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Friday 25 July 2025
Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months
Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels...
Friday 25 July 2025
Wolfspeed collapse triggers Renesas's first interim loss in 5 years
Renesas Electronics posted a net loss of JPY175.3 billion (approx. US$1.19 billion) in the first half of 2025, swinging from a JPY139.5 billion profit a year earlier. It was the Japanese...
Friday 25 July 2025
Qualcomm's 2nm wildcard: is Samsung back in play or just leverage?
Qualcomm is reportedly weighing a return to Samsung Foundry for its 2nm flagship smartphone SoCs in 2026, raising questions about a potential pivot from TSMC. Yet conflicting reports...
Friday 25 July 2025
Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with...
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
Friday 25 July 2025
South Korea looks to replicate Taiwan's ecosystem in its Micro LED industry
Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea...
Friday 25 July 2025
Rebellions partners with CoAsia SEMI to deliver AI chiplets to data centers worldwide

South Korean AI semiconductor startup Rebellions has inked a strategic partnership with system-on-chip (SoC) design house CoAsia SEMI...

Friday 25 July 2025
China targets 22/28nm as wafer sourcing landscape shifts
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
Friday 25 July 2025
Alibaba upgrades Qwen3 series, surpassing OpenAI and DeepSeek in math and coding capabilities
China's open-source artificial intelligence sector has made significant new strides. Alibaba has updated its Qwen3 series of large language models, outperforming OpenAI GPT-4o, DeepSeek...
Friday 25 July 2025
China develops next-gen EUV photoresist in bid to break US tech blockade
Amid tightening US and Dutch export controls on advanced semiconductor equipment, especially ASML's extreme ultraviolet (EUV) lithography systems, China's Tsinghua University has...
Friday 25 July 2025
Rapidus touts threefold boost in chipmaking speed over TSMC with unified 2nm process
Rapidus is developing an innovative semiconductor production system designed to significantly speed up the manufacturing process of 2nm and sub-2nm chips by combining wafer fabrication...
Thursday 24 July 2025
China's AI startups step up private invitations to grow global presence
AI companies from China are ramping up promotional efforts, frequently sending private messages on social media platforms to offer early access to new services. Chinese startup Monica,...
Thursday 24 July 2025
Mitsubishi pulls plug on China engine JV, redirects focus to EVs and ASEAN markets
Mitsubishi Motors has announced the end of its engine production operations in China, effectively terminating its joint venture with local partners. This marks the company's complete...
Thursday 24 July 2025
What did Japan give up to lower US tariffs?
Japan has pledged to invest US$550 billion in the US economy under a sweeping trade deal unveiled July 22, 2025, aiming to avert steep auto tariffs. The pact expands US access to...
Thursday 24 July 2025
US-Japan trade pact set to reshape commercial vehicle industry
The US and Japan have finalized a significant trade agreement, opening Japanese markets to US goods, including automobiles, trucks, rice, and selected agricultural products. The deal...