Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously, China's AI chip development faces mounting barriers under intense scrutiny from the US Department of Commerce
President-elect Donald Trump's pick of Scott Bessent as Treasury secretary may give Beijing room to negotiate with the US over their trade tensions, in part due to his moderate stance on tariffs
Apple CEO Tim Cook joined more than 20 corporate leaders in discussions with China's premier Monday, as global companies grapple with potential trade disruptions and economic uncertainty
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics noted the importance of establishing a local manufacturing footprint in China to retain a competitive edge in the EV market
On November 8, news broke that China's 7nm chip manufacturing supply was cut off, prompting major foundries like TSMC and Samsung Foundry to remain silent. However, recent reports from multiple Chinese media sources have begun to clarify the situation
According to findings from China's semiconductor think tank, ICwise, the US Department of Commerce's (DOC) recent sanctions differ slightly from previous measures
In 2024, Samsung Electronics and SK Hynix saw their US semiconductor revenue surge, driven by robust demand from AI-focused tech firms and data centers. This growth stemmed from increased sales of premium semiconductor products such as HBM and DDR5 modules
In the rapidly evolving landscape of global offshore wind energy, China has emerged as the undisputed frontrunner, while India is just beginning to explore this sector. Industry experts from Rystad Energy and S&P Global offer insights into the different paths taken by these two Asian giants in the offshore wind market
Japan Display Inc. (JDI) anticipates its eleventh consecutive year of net losses and plans to pivot from displays to growth sectors such as semiconductor packaging substrates and AI data centers, though the transition will require time
According to the Mint, Business Standard, and the Times of India, Tofler cited Apple India's corporate filing with the Registrar of Companies of India, disclosing that, driven by rising iPhone sales, the company's revenue reached INR671.216 billion (US$7.95 billion) in the fiscal year ending March 2024, a 36% increase compared to the previous year. The company's net profit rose from INR2.229 billion in fiscal 2023 to INR2.745 billion
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution to the next-generation Blackwell chips. However, Samsung Electronics (Samsung) was notably absent from this acknowledgment, sparking speculation about the availability of its HBM3E
The Japanese government is preparing to provide over JPY10 trillion (approx. US$65 billion) in support for the semiconductor and AI industries by the fiscal year 2030 (April 2030 to March 2031). This plan includes an allocation of JPY6 trillion for subsidies aimed at R&D and production investments, while the remaining JPY4 trillion is expected to be financed through government-backed loans and other financial support
Xiaomi will replace its GetApps store with PhonePe's Indus AppStore in India starting January 2025 to improve user experience, addressing concerns about intrusive ads and privacy. The Indus AppStore offers a wider range of apps, supports multiple languages, and has a more developer-friendly model. However, questions remain about its uninstallability and potential to replicate past issues
