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Wednesday 24 September 2025
YMTC closes gap with global rivals: Xtacking 4.0 powers 267-layer NAND, eyes 300+
China's NAND flash race is intensifying, with Yangtze Memory Technologies (YMTC) pushing Xtacking 4.0 into mass production. The company has begun producing 267-layer 3D NAND TLC while...
Wednesday 24 September 2025
Huawei's custom HBM challenges the existing memory hegemony
China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The...
Wednesday 24 September 2025
China to forgo developing nation status at WTO, signaling shift in global trade stance
China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding...
Wednesday 24 September 2025
China turns farmland into AI powerhouse to rival Stargate
China is building the "Zhonghua Data Islands" AI compute hub in Wuhu, Anhui province, jointly run by Huawei, China Telecom, China Unicom, and China Mobile. Serving Shanghai, Hangzhou,...
Wednesday 24 September 2025
Inside Huawei's bid to outflank Nvidia: clusters, optics, and a 3-year AI roadmap
Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking...
Wednesday 24 September 2025
Hyundai expands demand responsive transit services to address mobility gaps
Hyundai Motor Group is stepping up efforts to expand its mobility business, investing in demand-responsive transit (DRT) platforms as part of its strategy to diversify beyond traditional...
Wednesday 24 September 2025
China unveils grand plans for AI independence amid tech war
China's top leadership is signaling a major shift in its national strategy, elevating artificial intelligence to a core priority. The official Communist Party theoretical journal,...
Tuesday 23 September 2025
Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race
Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...
Tuesday 23 September 2025
Tianma partners with Oppo for eye-friendly smartphones
Chinese panel manufacturer Tianma has introduced a new high-end OLED technology brand called "Tiangong Screen," which will debut globally on Oppo's next-generation flagship Find X9...
Tuesday 23 September 2025
Hanwha Semitech reportedly courts Foxconn, ASE in OSAT race
Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South...
Tuesday 23 September 2025
Huawei declares supernode era to eclipse Nvidia within 2 years
At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's...
Tuesday 23 September 2025
Commentary: China’s display push challenges Taiwan’s panel makers
Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend...
Tuesday 23 September 2025
TSMC extends lead in foundry market as Samsung loses ground
The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls...
Tuesday 23 September 2025
Shinsegae-Alibaba JV targets Coupang-Naver's South Korea e-commerce dominance
South Korea's Fair Trade Commission has approved the establishment of a joint venture between Shinsegae Group and China's Alibaba Group, a move that could potentially reshape the...
Tuesday 23 September 2025
Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink
At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry...