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Thursday 11 September 2025
South Korea's UVC unveils AI-driven digital twin platform to challenge Siemens
As the manufacturing and logistics industries shift from mechanical automation to AI-driven autonomy, South Korea-based digital twin provider UVC has launched a smart manufacturing solution that combines high usability with fast processing speeds. The company aims to challenge the dominance of global heavyweights such as Siemens, AutoCAD, and Altair in process simulation
Thursday 11 September 2025
South Korean memory giants reportedly accelerate domestic production amid US export control threats
Recent reports indicate that Samsung Electronics is restarting construction on parts of its P4 and P5 fabs to accelerate advanced DRAM mass production. SK Hynix is also reportedly expanding DRAM production capacity in South Korea, with plans to complete its Cheongju plant by the fourth quarter of 2025
Wednesday 10 September 2025
Baidu launches ERNIE X1.1, claiming to rival OpenAI GPT-5 and Google Gemini 2.5 Pro benchmarks
Baidu has launched the upgraded inference model ERNIE X1.1, claiming it rivals US models like OpenAI GPT-5 and Google Gemini 2.5 Pro in benchmark tests and surpasses the DeepSeek R1 update from May. At the WAVE SUMMIT, CTO Wang Haifeng revealed that X1.1 improves knowledge accuracy by 34.8%, instruction-following by 12.5%, and agent capabilities by 9.6% compared to ERNIE X1
Wednesday 10 September 2025
Horiba opens Taiwan lab to drive next-gen semiconductor, AI materials research
Japanese measurement leader Horiba Ltd., active in Taiwan for nearly 30 years, has opened a new Application and Solutions Platform (ASP) instrumentation lab at its Hsinchu headquarters. The facility is designed to boost Horiba Taiwan's technical services and reinforce its position in the global semiconductor and AI value chains
Wednesday 10 September 2025
YMTC launches US$2.9B Phase III project as Hubei state investors step up; no Big Fund in sight
Yangtze Memory Technologies (YMTC) officially registered its Phase III unit, Changcun Phase III (Wuhan) Integrated Circuit, on September 5. The company has not disclosed details on investment, technology roadmap, or capacity, but the move indicates YMTC is preparing for fresh expansion. Market speculation continues over whether the initiative signals a push into the DRAM segment
Wednesday 10 September 2025
Highlights from China International Optoelectronic Expo and SEMI-e: sovereign AI, drones, AR/VR/MR in focus
The 26th China International Optoelectronic Expo (CIOE) and the Shenzhen International Semiconductor & IC Exhibition (SEMI-e 2025) are being held at the Shenzhen International Convention and Exhibition Center
Wednesday 10 September 2025
Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation memory chips. The move not only underscores Beijing's backing of a national champion but also raises the stakes in the intensifying global memory race
Wednesday 10 September 2025
Apple leverages e-SIM support and competitive pricing to strengthen foothold in China
Apple unveiled its latest iPhone 17 series on September 9, 2025, introducing four new models, including the highly anticipated iPhone Air. The iPhone Air, noted for its thinnest design ever and support for standalone e-SIM functionality, has ignited discussions within China's smartphone industry about the future of e-SIM technology
Wednesday 10 September 2025
China's NSIG to absorb loss-making wafer subsidiaries in US$967M restructuring
China's top silicon wafer maker, National Silicon Industry Group (NSIG), has unveiled a major restructuring, taking full control of three loss-making 12-inch wafer subsidiaries. The buyout, valued at CNY7.04 billion (approx. US$967 million), will be paired with a new fundraising plan capped at CNY2.105 billion
Wednesday 10 September 2025
OpenAI reportedly in talks to bring US$500 billion Stargate project to India, sparking data center expansion
The Economic Times, citing unnamed sources, reported that OpenAI is holding preliminary discussions with Indian data center firms, including Sify Technologies, Yotta Data Services, E2E Networks, and CtrlS Datacenters, as it considers bringing its US$500 billion global supercomputing project, Stargate, to India. Parallel talks are also underway with Reliance Industries, which plans to build a massive data center in Jamnagar, Gujarat
Wednesday 10 September 2025
NXP taps former TI China chief to steer Greater China amid rising competition
NXP Semiconductors has appointed Sandy Hu, a 25-year semiconductor veteran and former TI China president, as senior vice president of sales and marketing for Greater China. She will report to Robert Li, NXP's executive vice president and head of China operations
Wednesday 10 September 2025
China AI surge with 5,000 firms and 788 EFLOPS capacity, yet supply-demand mismatch persists
China's artificial intelligence industry has surged past 5,000 companies with national computing capacity reaching 788 EFLOPS, according to figures from the World Smart Industry Expo 2025 in Chongqing. The data, cited by Xinhua News Agency, underscores Beijing's push for global AI leadership while highlighting growing supply-demand imbalances
Tuesday 9 September 2025
DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market

Tuesday 9 September 2025
Kakao to integrate ChatGPT into KakaoTalk in strategic partnership with OpenAI
South Korean internet giant Kakao has announced a partnership with OpenAI to embed the ChatGPT chatbot into its messaging app, KakaoTalk. The integration aims to provide seamless AI-powered chat services to nearly 50 million South Korean users, enhancing user engagement within the app, according to Seoul Economy Daily and Edaily
Tuesday 9 September 2025
Dell reportedly initiates third round of China layoffs, impacting Shanghai and Xiamen
Dell has reportedly launched a new wave of layoffs in China, affecting departments including the EMC storage division and the Client Solution Group (CSG), primarily concentrated in Shanghai and Xiamen. The scale of the layoffs remains unknown