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Thursday 1 May 2025
Samsung taps Llama 4 to close semiconductor gap with Hynix, Micron

Samsung Electronics' Device Solutions (DS) division has begun deploying Meta's latest generative AI model, Llama 4, marking a strategic pivot to strengthen its internal AI capabilities and sharpen its competitive edge in the global memory and semiconductor race

Thursday 1 May 2025
Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics
Johor and Singapore are emerging as key hubs in Asia Pacific's fast-expanding data center landscape. Johor's data center capacity grew from 10MW in 2021 to over 1,500MW in 2024, with key players such as GDS, Princeton Digital Group, and Equinix setting up there. In recent years, companies headquartered in Singapore have leveraged Johor's proximity to co-locate high-density AI infrastructure. As a result, many data center developments have rapidly shifted to Malaysia's Johor state, which borders Singapore. This shift has propelled data centers to become a key industry within the Johor-Singapore Special Economic Zone (JS-SEZ), attracting an increasing number of supply chain companies
Thursday 1 May 2025
China's DRAM surge could upend global memory prices and supply chains, warns Etron
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China's market share to 40% within two years and disrupting global pricing and industry structure
Thursday 1 May 2025
Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next
Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing power than Nvidia's NVL72 system but at the expense of significantly higher energy use and staffing requirements
Wednesday 30 April 2025
Smartphone strength cushions Samsung's 1Q25 chip slump
Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion. Despite ongoing struggles in its semiconductor business, strong smartphone sales significantly contributed to the company's quarterly performance
Wednesday 30 April 2025
CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results
China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year revenue rose 2.2% to CNY10.119 billion (US$1.39 billion), with net profit reaching CNY762 million. In the fourth quarter of 2024, revenue grew 11.65% year-over-year to CNY2.647 billion, while net profit jumped 20.18% quarter-over-quarter to CNY263 million
Wednesday 30 April 2025
Foxconn reportedly eyes India's new PLI scheme amid soaring local growth as Tata begins iPhone production at new plant
Foxconn is planning to invest in India through its subsidiary Yuzhan Technology to tap into the newly launched production-linked incentive (PLI) scheme for electronic components, according to The Economic Times, which cites sources familiar with the matter. This move comes amid industry speculation that other major players, such as Dixon Technologies and Tata Electronics, are also preparing to apply for the scheme
Wednesday 30 April 2025
China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9% increase from the previous year. Net profit attributable to shareholders soared 287.2% to CNY187 million, while EBITDA rose 107.1% to CNY1.415 billion

Wednesday 30 April 2025
Apple's Chinese supplier Luxshare hits US$37 billion milestone, breaks iPhone dependency
Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence in China's high-end tech supply chain
Wednesday 30 April 2025
Xi visits Shanghai to personally oversee China's AI strategic development
Amid escalating US-China technology tensions, artificial intelligence (AI) has become a central battleground for both nations. Chinese authorities have intensified their focus on the AI sector, with President Xi Jinping visiting Shanghai on April 29, 2025, to inspect innovations and developments in the large model industry, underscoring China's top-level strategic commitment to advancing AI technology breakthroughs
Wednesday 30 April 2025
Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on fifth-generation (HBM3E) and sixth-generation (HBM4) products. According to Chosunbiz, Samsung is reducing HBM2E output and aiming to pass Nvidia's HBM3E certification to boost production, while also targeting early leadership in the emerging HBM4 market
Wednesday 30 April 2025
Korean presidential candidate Jae-Myung Lee vows to build South Korea into top semiconductor nation with special law
Jae-Myung Lee, the presidential candidate from the Democratic Party of Korea and the frontrunner for the next presidency, recently pledged that upon taking office, he will promote the revitalization of South Korea's semiconductor industry. His comprehensive focus spans both memory and non-memory sectors, aiming to expand his political influence through a pragmatic rather than ideological approach
Wednesday 30 April 2025
China cracks EUV light source barrier, builds new experimental platform
Amid escalating tech restrictions and geopolitical tensions, China has made a breakthrough in semiconductor research. The Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences, announced it has established a fully functional experimental platform for extreme ultraviolet (EUV) light sources—a critical step toward overcoming key bottlenecks in advanced chip manufacturing
Wednesday 30 April 2025
SK Telecom faces mass user exodus and mounting fallout after USIM server hack
SK Telecom (SKT), South Korea's largest telecommunications provider, is grappling with a massive wave of subscriber losses after a recent cyberattack targeting its USIM management server, which raised fears over potential personal data leaks. Despite ongoing emergency measures, the company is struggling to regain control of the situation and restore user confidence
Wednesday 30 April 2025
Xiaomi's MiMo punches above its weight, eclipses OpenAI and Alibaba in AI tests

Xiaomi has unveiled its first large language model (LLM) focused on reasoning tasks—MiMo-7B—which has outperformed significantly larger models from global tech giants. Despite its relatively compact 7-billion-parameter design, MiMo-7B surpassed OpenAI's closed-source o1-mini and Alibaba's 32B-parameter open-source Qwen-32B-Preview in math reasoning (AIME 24–25) and code generation (LiveCodeBench v5) benchmarks

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