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Thursday 14 August 2025
South Korea-Vietnam summit sees Hyundai, SK, and LG boost investment momentum
South Korean President Yoon Suk Yeol and Vietnamese Communist Party General Secretary To Lam recently met in Seoul to strengthen economic ties, aiming to boost trade and investment cooperation between their countries. The summit focused on expanding South Korean investments in Vietnam's advanced technology sectors, according to Maeil Business and Newsis
Thursday 14 August 2025
Japan, US to launch talks on US$550B investment projects following tariff deal
Japan and the US are moving to set up a joint forum to advance US$550 billion (around JPY80 trillion) worth of Japanese investment and loan projects in the US, following their July 2025 tariff negotiations. Reuters, citing Japanese government sources, reported that the framework will involve both governments, the Japan Bank for International Cooperation (JBIC), and Nippon Export and Investment Insurance (NEXI). Discussions are expected to begin around the time the US implements its agreed tariff reductions
Thursday 14 August 2025
China's leading SiC epitaxy plants see quarterly order surge, signaling market bottom
China's SiC industry faces oversupply as 6-inch substrate prices plunge, prompting a strategic pivot to 8-inch wafer
Thursday 14 August 2025
US chip-gear maker sued in China over alleged trade secret theft
Top US chip-equipment supplier Applied Materials Inc. was sued by a rival in China over what that company characterized as trade secret theft, a further escalation in the technology war between the world's two largest economies
Thursday 14 August 2025
India, China signal diplomatic thaw as US tariff pressure mounts
India and China are edging toward a diplomatic thaw, just weeks after US President Donald Trump doubled tariffs on Indian goods to 50%. New Delhi and Beijing are rolling out trade, travel, and investment gestures that hint at a strategic recalibration amid mounting American trade pressure
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early 2026, according to new market forecasts
Thursday 14 August 2025
China's solar pricing limits trigger global market chaos
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves through the global supply chain and caused a significant rebound in prices
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period in 2024. The company noted growth in Taiwan and the China-Hong Kong region, despite challenges from escalating US-China tensions
Wednesday 13 August 2025
China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate
China's growing mistrust of Nvidia's H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders amid security concerns. The move comes despite US President Donald Trump's formal approval of the chip's export, underscoring the deep political undercurrents shaping tech supply chains
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to China, which contain the South Korean companies' high-bandwidth memory (HBM) components
Wednesday 13 August 2025
Xiaomi shakes up Africa leadership in high-stakes clash with 'king of phones' Transsion
Xiaomi has overhauled its Africa leadership team as part of an aggressive regional push. Liu Shequan has been named general manager of the Africa regional department and head of the West Africa division, reporting directly to Lin En, general manager of the international sales department
Wednesday 13 August 2025
China's chip equipment spending surges in 1H25, defying global downturn
China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new report. Semiconductor equipment spending, however, jumped more than 53%, highlighting Beijing's push for chip self-sufficiency in the face of escalating geopolitical pressures and export controls
Wednesday 13 August 2025
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers beginning mass production of HBM3 chips using a homegrown 16nm G4 process. Industry sources say sample shipments to Huawei are already in progress, and the product is undergoing final verification

Wednesday 13 August 2025
Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins in the first half of the year are expected to moderate customer purchasing behavior moving forward, raising concerns over overall demand in consumer electronics markets
Wednesday 13 August 2025
Huawei unveils AI software to boost inference and curb China’s reliance on foreign memory chips

Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company says the tool could lower costs and reduce China's dependence on costly high-bandwidth memory (HBM) chips

TPCA
Summary of Tech Supply Chain News!
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES