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Sunday 23 November 2025
Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI
Saturday 22 November 2025
Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026
Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around the idea of "From Japan for Japan.
Saturday 22 November 2025
South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance
As control of the low-Earth-orbit satellite market consolidates among a small number of global operators, KT Group's satellite arm, KT Sat, has issued a warning that South Korea must develop an autonomous "sovereign network" and secure influence in future standard-setting
Friday 21 November 2025
Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese parent company, Wingtech Technology. While the move has softened diplomatic friction between the Netherlands and China, the supply-chain turmoil triggered by the dispute continues to ripple outward, forcing European and Japanese automakers to cut production

Friday 21 November 2025
Foxconn unveils Model A EV platform tailored for Japan's mobility market
On the opening day of Hon Hai Tech Day, Foxconn introduced a new reference EV, the Model A—its most concentrated focused push yet to tailor electric vehicles for specific industries and use cases. Jun Seki, chief strategy officer for the company's electric-vehicle business, unveiled three distinct versions of the Model A on the main stage, each designed for different commercial and consumer needs. The vehicles combine advanced AI features with a modular component architecture aimed at driving down costs and broadening application scenarios
Friday 21 November 2025
White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks
The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act (NDAA), sources told Bloomberg and Axios. The move could benefit chipmakers Nvidia Corporation and Advanced Micro Devices (AMD) by preventing export restrictions to China
Friday 21 November 2025
TSMC in sight: Samsung seen hitting 21,000 wafers by 2026
Samsung Electronics is reportedly planning to raise the monthly output of its next-generation 2nm foundry process to as many as 21,000 wafers by the end of 2026, according to new industry projections. The increase would represent a 163% jump from 2024 and could significantly narrow the company's long-standing performance and capacity gap with TSMC
Friday 21 November 2025
SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure
SoftBank Group plans to invest up to US$3 billion to turn a former electric-vehicle plant in Lordstown, Ohio, into a manufacturing hub for OpenAI's modular AI data-center hardware. The Information reports the site is expected to enter production in the first quarter of 2026, as part of a wider White House–backed investment framework announced in January 2025 that includes SoftBank's US$18 billion commitment
Friday 21 November 2025
Mitsubishi Fuso charts new course with safety and zero-emission buses
Mitsubishi Fuso Truck and Bus Corporation (MFTBC) is drawing on its nine decades of experience as it seeks new opportunities in the global bus market. According to Katsuto Kora, director and head of Fuso Bus, the Fuso brand is "deeply rooted in Japan but unmistakably international," reflecting both its longevity and global reach
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese system makers and suppliers are replacing imported components with locally designed chips, propelling the IC design industry into one of its strongest growth phases in decades
Friday 21 November 2025
Huawei lifts Shenzhen to China's No. 2 chip design hub

China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025, keeping it firmly in second place behind Shanghai. Its growth has outstripped other major tech centres in recent years, positioning the city as one of the fastest-rising semiconductor design hubs in the country

Friday 21 November 2025
South Korean tech giants rush into glass substrates despite mounting fears of overinvestment
South Korea's largest conglomerates are pouring resources into glass substrates, a next-generation semiconductor packaging material that promises better thermal stability and power efficiency. Samsung, SK, and LG have each launched aggressive commercialization plans, but industry experts warn that technical hurdles and uncertain customer demand may signal early signs of overinvestment
Friday 21 November 2025
Toyota and Volkswagen quietly wage an invisible robot war

Global attention is currently fixated on the humanoid robots unveiled by upstart automakers: Tesla's Optimus and BMW-backed Figure 02. Behind the scenes, two of the industry's most powerful incumbents, Toyota and Volkswagen, are charting a markedly different course. Rather than staging high-profile demonstrations, the giants are pursuing what amounts to a quiet, deeply rooted "invisible front" in robotics

Friday 21 November 2025
'Qianwen': Alibaba's answer to ChatGPT
Alibaba Group Holding Ltd. has formally entered the global consumer-facing AI market, announcing the public beta launch of the Qianwen App, a personal AI assistant built on the company's powerful Qwen large language model (LLM)