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Friday 8 August 2025
Tesla's Optimus sees with Samsung eyes in expanding AI hardware pact
Samsung is deepening its collaboration with Tesla, moving beyond self-driving systems into humanoid robotics. After winning a contract to supply next-generation AI chips, Samsung...
Friday 8 August 2025
Samsung and LG vie for Hitachi's Japanese home appliance unit as South Korea and Japan join forces against Chinese competition
Samsung Electronics and LG Electronics are actively competing to acquire the Japanese home appliance division of Hitachi. For Samsung, this marks a return to the Japanese home appliance...
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
Thursday 7 August 2025
US tariffs and China setbacks push German car brands to rethink EV strategy
Once the loudest champions of an all-electric future, German luxury automakers are quietly backpedaling. Under pressure from shifting global emissions regulations, tightening US tariffs,...
Thursday 7 August 2025
Fujifilm posts record earnings on chip material sales, considers backing Rapidus
Fujifilm Holdings posted an operating profit of JPY75.2 billion (approx. US$510 million) for the April–June 2025 quarter, a 21% year-over-year increase and the second straight...
Thursday 7 August 2025
Huawei's HiSilicon moves upstream with Zhuque AI display chips, pressuring Novatek and Raydium
Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display...
Thursday 7 August 2025
LGES secures major LFP battery contract, challenging China's dominance
Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron...
Thursday 7 August 2025
Rohm's operating profit plunges 80% in 1QFY25; new SiC MOSFET launched early to counter China competition
Japanese manufacturer Rohm experienced a significant drop in operating profit during the first quarter of fiscal year 2025. However, the company has decided to accelerate the launch...
Thursday 7 August 2025
Trump chip tariff sends South Korean chip giants scrambling
US President Donald Trump's declaration of 100% tariffs on all chip imports has sent shockwaves through South Korean semiconductor firms Samsung Electronics Co. and SK Hynix Inc.
Thursday 7 August 2025
China draws red lines on US chip tracking with Nvidia meeting
As the US and China look for any sort of leverage in a prolonged trade fight, Beijing sees an opportunity to win over the world by taking a stand against the Trump administration's...
Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...
Thursday 7 August 2025
Huawei open-sources CANN to challenge Nvidia's CUDA dominance
Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia's dominant CUDA...
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion)...
Wednesday 6 August 2025
Beijing Court rejects Innoscience's appeal in patent dispute with EPC
Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed...
Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...