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2025-05-06

[News] Xiaomi Reportedly Forms 1,000-Strong Team for In-house Chip amid U.S. Scrutiny, with May Launch Ahead

While China’s tech behemoth Huawei is known for making strides for its Ascend AI chips to take on NVIDIA, another Chinese firm, Xiaomi, is rumored to have recruited Qin Muyun, a former Qualcomm senior director, and formed a 1000-employee team to develop its in-house “Xring” chipset, according ...

2025-05-06

[Insights] Panel Prices in Early May: NB, MNT Prices Hold Firm Ahead of Tariff Calls

TrendForce discloses the latest panel prices for early May, with details as follows. TV As May begins, weakening demand for TV panels has become increasingly evident. Some brand customers have begun leveraging this opportunity to pressure panel makers for further price concessions. Aware of...

2025-05-06

[News] New Taiwan Dollar Rises Rapidly, Pressuring TSMC and MediaTek Margins

According to a report from TechNews, the recent sharp appreciation of the New Taiwan dollar (NTD) has sparked market concerns over potential foreign exchange losses—especially for export-driven sectors like semiconductors, represented by companies such as TSMC. The report notes that on May 2, t...

2025-05-06

[News] Chinese Chipmakers Ramp Up R&D Spending in 2024 — SMIC Tops the List with RMB 5.45B

R&D and innovation drive semiconductor growth, with chip giants like TSMC leading the charge. Notably, according to ijiwei, Chinese semiconductor companies are actively increasing their R&D investments as well. In 2024, a total of 221 A-share listed Chinese semiconductor companies recorded ...

2025-05-05

[News] Chip Tariff Window Closes Wednesday Amid Quiet Pushback, Sparking Steep Rate Fears

As the public comment window for the U.S. Section 232 semiconductor probe closes this Wednesday (May 7), the chip industry is holding its breath over whether tariffs are coming—and how steep they’ll be. However, as responses have been usually quiet, concerns have been sparked on the lack of push...

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