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Tuesday 26 August 2025
China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for the downgraded processors
Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive, AI wearables, and humanoid robotics
Tuesday 26 August 2025
Nikon to close Yokohama manufacturing plant in 2025, signaling strategic shift
Nikon Corporation has announced the closure of its Yokohama Manufacturing Plant on September 30, 2025. The company's personnel and operations from the site will be relocated to other facilities, with minimal impact expected on Nikon's 2025 financial results
Tuesday 26 August 2025
Doosan Electro-Materials to triple spending on CCL equipment to counter Taiwan competition
South Korea's Doosan Corporation Electro-Materials is significantly increasing its investment in copper-clad laminate (CCL) equipment amid growing competition from Taiwanese suppliers. According to a report by South Korean outlet ZDNet Korea citing industry sources, the company's capital expenditure for 2025 is expected to more than triple from 2024, reaching approximately KRW86.4 billion (US$62 million)
Tuesday 26 August 2025
Samsung-Nvidia CEO embrace hints at HBM4 deal amid Seoul's U$150B US pledge
At the KORUS Business Roundtable held after the South Korea-US summit, key political and business figures from both countries gathered to lay the groundwork for a technology alliance, aimed at deepening their long-term military alliance and trade relations
Tuesday 26 August 2025
Samsung's DX chief TM Roh unveils AI-centric 2030 strategy at first town hall
Samsung Electronics' Device eXperience (DX) Division acting chief Roh Tae-moon unveiled a new AI-focused "2030 Strategy," pledging to reshape the unit into a fully AI-driven company. He outlined the plan at DX Connect 2025, his first division-wide town hall since taking charge in April 2024
Tuesday 26 August 2025
China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q
Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy. The Apple supplier booked revenue of CNY124.5 billion (US$17.41 billion), up 20.2% year-over-year, while net profit climbed 23.1% to CNY6.64 billion. Gross margin rose to 11.6%, up 0.4 percentage points, reflecting a stronger product mix and tighter cost discipline
Tuesday 26 August 2025
Taiwan govt warns industry ties to Chinese supply chain risk US scrutiny
Under strict US containment policies, many Taiwanese companies engaged in business with the US opt to remain silent about their relationships and procurement activities with Chinese firms to avoid drawing attention from the US government. Premier Jung-Tai Cho of the Executive Yuan noted that the US places significant importance on economic security. He stated that any claims suggesting Taiwan is "closely integrated" with the Chinese supply chain could be harmful to Taiwan's external negotiations
Tuesday 26 August 2025
Apple supplier Goertek pivots for AI+AR era with strategic optics push
Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing opportunities in next-generation AI-enabled devices
Tuesday 26 August 2025
Samsung Display expected to remain key supplier for rumored foldable iPhone
Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel development and mass production experience, the project is advancing through prototyping, with a market launch expected as early as the second half of 2026
Tuesday 26 August 2025
South Korea pledges US$150 billion in US investments amid summit talks with Trump
South Korean companies plan to invest approximately US$150 billion in the US, the chair of the Federation of Korean Industries (FKI) announced Monday, during a business roundtable held on the sidelines of the first US-South Korea summit between Presidents Lee Jae-myung and Donald Trump in Washington, according to Yonhap News, The Korea Economic Daily, and NHK Global
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for Chinese firms cut off from high-end GPUs, is now widely described as "suddenly dead" in the local market. The chip that internet giants once scrambled to hoard is now gathering dust, sidelined by regulatory scrutiny and security fears

Tuesday 26 August 2025
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC in market value for the first time, while DeepSeek's large language model has triggered another spike in processing demand, putting fresh focus on domestic chip design service providers
Monday 25 August 2025
Apple sues former employee, accuses him of passing Apple Watch secrets to Oppo

Apple has reportedly filed a lawsuit against Chinese smartphone maker Oppo and a former employee, accusing the engineer of stealing sensitive information about Apple Watch technology and passing it to his new employer

Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia CEO Jensen Huang stated that once purchase orders from China are received, Nvidia will have a large inventory of H20 chips ready for shipment