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Tuesday 2 September 2025
China's GPU startup Lisuan secures US$70 million as Dosilicon deepens stake, despite heavy losses
Dosilicon Co. has doubled down on Lisuan Technology, a Chinese GPU startup with no revenue but soaring investor attention. The Shanghai firm raised CNY500 million (US$70 million)...
Monday 1 September 2025
Taiwan's aging panel fabs face extinction as industry shifts
Innolux recently decided to close its fifth-generation fab, while AUO is also implementing a replacement plan. Industry insiders predict that all fifth-generation and below panel...
Monday 1 September 2025
Rapidus 2nm chip matches TSMC's logic density, outpaces Intel in performance

Rapidus is preparing to launch its most advanced chip yet, a 2nm process called "2HP," that could put it nearly on par with TSMC's N2...

Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Monday 1 September 2025
China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

The US has tightened controls on China's semiconductor and artificial intelligence (AI) sectors under the banner of national security...

Monday 1 September 2025
GM weighs South Korea exit as "Yellow Envelope" law passes
On August 24, 2025, South Korea's National Assembly officially passed amendments to Articles 2 and 3 of the Trade Union and Labor Relations Adjustment Act, otherwise known as the...
Monday 1 September 2025
Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits
The Trump administration has revoked long-standing exemptions that allowed Samsung Electronics and SK Hynix to use US equipment freely at their chip plants in China, a move that has...
Monday 1 September 2025
SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers
China's SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of...
Monday 1 September 2025
Huawei launches AI SSDs to ease China's chip bottlenecks
China's drive for self-sufficiency in AI has taken a new turn with Huawei's launch of AI solid-state drives (SSDs), aimed at easing severe shortages of high-bandwidth memory (HBM)...
Monday 1 September 2025
China unveils AI Plus roadmap targeting smart economy by 2035
On August 26, 2025, China's State Council released a guideline on deepening the implementation of the Artificial Intelligence Plus Initiative, outlining six key sectors and setting...
Monday 1 September 2025
Samsung, LG losing TV war to China, bet on microLED revival
Samsung Electronics and LG Electronics' television businesses have fallen from their former status as "flagship divisions" to becoming performance "obstacles," frequently losing ground...
Monday 1 September 2025
Sharp sells Kameyama North Plant to Topia
Sharp Corporation announced on August 29 that it will sell part of its LCD panel factory in Kameyama City, Mie Prefecture, to automotive parts developer Topia for JPY1.2 billion (approx...
Monday 1 September 2025
DDR4 demand eases at high levels, contract prices climbing through year-end
Memory spot prices surged in the second quarter of 2025 but have since stabilized at high levels. DDR4 supply remains constrained, yet the earlier rush to secure inventory has eased,...
Monday 1 September 2025
China moves to curb disorderly AI competition amid global boom
China's top economic planner has pledged to prevent excess competition in the artificial intelligence (AI) sector, signaling Beijing's intent to balance rapid innovation with the...
Monday 1 September 2025
BYD Electronic posts modest growth in 1H25, faces intensifying competition
BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73...