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Friday 26 September 2025
YMTC joins DRAM arena to ease China's AI memory crunch
China's growing demand for high-bandwidth memory (HBM) is reshaping its chip sector. Yangtze Memory Technologies Co. (YMTC), long centered on NAND flash, is planning to expand into DRAM to produce HBM for artificial intelligence chips, according to three sources cited by Reuters. The plan underscores Beijing's urgency to boost domestic chipmaking after the US expanded export controls in December 2024, restricting China's access to HBM
Friday 26 September 2025
TGS 2025: GenAI takes center stage in game development
The largest Tokyo Game Show in history, TGS 2025, opened on September 25, 2025, for a four-day run, drawing massive crowds eager to experience the latest in gaming technology. A standout highlight this year was the surge of AI-driven innovations—particularly generative AI—which wowed attendees with immersive game content and AI-powered hardware designed to enhance user experience while reducing energy consumption
Friday 26 September 2025
China to command 42% of global chipmaking capacity by 2028, SEMI says
The global semiconductor industry is entering an unprecedented growth phase driven by artificial intelligence, with market forecasts projecting the sector to exceed US$1 trillion by 2030
Friday 26 September 2025
Commentary: Huawei's EV blitz tests Xiaomi's viability
On September 24, Xiaomi founder Lei Jun confessed on Weibo that launching both cars and chips at once was like "supporting two children through college." The pressure, he said, was immense, with Xiaomi staking the financial reserves it had accumulated over its first decade
Friday 26 September 2025
Micron rises to second in global HBM market as Samsung slips
Micron Technology has, for the first time, overtaken Samsung Electronics in the high-bandwidth memory (HBM) market, securing second place in global shipments during the second quarter of 2025. According to data from Counterpoint Research, Micron captured a 21% share of HBM shipments, edging out Samsung's 17%, while SK Hynix remained the undisputed leader with 62%
Friday 26 September 2025
China's new state-backed fusion energy company debuts with reactor design
China is ramping up its nuclear fusion drive with the launch of a new state-backed firm. China Fusion Energy Co., a wholly owned subsidiary of China National Nuclear Corporation (CNNC), was founded in Shanghai in July 2025 and made its public debut on September 24, 2025, at the 25th China International Industry Fair (CIIF), emerging as the nation's newest "national team" player in the fusion race
Friday 26 September 2025
China's CPU makers deliver strong half-year results, Loongson 3C6000 on track for 2026
China's CPU industry is gaining real traction, with listed players posting strong first-half 2025 earnings, resilient margins, and rising R&D outlays. Driven by state backing and market pull, domestic chipmakers are shifting from "merely usable" to "genuinely competitive." Loongson, meanwhile, is laying the groundwork for mass shipments of its 3C6000 processors, according to disclosures from Ijiwei and Sina
Friday 26 September 2025
Europe looks to Japan as it seeks a sovereign orbit

Amid growing concerns over overreliance on the United States for security—and the strategic uncertainty caused by "America First" policies—the European Union is deepening space cooperation with Japan, aiming to develop independent space capabilities and access a broader commercial space market

Friday 26 September 2025
China exceeds EV goals ahead of schedule amid looming market shakeout
As China nears the conclusion of its 14th Five-Year Plan in 2025, one of its standout industrial success stories — electric vehicles — now faces a turning point. After five years of breakneck growth that catapulted the country into a commanding global position in EVs and battery manufacturing, the sector may soon be heading for a dramatic reshuffling
Thursday 25 September 2025
Alibaba Cloud rolls out Qwen3 series, eyes AI OS future
Alibaba Cloud opened the 2025 Apsara (Yunqi) Conference in Hangzhou with a broad rollout of large models and AI products, underscoring its ambition to reshape the global AI landscape. CTO Zhou Jingren introduced the third-generation Qwen3 series, while CEO Eddie Wu outlined what he called "the road to super artificial intelligence.
Thursday 25 September 2025
Alibaba eyes artificial superintelligence as ultimate goal, says CEO
At the 2025 Apsara Conference, Alibaba CEO Eddie Wu argued that artificial general intelligence (AGI) is merely the starting line. The company's true destination, he said, is artificial superintelligence (ASI) — systems capable of solving scientific problems still beyond human reach
Thursday 25 September 2025
Alibaba Cloud, Nvidia join forces to speed physical AI applications

Alibaba Group kicked off its three-day Apsara Conference in Hangzhou by announcing a partnership between Alibaba Cloud and Nvidia in Physical AI. The move highlights how Chinese tech leaders are seeking to anchor themselves in the next frontier of AI, where digital intelligence meets robotics and real-world applications

Thursday 25 September 2025
Alibaba stakes out AI chip ecosystem, setting up a clash with Huawei
Alibaba is steadily building a vertically integrated chip ecosystem that spans cloud computing, AI chip design, and advanced packaging. People's Daily recently revealed a patent on "integrated circuit components and chip packaging structures," signaling Alibaba's deeper push into advanced packaging and heterogeneous integration as it strengthens its high-performance processor roadmap
Thursday 25 September 2025
Xiaomi’s massive EV recall signals end of China’s free-wheeling smart-car boom
China's EV race has entered a new phase, placing Xiaomi squarely in the spotlight. Once lauded for leveraging its smartphone expertise and positioned alongside Huawei as a key force in connected cars, the company is now facing its first major test
Thursday 25 September 2025
LG group quietly launches space ambitions, tied to national rocket program

In a surprise announcement, South Korea's LG Group declared its formal entry into the space industry, revealing that the conglomerate's components will be onboard upcoming launches of the country's domestically developed rocket, KSLV-II "Nuri.