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Friday 18 July 2025
China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible
On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment of targets set for the 14th Five-Year Plan period. He announced that on July 17, he met with Nvidia CEO Jensen Huang in Beijing, signaling China's continued engagement with American high-tech companies
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Friday 18 July 2025
Rapidus showcases 2nm chip prototypes, eying 2027 mass production
Rapidus, Japan's leading semiconductor company, unveiled its first set of 2nm prototype chips on July 18 during a press event held in Chitose City, Hokkaido. The unveiling took place at a hotel near the company's pilot production site and drew a crowd of about 200 suppliers and prospective clients
Friday 18 July 2025
H20 comeback sparks rush for HBM with Samsung set to benefit
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly led to a surge in demand, with Chinese customers placing substantial orders. The H20 is available in two versions: initially featuring Samsung Electronics' HBM3, before switching to SK Hynix's 8-layer HBM3E
Friday 18 July 2025
Malaysia’s chip hub grows but local players struggle to take control
Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas Electronics Corp., and Infineon followed, creating what became the region's most established chip ecosystem
Friday 18 July 2025
CviLux aims to consolidate China production capacity with new plant
Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production capacity in China. This comes amid the larger trend for manufacturers to relocate production outside of China due to ongoing tensions between China and the United States
Friday 18 July 2025
Kaynes electronics investment signals central India's rise in global EMS shift
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech facility in Bhopal, highlighting Central India's growing role in the country's push to attract electronics production beyond China
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal moment for the semiconductor giant's efforts to regain lost ground in a critical market
Friday 18 July 2025
US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington had given the green light for the H20—a China-specific version of its AI accelerator. His cheerful demeanor during the visit marked a stark contrast to the more tense and formal appearance he had during his previous trip
Friday 18 July 2025
South Korea steps up investment in iLED eyeing global leadership
South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the display market
Friday 18 July 2025
Tesla, GM move to localize LFP supply chain amid China clampdown
China has imposed new export controls on key materials and technologies tied to lithium iron phosphate (LFP) batteries, a move industry insiders say global supply chains had been preparing for. As US President Donald Trump rolls out a second wave of tariffs, the shift toward localized EV and battery manufacturing is accelerating across the US market
Friday 18 July 2025
Taiwan-based auto part maker WKPT expects revenue contribution to grow from Japan

World Known Precision Industry (WKPT), a major Taiwanese supplier of commercial vehicle components, has long relied on the US as its largest revenue source. But chairman Kevin Lu now sees Japan emerging as the company's next strategic growth market, driven by a surge in local investment and a rejuvenated commercial vehicle sector

Friday 18 July 2025
JS Foundry's collapse hands China the keys to power chip market
Japan's JS Foundry, a state-backed contract manufacturer specializing in power semiconductors and analog ICs, has filed for bankruptcy after failing to secure a buyer or new investment amid deteriorating market conditions and growing competition from China
Friday 18 July 2025
Malaysia's road from foreign capital to homegrown innovation
Malaysia's semiconductor industry traces back to the 1970s. In August 1972, Malaysia's first free trade zone, the Bayan Lepas Free Industrial Zone (Bayan Lepas FIZ), was launched in Penang. Within four years of Intel's founding, the company established its first overseas packaging and testing plant there
Friday 18 July 2025
China's chip architect says country is entering 'uncharted territory,' could shed tech reliance within a decade
As US-China tech tensions intensify, China's semiconductor industry is reaching a pivotal inflection point. Ahead of its 15th Five-Year Plan rollout in 2026, Chinese policymakers and industry leaders are reassessing the past five years and redefining long-term strategic priorities
Friday 18 July 2025
South Korea's battery industry faces challenges and opportunities amid emerging sectors and geopolitical shifts
South Korea's electric vehicle (EV) battery market is currently under pressure from China, with major players experiencing a year-over-year decline in market share, signaling a significant crisis. However, faced with growing demand for advanced batteries in emerging fields and complex geopolitical changes, South Korean manufacturers continue to demonstrate technological and market adaptability, striving to maintain influence in the global market
Friday 18 July 2025
SK Key Foundry, LB Semicon announce next-gen packaging tech for auto semiconductors
South Korean foundry SK Key Foundry and semiconductor packaging and testing specialist LB Semicon have jointly developed "Direct RDL," a key semiconductor packaging technology that promises to advance next-generation semiconductor packaging, while enhancing competitiveness in the automotive semiconductor market