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Friday 26 December 2025
Japan quadruples chip and physical AI spending, deepens state backing for Rapidus
Japan is preparing a major expansion of state support for advanced semiconductors and artificial intelligence, with the Ministry of Economy, Trade and Industry (METI) set to nearly...
Friday 26 December 2025
Huawei details Ascend AI chip roadmap built around in-house HBM, massive clusters
Huawei is clarifying how it intends to compete in global AI computing despite being cut off from leading-edge foundries and US-origin GPUs. Instead of chasing rivals on single-chip...
Friday 26 December 2025
SMEE wins China lithography order, yet ASML still controls advanced-node tools
A disclosure on China's government procurement platform shows that Shanghai Micro Electronics Equipment (SMEE) has won a contract to supply a step-and-scan lithography system valued...
Friday 26 December 2025
Samsung's Lee Jae-yong doubles down on auto electronics with ZF ADAS deal
Samsung Electronics Chairman Lee Jae-yong, having cleared major legal overhangs, is accelerating the group's strategic reset. Months after completing its acquisition of Germany's...
Friday 26 December 2025
Tariff restraint masks continued hard line as US weighs broader controls on Chinese chip capabilities
The US government has decided not to impose additional semiconductor tariffs on China for the next 18 months, despite concluding that Beijing's state-led chip industry policies involve...
Friday 26 December 2025
Samsung, SK Hynix reportedly accelerate HBM4 production to early 2026
Samsung Electronics and SK Hynix are pushing forward their production schedules for sixth-generation high-bandwidth memory to February 2026. Industry sources and South Korean media...
Friday 26 December 2025
SK Hynix targets February HBM4 ramp-up with TSMC, ships final samples to Nvidia
SK Hynix is scheduled to deliver final samples of its next-generation high-bandwidth memory to Nvidia in early January 2025. This comes as the South Korean chipmaker nears a February...
Friday 26 December 2025
South Korean giants race to mass-produce semiconductor glass substrates in 2026
As demand for artificial intelligence (AI) semiconductors continues to surge, the market for glass substrates, which are widely regarded as a critical material for next-generation...
Friday 26 December 2025
Google reportedly fires procurement execs amid HBM supply crunch
Google and Microsoft are stepping up efforts to secure high-bandwidth memory. Production capacity at South Korean chipmakers is approaching its limits. The supply crunch has coincided...
Friday 26 December 2025
Domestic market stalls, Taiwan automakers pivot abroad
Taiwan's auto market slowed markedly in 2025. Yet rather than retreat, several automakers used the downturn to recalibrate—strengthening their balance sheets, accelerating transformation...
Friday 26 December 2025
US and China escalate semiconductor state capitalism amid global supply chain shifts
The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS...
Friday 26 December 2025
SoftBank spearheads Japan's next-gen AI memory push
SoftBank and Japanese partners are advancing a government-backed project to develop next-generation memory technology aimed at enhancing AI and supercomputer performance. The initiative,...
Friday 26 December 2025
Huawei raises Chinese-made components to 60% in flagship smartphones
Huawei Technologies has lifted the share of Chinese-made components in its latest premium smartphones to nearly 60% by value, underscoring how years of US export controls have accelerated...
Friday 26 December 2025
Xiaomi rejects US bid to add it to China Military Company list
Xiaomi stated that it is not a Chinese military-industrial company, is not affiliated with any military entity, and only provides consumer-focused civilian and commercial products,...
Friday 26 December 2025
Huawei sets Ascend 950 launch for 1H26; China hedges ahead of Nvidia H200
As 2025 draws to a close, the US-China AI compute market is entering a phase of guarded competition and selective cooperation. While the US government has launched an inter-agency...