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Thursday 4 September 2025
GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy
GlobalFoundries (GF), the US-based contract chipmaker, is accelerating its "China for China" strategy through a partnership with Guangzhou Zen Semiconductor (Zensemi). The collaboration...
Thursday 4 September 2025
China's SiC substrate industry faces setback, seeks strategic pivot
In early 2025, a leading Chinese third-category silicon carbide (SiC) substrate manufacturer faced international IDM customer complaints over product quality, triggering market concerns...
Thursday 4 September 2025
Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap
The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption...
Thursday 4 September 2025
Baidu, Huawei push supernode clusters to sidestep chip limits in China's AI race
The generative AI surge is accelerating at record pace, with computing power emerging as the decisive asset. As advanced AI chips grow scarce under tightening export controls, China...
Thursday 4 September 2025
AMD, Anritsu partner to standardize high-speed testing for AI data centers
Japan's Anritsu has teamed up with US chipmaker AMD to launch an automated testing platform for next-generation high-speed transmission, targeting the surging demand from AI data...
Thursday 4 September 2025
Nextlink buys Renova Cloud to enter Vietnam’s cloud market
Taiwan-based Far EasTone Telecommunications (FET) is strengthening its international and cloud strategy through its cloud business, Nextlink. FET has announced it has signed a 100%...
Thursday 4 September 2025
Tech Forum 2025: China's SiC surge leaves Wolfspeed struggling beyond bankruptcy
Wolfspeed's recovery from bankruptcy protection remains uncertain, with core problems expected to extend beyond its anticipated year-end exit. The US power semiconductor firm is struggling...
Thursday 4 September 2025
China’s AI server market surges to US$22B, set to top US$100B by 2029
China is ramping up efforts to build an integrated nationwide computing network as the global race for artificial intelligence (AI) intensifies. The State Council's "AI+" strategy...
Wednesday 3 September 2025
Commentary: Is Jensen Huang acting as Washington's AI envoy in Seoul's political theater?
South Korea's Chosun Daily reported on September 1, 2025, that Nvidia CEO Jensen Huang is set to attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in...
Wednesday 3 September 2025
China's Ubtech secures US$1B Infini Capital deal to build Middle East super factory

Chinese humanoid robotics company Ubtech Robotics has secured a US$1 billion strategic partnership with Infini Capital, highlighting...

Wednesday 3 September 2025
Sluggish China market fuels global smartphone sales pessimism
China's smartphone shipments fell nearly 4% in the first half of 2025 compared to the same period in 2024, despite government initiatives aimed at stimulating demand through purchase...
Wednesday 3 September 2025
Ant Group buys stake in InnoStar to back China's chip self-sufficiency
Ant Group has taken a minority stake in InnoStar Semiconductor (Shanghai) Co., a rising Chinese memory chipmaker, highlighting Beijing's drive for semiconductor self-sufficiency as...
Wednesday 3 September 2025
South Korea's manufacturing data offers advantage in improving physical AI precision
Physical AI has become a key focus in the manufacturing and IT industries, as AI applications extend from online environments into the physical world, leading companies to begin deploying...
Wednesday 3 September 2025
GCCS poised for growth in China+1 SiC substrate market
Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term...
Wednesday 3 September 2025
MicroLED technology opens new opportunities for equipment makers
MicroLED is regarded as the next-generation display technology, with Taiwan leading global development due to strong semiconductor and display integration, plus government support...