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Tuesday 25 November 2025
Baidu stakes its future on AI-native China, says CEO Robin Li
Baidu CEO Robin Li says AI will become the core of China's "new-quality productive forces," adding that the company will deepen investment in AI infrastructure and model development...
Tuesday 25 November 2025
Japan's AIST opens shared GAA pilot line to support 2nm-class process development
Japan's National Institute of Advanced Industrial Science and Technology (AIST) has opened a new shared pilot line capable of producing gate-all-around transistors, a move aimed at...
Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Tuesday 25 November 2025
Tesla to potentially manufacture AI5 chip at Samsung's Hwaseong foundry
Tesla CEO Elon Musk recently indicated that the design finalization of Tesla's AI5 chip is imminent, sparking speculation about Samsung Electronics' semiconductor foundry in South...
Tuesday 25 November 2025
CXMT's growth ceiling arrives early as US export restrictions tighten
China's semiconductor expansion is running into fresh obstacles as the US tightens export controls on advanced chipmaking tools. CXMT and other Chinese chipmakers are likely to face...
Tuesday 25 November 2025
Murata targets China's Maxscend with German patent suit
Murata Manufacturing sued Chinese RF front-end leader Maxscend Microelectronics in a German court over alleged patent infringement involving RF filters, marking an escalation of the...
Tuesday 25 November 2025
Samsung and LG cautiously observe TCL CSOT's inkjet printed OLED production
TCL CSOT began mass production of 21.6-inch inkjet-printed OLED medical monitor panels in November 2025 and is expanding the technology to notebooks and tablets, while Samsung and...
Tuesday 25 November 2025
Commentary: When CXMT stops following and starts defining the PC-server memory race
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment...
Tuesday 25 November 2025
Samsung vanishes from Baidu's AI chip roadmap amid rising geopolitical tensions
Samsung Electronics' long-running foundry partnership with Baidu is facing renewed questions after the Chinese tech giant unveiled a five-year roadmap for its Kunlun AI chips without...
Tuesday 25 November 2025
YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight
Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13%...
Tuesday 25 November 2025
Samsung Display vows unbeatable profits for 8.6G OLED production
Samsung Display (SDC) recently declared its commitment to ensuring the profitability of its 8.6-generation IT-use OLED line A6, aiming to reach a level that competitors cannot match...
Tuesday 25 November 2025
China edges toward self-reliant robot compute with Black Sesame's SesameX
Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid...
Tuesday 25 November 2025
TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces
TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by...
Tuesday 25 November 2025
Analysis: Foxconn's compact EV squeezes into Asia's tight urban terrain
A new-vehicle debut is always one of the highlights of Foxconn's annual Hon Hai Tech Day, and 2025 has proved no exception. The Model A—the company's compact multipurpose EV—first...
Tuesday 25 November 2025
Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor
South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating...