24
Jul
Elon Musk’s AI company, xAI, aims to exponentially increase its computing power to the equivalent of 50 million Nvidia H100 GPUs within five years. This ambitious plan raises concerns about the feasibility of managing the energy demands involved.
24
Jul
Huawei’s shadow fab (1): the secret chip agenda at the heart of Shenzhen
As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries, Shenzhen Pengxin Micro Semiconductor Technology (Pengxin Micro), SwaySure Technology, and Shenzhen Pensun Technology (Pensun), have emerged as key players in China’s response.
24
Jul
Tesla’s financial slide deepens in 2Q25, hit by Musk fallout and EV competition
Tesla’s financial challenges deepened Wednesday with a sharp drop in second-quarter earnings and revenue, underscoring a tough year marked by falling sales, brand challenges, and growing competition.
24
Jul
After 12 years of losses, LG Display’s OLED launch a comeback
LG Display (LGD) is expected to see its OLED TV panel business turn profitable after a challenging twelve-year period. Profits have been gradually improving, with the operating profit for 2025 predicted to hit around KRW186 billion (US$135.7 million).
24
Jul
MSI may tie motherboard shipments with Gigabyte in 2025
MSI is adopting a cautious strategy toward AI server-related products, while its Taiwanese rivals Gigabyte Technology, Asustek Computer and ASRock are all aggressively expanding in the sector with immediate operational benefits, but its motherboard shipments will have a good chance to catch up with those of Gigabyte and hit above 10 million units for the first time in 2025.
24
Jul
Car industry questions Huawei’s no car-making pledge as HIMA surges
Huawei’s Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei’s path to supremacy. Although Huawei insists it does not make cars, it understands the importance of controlling core vehicle technologies and is gradually making improvements in the automotive field. However, the elephant in the room must be addressed: Will Huawei grow to be a larger threat to its partners and other Chinese automakers?
24
Jul
BYD delays Hungary plant, pivots to Turkey in Europe strategy shift
Chinese electric-vehicle maker BYD is reshaping its European manufacturing plans, pushing back mass production at its Hungary facility while fast-tracking a Turkey plant as it grapples with market challenges.
24
Jul
Sony reportedly plans to sell Israeli semiconductor subsidiary, reassessing IoT chip manufacturing
Sony is actively seeking to sell its subsidiary Sony Semiconductor Israel, which specializes in mobile chipsets for connected devices, according to reports from multiple media.
24
Jul
1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up
The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst and VP of the International Business Unit at DIGITIMES, the top 20 EMS/ODM players were assessed by revenue. The findings show that AI data centers — rather than smartphones or PCs — are now the dominant force influencing company performance and industry dynamics.
24
Jul
立讯精密增资至72.47亿元
天眼查App显示,近日,立讯精密(002475)发生工商变更,注册资本由约71.79亿元人民币增至约72.47亿元人民币,增幅约1%。