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Wednesday 12 March 2025
Southeast Asian nations seek foundry partnerships to build homegrown fabs
Prominent nations worldwide recognize the critical importance of the semiconductor industry and are requesting assistance from foundry leader TSMC. Despite their efforts to improve their domestic semiconductor manufacturing capabilities, countries in the Middle East, South Asia, and ASEAN are compelled to seek assistance from other foundries
Wednesday 12 March 2025
Naura to acquire stake in Kingsemi for CNY1.69 billion
Chinese Semiconductor equipment manufacturer Naura Technology recently announced plans to acquire a stake in its local counterpart, Kingsemi, for a total of nearly CNY1.69 billion (approx. US$233.2 million)
Wednesday 12 March 2025
Airtel-Starlink alliance challenges Jio's dominance in India's satellite internet race
Elon Musk's Starlink has partnered with Airtel, India's second-largest telecom company, to expand its internet services in India, intensifying competition with Mukesh Ambani's Reliance Jio. The agreement allows Starlink to use Airtel's retail network to distribute devices, pending government approval for operations
Wednesday 12 March 2025
How Malaysia's big bet for homegrown chips can pay off
Malaysia is making a bold bet to revamp its semiconductor industry
Wednesday 12 March 2025
USI Feb 2025 revenue: with mixed bag of growth and seasonal slump, what's behind the numbers?
Universal Scientific Industrial (USI), a global leader in electronics manufacturing services (EMS) and original design manufacturing (ODM), has published its February 2025 revenue report. With a strong presence in consumer electronics, automotive technology, industrial applications, and telecommunications, USI leverages technological innovation and advanced manufacturing to strengthen its position in the competitive global electronics market
Wednesday 12 March 2025
China's AI server appetite fuels supply chain shifts and strategic growth for WPG
WPG Holdings, a leading IC distributor, has seen a marked surge in demand for AI servers in the Chinese market in recent months. This upswing has invigorated procurement activities across the supply chain, delivering a tangible boost to the company's operations. Defying traditional seasonal slowdowns, the first quarter of 2025 is poised to exhibit unusual vigor, with full-year performance projected to outpace broader market growth
Wednesday 12 March 2025
WPG reports record sales for 2024, driven by AI demand
IC and component distributor WPG has reported record sales for 2024, propelled by the rapid development of generative AI that fueled demand for related traditional and AI servers, power supplies, desktop PCs, notebooks, Android phones, and other electronic components
Wednesday 12 March 2025
Huawei cracks down on recruitment fraud: 72 full-time employees penalized in outsourcing scandal
On March 10, Huawei released a 6,500-word internal report on its employee platform, "Xinsheng Community," detailing a large-scale recruitment fraud scandal involving 72 full-time employees and 19 outsourced workers. Some participants allegedly profited by selling internal company data. The report quickly gained traction within Huawei and on social media, becoming the platform's top trending topic
Wednesday 12 March 2025
Acter expands US and Southeast Asia bases, with order visibility extending to 2028
Acter, a Taiwanese cleanroom integration engineering company, has ventured into the US market along with its subsidiaries and strategic partners. These include Nova Technology, which specializes in integrating water, gas, and chemical systems for factory services, and Rayzher, which provides plant design and planning services. This overseas expansion comes in the wake of an intensifying tariff war that is sending manufacturers to diversify their production bases
Wednesday 12 March 2025
SK Hynix exits CIS business as Samsung weighs options
SK Hynix is shutting down its CMOS image sensor (CIS) business, fueling industry speculation over whether Samsung Electronics will follow suit. Samsung's system LSI division, which oversees its CIS operations, is undergoing an operational diagnosis, raising concerns about potential investment shifts
Wednesday 12 March 2025
MWC 2025: Huawei's growth unconstrained by US restrictions
The Mobile World Congress (MWC) 2025 has just concluded, revealing Huawei's advancements in telecommunications, artificial intelligence (AI), and mobile devices. The company aims to leverage refined technologies in telecommunications, cloud computing, and AI to drive new growth momentum across its telecom services and diverse smart application scenarios
Wednesday 12 March 2025
AI fever sweeps China's political huddle, fueling tech optimism
For some years now, China's annual gathering of its national legislature has been an increasingly disciplined and choreographed affair — its muted vibes practically an echo of deepening concern about domestic stagnation
Wednesday 12 March 2025
Asian Perspectives 6: Rise of sovereign AI and the potential of space technology
As AI continues to permeate every facet of life, countries around the world are increasingly focused on the idea of "sovereign AI" and the growing notion of "technological sovereignty". China, for instance, has unveiled plans to restrict American investments in critical Chinese technologies and enterprises. Yet, amid these moves, one thing remains clear: the critical importance of cybersecurity cannot be overlooked
Wednesday 12 March 2025
Japan's advanced semiconductor bet: Rapidus and the quest for relevance
The Japanese government's decision to heavily subsidize Rapidus, a domestic semiconductor company, via legislative changes has ignited discussions among industry specialists. Asahi Shimbun reports that Rapidus's focus on extreme semiconductor miniaturization is seen by some as an outdated strategy, reminiscent of a 19th-century obsession with "battleships and heavy artillery," missing the true trends of the industry
Wednesday 12 March 2025
Samsung eyes Exynos 2600 comeback, challenging Qualcomm, Mediatek
Samsung Electronics is reportedly stabilizing yields in its advanced chipmaking process, fueling optimism over its next-generation Exynos 2600 SoC. The development raises the prospect of breaking Qualcomm's grip on Galaxy S-series devices and reshaping the supply landscape. A strong showing from Exynos 2600 could also complicate MediaTek's efforts to gain a foothold in Samsung's flagship smartphone lineup
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES