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Tuesday 6 May 2025
Japanese companies significantly boost investment in India following 'Make in India' and PLI schemes
According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following...
Tuesday 6 May 2025
Mining influence: Taiwan's critical moves in the global rare earth chess game
As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling...
Tuesday 6 May 2025
Chinese CIS vendors close gap as local fabs go full throttle, Xiaomi backs innovation
Following SK Hynix's exit from the CMOS image sensor (CIS) market, Chinese vendors are aggressively scaling shipments, gaining market share, and climbing the value chain by deepening...
Tuesday 6 May 2025
From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most...
Tuesday 6 May 2025
China chokes rare earth supply—prices triple, global supply chains rattle
China's decision to tighten export controls on seven rare earth elements has sent global prices soaring more than threefold since early April, raising alarms across critical industries,...
Tuesday 6 May 2025
Former Samsung employee indicted in DRAM leak case aiding CXMT
South Korean prosecutors recently announced the indictment and detention of a former Samsung Electronics researcher suspected of leaking core semiconductor technology secrets, developed...
Tuesday 6 May 2025
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...
Monday 5 May 2025
LG Display pioneers blue phosphorescent OLED, achieves world-first product validation
LG Display (LGD) has become the first company worldwide to achieve product validation for a blue phosphorescent OLED panel, advancing a long-elusive milestone in the development of...
Monday 5 May 2025
Huawei reportedly erects three advanced chip fabs in Shenzhen to sidestep foreign tech
Facing escalating US sanctions and export bans, Huawei is reportedly building three semiconductor fabs in Shenzhen's Guanlan district to localize its supply chain for advanced AI...
Monday 5 May 2025
iPhone sales in China falter: headwinds on four fronts
Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial...
Monday 5 May 2025
China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and...

Monday 5 May 2025
Taiwan's Coretronic disrupts drone market, outflanks DJI with non-red supply chain edge
Coretronic Intelligent Robotics Corporation (CIRC), a subsidiary of Taiwan's Coretronic Group, is carving a niche in the global drone market, capitalizing on its non-red supply chain...
Monday 5 May 2025
China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy
As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute...