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Monday 21 July 2025
Synopsys closes US$35B Ansys deal to create unified chip-to-system design powerhouse
Synopsys has finalized its US$35 billion acquisition of Ansys, uniting two global leaders in electronic design automation (EDA) and multiphysics simulation. The deal closed shortly after China's State Administration for Market Regulation (SAMR) conditionally approved the merger on July 14, removing the last major regulatory obstacle
Sunday 20 July 2025
China's grip on cathode tech exposes fragility in U.S. and EU battery ambitions
China's Ministry of Commerce recently announced new export restrictions on "battery cathode material preparation technologies," along with five lithium refining technologies and overseas lithium battery technology transfers. This move effectively tightens China's control over the lithium battery supply chains in Europe and the US
Sunday 20 July 2025
Tesla ignites three-row EV showdown in China

Tesla is reinforcing its presence in China's electric SUV segment with the upcoming Model Y L, a long-wheelbase, six-seat version positioned between the Model Y and Model X. Disclosed in filings published by China's Ministry of Industry and Information Technology (MIIT) on July 16, the Model Y L enters a rapidly growing market for large, three-row electric SUVs amid intensifying competition

Sunday 20 July 2025
Can Samsung innovate its way out of its own system?
Samsung Electronics, once the crown jewel of South Korea's industrial might, is facing a growing crisis in its semiconductor division. A sharp downturn in high-bandwidth memory sales during the second quarter of 2025, combined with widening losses in its chip foundry operations, has raised serious questions about whether the company is losing its footing in the race to power artificial intelligence
Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare earth elements out of the country. In a WeChat post, the ministry said the materials were shipped overseas in "small batches across multiple shipments," with smugglers frequently altering delivery routes to evade detection

Saturday 19 July 2025
SK Hynix retreats from China, pivots to homegrown DRAM growth
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company is expanding its M16 fab in Icheon and preparing its upcoming M15X fab in Cheongju to meet accelerating demand for high-bandwidth memory (HBM) DRAM used in AI and high-performance computing workloads
Friday 18 July 2025
Rapidus showcases 2nm chip prototypes, eying 2027 mass production
Rapidus, Japan's leading semiconductor company, unveiled its first set of 2nm prototype chips on July 18 during a press event held in Chitose City, Hokkaido. The unveiling took place at a hotel near the company's pilot production site and drew a crowd of about 200 suppliers and prospective clients
Friday 18 July 2025
SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown
Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually come to an end
Friday 18 July 2025
China's chip surge pushes Japan's JS Foundry into bankruptcy after Taiwan deal stalls
JS Foundry, a Japanese contract chipmaker specializing in power semiconductors, has filed for bankruptcy with the Tokyo District Court after failing to withstand mounting pressure from a wave of Chinese capacity expansions. The company's inability to secure a strategic partnership with a Taiwanese firm and a collapse in fab utilization forced its exit, marking a sobering end to what had once been a symbol of Japan's semiconductor revitalization push
Friday 18 July 2025
US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic compromise shaped by both geopolitical calculations and commercial realities

Friday 18 July 2025
China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible
On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment of targets set for the 14th Five-Year Plan period. He announced that on July 17, he met with Nvidia CEO Jensen Huang in Beijing, signaling China's continued engagement with American high-tech companies
Friday 18 July 2025
H20 comeback sparks rush for HBM with Samsung set to benefit
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly led to a surge in demand, with Chinese customers placing substantial orders. The H20 is available in two versions: initially featuring Samsung Electronics' HBM3, before switching to SK Hynix's 8-layer HBM3E
Friday 18 July 2025
Malaysia’s chip hub grows but local players struggle to take control
Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas Electronics Corp., and Infineon followed, creating what became the region's most established chip ecosystem
Friday 18 July 2025
CviLux aims to consolidate China production capacity with new plant
Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production capacity in China. This comes amid the larger trend for manufacturers to relocate production outside of China due to ongoing tensions between China and the United States
Friday 18 July 2025
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the company's newly ramped-up production facility in Batam. He noted that the cut offers Taiwanese companies with operations in Southeast Asia a stronger foothold in global tech competition
SpecialReports
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES