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Friday 4 July 2025
Big screens, bigger stakes: LG and Samsung compete in the SDV display market

The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021

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Monday 7 July 2025
China trains AI natives as it closes the algorithm gap with the US
As global competition in artificial intelligence (AI) intensifies, the US-China rivalry has expanded beyond chips and models to include the competition for talent and education integration
Monday 7 July 2025
Australia sues China-backed firm over rare earths stake in national security move
Australia has filed a lawsuit against China-backed Indian Ocean International Shipping and Service Company for violating foreign investment laws, demanding it divest from rare earths producer Northern Minerals, as rare earths become a focal point for geopolitical and technological competition
Monday 7 July 2025
Malaysia's electricity tariff hike prompts data center cost reassessments
Malaysia has revised its electricity tariff structure, resulting in a sharper-than-expected rise in power costs that is prompting data center operators to reassess their expenses as Malaysia has emerged as a data center hub thanks to favorable geographic and policy factors
Monday 7 July 2025
South Korea recruits technocrats into government for AI push
South Korean president Lee Jae-myung has pledged to invest KRW100 trillion (US$73.9 billion) in AI development to make the country the third-largest AI power after the US and China. Lee is also turning to technocrats for three of the key positions in his new administration to lead his AI campaign
Monday 7 July 2025
India roundup: India's EMS under the shadow of G2 rivalry
China is reportedly slowing down Apple's diversification endeavors, impacting India. India reportedly eyes 2D chip materials for a technology leap
Monday 7 July 2025
Humanoid robots accelerate development, expected to become a lifeline for South Korea's battery industry
Due to the slowdown in electric vehicle (EV) demand and intensified competition in the battery market, South Korea's major battery manufacturers LG Energy Solutions (LGES), SK On, and Samsung SDI have shown lackluster performance. However, as global IT and automotive companies actively invest in the humanoid robot industry, batteries dedicated to humanoid robots are poised to become a key factor in reversing this trend
Sunday 6 July 2025
From behind the curve: Apple and Xiaomi chase long-dominated 5G modem self-reliance
Apple and Xiaomi are doubling down on efforts to develop in-house 5G baseband chips, joining a race long dominated by tech heavyweights like Qualcomm and MediaTek. Both companies signaled their ambitions in 2025 to break away from reliance on third-party modem suppliers and take fuller control of their mobile silicon strategies
Sunday 6 July 2025
Yamaha Motor launches robotics division to tap semiconductor equipment demand
Yamaha Motor is accelerating its pivot into the semiconductor equipment space with the launch of Yamaha Robotics, a newly established division focused on robotic systems for electronics manufacturing. The company aims to position the business as its third major revenue pillar, alongside motorcycles and marine engines
Sunday 6 July 2025
Baidu, Huawei spark open-source AI arms race
Baidu and Huawei announced the open-sourcing of their proprietary large language models (LLMs) on June 30, 2025, signaling a strategic shift in China's AI landscape. The move reflects a growing push to rival closed-source leaders such as OpenAI and Anthropic through a more collaborative, transparent approach
Sunday 6 July 2025
China's humanoid robots cut out US chips, and 90% of the supply chain is now local
As US President Donald Trump intensifies rare earth export negotiations with China, Beijing is countering with a media blitz to highlight its rising independence from US semiconductor technology. In June 2025, Chinese authorities arranged a foreign press tour covering biopharma, humanoid robotics, AI, and automotive sectors, with executives from major firms showcasing efforts toward tech self-sufficiency and global competitiveness
Friday 4 July 2025
Malaysia lays quiet groundwork to become regional IC design hub
Malaysia is advancing its integrated circuit (IC) design capabilities through a recent 10-year technology licensing deal worth US$250 million with Arm Holdings, aiming to strengthen local IC design firms like Oppstar, Key ASIC, and SkyeChip
Friday 4 July 2025
AOS to settle US export violation with US$4.25 miilion over Huawei shipments
Alpha and Omega Semiconductor (AOS), a California-based chipmaker, has agreed to pay US$4.25 million to resolve allegations that it violated US export controls by shipping restricted components to Huawei Technologies in 2019, the year Huawei was placed on the US Entity List
Friday 4 July 2025
Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to 20%, while imposing a 40% levy on transshipped goods. Although the full policy details have yet to be released, connector and cable suppliers say the Vietnam deal provides a provisional reference point amid broader uncertainty over regional tariff policies

Friday 4 July 2025
Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains
US President Donald Trump recently announced a new trade deal with Vietnam, which reduces a planned 45% reciprocal tariff on Vietnamese imports to 20%, while imposing a 40% tariff on transshipped goods, signaling shifts in US trade policy with significant implications for technology supply chains
Friday 4 July 2025
China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of a Level 10 (L10) full-system joint design manufacturing (JDM) project. The lightweight edge AI server, co-developed with a major international client, targets deployment in healthcare, retail, and industrial applications across Europe and North America

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