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Thursday 25 September 2025
China builds a multi-track lithography push

Shenzhen-based Wonder Sight has launched its first domestically developed high-precision stepper lithography machine, a milestone in China's semiconductor equipment sector

Thursday 25 September 2025
Dongfeng-Huawei talks point to new blueprint for China's high-end EV market
Unveiled Dongfeng Motor chairman Yang Qing met with Huawei founder Ren Zhengfei and rotating chairman Eric Xu in Shenzhen on September 22, 2025, according to the automaker's official WeChat post. The meeting focused on deepening strategic cooperation and advancing corporate governance innovation
Thursday 25 September 2025
Samsung pushes DRAM to record highs, SK Hynix scales up, CXMT struggles on DDR5
Samsung and SK Hynix are accelerating DRAM wafer production as demand rebounds and prices climb, while China's CXMT falls behind in the DDR5 transition, limiting its ability to compete in the high-end server market
Thursday 25 September 2025
GlobalFoundries teams with Zensemi on 40nm tech for China's auto chip market
GlobalFoundries (GF), the world's fifth-largest foundry, unveiled its latest strategy for the China market at a technology summit held in Shanghai on September 24, 2025. The company also announced its collaboration with local Chinese foundry Zensemi, focusing on mature 40nm process technology targeting CMOS products in the automotive electronics sector
Wednesday 24 September 2025
Singapore gains ground in OSAT; KYEC reportedly boosts regional expansion
King Yuan Electronics Co. (KYEC), a top IC testing service provider, said it will inject SGD100 million into its Singapore unit, fueling speculation that the move is paving the way for overseas expansion
Wednesday 24 September 2025
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI server demand. According to ETNews and industry sources, Nvidia has scrapped plans for SOCAMM1 and moved directly to the SOCAMM2 standard, with Samsung, SK Hynix, and Micron already engaged in sample qualification
Wednesday 24 September 2025
South Korea urges US visa fee discounts amid H-1B cost hike
South Korean scholars have urged government support to reduce the new US$100,000 H-1B visa fees, suggesting a stabilization fund, tax incentives for small and medium-sized enterprises (SMEs), easier visa processes, and enhanced local talent training
Wednesday 24 September 2025
YMTC closes gap with global rivals: Xtacking 4.0 powers 267-layer NAND, eyes 300+
China's NAND flash race is intensifying, with Yangtze Memory Technologies (YMTC) pushing Xtacking 4.0 into mass production. The company has begun producing 267-layer 3D NAND TLC while preparing designs for devices exceeding 300 layers
Wednesday 24 September 2025
New Taiwan-Japan joint venture to produce TFT LCD modules in India amid growing two-wheeler market
Emerging Display Technologies (EDT) has announced a joint venture agreement with Japanese display manufacturer Nippon Seiki to establish EDT-India, a factory dedicated to producing TFT LCD modules in India. The facility, scheduled for completion in 2026 with mass production starting in 2027, marks EDT's third overseas manufacturing base after Taiwan and China
Wednesday 24 September 2025
Huawei's custom HBM challenges the existing memory hegemony
China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The push for self-sufficiency is forcing South Korea's chipmakers to rethink the risks of China's differentiated strategy
Wednesday 24 September 2025
China to forgo developing nation status at WTO, signaling shift in global trade stance
China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding US concerns and could reshape global trade negotiations while affecting domestic industries that previously relied on preferential treatment
Wednesday 24 September 2025
China turns farmland into AI powerhouse to rival Stargate
China is building the "Zhonghua Data Islands" AI compute hub in Wuhu, Anhui province, jointly run by Huawei, China Telecom, China Unicom, and China Mobile. Serving Shanghai, Hangzhou, Nanjing, and Suzhou across the Yangtze River Delta, the project carries a planned investment of CNY270 billion (US$38 billion)
Wednesday 24 September 2025
Inside Huawei's bid to outflank Nvidia: clusters, optics, and a 3-year AI roadmap
Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking on its edge in networking, large-scale integration, and Beijing's policy support to compete at the system level—a strategy that speaks to Huawei's pragmatism in turning structural disadvantages into leverage
Wednesday 24 September 2025
Hyundai expands demand responsive transit services to address mobility gaps
Hyundai Motor Group is stepping up efforts to expand its mobility business, investing in demand-responsive transit (DRT) platforms as part of its strategy to diversify beyond traditional vehicle development. The initiative aims to strengthen the company's role in the future mobility market while addressing social issues such as transportation disparities between urban and rural areas
Wednesday 24 September 2025
China unveils grand plans for AI independence amid tech war
China's top leadership is signaling a major shift in its national strategy, elevating artificial intelligence to a core priority. The official Communist Party theoretical journal, Qiushi, recently published interviews with leading AI experts, shedding light on Beijing's newly released policy blueprint, the "Artificial Intelligence+" Initiative