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Friday 26 December 2025
YF Capital backs InnoStar Semiconductor, extending Jack Ma's China memory chip push
YF Capital, the private equity firm founded by Jack Ma, has taken a stake in China's memory chip sector, renewing market focus on semiconductor investment trends. As the US tightens technology restrictions, domestically developed Chinese chips are increasingly seen as strategically critical, driving a rise in related investment activity
Friday 26 December 2025
China surges ahead of US in drone patents, heightening pressure on Taiwan

China has maintained a clear lead over the US in drone-related technology patents since 2016, highlighting a widening technology gap as Taiwan seeks to expand its domestic drone industry and reduce reliance on China-centric supply chains. The divergence underscores the scale of the challenge facing Taiwan at a time when governments worldwide are accelerating procurement of unmanned systems and reassessing supply chain security

Thursday 25 December 2025
South Korean prosecutors charge 10 individuals over alleged Samsung DRAM technology leak to CXMT
South Korean prosecutors have charged ten individuals over an alleged large-scale leak of 10nm-class DRAM process technology from Samsung Electronics to China's leading memory maker ChangXin Memory Technologies (CXMT), a case authorities say directly enabled China's first mass production of advanced DRAM in 2023
Wednesday 24 December 2025
Japanese startup pushes diamond semiconductors toward commercialization in EVs and satellites

A Japanese startup originating from Waseda University, Power Diamond Systems (PDS), showcased its diamond-based semiconductors at SEMICON Japan 2025, presenting for the first time an evaluation system that confirmed the devices' operation after packaging

Wednesday 24 December 2025
PC giants rush to lock in memory supply as prices surge toward a new supercycle
As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate directly with major memory producers, including Samsung Electronics, SK Hynix, and Micron Technology
Wednesday 24 December 2025
Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand for artificial intelligence accelerators outstrips supply, according to industry sources. The price increase for HBM3E chips comes as manufacturers pivot production resources toward next-generation HBM4 technology, creating an unusual supply crunch for the current industry standard
Wednesday 24 December 2025
HTC eyes China launch for Vive Eagle AI glasses in January 2026
Following the launch of its first AI glasses, Vive Eagle, HTC has continued to expand its sales channel footprint. Beyond its official rollout in Hong Kong, the company has increased physical demo locations and after-sales service points in Taiwan. HTC is also expected to hold an event in China in January 2026. If AI glasses are introduced in the country, market attention will center on local partnerships, AI function localization, as well as sales targets and go-to-market strategy
Wednesday 24 December 2025
TSMC's N-2 restrictions hand Samsung US advanced chip opening
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia. The company is testing its second-generation 2nm process with AMD and collaborating with Google for 2026 production, outpacing TSMC's planned 3nm output in 2027
Wednesday 24 December 2025
China marks milestone in autonomous driving with first three L3 highway plates
Beijing authorities have officially issued the city's first license plates for Level 3 (L3) autonomous vehicles, marking the first such approvals in China for highway-capable self-driving cars. Three smart, connected cars received the plates, signaling a shift from pilot testing to conditional commercial deployment and representing a milestone in the country's push toward intelligent vehicles
Wednesday 24 December 2025
TSMC Nanjing in no danger of operation disruption, says branch head
As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market
Wednesday 24 December 2025
Samsung acquires ZF unit via Harman to bolster software-defined vehicle push
As the global auto industry accelerates its shift toward software-defined vehicles (SDVs), Samsung Electronics is moving to strengthen its position through its wholly owned subsidiary, Harman. The company announced it will acquire the advanced driver-assistance systems (ADAS) business of Germany's ZF Group for EUR1.5 billion (approx. US$1.77 billion), marking one of Samsung's most significant automotive investments in years
Wednesday 24 December 2025
China's battery and energy storage firms lead, fueled by AI-driven power demand surge
The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage, and transformer manufacturers are well-positioned to benefit from their technological expertise, cost efficiency, and rapid delivery capabilities. As data center operators seek solutions to upgrade aging power infrastructure, the reliance on Chinese suppliers is growing sharply
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally confirm the move
Wednesday 24 December 2025
Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns
In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations. This situation has raised concerns among customers regarding supply stability and cybersecurity risks
Wednesday 24 December 2025
Malaysia's semiconductor packaging and testing industry gains momentum with Taiwanese investments
Malaysia's semiconductor packaging and testing sector is experiencing rapid growth driven by Taiwanese and other foreign investments, according to PwC Taiwan. The firm highlights Malaysia's strategic advantages, including its diverse talent pool, geographic benefits, mature legal framework, and supportive policies, as key factors positioning the country as an emerging hub for semiconductor and high-tech industries in Southeast Asia