The US and China have outlined a framework deal to resolve disputes over TikTok's US operations, officials said after trade talks in Madrid. The agreement marks progress toward easing tensions but faces hurdles over algorithm ownership, compliance with US law, and approval from both governments

Samsung's ambitious US expansion faces an unexpected obstacle that could derail its 2026 production timeline. A mounting visa crisis, triggered by immigration raids on South Korean workers, is creating ripple effects across the semiconductor industry's most critical supply chains

A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides in low-cost SiC wafer production, the strategic consensus around this next-generation semiconductor material is beginning to fracture

On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative, succeeded by Jeffrey Gao; the board's senior management was also adjusted

Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product ecosystem. However, from 2000 to 2003, Huawei faced one of its most challenging periods and nearly became a US company. CEO Ren Zhengfei confirmed this long-rumored episode during an interview

Jun Otani, executive vice president of Kumamoto University, highlighted the university's 268-year history during a Taiwan-Japan semiconductor supply chain talent forum. Following JASM's establishment of a fabrication plant in Kumamoto, the university has shifted its educational focus to keep pace with rapid changes in high technology

The 2025 SEMI-e Shenzhen International Semiconductor Exhibition and the Integrated Circuit Innovation Expo have concluded. The twin events drew a significant crowd, with 43,986 professional visitors in attendance. A total of 1,062 exhibitors displayed their latest technologies, underscoring the event's importance to the global semiconductor sector

Following its major deal with Tesla, Samsung Electronics has won an order from Israeli IC design company Valens Semiconductor to manufacture next-generation automotive system chipsets based on the MIPI A-PHY standard. The chips are expected to be produced using FinFET process technology

Since its IPO application was accepted by Shanghai's STAR Market in September 2024, Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) has updated its prospectus to highlight its move into a pivotal stage of China's 3D integration and silicon-on-insulator (SOI) build-out. Nearly 70% of XMC is directly owned by Cheung Kong (Holdings) Limited, the parent company of Yangtze Memory Technologies Co. (YMTC)

The Adani Group is reportedly in discussions with Japan's Sharp Corporation and Panasonic to establish a joint LCD fabrication plant in India, marking a strategic pivot after its proposed semiconductor wafer fab in Maharashtra was paused. According to Economic Times sources, the talks have gained momentum, particularly following Prime Minister Modi's recent visit to Japan, which emphasized strategic industrial collaboration between the two nations

IAA Mobility in Munich, Germany, is generally seen as a key indicator for the global automotive industry, compared to CES in Las Vegas, the US, which is a showcase of the strengths of innovative technologies. However, the EU is set to review carbon emission regulations in mid-September 2025, shortly after this year's IAA Mobility. At this sensitive juncture, the direction of the IAA seems to have taken a sharp turn

Xiaomi's enthusiasm for India appears to be waning as regulatory pressures, shrinking market share, and leadership reshuffles weigh on the company's strategic priorities, according to executives familiar with the matter cited by the Economic Times

According to Ddaily, Samsung announced it will expand its India Innovation Campus (SIC) program from four states to ten this year, aiming to train 20,000 students, six times last year's intake. The program, aligned with India's "Make in India" and "Skill India" initiatives, covers AI, IoT, big data, and coding, with potential to feed talent into Samsung's Noida facility, the world's largest smartphone plant

Panasonic Group's subsidiary, Panasonic Industry, announced plans to construct a new factory in central Thailand with an investment of JPY17 billion (approx. US$115 million). The facility will produce multilayer circuit board materials specifically designed for artificial intelligence (AI) servers, addressing the surging global demand driven by generative AI technologies

Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including Micron, Samsung, and SK Hynix. This move signals a strategic push to address technical challenges and advance AI memory solutions ahead of mass production in 2026