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Monday 24 November 2025
NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these refer to double-sided polished alumina ceramic HICERAM Carriers used in chiplet packaging
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing

Monday 24 November 2025
Doosan poised to secure exclusive Nvidia Rubin CCL supply as EMC fails GB300 test
Doosan Electronic Business Group (Doosan Electro-Materials) is on track to become the exclusive supplier of copper-clad laminate (CCL) for Nvidia's next-generation AI chip, Rubin, following Taiwan competitor Elite Material Co. (EMC)'s failure to pass quality certification for the Nvidia Blackwell GB300 compute tray
Sunday 23 November 2025
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance general-purpose memory in server and accelerator systems. The chipmaker is expected to boost output of GDDR7 and SOCAMM2 modules built on the 1c platform to support growing orders from Nvidia and global cloud service providers
Sunday 23 November 2025
Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI
Saturday 22 November 2025
Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026
Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around the idea of "From Japan for Japan.
Saturday 22 November 2025
South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance
As control of the low-Earth-orbit satellite market consolidates among a small number of global operators, KT Group's satellite arm, KT Sat, has issued a warning that South Korea must develop an autonomous "sovereign network" and secure influence in future standard-setting
Friday 21 November 2025
Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese parent company, Wingtech Technology. While the move has softened diplomatic friction between the Netherlands and China, the supply-chain turmoil triggered by the dispute continues to ripple outward, forcing European and Japanese automakers to cut production

Friday 21 November 2025
Foxconn unveils Model A EV platform tailored for Japan's mobility market
On the opening day of Hon Hai Tech Day, Foxconn introduced a new reference EV, the Model A—its most concentrated focused push yet to tailor electric vehicles for specific industries and use cases. Jun Seki, chief strategy officer for the company's electric-vehicle business, unveiled three distinct versions of the Model A on the main stage, each designed for different commercial and consumer needs. The vehicles combine advanced AI features with a modular component architecture aimed at driving down costs and broadening application scenarios
Friday 21 November 2025
White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks
The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act (NDAA), sources told Bloomberg and Axios. The move could benefit chipmakers Nvidia Corporation and Advanced Micro Devices (AMD) by preventing export restrictions to China
Friday 21 November 2025
TSMC in sight: Samsung seen hitting 21,000 wafers by 2026
Samsung Electronics is reportedly planning to raise the monthly output of its next-generation 2nm foundry process to as many as 21,000 wafers by the end of 2026, according to new industry projections. The increase would represent a 163% jump from 2024 and could significantly narrow the company's long-standing performance and capacity gap with TSMC
Friday 21 November 2025
SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure
SoftBank Group plans to invest up to US$3 billion to turn a former electric-vehicle plant in Lordstown, Ohio, into a manufacturing hub for OpenAI's modular AI data-center hardware. The Information reports the site is expected to enter production in the first quarter of 2026, as part of a wider White House–backed investment framework announced in January 2025 that includes SoftBank's US$18 billion commitment
Friday 21 November 2025
Mitsubishi Fuso charts new course with safety and zero-emission buses
Mitsubishi Fuso Truck and Bus Corporation (MFTBC) is drawing on its nine decades of experience as it seeks new opportunities in the global bus market. According to Katsuto Kora, director and head of Fuso Bus, the Fuso brand is "deeply rooted in Japan but unmistakably international," reflecting both its longevity and global reach
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese system makers and suppliers are replacing imported components with locally designed chips, propelling the IC design industry into one of its strongest growth phases in decades