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Friday 25 July 2025
China develops next-gen EUV photoresist in bid to break US tech blockade
Amid tightening US and Dutch export controls on advanced semiconductor equipment, especially ASML's extreme ultraviolet (EUV) lithography systems, China's Tsinghua University has announced a breakthrough in a critical material: EUV photoresist
Friday 25 July 2025
Rapidus touts threefold boost in chipmaking speed over TSMC with unified 2nm process
Rapidus is developing an innovative semiconductor production system designed to significantly speed up the manufacturing process of 2nm and sub-2nm chips by combining wafer fabrication and packaging into a single, streamlined operation
Thursday 24 July 2025
Powertech reroutes supply chain to Vietnam as high-end PDU nears certification
Powertech Industrial Co. is accelerating its shift to Vietnam, redirecting more than 60% of its procurement budget to mitigate risks tied to escalating US-China trade tensions. With President Donald Trump back in office and Vietnam's tariff policy now clarified, the company is capitalizing on renewed growth opportunities. Previously stalled orders are gradually resuming amid improved policy visibility
Thursday 24 July 2025
China's AI startups step up private invitations to grow global presence
AI companies from China are ramping up promotional efforts, frequently sending private messages on social media platforms to offer early access to new services. Chinese startup Monica, known for the rise of its general-purpose AI agent Manus, sent a collaboration proposal to DIGITIMES in early July, but it was not adopted after internal evaluation
Thursday 24 July 2025
Mitsubishi pulls plug on China engine JV, redirects focus to EVs and ASEAN markets
Mitsubishi Motors has announced the end of its engine production operations in China, effectively terminating its joint venture with local partners. This marks the company's complete withdrawal from automotive manufacturing activities in the country, following its 2025 exit from full vehicle production. The decision reflects the changing landscape of China's automotive market amid the growing dominance of electric vehicles (EVs)
Thursday 24 July 2025
Malaysia unveils green data center rules to court foreign investors
Malaysia plans to launch a sustainable data center framework in October 2025. As the data center industry experiences rapid growth, the government faces challenges related to energy transition
Thursday 24 July 2025
What did Japan give up to lower US tariffs?
Japan has pledged to invest US$550 billion in the US economy under a sweeping trade deal unveiled July 22, 2025, aiming to avert steep auto tariffs. The pact expands US access to Japan's markets across autos, agriculture, and defense while deepening bilateral ties in semiconductors, energy, and critical infrastructure, according to Nikkei, Reuters, and Yomiuri
Thursday 24 July 2025
US-Japan trade pact set to reshape commercial vehicle industry
The US and Japan have finalized a significant trade agreement, opening Japanese markets to US goods, including automobiles, trucks, rice, and selected agricultural products. The deal imposes a 15% tariff on Japanese exports to the US, marking a notable shift in bilateral trade relations and signaling potential changes in the commercial vehicle sector
Thursday 24 July 2025
Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory

Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling a more cautious rollout amid ongoing DRAM redesign efforts

Thursday 24 July 2025
Huawei's shadow fab (1): the secret chip agenda at the heart of Shenzhen
As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries, Shenzhen Pengxin Micro Semiconductor Technology (Pengxin Micro), SwaySure Technology, and Shenzhen Pensun Technology (Pensun), have emerged as key players in China's response
Thursday 24 July 2025
1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst and VP of the International Business Unit at DIGITIMES, the top 20 EMS/ODM players were assessed by revenue. The findings show that AI data centers — rather than smartphones or PCs — are now the dominant force influencing company performance and industry dynamics

Thursday 24 July 2025
Car industry questions Huawei's no car-making pledge as HIMA surges
Huawei's Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei's path to supremacy. Although Huawei insists it does not make cars, it understands the importance of controlling core vehicle technologies and is gradually making improvements in the automotive field. However, the elephant in the room must be addressed: Will Huawei grow to be a larger threat to its partners and other Chinese automakers
Thursday 24 July 2025
Seoul National University launches projects to address AI talent crunch
Amid South Korea's severe talent shortage in high-end engineering and technology during the AI era, the College of Engineering at Seoul National University (SNU) has proposed a dual-track plan to cultivate new talent and advance the country's AI industry, aiming to address the pressing talent gap and ensure South Korea's competitiveness for the future
Thursday 24 July 2025
Samsung unveils 9nm DRAM strategy
Samsung Electronics is reportedly planning to introduce a vertical 4F Square structure for its in-development 9nm DRAM products, while continuing development of the existing 6F Square structured 9nm DRAM. Industry insiders said Samsung aims to widen the gap with competitors through this multi-pronged approach
Thursday 24 July 2025
China-Taiwan trade heating up amid US tariffs saga
Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring, with China and Hong Kong together remaining the biggest market for Taiwan's exports