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Tuesday 16 December 2025
Luxshare steps up diversification drive as Apple reliance shows signs of easing
Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment remains the company's largest revenue contributor. Financial data show consumer electronics accounted for 79% of Luxshare's revenue in the first half of 2025, down from a peak of 88% in 2020 and 85% in 2023, signaling a gradual but deliberate rebalancing
LATEST STORIES
Tuesday 16 December 2025
AgiBot and Unitree showcase humanoid robots in first joint performance
From December 12 to 14, the 2025 Global Developers Pioneer Summit (GDPS) and international embodied AI skills competition took place in Shanghai, spotlighting China's rising humanoid robot scene. The GDPS 2025 opening ceremony on December 13 featured a landmark collaboration between AgiBot and Unitree, marking their first joint stage performance
Tuesday 16 December 2025
Xiaomi EV delivery center collision raises safety concerns
Chinese tech giant Xiaomi has aggressively expanded into the electric vehicle (EV) market in recent years, with its EV business showing strong performance and cumulative deliveries surpassing 500,000 units. The company also achieved the annual sales target set by founder Lei Jun ahead of schedule. However, alongside rapid sales growth, Xiaomi has recently faced a series of safety-related incidents, bringing renewed scrutiny to its vehicle safety and management processes
Tuesday 16 December 2025
Shanghai AI conferences signal pivot from model hype to embodied intelligence reality
In 2025, Shanghai hosted two AI conferences that spotlighted its tech advantages and featured the Global Developer Pioneers Summit (GDPS) 2025 competition, which emphasized practical AI solutions for industry and rescue operations
Tuesday 16 December 2025
Kentec launches 2.5MW liquid-cooling CDU, teams up with Infinitix to expand Taiwan-Japan AI data center alliance
As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase where energy efficiency and thermal management have become decisive factors
Tuesday 16 December 2025
Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200 chip exports to China. Baidu cautioned that the plan is subject to regulatory approval and not guaranteed, tempering initial market enthusiasm
Tuesday 16 December 2025
Samsung nears deal to supply over 30% of Nvidia's HBM4 memory in 2026
Samsung Electronics is close to finalizing negotiations with Nvidia to supply more than 30% of its sixth-generation high-bandwidth memory (HBM4) for 2026, aiming to regain market share after setbacks with HBM3E
Tuesday 16 December 2025
OLED demand surges, lifting South Korea's display makers to record outlook
The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are emerging as the biggest beneficiaries of renewed demand for high-end smartphones. Analysts say shipments and revenue are set to accelerate, with the fourth quarter of 2025 likely to mark a record-breaking period for the industry
Tuesday 16 December 2025
Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders
Samsung Electronics has reportedly stabilized the performance of its 12-layer high-bandwidth memory, a development that could allow the company to expand shipments to Google's artificial intelligence accelerators as competition intensifies in the market for advanced memory used in AI chips, according to South Korean media
Tuesday 16 December 2025
China's chip resilience: Naura M&A, ACM's HBM push defy US export controls
Escalating US-China tech rivalry and the politicization of the supply chain are accelerating a structural transformation in the global semiconductor equipment sector. While the US and its allies use stringent export controls to reshape the advanced node industry order, China's semiconductor industry is aggressively pursuing self-sufficiency across equipment, materials, and processes to mitigate reliance on foreign suppliers
Tuesday 16 December 2025
Apple braces for DRAM cost surge as Korean suppliers reprice contracts
Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component costs could spill over into its next generation of devices
Tuesday 16 December 2025
Taiwan, South Korea strengthen startup ties at COMEUP 2025
Taiwanese startup accelerator AppWorks and South Korea's SparkLabs participated in COMEUP 2025, a prominent startup event in Seoul, underscoring growing collaboration between the two Asian technology hubs. Both economies aim to help startups overcome geographic barriers and jointly expand their presence in global markets as artificial intelligence gains momentum worldwide
Tuesday 16 December 2025
SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond short AI clips toward longer, more coherent video content

Tuesday 16 December 2025
South Korea lures global chip capital at COMEUP 2025 as Middle East investors step in

South Korea is emerging as a focal point for global semiconductor investment as domestic AI chip startups attract growing interest from Middle Eastern sovereign funds, underscoring a shift in where capital and talent are converging in the next phase of the chip industry

Tuesday 16 December 2025
China's EV lead faces battery recycling crisis and geopolitical squeeze
The global automotive electronics and electrification (E/E) landscape has shifted from a simple race for technological supremacy to a high-stakes geopolitical arena spanning Europe, the United States, and China. At the heart of this competition lies the lithium battery—both the most valuable and most sensitive component of the modern EV industry
Monday 15 December 2025
South Korea's nuclear fusion ambitions face regulatory roadblock
As South Korea accelerates its push to advance nuclear fusion research and move toward commercialization, experts are warning that the country's existing regulatory framework—largely designed for nuclear fission—could slow progress and undermine competitiveness