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Friday 17 October 2025
Micron's alleged China exit signals accelerating G2 chip decoupling
Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two years after Beijing imposed a ban on Micron's products for use in "critical infrastructure," a decision widely interpreted as retaliation for US export restrictions on advanced chips and AI technologies
LATEST STORIES
Saturday 18 October 2025
Wuhan XMC's IPO hits wall: profit shock and China's new regulatory reality

Wuhan Xinxin Semiconductor Manufacturing Co. (XMC), a key subsidiary of YMTC, is under growing regulatory scrutiny as its once-promising bid for a STAR Market listing unravels into a drawn-out saga of earnings collapse, mounting depreciation, and tangled related-party dealings, according to reports from CLS, TMTPost, and Caixin

Saturday 18 October 2025
Vivo X300 reveals shift from hardware alliances to AI ecosystems among Chinese smartphone brands
Vivo has launched its X300 flagship series and the upgraded OriginOS 6 operating system, marking a milestone in research and innovation as the company enters its 30th anniversary in 2025. As the global smartphone market matures and demand growth slows, Vivo is reshaping its strategy—placing greater emphasis on ecosystem integration and AI development rather than hardware alone
Saturday 18 October 2025
ams OSRAM, Nichia expand patent alliance covering GaN LED and laser technologies
Global sensor leader ams OSRAM and LED powerhouse Nichia have expanded their two-decade intellectual property (IP) partnership through a new cross-license agreement. Signed by ams OSRAM CEO Aldo Kamper and Nichia President Hiroyoshi Ogawa, the pact grants mutual access to thousands of patents in gallium nitride (GaN) LED and laser technologies and, for the first time, extends coverage to advanced LED packaging and module designs such as matrix headlamp systems
Saturday 18 October 2025
Samsung expands EUV fleet to seize upcoming memory supercycle

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for its memory division alongside two high-numerical-aperture (High NA) EUV tools for its foundry arm. The move positions Samsung for the anticipated memory supercycle, as DRAM and high-bandwidth memory (HBM) manufacturers race to expand next-generation production capacity

Saturday 18 October 2025
Can AI clean up recycling? South Korea offers a glimpse
The global industrial focus is rapidly shifting toward the circular economy, making resource recycling a critical priority. South Korean startup SuperBin is at the forefront of this movement, leveraging sophisticated AI technology to fundamentally enhance recycling quality and develop high-grade recycled materials ready for industrial reuse
Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia continues to pressure suppliers to increase the bandwidth of sixth-generation high-bandwidth memory (HBM4), signaling that the HBM speed race will intensify
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades
Friday 17 October 2025
SenseTime links up with Cambricon to tighten China's AI supply chain
SenseTime has signed a strategic partnership with Cambricon Technologies to enhance software-hardware integration, boost chip compatibility, and advance the development of China's AI ecosystem
Friday 17 October 2025
Rebellions joins Arm Total Design to advance next-gen AI infrastructure
AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company to accelerate the development of customized, high-efficiency chips for next-generation AI data centers
Friday 17 October 2025
Oppo unveils Find X9 series with 200MP camera and Hasselblad teleconverter lens
Following Vivo's launch of its X300 flagship earlier this year, Oppo introduced its Find X9 series on October 16, 2025, aiming to strengthen computing power, energy efficiency, and imaging performance. Notably, Oppo increased the telephoto camera resolution to 200 million pixels (200MP) and partnered with Sweden-based Hasselblad to develop the first-ever teleconverter lens designed for smartphones
Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication hub. The US EV maker has started hiring semiconductor engineers, stirring industry attention as it strengthens collaboration with Samsung after inking a US$16.5 billion foundry deal for its upcoming AI6 chip
Friday 17 October 2025
Alibaba Cloud deepens Middle East bet with new AI-powered Dubai data center
Alibaba Cloud, the cloud unit of Alibaba Group, has opened its second data center in the United Arab Emirates (UAE) — its first in nearly a decade — as the Chinese tech giant deepens its presence in one of the Middle East's fastest-growing digital markets
Friday 17 October 2025
China's BOE cranks up 8.6G OLED output in a bid to break Samsung's Display dominance
BOE Technology, China's top display maker, is rapidly scaling its OLED presence. In the first half of 2025, BOE shipped 71 million OLED panels, cementing its lead in China and securing second place globally. While strengthening its grip on small-sized displays, BOE is now aggressively expanding into mid- and large-sized IT OLEDs, signaling a direct challenge to Samsung Display's dominance in the premium segment
Friday 17 October 2025
China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor supply chain. The move is prompting China's chip industry to accelerate internal restructuring to hedge against growing geopolitical uncertainty
Friday 17 October 2025
Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system, which adopts a two-pronged artificial intelligence strategy to serve both global and domestic Chinese markets