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Friday 5 December 2025
Strong EV sales don't guarantee profits for Xiaomi's supply chain

Xiaomi's electric vehicle has dominated headlines since its debut, and its sales have been impressive by any measure. But that excitement has not been evenly felt across the supply chain. While some upstream suppliers are benefiting, downstream manufacturers say they are not seeing the same lift

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Saturday 6 December 2025
Alibaba Cloud accelerates on AI; Huawei Cloud enters a pivotal leadership transition
Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications
Saturday 6 December 2025
Huawei patent reveals DUV method to replicate 2nm-class chipmaking without EUV
A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML's top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei
Saturday 6 December 2025
China's expanding AI talent pool key to global tech rivalry with US
The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development
Saturday 6 December 2025
CarUX finalizes Pioneer acquisition, eyes growth in smart mobility
CarUX, a subsidiary of Innolux, completed its acquisition of Japan's Pioneer and formalized the deal at a joint press conference in Tokyo on December 4, 2025. The companies stated that the integration will accelerate the development of next-generation smart mobility systems and enhance their ability to supply in-vehicle technologies to global automakers
Friday 5 December 2025
Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The company issued 70 million shares at CNY114.28 each, equal to 14.89% of total equity, and expects net proceeds of CNY7.576 billion (approx. US$1.07 billion) to accelerate AI chip development
Friday 5 December 2025
Hanwha Systems develops aerospace-grade transceiver chips for South Korea's military LEO independence
South Korean company Hanwha Systems announced the launch of a project to develop aerospace-grade transceiver chips, representing the first time South Korea has independently developed semiconductors for the aerospace sector—a significant step towards autonomous defense space technology
Friday 5 December 2025
Murata unveils smart wearable module at Healthcare+ Expo Taiwan
Murata Manufacturing introduced its latest smart wearable module at the Healthcare+ Expo Taiwan. The company showcased several next-generation medical solutions, including Picoleaf piezoelectric film sensors, wearable platforms, and ultrasonic micro air pumps, as it seeks to expand from component-level offerings to full system applications
Friday 5 December 2025
China's EV boom confronts safety and governance reckoning
As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled by rapid advances in electronic and electrical (E/E) architecture and automotive AI
Friday 5 December 2025
China and Europe power EV market as global growth cools
The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum on December 3, 2025, senior analyst Jessie Lin outlined how China and Europe continue to drive the industry forward even as growth rates decelerate and the US market stalls amid shifting federal policy
Friday 5 December 2025
BOE reportedly secures Apple's budget iPhone display order
China's BOE Technology has reportedly secured the largest share of display orders for Apple Inc.'s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display and LG Display maintain near-total dominance over the flagship iPhone 17 series, according to South Korean industry media
Thursday 4 December 2025
Nexperia dispute escalates: Dutch minister cancels China visit, Beijing spotlights ex-Wingtech chair
China's Wingtech Technology and its subsidiary Nexperia are facing renewed turbulence in their control dispute with the Netherlands. Dutch Economic Affairs Minister Vincent Karremans abruptly cancelled a planned China visit, a decision seen as highly sensitive given the timing
Thursday 4 December 2025
Samsung teases Exynos 2600 as Galaxy S26 faces backlash from chip split
Samsung, on December 3, confirmed its next-generation Exynos 2600 mobile processor in an official teaser video, signaling a renewed commitment to in-house silicon for the upcoming Galaxy S26 smartphone lineup despite lingering consumer frustration over performance disparities in international markets
Thursday 4 December 2025
Samsung previews Exynos 2600, claims to match Apple and Qualcomm chips
In an unusual move, Samsung Electronics has released a teaser video for its next-generation mobile application processor, the Exynos 2600, before the chip officially hits the market. The announcement signals Samsung's growing confidence in its chipmaking capabilities, with leaked benchmark data suggesting that the Exynos 2600 could rival the latest processors from Qualcomm and Apple
Thursday 4 December 2025
Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported

Thursday 4 December 2025
Tech Forum 2026: Tesla and BYD pivot to intelligent driving as EV sales slow
Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge