000 (approx. US$13,780), triggering rivals Geely and Changan to accelerate similar offerings. Industry sources confirm China's advanced driver assistance systems currently max out at Level 2+, requiring constant driver attention despite marketing that suggests otherwise
Thursday 27 March 2025
Humanoid robot race between US and China heats up
A series of major advancements in humanoid robot technology in China and the US has reignited talk of imminent mass production
Thursday 27 March 2025
China's DeepSeek V3 ups stakes in AI arms race—on Apple's Mac Studio
Chinese AI firm DeepSeek has quietly launched its latest large language model, V3, with no big announcement or white paper—just a simple upload to Hugging Face. The low-key release has nonetheless attracted widespread industry attention for one standout feature: it runs locally on Apple's consumer-grade hardware
Thursday 27 March 2025
Rapidus partners with Quest Global to advance 2nm chip development
Japanese semiconductor foundry Rapidus has signed an MoU with Singapore-based IC design contractor Quest Global to collaborate on the design and production of its upcoming 2nm chips. The partnership, announced on March 25, 2025, aims to leverage Quest's customer network while accelerating the development of power-efficient, general-purpose AI semiconductors
Thursday 27 March 2025
TCL CSOT's Guangzhou plant acquisition threatens Korean DDI suppliers
TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon
Thursday 27 March 2025
AI, smart devices lift Goertek to CNY100B revenue milestone in 2024
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual revenue topped CNY100 billion (approx. US$13.8 billion) for the first time, while net profit soared nearly 145% year-over-year
Thursday 27 March 2025
Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and February 2025 compared to the same period in 2024, there has been an unexpected increase rather than a decrease, with export value also showing slight growth. Facing these tariffs, how exactly are Chinese TV exports able to perform
Thursday 27 March 2025
Vietnam cuts tariffs, greenlights StarLink amid US trade surplus and tariff concerns
Vietnam has cut tariffs on US imports while aiming for closer trade relations, responding to concerns over its trade surplus. This comes as the US prepares to impose reciprocal tariffs on trading partners with trade surpluses. Additionally, Vietnam has approved Starlink
Thursday 27 March 2025
Alibaba debuts AI model that can process video, audio on phones
Alibaba Group Holding Ltd. has released a new artificial intelligence model in its Qwen series that the company says can process text, pictures, audio and video, and is efficient enough to run directly on mobile phones and laptops
Thursday 27 March 2025
Mundus Smart Energy to expand Japanese storage business by 2025, eyes new partnerships
Lealea Group's subsidiary Mundus Smart Energy is set to capitalize on its Japanese energy storage investments by 2025. The company anticipates revealing strategic partnerships in Japan next quarter, along with new development projects and the completion of a 2MW high-voltage storage facility by year-end
Thursday 27 March 2025
Demand for capacitors in servers to quadruple by 2029, say Japan analysts
The growth of AI data centers is expected to drive surging demand for capacitors used in servers, with the Japan Electronics and Information Technology Industries Association (JEITA) predicting in its latest report a fourfold increase in demand by 2029 compared to 2023 levels
Thursday 27 March 2025
US tariff uncertainty prompts cautious diversification beyond Southeast Asia
Since taking office, US President Donald Trump has used tariff increases as a strategy, causing disruptions for manufacturing companies. Although the tariff hikes may not directly affect component manufacturers, some plan to slow expansion in Southeast Asia or consider other investment locations beyond Vietnam and Thailand, driven by policy uncertainty, costs, and customer demand
Thursday 27 March 2025
Infineon opens first Global Capability Centre in Gujarat to boost semiconductor R&D
Infineon Technologies revealed a plan to set up a Global Capability Centre (GCC) in Gujarat International Finance Tec-City (GIFT City), Ahmedabad, marking the company's first such facility in the state and its second in India
Thursday 27 March 2025
Apple seeks Vietnam support in talent pool and operations expansion
A US-ASEAN Business Council delegation, including Apple, Abbott, and Boeing, recently visited Vietnam to strengthen cooperation and explore new business opportunities. During the visit, Apple sought the Vietnamese government's assistance in recruiting top engineering talent and announced plans to collaborate with the Ministry of Education to enhance local operations and foster innovation among Vietnamese students, reports The Investor
Veeam Q2 Vault V ANZ
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES