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Thursday 28 August 2025
Samsung is reportedly considering a stake in Intel to boost chip packaging and challenge TSMC

Samsung Electronics is reportedly considering a strategic investment in Intel to strengthen its foundry business, according to South Korean media outlets Businesspost and Newstomato, which cited industry sources. The move would target their common rival TSMC, the world's leader in advanced chip manufacturing

Thursday 28 August 2025
Samsung’s hush on HBM4 fuels doubts over Nvidia supply readiness
South Korean media report that Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) has cleared Nvidia's preliminary tests and could enter pre-production (PP) by late August 2025. Samsung, however, struck a cautious note, saying it "cannot confirm customer-related matters." While HBM4 is seen as promising, many investors remain unconvinced, viewing Samsung's progress as something that still "needs watching.
Thursday 28 August 2025
South Korea weighs Westinghouse deal as nuclear export chances grow
The global surge in energy demand has brought a turnaround to South Korea's once-stagnant nuclear power industry. However, at the beginning of 2025, Korea Hydro & Nuclear Power (KHNP) and Korea Electric Power Corporation (KEPCO) faced scrutiny for signing an unequal agreement with US-based Westinghouse Electric Corporation (WEC) while competing for the Czech Republic's nuclear power plant project. The medium- to long-term implications of the agreement have raised significant concerns
Thursday 28 August 2025
South Korea races to close gap in hybrid bonding as global rivals move ahead
South Korean experts are raising alarms that domestic semiconductor equipment manufacturers may be falling behind in developing hybrid bonding technology—critical for advancing next-generation HBM chips. Hybrid bonding allows chip-to-chip connections without bumps, enabling thinner stacks, improved thermal management, and higher performance, crucial for AI and high-performance computing. While foreign competitors, including Dutch firm Besi and US-based Applied Materials, have completed technical development, South Korean companies face the main hurdle of high costs—estimated to be three times that of current thermal compression bonding equipment
Thursday 28 August 2025
China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the Gui'an New Area, has set a steeper 90% target, while Beijing has gone further still, vowing to reach full self-sufficiency by 2027 as it fast-tracks a supply chain insulated from US technology
Wednesday 27 August 2025
Rebellions unveils chiplet AI accelerator to challenge Nvidia in hyperscale market
Korea-based Rebellions unveiled its next-generation AI accelerator, REBEL-Quad, at the Hot Chips 2025 symposium in California, positioning itself as a direct rival to Nvidia's Blackwell processors. The chip is the world's first neural processing unit (NPU) to adopt the UCIe-Advanced standard for chiplet interconnect, a design that enables faster and more power-efficient data transfer
Wednesday 27 August 2025
Nvidia's Huang meets Samsung, SK leaders at US summit as HBM battle escalates
The South Korea-US summit offered a rare gathering of tech heavyweights, as Nvidia CEO Jensen Huang met with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won. The encounter underscored the rising importance of high-bandwidth memory (HBM) and cross-border semiconductor investment in the intensifying global AI race
Wednesday 27 August 2025
DeepSeek’s FP8 model signals China’s push to cut reliance on US AI chips

DeepSeek shook up China's AI race on August 21 with the release of its V3.1 model, built on UE8M0 FP8 Scale precision and designed for upcoming Chinese processors

Wednesday 27 August 2025
Huawei slashes Mate series prices, prepares tri-fold launch ahead of Apple event
Apple will unveil its latest iPhone lineup on September 9 in California, but Huawei is looking to pre-empt the buzz. The Chinese tech giant confirmed it will hold its "Mate XT Ultimate Master and Full-Scenario Launch Event" on September 4, where it is expected to introduce a tri-fold smartphone. The timing, just five days before Apple's event, is seen as a direct challenge, highlighting Huawei's push to regain ground in the premium smartphone market
Wednesday 27 August 2025
Suzuki to launch first made-in-India EV; Prime Minister Modi calls it 'historic beginning'
Suzuki Motor Corp. will produce its first electric vehicle in India, underscoring the Japanese automaker's bet on the South Asian nation as a hub for green mobility and exports. The announcement came alongside the inauguration of the company's new EV initiative at its Hansalpur plant in Gujarat, where Suzuki Chief Executive Toshihiro Suzuki confirmed more than INR700 billion (approx. US$7.98 billion) of investments over the next five to six years, according to Reuters, Bloomberg, and India's Press Information Bureau
Wednesday 27 August 2025
Japanese chip equipment makers missing out on Nvidia AI boom, says Marumae CEO

Japanese makers of semiconductor equipment parts that cater to niche markets are struggling to cash in on the AI boom, even as it drives record profits for chipmakers and tool giants. Their struggles highlight the uneven ripple effects of AI across the global supply chain, according to reports from the South China Morning Post and Bloomberg

Wednesday 27 August 2025
Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming to solidify its leadership in OLED displays while countering growing competition from China

Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time had a sharper decline as margin pressure weighed on earnings despite steady sales, according to filings with Cninfo and coverage by Sina

Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are all investing heavily in infrastructure, but their approaches to balancing model training and inference are beginning to diverge, reshaping the competitive landscape
Wednesday 27 August 2025
China reportedly turning to second-hand Nvidia A100, H100 GPUs after H20 ban
China's AI hardware market is facing an unexpected shake-up after authorities banned Nvidia's H20 accelerator, prompting a surge of second-hand AI training systems from overseas. Industry sources report that large volumes of retired high-end gear, particularly Nvidia A100 and H100 GPUs, are being stripped down and repurposed for inference, altering supply-demand balances and adding volatility to global supply chains