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Wednesday 23 July 2025
Big moon plans, few rocket orders: South Korea's aerospace ambition faces reality check
South Korea has laid out an ambitious vision to become a major player in the new space economy, with a long-term goal of landing on the Moon using domestically developed rockets and building a permanent lunar economic base. But as Seoul sketches bold plans reaching into mid-century, the country's space industry is already confronting growing turbulence — from stalled rocket orders to a quiet exodus of specialized talent
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in yield rates, the company is reportedly identifying solutions to improve performance
Wednesday 23 July 2025
Quiet dominance on global sensor: Inside Goertek Microelectronics' second Hong Kong IPO bid
Goertek Microelectronics Inc., a spin-off from Shenzhen-listed Goertek Inc., has refiled its prospectus for a listing on the main board of the Hong Kong Stock Exchange. This marks its second attempt after a previous application lapsed earlier in 2025, as the company targets growth in the global smart sensing and system-in-package (SiP) market
Wednesday 23 July 2025
Chinese AI talent sparks global bidding war as US readies countermeasures
China's artificial intelligence sector is entering a new phase, shifting from model development to large-scale deployment, while a fierce battle for AI talent intensifies across the value chain. As of June 2025, Chinese authorities had approved and rolled out 433 large language models (LLMs), reflecting a surge in activity from algorithm design to sector-specific commercial adoption
Wednesday 23 July 2025
Chinese EVs surge globally but face mounting international roadblocks
China overtook Japan in 2023 to become the world's top automobile exporter — a symbolic milestone for its surging electric vehicle (EV) industry. From battery-electric (BEV) to plug-in hybrid vehicles (PHEV), Chinese automakers are winning attention for their unmatched price-to-performance ratio, drawing concern from legacy manufacturers in the US, Europe, Japan, and South Korea
Wednesday 23 July 2025
Chinese car brands gain ground in Europe through fleets, not consumers

Chinese automakers have emerged as a global force, commanding attention from policymakers and industry leaders worldwide. After initial resistance in the US and Russia, China has turned its focus to Europe, its first major testing ground for global expansion

Wednesday 23 July 2025
Nvidia's Jensen Huang holds private talks with founder of Chinese AI startup MiniMax during Beijing visit
Nvidia CEO Jensen Huang met privately with Yan Junjie, the founder of Chinese AI startup MiniMax, during his recent visit to Beijing, marking a rare and closely watched interaction between a top US tech executive and one of China's emerging players in artificial intelligence
Wednesday 23 July 2025
TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades
Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier inventory-driven orders spurred growth, the company now expects more typical seasonal patterns. TI emphasized its long-term US manufacturing investments as a strategic hedge amid shifting global supply chains
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth
Wednesday 23 July 2025
US, Japan announce trade deal setting tariffs at 15%; auto levy exemption remains unclear
President Donald Trump announced on Tuesday that the US and Japan have reached a trade agreement, setting reciprocal tariffs at 15% for Japanese exports to the US. This rate is notably lower than the 25% tariff President Trump had previously threatened to impose on Japan. The announcement aims to alleviate fears of escalating trade tensions between the two close allies
Wednesday 23 July 2025
Samsung bets on GAA and HBM4 to retake AI crown
The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung Electronics and TSMC, which are set to clash over next-generation 2nm process technologies. Equally critical is the unfolding battle over sixth-generation high bandwidth memory (HBM4), a segment poised to redefine performance benchmarks in AI computing
Wednesday 23 July 2025
Samsung, BOE resume LCD supply talks while legal battle ensues
Samsung Electronics executives met with BOE Technology leaders in July 2025 to discuss LCD panel procurement, even as the company remains locked in a legal dispute with Samsung Display. After filing a patent infringement suit in Texas in late May 2025, BOE followed up with a second claim against Samsung Display in the same court less than two months later
Tuesday 22 July 2025
Samsung's TV business in crisis mode as employees seek reassignment
Samsung Electronics' Visual Display (VD) division, responsible for Samsung's TV business, has been experiencing internal disorder since May 2025, a negative byproduct of its workplace and organizational restructuring
Tuesday 22 July 2025
Hygon's 4GHz C86 chip marks China's shift from policy-driven to performance-led PCs

China's IT localization strategy has entered a new phase with the launch of Hygon Information Technology's C86 processor, a 4.0GHz x86-compatible chip now powering a broad lineup of domestic desktops and mobile workstations. The rollout marks a shift in China's PC market — from policy-driven deployment to performance-focused competition

Tuesday 22 July 2025
As TSMC expands in Japan, NYCU and Kyushu University deepen partnership on semiconductor talent and innovation
As TSMC expands its presence in Japan, Taiwan and Japan are deepening academic collaboration to address the growing demand for semiconductor talent. National Yang Ming Chiao Tung University (NYCU) and Kyushu University recently signed a memorandum of understanding (MoU) in Fukuoka to jointly advance education, research, and innovation in the semiconductor sector