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Friday 7 November 2025
China's Hua Hong sees profit fall over 50% on rising fab, R&D costs
Hua Hong Semiconductor, one of China's top wafer foundries, reported a steep profit drop for the first three quarters of 2025, citing higher costs from new production lines and rising R&D expenses. Third-quarter revenue rose 21.1% year-over-year to CNY4.566 billion (approx. US$640.9 million), while net profit plunged 43.5% to CNY177 million. For the first three quarters, revenue totalled CNY12.583 billion, up 19.8%, but profit tumbled 56.5% to CNY251 million
LATEST STORIES
Friday 7 November 2025
Volkswagen China launches first SOC chip for L3 autonomous driving

Long seen as a global automaker struggling to yield meaningful results from its massive investments in vehicle electronics and electrification, Volkswagen is now entering its most important market: China. It is preparing to launch development of its first system-on-chip (SoC) designed entirely in China, a key component that will power Level 3 driver-assistance systems and future fully autonomous driving functions

Friday 7 November 2025
Samsung Foundry teams up with Anaflash on AI MCU in sign of recovery
Edge AI startup Anaflash has unveiled a new AI microcontroller built on Samsung Electronics' 28nm foundry process. The move marks another design win for Samsung as it works to revive its contract chipmaking business
Friday 7 November 2025
CXMT adopts SK Hynix's MR-MUF tech to close China's HBM gap by 2026
China's DRAM maker CXMT plans to start mass production of fourth-generation high-bandwidth memory (HBM3) in 2026 using mass reflow molded underfill (MR-MUF) packaging, the same technology employed by South Korea's SK Hynix, now the global HBM leader
Friday 7 November 2025
Unitree, Tesla take diverging routes in next phase of humanoid robotics

China's Unitree Robotics has launched the H2 humanoid robot, a 50% heavier successor to its H1 model. The design move stands in contrast to Tesla's lightweight Optimus and highlights the diverging engineering paths of Chinese and US humanoid development, potentially spurring advances in materials, structure, and actuation technology

Friday 7 November 2025
Hanmi to launch Wide TC Bonder for HBM5 high stacking in 2026
Hanmi Semiconductor announced it will release a dedicated device called the "Wide TC Bonder" by the end of 2026, designed specifically for next-generation high-bandwidth memory (HBM). Industry sources expect this equipment to be officially adopted starting with the eighth-generation HBM5
Friday 7 November 2025
AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership
Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers. Garman highlighted South Korea as a prime market for AI innovation and positioned AWS as a key "AI innovation partner" for local enterprises, expressing particular optimism about the development of agentic AI
Friday 7 November 2025
LG Electronics reportedly eyes local manufacturing in India for capital goods
Korean multinational LG Electronics is reportedly expanding its footprint in India, with plans to supply locally manufactured equipment for Apple iPhone production and to establish a global research and development center in Noida. The initiatives underline India's growing strategic importance in LG's global manufacturing and innovation strategy
Thursday 6 November 2025
Samsung to gain edge as Nvidia expands physical AI with robot chip production
Samsung is reportedly manufacturing Nvidia's robot application processors (APs), a move that could accelerate its expansion in physical AI, the convergence of artificial intelligence and robotics. As this new era unfolds, industry watchers are questioning whether Samsung's robotics division, one of its four strategic pillars, can deliver concrete outcomes
Thursday 6 November 2025
E Ink and C3 co-launch Pixel Paper Labs in Sri Lanka
C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets
Thursday 6 November 2025
China bolsters rare earth export controls with major hiring push
China's Ministry of Commerce (MOFCOM) has launched its largest recruitment campaign in nearly a decade, planning to add approximately sixty new officials in 2026. According to a MOFCOM announcement, the Bureau of Industry Security, Import and Export Control plans to recruit at least five new staff members in 2026, the highest number since 2022. Despite the current US-China trade war truce, MOFCOM's rare earth control division continues its expansion
Thursday 6 November 2025
SK Hynix tight-lipped on Nvidia supply terms as HBM4 prices climb
SK Hynix has reportedly increased the price of its sixth-generation high-bandwidth memory (HBM4) supplied to Nvidia by over 50% compared to the previous generation HBM3E. Industry sources say this successful pricing negotiation with Nvidia will further solidify SK Hynix's dominant position in the HBM market and drive revenue growth
Thursday 6 November 2025
Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge
Nvidia's evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing HBM4 chips from SK Hynix, Samsung Electronics, and Micron by mid-November 2025, a decision that will determine who secures orders for Nvidia's next-generation AI accelerator, Rubin, scheduled for launch in the second half of 2026
Thursday 6 November 2025
Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit
Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because hardware gross margins are lower than software, and software sales have yet to match the hardware's popularity, overall profit margins are expected to decline. Substantial profit gains will only materialize once the hit software titles are released
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has been underestimated. Huang highlighted the importance of supply chain collaboration during an interview with Fox News, as reported by Wccftech and FreeMalaysiaToday
Thursday 6 November 2025
Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas H-1B visa application fees to US$100,000 and demanding that Nvidia and AMD remit 15% of their advanced chip revenues from China to the US Treasury, Trump has now banned sales of Nvidia's cutting-edge Blackwell AI chips to China entirely