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Friday 5 September 2025
Huawei remains China’s sole heavyweight in AI chips
China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own...
Friday 5 September 2025
Aoi Electronics acquires Sharp's Mie factory to produce data center and packaging products
Aoi Electronics, a Japanese outsourced semiconductor assembly and test (OSAT) provider, has purchased Sharp's factory in Taki, Mie Prefecture, and will convert the site into a new...
Friday 5 September 2025
Hyundai hydrogen vision challenged by South Korea's shrinking budget
Hyundai Motor Group recently participated in the 16th Clean Energy Ministerial (CEM16), emphasizing the necessity of establishing a hydrogen energy ecosystem and reinforcing its position...
Friday 5 September 2025
Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased...
Thursday 4 September 2025
Japan demands state control over Rapidus for US$672 million funding
Japan's Ministry of Economy, Trade and Industry (METI) has launched a public call for proposals to fund domestic chipmakers as part of a revised Information Processing Promotion Act...
Thursday 4 September 2025
Samsung is reportedly betting on 2nm Exynos to win back Qualcomm
Samsung Electronics' foundry business is showing early signs of a turnaround as it attempts to reclaim market share from its dominant rival, TSMC. Industry insiders indicate that...
Thursday 4 September 2025
Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders
China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
Thursday 4 September 2025
Fujifilm Electronic Materials eyes India for major semiconductor investment
Fujifilm Electronic Materials is considering a significant investment in India as part of its strategy to expand in the fast-growing semiconductor sector, according to a report by...
Thursday 4 September 2025
Commentary: China and Vietnam brands lead SEA's EV market
In the second quarter of 2025, Southeast Asia's electric vehicle (EV) sales grew 102% year-over-year, driven by affordable battery electric vehicles, rising consumer awareness, government...
Thursday 4 September 2025
China's SiCarrier returns to equipment expo with bold claims, but industry has doubts
At the 13th China Semiconductor Equipment, Core Components and Materials Expo (CSEAC 2025) in Wuxi, Chinese equipment maker SiCarrier returned with another high-profile showcase....
Thursday 4 September 2025
Intel's Dalian plant officially renamed SK Hynix amid US export controls tightening
The US Department of Commerce announced on August 29, 2025, that it will revoke the "Validated End-User" (VEU) status previously granted to Samsung Electronics and SK Hynix for their...
Thursday 4 September 2025
Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Foreign chipmakers are partnering with Chinese firms as geopolitical tensions and supply chain risks reshape the global semiconductor...

Thursday 4 September 2025
Korean industry sees US VEU revocations as rare earth talk leverage
Analysts say the US government's decision to revoke Verified End-User (VEU) authorizations for semiconductor equipment exports to Samsung Electronics and SK Hynix's Chinese factories...
Thursday 4 September 2025
Why the US revoking TSMC’s Nanjing license may matter less than it seems
The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...
Thursday 4 September 2025
China imposes anti-circumvention duties on US-made optical fibers
China's Ministry of Commerce has ruled that US optical fiber producers circumvented existing anti-dumping measures by altering trade patterns and exporting a different category of...