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Wednesday 18 June 2025
China's 15th Five-Year Plan (3): Beijing's 'asymmetric' and beyond-Moore strategy for semiconductor self-rule
As Moore's Law nears its physical limits, global semiconductor research and development are entering uncharted territory. For China, this transition presents a dual imperative: reduce dependence on foreign technology and chart a self-sustaining, forward-leaning innovation roadmap
Wednesday 18 June 2025
Nvidia to unveil new China-bound downgraded AI chips after H20 export ban
Nvidia CEO Jensen Huang said the company will no longer include China in its official forecasts, signaling a pivotal shift in how the US chip giant navigates the intensifying tech rift between Washington and Beijing. While US export restrictions continue to curb Nvidia's ability to sell its most advanced chips to China, Huang acknowledged that the Chinese market remains strategically important — and increasingly contested
Tuesday 17 June 2025
Taiwan's Huawei ban lands: Optical firms say supply chain already China-insulated
Taiwan's Ministry of Economic Affairs (MOEA) announced on June 15, 2025, that it had added 601 entities—including Chinese tech giants Huawei and SMIC—to its export control list, citing concerns over weapons proliferation and national security. The regulation requires Taiwanese firms to secure export licenses before supplying to any listed company. Optical component suppliers such as Largan Precision and Genius Electronic Optical (GSEO) downplayed the impact, saying their operations remain unaffected
Tuesday 17 June 2025
China delays Synopsys–Ansys deal amid heightened US tech export curbs
Despite recent consensus between Washington and Beijing on a trade framework agreement in London, escalating US export restrictions on artificial intelligence (AI) chip design tools have prompted Chinese antitrust regulators to delay approval of Synopsys's proposed US$35 billion acquisition of simulation software firm Ansys
Tuesday 17 June 2025
China completes commercialization of superconducting quantum control system for 1,000-qubit quantum computers
On June 16, 2025, China officially completed the commercialization and delivery of the ez-QREngine 2.0, its first superconducting quantum computing measurement and control system designed to operate at a scale of 1,000 qubits. This system, developed by QuantumCTek, has been deployed on quantum computing platforms in Hefei and other locations across the country. It supports measurement and control requirements for over 5,000 qubits, providing a critical technical foundation for China's ambitions to develop indigenous, error-correctable, large-scale quantum computers
Tuesday 17 June 2025
China's 15th Five-Year Plan (2): Breaking through bottlenecks to achieve equipment self-reliance and strength
Amid the global shift in technology dynamics, China's semiconductor industry stands at a critical strategic turning point. As the 15th Five-Year Plan approaches, semiconductor equipment—being the core of the upstream supply chain—is no longer just about catching up but is entrusted with the mission of achieving stronger technological breakthroughs and securing self-reliance
Tuesday 17 June 2025
Taiwan imposes new export controls on products sold to Huawei, SMIC, and other Chinese firms

the International Trade Administration (ITA), under Taiwan's Ministry of Economic Affairs, has announced a new export control measure under Article 13 of the Trade Act, effective immediately. Under the new rules, Taiwanese companies must now obtain an export license from the Bureau of Foreign Trade for products sold to Chinese companies such as Huawei and SMIC. This regulation comes as a surprise, as there was no prior notice, and customs officials will now be inspecting exports at Taiwan's borders. Goods without the necessary permits will not be allowed to pass through

Tuesday 17 June 2025
Huawei ensnared in Taiwan's export curbs, local suppliers see no immediate impact
Taiwan's Ministry of Economic Affairs has added Huawei and SMIC to its newly updated export control list, requiring domestic firms to secure a license from the Bureau of Foreign Trade before shipping goods to either company. However, Taiwanese suppliers of Huawei smartphone components say the rule has little immediate impact, as most shipments are currently fulfilled from manufacturing sites located in mainland China
Tuesday 17 June 2025
LG Display sues Tianma, escalating the latest round of China-South Korea display patent battle
South Korean display technology firms have intensified patent litigation against Chinese competitors, reflecting growing tensions in the sector. Following Samsung Display's ongoing patent infringement lawsuits against Chinese companies BOE Technology Group and TCL China Star Optoelectronics Technology (TCL CSOT), LG Display has also initiated legal action targeting Chinese panel manufacturer Tianma in the US
Tuesday 17 June 2025
China's AMEC eyes global lead with plan to double semiconductor equipment reach
Advanced Micro-Fabrication Equipment Inc., China (AMEC) Chairman Gerald Yin announced that the company is entering a new strategic expansion phase. Over the next five to ten years, AMEC plans to double its share of the high-end semiconductor equipment market from 30% to over 60% to establish itself as a leading global platform supplier
Tuesday 17 June 2025
Insta360 lists on STAR Market, backed by Taiwan's Zhong Yang Technology
In a significant move for China's consumer electronics sector, Insta360, a leading provider of smart imaging devices, has officially listed on the Sci-Tech innovation board (STAR Market) of the Shanghai Stock Exchange. The company's success can largely be attributed to the strategic support of Zhong Yang, a Taiwan-based optical module manufacturer, which has played a pivotal behind-the-scenes role in the company's rise
Tuesday 17 June 2025
Nissan to reduce stake in Renault for vehicle development and restructuring
Nissan Motor Co. is set to reduce its stake in French automaker Renault, a move that could generate approximately JPY100 billion (US$692.29 million) if the company sells 5% of its Renault shares, according to Nissan President Ivan Espinosa. The funds raised will be reinvested in new vehicle development and other proactive projects aimed at addressing recent challenges, including increased tariffs from the US and declining sales, reported Nikkei and Sankei
Tuesday 17 June 2025
Unitree ups capital as China's robot pioneer readies next wave of intelligent machines
Unitree Robotics Limited, a Chinese startup specializing in high-performance humanoid and quadruped robots, has raised its registered capital from CNY2.594 million to CNY2.889 million (US$361,000 to US$402,100), marking an 11% increase. The capital boost, registered on June 16, 2025, strengthens the company's financial foundation as it expands its footprint in humanoid robotics, international markets, and research and development collaborations
Tuesday 17 June 2025
SK Group-AWS to build major AI data center in South Korea
SK Group is set to partner with Amazon Web Services (AWS) to develop a large-scale artificial intelligence (AI) data center in South Korea, targeting the deployment of 60,000 graphics processing units (GPUs). This move follows similar investments by Samsung SDS, Naver, and Kakao, highlighting the increasing competition in South Korea's AI infrastructure sector
Tuesday 17 June 2025
China joins US in brain implant race with clinical trial
China's first clinical trial of a technology that allows signals from the brain to control an external device has proved successful, making it only the second country after the US to reach this stage, according to the Global Times
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES