Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the earnings call, executives said the company now has several suppliers for AI inference chips, a disclosure closely watched amid intensifying scrutiny of US semiconductor use in China
Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain. With the Kirin 9030 set to debut in the Mate 80, the series is widely seen as a near-fully domestic flagship, a culmination of Huawei's transformation from relying on stopgaps to reshaping its position in the industry
Samsung Electronics is advancing development of its next-generation System-on-Panel (SoP) packaging technology, aiming to produce modules significantly larger than those possible with conventional wafer-level packaging. Industry watchers say a breakthrough could help the company secure a foothold in Tesla's semiconductor packaging supply chain
Acer's India division expects to cross US$1 billion in revenue by the end of 2025, driven by robust sales of notebook laptops and aggressive manufacturing expansion. President and managing director Harish Kohli told Hindu Business Line that the company's topline growth has been fueled by a sharp rise in consumer notebook market share—from 5.5% to over 18% in the past two years—thanks to locally tailored products under the Make in India initiative
Huawei will launch its 2025 flagship Mate 80 series in October, moving up its schedule to land near Apple's iPhone 17 debut in early September, according to supply chain sources. The timing reflects a calculated move to reinforce its dominance in China's premium smartphone segment and seize momentum in the critical autumn upgrade cycle
Seoul Semiconductor, South Korea's leading LED manufacturer and the world's third-largest by market share in 2024, is intensifying its push into the fast-expanding micro LED sector. Backed by more than 18,000 patents, the company is deploying its proprietary Wicop technology to secure an edge in next-generation displays
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China
South Korean President Yoon Suk Yeol and Vietnamese Communist Party General Secretary To Lam recently met in Seoul to strengthen economic ties, aiming to boost trade and investment cooperation between their countries. The summit focused on expanding South Korean investments in Vietnam's advanced technology sectors, according to Maeil Business and Newsis
Japan and the US are moving to set up a joint forum to advance US$550 billion (around JPY80 trillion) worth of Japanese investment and loan projects in the US, following their July 2025 tariff negotiations. Reuters, citing Japanese government sources, reported that the framework will involve both governments, the Japan Bank for International Cooperation (JBIC), and Nippon Export and Investment Insurance (NEXI). Discussions are expected to begin around the time the US implements its agreed tariff reductions
Top US chip-equipment supplier Applied Materials Inc. was sued by a rival in China over what that company characterized as trade secret theft, a further escalation in the technology war between the world's two largest economies
India and China are edging toward a diplomatic thaw, just weeks after US President Donald Trump doubled tariffs on Indian goods to 50%. New Delhi and Beijing are rolling out trade, travel, and investment gestures that hint at a strategic recalibration amid mounting American trade pressure
South Korean battery equipment manufacturers are positioning themselves to benefit from India's accelerating push into advanced battery production, with Tata Group's battery subsidiary Agratas emerging as a major potential customer
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early 2026, according to new market forecasts
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves through the global supply chain and caused a significant rebound in prices
