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Wednesday 1 October 2025
Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday
Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally.
Wednesday 1 October 2025
Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips
Kioxia and its long-time partner SanDisk announced on September 30 that their new chip factory in northern Japan has officially begun operations, a strategic move to meet the surging...
Wednesday 1 October 2025
Sharp to decide on providing large-sized LCD technology to Indian companies in 2025
Sharp plans to decide on transferring large-size LCD panel technology to India by the end of 2025, CEO Masahiro Okitsu said, signaling potential expansion of the country's display...
Wednesday 1 October 2025
Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role
Samsung Electronics is overhauling its flagship smartphone camera supply chain for the Galaxy S26 Ultra, with South Korea's Mcnex taking over folded zoom (periscope) module supply...
Wednesday 1 October 2025
China's EDA shake-up: Primarius to absorb ACTT, Naneng Micro in test of industry scale-up

China's electronic design automation (EDA) sector is seeing another significant M&A move. Primarius Technologies, a listed EDA firm,...

Wednesday 1 October 2025
US sanctions push YMTC's NAND share below 5% in 2Q25
US sanctions are taking a toll on one of China's top chipmakers, Yangtze Memory Technologies (YMTC), as its share of the global NAND flash memory market has slipped below 5%.
Wednesday 1 October 2025
China launches K-Visa to attract global STEM talent
China has officially introduced its K-visa, a new immigration pathway aimed at attracting foreign STEM graduates, just as the US sharply raised H-1B visa fees to US$100,000 per applicant...
Wednesday 1 October 2025
China's 12-inch SiC leap: SICC, Jingsheng in spotlight
The global race in third-generation semiconductors is intensifying, with larger silicon carbide (SiC) wafers seen as critical to cutting costs and enhancing power device performance...
Wednesday 1 October 2025
Appointment highlights Samsung's strategy to strengthen India's semiconductor R&D leadership
Samsung Electronics has reportedly appointed Rajesh Krishnan as the new head of Samsung Semiconductor India Research (SSIR), signaling a strategic push to strengthen local R&D...
Wednesday 1 October 2025
SK Telecom launches independent AI company with US$3.5 billion investment plan over 5 years
SK Telecom (SKT) has established an internal independent company, AI CIC, to consolidate and expand its AI business, accelerating AI innovation. The company plans to invest KRW5 trillion...
Wednesday 1 October 2025
Baidu's Apollo Go robotaxi accelerates abroad, eyeing Southeast Asia and Australia
Baidu's Apollo Go robotaxi service, gaining traction in China, is fast-tracking expansion abroad with Southeast Asia and Australia as its next targets. Halton Niu, GM of Overseas...
Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Wednesday 1 October 2025
Apple supplier BOE expands beyond displays with robotics and AI software unit
BOE Technology, a major Apple display panel supplier, has established a wholly owned subsidiary to expand into robotics and artificial intelligence (AI) software. Sina and...
Wednesday 1 October 2025
China's copper foil sector pushes back against price war with processing fee hike
China's PCB industry has, in recent years, been entangled in a vicious price war, leading many local PCB manufacturers to collapse under the pressure of internal cutthroat competition...
Tuesday 30 September 2025
GlobalFoundries opens Beijing office, doubles down on localizing production for China market
US-based foundry GlobalFoundries (GF) has faced numerous challenges in its China strategy, from halting investment in a 12-inch fab in Chengdu to shifting toward mature process partnerships...