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Sunday 21 September 2025
Nvidia's US$5B Intel stake sparks foundry jitters for TSMC, Samsung
Nvidia's US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes wafer foundry cooperation, it has put TSMC and Samsung Electronics on alert as they weigh potential threats to market share. Analysts also suggest US policy pressure may have shaped the move, with implications for the PC and data center chip markets
Sunday 21 September 2025
China's Cambricon taps into unprecedented boom in AI chips
Chinese AI chipmaker Cambricon Technologies is seizing what chairman and CEO Chen Tianshi describes as an "unprecedented opportunity" in intelligent computing. Surging domestic demand for AI infrastructure is fueling record revenues, a long-awaited return to profitability, and renewed investor fervor
Sunday 21 September 2025
India’s PC shipments to grow through 2026 while tablet demand proves erratic
India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts, notes Canalys analysis
Saturday 20 September 2025
Samsung China chief: China's tech rise demands global attention
China's ambition to become the world's top manufacturing power by 2049 is far from a pipe dream, according to Jie Yang, President of Samsung China. Speaking at a South Korean parliamentary forum, Yang said that under China's coordinated push across government, industry, and academia, its ascent to the first spot in global manufacturing — or "G1" — is increasingly plausible
Friday 19 September 2025
China's OmniVision deepens Nvidia ties in DRIVE AGX Thor ecosystem

OmniVision Group, formerly Will Semiconductor, confirmed on September 16 that it has entered Nvidia's supply chain. The company is supporting the DRIVE AGX Thor ecosystem with advanced imaging solutions designed to power next-generation intelligent vehicles, according to a disclosure on the Shanghai Stock Exchange's investor platform

Friday 19 September 2025
Huawei's 2035 blueprint shows one constant: AI everywhere
Huawei, on September 16, 2025, unveiled its Intelligent World 2035 report in Shenzhen. David Wang, Executive Director and Chairman of the ICT Infrastructure Managing Board, delivered the findings under the theme "Explore the Unknown. Shape the Future," outlining Huawei's long-term vision for AI and intelligent infrastructure
Friday 19 September 2025
Hesai's HK debut values lidar pioneer at US$4.6 billion, CEO tempers autonomy hype
Chinese lidar maker Hesai Technology made its Hong Kong trading debut on September 16, completing a dual primary listing alongside Nasdaq. Shares jumped more than 10% within minutes, lifting its market value above HK$36 billion (US$4.6 billion), according to National Business Daily and Futunn. The rally highlighted investor confidence in both the fast-growing lidar sector and Hesai's accelerating commercial expansion
Friday 19 September 2025
European Union Chamber of Commerce in China urges Beijing to address cutthroat competition, price wars, and rare earth issues
The European Union Chamber of Commerce in China (European Chamber) has called on Beijing to address the issues of price wars and over-intense competition in manufacturing. In a statement, the European Chamber notes that manufacturing production has outpaced the growth in consumption in China, leading to adverse competition, overstocked inventories, lower profit margins, underutilized assets, and mounting export pressures
Friday 19 September 2025
Samsung counters Apple with new Galaxy S25 FE, AI earbuds, and ultra-thin tablet

Samsung Electronics is set to launch its latest suite of consumer tech products on September 19, 2025, headlined by the Galaxy S25 FE, Galaxy Buds3 FE, and the Galaxy Tab S11 series. The release date — just days ahead of Apple's expected iPhone 17 launch — is widely seen by South Korean media as a strategic move to compete head-to-head with its US rival

Friday 19 September 2025
A trio of factors tips Shibaura to Yageo in takeover fight
After months of back-and-forth in the takeover battle for Japanese negative temperature coefficient (NTC) thermistor manufacturer Shibaura Electronics, Taiwanese passive component giant Yageo has emerged on top. Yageo has secured Shibaura Electronics' full support for the acquisition by offering a higher bid than competitor MinebeaMitsumi
Friday 19 September 2025
Japan and EU deepen battery cooperation to counter geopolitical risks
Japan and European countries are strengthening their collaboration to mitigate geopolitical tensions and supply chain vulnerabilities stemming from tensions between the US and China. On September 15, 2024, Japan's Ministry of Economy, Trade and Industry (METI) announced expanded cooperation with the European Union (EU), particularly focusing on the battery supply chain, as reported by Yomiuri Shimbun and Nikkei Asia. This move is part of broader partnerships aimed at advancing technology industries, green energy, and satellite sectors
Friday 19 September 2025
Samsung, Wolfspeed escalate silicon carbide race as EV and AI demand climbs
Samsung Electronics is accelerating its research into silicon carbide (SiC), a next-generation power semiconductor material, as competition heats up across the industry
Friday 19 September 2025
Energy warning for Korea's semiconductor cluster: grid, LNG plans clash with net-zero goals
The Yongin Semiconductor Cluster in South Korea, which is anchored by Samsung Electronics and SK Hynix, is currently under development. However, experts caution that there are unresolved power grid issues, mainly due to the massive energy demands of the cluster. Additionally, the current energy supply plan may conflict with the national goals for carbon neutrality
Friday 19 September 2025
SK Hynix's KRW100 million bonus lures Samsung talent
As SK Hynix kicks off its second-half 2025 recruitment drive with a generous bonus package, the move has generated significant buzz among Samsung Electronics employees, especially those with shorter tenures. Some are now openly weighing the prospect of jumping ship
Friday 19 September 2025
Xpeng starts Austria EV production with Magna Steyr to bypass EU tariffs
Chinese electric vehicle maker Xpeng has begun European production in partnership with Magna Steyr, using the Austrian contract manufacturer's Graz plant to assemble its G6 and G9 models. The collaboration marks a pivotal step in Xpeng's push to localize operations, bypass trade barriers, and establish a lasting presence in the European market