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Tuesday 16 September 2025
Commentary: HiSilicon 2.0 moves from survival mode to leadership under Trump 2.0
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative, succeeded by Jeffrey Gao; the board's senior management was also adjusted
Tuesday 16 September 2025
Huawei’s Ren says failed Motorola deal set stage for chip self-reliance
Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product ecosystem. However, from 2000 to 2003, Huawei faced one of its most challenging periods and nearly became a US company. CEO Ren Zhengfei confirmed this long-rumored episode during an interview
Tuesday 16 September 2025
Kumamoto University revises education strategy as result of TSMC's Japan fab
Jun Otani, executive vice president of Kumamoto University, highlighted the university's 268-year history during a Taiwan-Japan semiconductor supply chain talent forum. Following JASM's establishment of a fabrication plant in Kumamoto, the university has shifted its educational focus to keep pace with rapid changes in high technology
Tuesday 16 September 2025
Chips and optics converge at Shenzhen twin expos
The 2025 SEMI-e Shenzhen International Semiconductor Exhibition and the Integrated Circuit Innovation Expo have concluded. The twin events drew a significant crowd, with 43,986 professional visitors in attendance. A total of 1,062 exhibitors displayed their latest technologies, underscoring the event's importance to the global semiconductor sector
Monday 15 September 2025
Nvidia antitrust ruling clouds US-China trade talks

US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that Nvidia had violated antitrust conditions linked to its 2020 acquisition of Mellanox Technologies

Monday 15 September 2025
Samsung Foundry secures order for Israeli automotive chip production
Following its major deal with Tesla, Samsung Electronics has won an order from Israeli IC design company Valens Semiconductor to manufacture next-generation automotive system chipsets based on the MIPI A-PHY standard. The chips are expected to be produced using FinFET process technology
Monday 15 September 2025
China targets CoWoP leapfrog as Taiwan holds tech edge
Recent market reports indicate that CoWoP has shown preliminary test results exceeding expectations. Nvidia, which leads its development, is expected to accelerate mass production timelines. This development has sparked growing attention on whether the positions of China and Taiwan's printed circuit board (PCB) industries will be reshuffled
Monday 15 September 2025
XMC steps into key stage of China's silicon-on-insulator foundry drive, ahead of SMIC and Hua Hong
Since its IPO application was accepted by Shanghai's STAR Market in September 2024, Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) has updated its prospectus to highlight its move into a pivotal stage of China's 3D integration and silicon-on-insulator (SOI) build-out. Nearly 70% of XMC is directly owned by Cheung Kong (Holdings) Limited, the parent company of Yangtze Memory Technologies Co. (YMTC)
Monday 15 September 2025
Arm raises stakes in mobile AI with Lumex CSS; debuts C1 CPU and Mali G1-Ultra GPU
Arm unveiled its Lumex Compute Subsystem (CSS) on September 10 at the Unlocked Summit in Shanghai, signaling its boldest step yet to elevate AI and gaming on flagship smartphones. The platform debuts the C1 CPU cluster based on Armv9.3 and the Mali G1 GPU lineup, headlined by the Mali G1-Ultra with support for second-generation Scalable Matrix Extensions (SME2). Together, they bring edge devices closer to data center-class performance
Monday 15 September 2025
Adani pivots to LCD fab talks with Sharp, Panasonic after chip setback
The Adani Group is reportedly in discussions with Japan's Sharp Corporation and Panasonic to establish a joint LCD fabrication plant in India, marking a strategic pivot after its proposed semiconductor wafer fab in Maharashtra was paused. According to Economic Times sources, the talks have gained momentum, particularly following Prime Minister Modi's recent visit to Japan, which emphasized strategic industrial collaboration between the two nations
Monday 15 September 2025
Japan grants up to JPY536 billion subsidy to Micron for advanced DRAM production
The Ministry of Economy, Trade and Industry (METI) of Japan announced on September 12, 2025, that it will provide Micron Technology with subsidies amounting to as much as JPY536 billion (US$3.63 billion) for the development and mass production of next-generation DRAM at its Higashihiroshima factory. The assistance is intended to promote advanced research and expand production capacity
Monday 15 September 2025
German automakers advocate technology neutrality ahead of EU carbon emission review
IAA Mobility in Munich, Germany, is generally seen as a key indicator for the global automotive industry, compared to CES in Las Vegas, the US, which is a showcase of the strengths of innovative technologies. However, the EU is set to review carbon emission regulations in mid-September 2025, shortly after this year's IAA Mobility. At this sensitive juncture, the direction of the IAA seems to have taken a sharp turn
Monday 15 September 2025
CXMT breaks into CXL memory, putting Samsung and SK Hynix on edge
China's DRAM maker CXMT is reportedly developing compute express link (CXL) DRAM modules, a move that could escalate rivalry with Samsung Electronics and SK Hynix as the CXL market takes off in 2026. According to South Korea's EBN, CXMT has outlined its CXL roadmap to Korean semiconductor component suppliers and begun early design work, with one major substrate partner confirming initial joint R&D on CXL substrates
Monday 15 September 2025
Xiaomi pulls back on India amid regulatory pressure and market slide
Xiaomi's enthusiasm for India appears to be waning as regulatory pressures, shrinking market share, and leadership reshuffles weigh on the company's strategic priorities, according to executives familiar with the matter cited by the Economic Times
Monday 15 September 2025
Korean giants step up investments in India as it emerges as both key manufacturing hub and growing consumer market
According to Ddaily, Samsung announced it will expand its India Innovation Campus (SIC) program from four states to ten this year, aiming to train 20,000 students, six times last year's intake. The program, aligned with India's "Make in India" and "Skill India" initiatives, covers AI, IoT, big data, and coding, with potential to feed talent into Samsung's Noida facility, the world's largest smartphone plant