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Monday 1 December 2025
CXMT narrows DRAM gap; market impact may be smaller than expected?
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within a year, with performance approaching Samsung Electronics and SK Hynix
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Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports and mounting engineering challenges, underscoring the Tata Group's broader push to scale electronics and semiconductor manufacturing
Monday 1 December 2025
Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according to Nikkei. The initiative aims to increase production of advanced chips designed for artificial intelligence (AI) systems and to lessen the company's dependence on Taiwan amid growing concerns over global supply chain vulnerabilities
Monday 1 December 2025
Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026
At the upcoming International Solid-State Circuits Conference (ISSCC) 2026 in February, Samsung Electronics and SK Hynix are set to unveil significant advances in high-performance memory. Samsung plans to showcase a redesigned 6th-generation high-bandwidth memory (HBM4) delivering 3.3TB/s of bandwidth, while SK Hynix will introduce its latest high-speed LPDDR6 and GDDR7 products
Monday 1 December 2025
India commits US$500 million to modernise SCL Mohali and boost domestic chip production
India will invest INR45 billion (approx. US$500 million) to modernise and expand the Semiconductor Laboratory (SCL) in Mohali, India's Union Electronics and IT Minister Ashwini Vaishnaw said during a review visit. The minister reaffirmed that SCL would "not be privatized" and would instead undergo a major upgrade aimed at significantly boosting domestic chip production and strengthening India's strategic semiconductor capabilities
Monday 1 December 2025
Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy supply and cooling capacity

Monday 1 December 2025
Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics
Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx. US$28.3 million). Brightek stated that the new facility will fully support emerging applications such as international automotive manufacturers, smart mobility, intelligent sensing, and AI robotics, laying a critical foundation for growth over the next decade
Monday 1 December 2025
Reliance JV to invest US$11 billion in AI data center in Andhra Pradesh
According to Bloomberg, Reuters, and Mint, Digital Connexion, a joint venture between Mukesh Ambani's Reliance Industries, Canada-based Brookfield Asset Management, and US-based Digital Realty Trust, announced that it will invest US$11 billion by 2030 to develop a 1GW artificial intelligence-native data center campus in Visakhapatnam, Andhra Pradesh
Monday 1 December 2025
India's Adani to invest up to US$5 billion in Google's AI data center in Andhra Pradesh
According to Reuters and Bloomberg, India's Adani Group plans to invest as much as US$5 billion in Google's artificial intelligence (AI) data center project in Visakhapatnam, Andhra Pradesh, the company said on Friday. The investment will be made through AdaniConneX, a joint venture between Adani Enterprises and private data center operator EdgeConneX
Monday 1 December 2025
Tesla leans on low running costs to woo Indian buyers as early sales stagnate
Tesla is touting low ownership costs to attract Indian buyers, but sluggish early sales and steep import prices are clouding its debut, prompting the EV maker to push for ecosystem improvements and potential policy shifts to regain momentum
Monday 1 December 2025
India roundup: India launches US$820M scheme to secure local rare earth supply
India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants
Sunday 30 November 2025
Samsung reportedly nears December verdict on Nvidia HBM4 tests
Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's most significant comebacks in the high-end memory market in recent years, according to South Korean outlet Newdaily. At the same time, reports from ZDNet Korea and The Korea Herald say Samsung has overhauled its memory development organization to stabilize HBM production and challenge SK Hynix's lead
Sunday 30 November 2025
Solvit unveils tools to accelerate search-and-rescue in signal dead zones
South Korea's Solvit System is rolling out new search-and-rescue technologies designed to locate missing people in areas with no mobile coverage. The company introduced two systems honored with CES Innovation Awards that aim to sharply reduce search zones and speed up rescue missions in radio shadow regions where phones cannot connect
Saturday 29 November 2025
CXMT's high-end DRAM push narrows China's gap with South Korea to one year
China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South Korea's memory sector, especially since CXMT reached this level in under a year after pivoting from low-cost DRAM to premium development in early 2025
Saturday 29 November 2025
Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs
China's top technology companies are shifting their LLM training to overseas data centers as Washington tightens controls on advanced AI chips and Beijing orders domestic firms to stop using foreign hardware for model development
Friday 28 November 2025
Samsung races to seal HBM4 deal with Nvidia, targets early 2026 shipments
Samsung Electronics is reportedly nearing a deal with Nvidia on 2026 HBM4 pricing, aiming to match SK Hynix's rates as the company accelerates capacity expansion and reorganizes its DRAM development teams to regain momentum in the premium AI memory market