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03 Feb

Honda boosts US investment by 40% to expand EV, HEV production

February 3, 2025
By jeff

Honda is expanding its US investment with an additional US$300 million, aligning with President Donald Trump’s policies and the growing demand for EVs in North America. This investment brings Honda’s total funding for its three Ohio plants—Marysville, East Liberty, and Anna—to US$1 billion, a 40% increase.

03 Feb

Latest News and Trends

OpenAI unveils plans for AI devices to rival smartphones

February 3, 2025
By jeff

In a recent interview, OpenAI CEO Sam Altman unveiled plans to develop a generative AI-powered device aimed at replacing smartphones. Through this ChatGPT-optimized device, OpenAI seeks to establish dominance in both AI software and hardware markets.

03 Feb

Latest News and Trends

Singapore to keep working closely with US amid DeepSeek concerns

February 3, 2025
By jeff

Singapore said its customs and law enforcement departments will continue to work closely with US counterparts amid concerns China AI firm DeepSeek obtained Nvidia Corp. chips through intermediaries on the island.

03 Feb

Latest News and Trends

Cadence aims to strengthen its presence in India’s growing data center sector

February 3, 2025
By jeff

Cadence Design Systems has said that it recognizes India as a critical hub for innovation and data-driven growth and is committed to deepening its footprint in the region’s data center sector.

03 Feb

Latest News and Trends

STMicro’s worst year in decades: sales drop, job cuts amid continuous market slump

February 3, 2025
By jeff

STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with persistent downturns in the industrial and automotive sectors.

03 Feb

Latest News and Trends

Apple surpasses 10% market share in India as MediaTek leads smartphone SoC market

February 3, 2025
By jeff

In 2024, India experienced slight growth in smartphone shipments but saw a significant increase in revenue driven by premiumization. MediaTek maintained its lead in the smartphone SoC market, while the iPhone captured over 10% market share for the first time in India.

03 Feb

Latest News and Trends

China’s Tongfu Microelectronics reportedly begins HBM2 trial assembly

February 3, 2025
By jeff

According to a report by Nikkei, Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory (HBM2). This development follows fellow Chinese manufacturer ChangXin Memory Technologies (CXMT) starting its own HBM2 production, suggesting a potential expansion of China’s presence in the advanced memory industry.

31 Jan

Latest News and Trends

DeepSeek’s disruption: what it means for TSMC and the AI supply chain

January 31, 2025
By jeff

Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises and operates on an open-source model, it is likely that there will be others in the US who will follow suit.

31 Jan

Latest News and Trends

DeepSeek disruption: Could China’s supply chain take the lead?

January 31, 2025
By jeff

Just before the Lunar New Year celebrations around the world, a black swan emerged, plunging the global technology industry into a state of extreme uncertainty.

31 Jan

Latest News and Trends

EMS Watch: Differences in EMS/ODM development across regions according to profit margin

January 31, 2025
By jeff

The top 20 EMS/ODM companies in 2024 include 9 from China, 7 from Taiwan, and 4 from North America, ranked by revenue. However, if we analyze these companies based on profit and profit margin, what insights might emerge?

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