Xiaomi founder Lei Jun said in his September 25 keynote livestream that the company will invest at least CNY50 billion (US$7.01 billion) over the next decade in self-developed chips, prioritizing smartphone SoCs. He called semiconductors central to Xiaomi's path toward becoming a global technology leader and a cornerstone of its long-term growth

SK Hynix is reportedly set to begin producing GDDR7 memory on its sixth-generation 1c DRAM node, a 10nm-class technology. Likely customers include long-standing partners Tesla and Nvidia. The company plans to match production to product launch schedules, with a mass ramp-up of 1c GDDR7 targeted for 2026

The global race to build the future of technology just got dramatically more expensive. TSMC is reportedly planning a staggering 50% price increase for its next-generation 2nm chips. The move is squeezing top American clients like Qualcomm, Broadcom, and AMD, and opening the door for rival Samsung to launch a strategic counter-offensive with deeply discounted wafers

China's Ministry of Commerce (MOFCOM) announced on September 25, 2025, that it has launched a trade and investment barrier investigation into Mexico's proposed plan to raise tariffs on imports from non-free trade partners, including China. The move follows a proposal published in Mexico's Congress Gazette on September 9, 2025, which outlined adjustments to multiple import taxes

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

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

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

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

The Indian government is advancing a Swadeshi movement—a self-reliance initiative—with a budget allocation of INR760 billion (approximately US$8.621 billion) to build a domestic semiconductor and display manufacturing ecosystem. By 2025, India anticipates producing its first domestically made chip

US President Donald Trump stated on September 23 that Ukraine, with support from the EU, could potentially reclaim territory from Russia, marking a departure from his previous stance favoring Ukraine ceding land for peace. Concurrently, Indian media reports suggest India may adjust its policy on Russian oil purchases, potentially expediting peaceful resolutions in Ukraine

Taiwanese companies continue to perceive significant challenges in investing in India, citing complex tax systems, opaque administrative procedures, logistical inefficiencies, and human resource management difficulties. These operational barriers have contributed to a cautious approach toward Indian investments despite the country's large market potential

The US has imposed a 50% tariff on Indian products, which trade analysts say could pressure India's exports and harm its investment climate. The Taiwan External Trade Development Council sees this as a challenge for Indian exporters but an opportunity for foreign firms benefiting from Indian incentives, potentially boosting India's appeal as a manufacturing hub

Intel is reportedly stepping up efforts to raise capital and secure partnerships as part of its turnaround strategy, approaching firms including Apple and TSMC. The push has intensified since the US government acquired a 10% stake to bolster domestic semiconductor production

US President Donald Trump has approved a plan for TikTok's US operations to be divested into a new US-based joint venture, determining that the move meets national security requirements under the Protecting Americans from Foreign Adversary Controlled Applications Act

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%