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07 Jul

Toppan to sell full stake in Taiwan’s Giantplus as new owner eyes strategic shift

July 7, 2025
By jeff

Japan’s Toppan Holdings is offloading its entire 53.1% stake in Taiwanese display maker Giantplus Technology to Ju Yi Investment, with the deal unfolding in two phases and expected to wrap up by late August 2025.

07 Jul

Latest News and Trends

Rising AI ASIC use drives surge in SLT chip testing; Market to grow 30% in 2026

July 7, 2025
By jeff

As artificial intelligence fuels rapid growth in high-performance computing, it’s also triggering a shift in how semiconductor chips are tested. Beyond leading AI GPU makers, major cloud providers—known as hyperscalers—are doubling down on custom-built AI chips, or ASICs, sparking a sharp rise in demand for system-level testing, or SLT. These tests are designed to handle the higher speeds and power levels of next-generation processors.

07 Jul

Latest News and Trends

From behind the curve: Apple and Xiaomi chase long-dominated 5G modem self-reliance

July 7, 2025
By jeff

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.

07 Jul

Latest News and Trends

Yamaha Motor launches robotics division to tap semiconductor equipment demand

July 7, 2025
By jeff

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.

07 Jul

Latest News and Trends

Taiwan’s JetSea AI taps AI and satellite tech to strengthen unmanned surface fleet

July 7, 2025
By jeff

Taiwan is intensifying its focus on unmanned warfare capabilities, shifting increasing attention from aerial drones to unmanned surface vessels (USVs). Established shipbuilding companies are applying their traditional skills to this emerging field, while a new wave of entrants—comprising drone manufacturers and software-driven startups—are beginning to transform maritime combat.

07 Jul

Latest News and Trends

Tesla launches US production of LFP batteries as trade policies shift

July 7, 2025
By jeff

Tesla CEO Elon Musk has confirmed that the company’s first LFP battery plant in the US—located in Sparks, Nevada—is nearing completion and will soon begin production. The facility will have an initial annual capacity of 10GWh, primarily serving Tesla’s energy storage product Megapack and select vehicle models.

07 Jul

Latest News and Trends

China floods solar market with record output as US considers tariffs on Chinese gear

July 7, 2025
By jeff

China’s solar industry hit overdrive in May, with new installations surging to record highs as developers rushed to beat looming policy changes. According to the National Energy Administration, solar capacity additions reached a staggering 93GW, quadrupling the total from May 2024 and surpassing the previous record of 71GW set last December.

07 Jul

Latest News and Trends

Exclusive: Battery circularity or policy gap? Formosa Smart Energy weighs in on Taiwan’s storage push

July 7, 2025
By jeff

Formosa Smart Energy has unveiled Taiwan’s first lithium iron phosphate (LFP) battery recycling pilot line, launched in tandem with the government’s July 1 rollout of discounted disposal fees for used lithium batteries. The initiative aims to boost local investment in battery reuse and closed-loop recycling infrastructure.

07 Jul

Latest News and Trends

Baidu, Huawei spark open-source AI arms race

July 7, 2025
By jeff

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.

04 Jul

Latest News and Trends

Big screens, bigger stakes: LG and Samsung compete in the SDV display market

July 4, 2025
By jeff

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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