Yangtze Memory Technologies (YMTC) officially registered its Phase III unit, Changcun Phase III (Wuhan) Integrated Circuit, on September 5. The company has not disclosed details on investment, technology roadmap, or capacity, but the move indicates YMTC is preparing for fresh expansion. Market speculation continues over whether the initiative signals a push into the DRAM segment
The 26th China International Optoelectronic Expo (CIOE) and the Shenzhen International Semiconductor & IC Exhibition (SEMI-e 2025) are being held at the Shenzhen International Convention and Exhibition Center
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation memory chips. The move not only underscores Beijing's backing of a national champion but also raises the stakes in the intensifying global memory race
Apple unveiled its latest iPhone 17 series on September 9, 2025, introducing four new models, including the highly anticipated iPhone Air. The iPhone Air, noted for its thinnest design ever and support for standalone e-SIM functionality, has ignited discussions within China's smartphone industry about the future of e-SIM technology
China's top silicon wafer maker, National Silicon Industry Group (NSIG), has unveiled a major restructuring, taking full control of three loss-making 12-inch wafer subsidiaries. The buyout, valued at CNY7.04 billion (approx. US$967 million), will be paired with a new fundraising plan capped at CNY2.105 billion
NXP Semiconductors has appointed Sandy Hu, a 25-year semiconductor veteran and former TI China president, as senior vice president of sales and marketing for Greater China. She will report to Robert Li, NXP's executive vice president and head of China operations
China's artificial intelligence industry has surged past 5,000 companies with national computing capacity reaching 788 EFLOPS, according to figures from the World Smart Industry Expo 2025 in Chongqing. The data, cited by Xinhua News Agency, underscores Beijing's push for global AI leadership while highlighting growing supply-demand imbalances
China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market
South Korean internet giant Kakao has announced a partnership with OpenAI to embed the ChatGPT chatbot into its messaging app, KakaoTalk. The integration aims to provide seamless AI-powered chat services to nearly 50 million South Korean users, enhancing user engagement within the app, according to Seoul Economy Daily and Edaily
Dell has reportedly launched a new wave of layoffs in China, affecting departments including the EMC storage division and the Client Solution Group (CSG), primarily concentrated in Shanghai and Xiamen. The scale of the layoffs remains unknown
Simon Yang, the former YMTC CEO and later deputy chairman, has joined Rong Semiconductor (Ningbo) Co. (RongSemi) as head of its technical expert committee. The announcement came alongside RongSemi's September 8, 2025, statement denying reports that construction of its 12-inch fab in Ningbo had been suspended. The company said Yang has been guiding technical work in the role since July 2024
Nvidia has reportedly placed an order with Samsung Electronics for GDDR7 graphics memory, with the supply volume doubling compared to previous orders. Samsung's GDDR7 was previously used in the China-market-specific AI accelerator B40, drawing significant attention to the ongoing collaboration between Samsung and Nvidia
India-based IC design firm L&T Semiconductor Technologies (LTSCT) announced on Friday that it has acquired the power module design assets of Japan's Fujitsu General Electronics (FGEL), marking a significant step in its push to expand capabilities in power electronics
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
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
