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Tuesday 9 September 2025
CATL unveils Shenxing Pro battery, expands EU capacity with US$8.6 billion Hungary plant
CATL, the world's largest electric vehicle (EV) battery manufacturer, unveiled a major technological breakthrough in Munich on September 7, 2025, introducing its NP3.0 (No Propagation 3.0) safety platform and the first lithium-iron-phosphate (LFP) battery built on the system, the Shenxing Pro. The announcement signals both a leap in safety standards and CATL's ambition to deepen its presence in Europe with expanded regional production
Tuesday 9 September 2025
BOE reportedly to supply iPhone 17 Pro OLED panels at US$40 each
According to UBI Research, BOE will supply OLED panels for Apple's iPhone 17 Pro. This marks BOE's first time providing LTPO OLEDs to Apple and highlights the growing influence of Chinese panel manufacturers in the smartphone OLED market, posing a greater challenge to South Korean suppliers
Tuesday 9 September 2025
China's ACM ships first KrF coater-developer to logic fab as local supply chain advances
As the global semiconductor industry undergoes rapid restructuring, Chinese equipment makers are racing to achieve breakthroughs and scale. ACM Research (Shanghai), Inc. has introduced its first KrF lithography coater-developer system, the Ultra Lith KrF, a pivotal move into front-end lithography tools for mature-node production
Tuesday 9 September 2025
China's first open AI computing architecture: Sugon, Lenovo, Moore Threads come together to challenge Nvidia CUDA
Dawning Information Industry Co. (Sugon) has partnered with more than 20 Chinese firms across AI chips, large models, and system integration to roll out a new open AI computing architecture. The initiative features the launch of the Sugon AI Supercluster System and the creation of a Joint Lab for Open AI Computing Architecture, designed to build a homegrown ecosystem around advanced computing
Tuesday 9 September 2025
VinFast enters India with locally made EVs as first foreign pure-play manufacturer
Vietnamese automaker VinFast has officially entered India with the launch of its VF 6 and VF 7 electric SUVs, betting on local manufacturing and ecosystem partnerships to gain a foothold in one of the world's fastest-growing EV markets. The company's Tamil Nadu plant, with an initial capacity of 50,000 units, represents a US$500 million investment and positions VinFast as the first foreign pure-play EV maker to set up production in India
Tuesday 9 September 2025
SEA political turmoil impacts PC sales; Acer aims for 4Q25 rebound
Political turbulence across key Southeast Asian markets has created both challenges and opportunities for Acer's regional operations
Tuesday 9 September 2025
Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance
Samsung Electronics is reportedly expected to feature its in-house application processor (AP), the Exynos 2600, in the upcoming Galaxy S26 flagship series scheduled for early 2026. This move marks Exynos's return to Samsung's main flagship market, a bet on both corporate pride and technological prowess
Tuesday 9 September 2025
CATL procurement staff visits South Korea, reportedly seeking key equipment and manufacturing technologies
Contemporary Amperex Technology (CATL), the largest China-based battery maker, has recently dispatched procurement managers and engineers on a large-scale visit to South Korea, with industry insiders believing CATL aims to secure technological advantages by engaging with South Korean companies amid ongoing structural adjustments in the Chinese industry, ensuring its differentiated competitive edge
Tuesday 9 September 2025
China's JFSemi cracks 12-inch SiC wafer barrier with homegrown laser technology

The global silicon carbide (SiC) market remains centered on 6-inch wafers, with only a few Chinese players moving into 8-inch lines. The viability of 12-inch wafer commercialization continues to be one of the industry's most closely watched milestones

Monday 8 September 2025
AI computing power reshapes global optoelectronics: 5,000 companies converge in Shenzhen for CIOE and SEMI-e shows
The 26th China International Optoelectronic Exposition (CIOE) will take place September 10–12, 2025, at the Shenzhen World Exhibition and Convention Center, alongside the International Semiconductor Exhibition & IC Industry Innovation Expo 2025 (SEMI-e). DIGITIMES will provide on-the-ground coverage in Shenzhen, with simultaneous English reporting on DIGITIMES Asia
Monday 8 September 2025
Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production plans
Samsung Electronics is reportedly accelerating the construction of its fifth plant (P5) in Pyeongtaek, South Korea
Monday 8 September 2025
Commentary: Hyundai-LGES Georgia plant raid threatens to unravel South Korea's US$350 billion EV bet
A major immigration raid at Hyundai Motor Group and LG Energy Solution's (LGES) battery plant in Georgia has exposed the labor and visa hurdles facing South Korean firms in the US. The case raises fresh doubts over how sustainable Korean investment in America's electric vehicle supply chain can be
Monday 8 September 2025
Samsung, SK Hynix deploy heavyweight presence at Semicon 2025 to crack Taiwan supply chain
The upcoming SEMICON Taiwan will feature keynote speeches from top executives at South Korean semiconductor giants Samsung Electronics and SK Hynix, in addition to a forum hosted by South Korean materials, components, and equipment firms. According to South Korean media reports, this event will provide an opportunity for South Korean manufacturers to break into Taiwan's semiconductor supply chain
Monday 8 September 2025
Taiwan plots China-alternative chip strategy in response to Beijing's mature-node expansion
Taiwan is drafting new measures to curb China's rising dominance in mature-node chip production, with the Legislative Yuan scheduled to review the plan when its new session opens on September 19, 2025. Economic Affairs Minister Kung Ming-hsin, National Science and Technology Council (NSTC) Chair Wu Cheng-wen, and Digital Affairs Minister Lin Yi-jing will present policy outlines, including a potential semiconductor program aimed at providing "China-alternative" chips by 2026
Monday 8 September 2025
Whirlpool renews attack on Samsung, LG under Trump 2.0
US home appliance giant Whirlpool has claimed that the US subsidiary of Samsung Electronics and North American subsidiary of LG Electronics have adjusted their so-called "transfer pricing" to reduce their tariff burden. The company has reported the matter to the White House