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Tuesday 25 November 2025
Tesla to potentially manufacture AI5 chip at Samsung's Hwaseong foundry
Tesla CEO Elon Musk recently indicated that the design finalization of Tesla's AI5 chip is imminent, sparking speculation about Samsung Electronics' semiconductor foundry in South Korea as the likely production site
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Tuesday 25 November 2025
Baidu stakes its future on AI-native China, says CEO Robin Li
Baidu CEO Robin Li says AI will become the core of China's "new-quality productive forces," adding that the company will deepen investment in AI infrastructure and model development as Beijing pushes its national "AI+" strategy
Tuesday 25 November 2025
CXMT's growth ceiling arrives early as US export restrictions tighten
China's semiconductor expansion is running into fresh obstacles as the US tightens export controls on advanced chipmaking tools. CXMT and other Chinese chipmakers are likely to face constraints on equipment investment despite Beijing's push for domestic alternatives. While the government moved early to accelerate local equipment development, replacing leading-edge tools remains difficult in the near term
Tuesday 25 November 2025
Murata targets China's Maxscend with German patent suit
Murata Manufacturing sued Chinese RF front-end leader Maxscend Microelectronics in a German court over alleged patent infringement involving RF filters, marking an escalation of the China-Japan semiconductor patent dispute into Europe
Tuesday 25 November 2025
Samsung and LG cautiously observe TCL CSOT's inkjet printed OLED production
TCL CSOT began mass production of 21.6-inch inkjet-printed OLED medical monitor panels in November 2025 and is expanding the technology to notebooks and tablets, while Samsung and LG are cautiously evaluating its market potential
Tuesday 25 November 2025
YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight
Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13% in the third quarter, according to Nikkei, citing Counterpoint Research. The increase brings the Chinese supplier close to overtaking Micron Technology, the world's fourth-largest NAND vendor
Tuesday 25 November 2025
Samsung Display vows unbeatable profits for 8.6G OLED production
Samsung Display (SDC) recently declared its commitment to ensuring the profitability of its 8.6-generation IT-use OLED line A6, aiming to reach a level that competitors cannot match. According to South Korean media, including The Elec and Money Today, SDC president Cheong Lee emphasized five key business engines during D-Talks: foldable panels, IT, automotive, monitors, and XR OLEDoS. He pledged to expand competitiveness based on technological barriers
Tuesday 25 November 2025
China edges toward self-reliant robot compute with Black Sesame's SesameX
Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid robotics market expands rapidly, core compute remains heavily reliant on suppliers such as Intel and Nvidia, fueling concerns over technological autonomy
Tuesday 25 November 2025
TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces
TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by China State Construction Engineering Corp. (CSCEC), a state-owned contractor the US Department of Defense identifies as a Chinese military-linked enterprise. Hunan provincial officials have also listed the project as a key annual investment, heightening sensitivities as the US considers blocking TP-Link products from the American market
Tuesday 25 November 2025
Analysis: Foxconn's compact EV squeezes into Asia's tight urban terrain
A new-vehicle debut is always one of the highlights of Foxconn's annual Hon Hai Tech Day, and 2025 has proved no exception. The Model A—the company's compact multipurpose EV—first appeared in static form at the 2024 event. This year, it stepped out of the display zone and onto center stage
Tuesday 25 November 2025
Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor
South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating AI algorithms, the company targets applications across recycling, agriculture, food safety, home appliances, and security industries, aiming to become the smartphone's "fourth camera lens.
Tuesday 25 November 2025
OmniVision, Nio, and Axera form JV to build China's next-gen auto chips
As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new alliance
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its latest earnings call, the company said it has the "capacity and experience" to navigate the sharp rise in memory prices
Monday 24 November 2025
Samsung Technology Conference 2025 highlights four key domains for AI transformation
At Samsung Technology Conference (STC 2025), the latest research findings in AI agents, communications, healthcare, and cybersecurity were showcased. Security, intelligent software, robotics, and open-source ecosystems were identified as four key fields that will guide AI transformation
Monday 24 November 2025
South Korea seeks joint strategy with Taiwan on US chip tariffs
South Korea's trade chief said Seoul sees room to coordinate with Taiwan on upcoming US chip tariffs, signaling potential cooperation between the two Asian semiconductor powerhouses as Washington reshapes tariff rules under President Donald Trump. Trade Minister Yeo Han-koo said Taiwan's ongoing negotiations create space for both sides to seek the most favorable treatment
Monday 24 November 2025
DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025

China's memory maker CXMT used this year's IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push into high-end server and AI-focused DRAM. The chips reach 8000Mbps and 24Gb per die, placing CXMT firmly among top-tier global DRAM suppliers