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Monday 22 September 2025
Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend
The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits and immature software ecosystems. ByteDance, meanwhile, has kept conspicuously silent. Despite rumors in August that it was preparing to launch an AI glasses product, the company publicly denied the reports
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Tuesday 23 September 2025
China's New Vision Micro seeks lifeline in AI compute after display slide
Shanghai New Vision Microelectronics, founded two decades ago, once broke foreign dominance in display driver chips through independent research and development and won acclaim after its 2023 STAR Market debut. Yet today, a global semiconductor slump, weak consumer electronics demand, and smartphones' pivot to OLED have gutted the LCD driver chip market, leaving New Vision caught in a profit squeeze
Tuesday 23 September 2025
China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM) in 2025. While fears of oversupply had raised concerns of DDR5 price swings, industry sources say Beijing is ring-fencing advanced DRAM for domestic use. This policy curbs export leakage and is expected to stabilize DDR5 pricing, with a gradual market upturn likely in 2026
Tuesday 23 September 2025
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key step that aligns with US President Donald Trump's drive to revive Intel. By adding Intel's CPUs to its lineup, Nvidia is aiming to expand its presence across computing markets
Monday 22 September 2025
CAS showcases China's de-Nvidia strategy with 76B-parameter LLM on domestic chips
Amid the US–China tech war, China is accelerating its move away from Nvidia. The Chinese Academy of Sciences (CAS) Institute of Automation reported new results for its brain-inspired LLM, SpikingBrain-1.0, trained entirely on domestic GPUs. The results demonstrate that China's top research body can advance AI without US hardware
Monday 22 September 2025
Taiwan tech secrets hemorrhaging to China, with TSMC as prime target
Between 2019 and 2023, Taiwan saw a 31% increase in advanced technology trade secret cases, mainly leaking to China amid US semiconductor restrictions. Talent loss to Chinese firms exacerbates risks
Monday 22 September 2025
Apple’s iPhone 17 Air opens a new test for Luxshare and Foxconn

Apple's iPhone 17 series has arrived to kick off the next global upgrade cycle, with early sales showing healthy traction. Preorders in China even pushed some models into shipping delays. But the headline model, iPhone 17 Air, has stumbled before it even got going. Its e-SIM-only design doesn't pass local regulatory muster, effectively locking it out of the world's largest smartphone market. For Apple, that's not just a sales snag; it's a strategic blind spot

Monday 22 September 2025
Research insight: BYD reinvents itself as a global EV powerhouse

At the recently concluded IAA Mobility auto show in Munich, BYD, China's electric vehicle giant, outlined its roadmap for solidifying its position as the world's top EV manufacturer. With a three-pronged approach — global-scale sales, localized supply chains, and rapid-charging technology — BYD is accelerating its international expansion and distancing itself from rivals, including Tesla

Monday 22 September 2025
Carmakers squeezed as profits plunge 55%, China bucks the trend
As the global automotive sector accelerates its transition toward electronic and electrical (E/E) architectures, a silent profit crisis is taking hold. According to a new report from Ernst & Young (EY), the world's top 19 automakers saw their total revenue decline by just 1% in the second quarter of 2025—but their combined profits plummeted by a staggering 55%. For the first half of 2025, total industry profits are down 49% year-over-year
Sunday 21 September 2025
Huawei patents SiC cooling tech to power next-gen AI chips
Huawei has disclosed two new patents in China targeting advanced cooling solutions for AI chips, highlighting the rising urgency around thermal management as chip power consumption continues to climb. The filings, revealed by China's National Intellectual Property Administration and reported by Sina and Securities Times, describe silicon carbide (SiC) materials designed to improve heat dissipation in chip packaging, substrates, heat spreaders, and printed circuit boards
Sunday 21 September 2025
Nvidia's US$5B Intel stake sparks foundry jitters for TSMC, Samsung
Nvidia's US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes wafer foundry cooperation, it has put TSMC and Samsung Electronics on alert as they weigh potential threats to market share. Analysts also suggest US policy pressure may have shaped the move, with implications for the PC and data center chip markets
Sunday 21 September 2025
China's Cambricon taps into unprecedented boom in AI chips
Chinese AI chipmaker Cambricon Technologies is seizing what chairman and CEO Chen Tianshi describes as an "unprecedented opportunity" in intelligent computing. Surging domestic demand for AI infrastructure is fueling record revenues, a long-awaited return to profitability, and renewed investor fervor
Saturday 20 September 2025
Samsung China chief: China's tech rise demands global attention
China's ambition to become the world's top manufacturing power by 2049 is far from a pipe dream, according to Jie Yang, President of Samsung China. Speaking at a South Korean parliamentary forum, Yang said that under China's coordinated push across government, industry, and academia, its ascent to the first spot in global manufacturing — or "G1" — is increasingly plausible
Friday 19 September 2025
China's OmniVision deepens Nvidia ties in DRIVE AGX Thor ecosystem

OmniVision Group, formerly Will Semiconductor, confirmed on September 16 that it has entered Nvidia's supply chain. The company is supporting the DRIVE AGX Thor ecosystem with advanced imaging solutions designed to power next-generation intelligent vehicles, according to a disclosure on the Shanghai Stock Exchange's investor platform

Friday 19 September 2025
Huawei's 2035 blueprint shows one constant: AI everywhere
Huawei, on September 16, 2025, unveiled its Intelligent World 2035 report in Shenzhen. David Wang, Executive Director and Chairman of the ICT Infrastructure Managing Board, delivered the findings under the theme "Explore the Unknown. Shape the Future," outlining Huawei's long-term vision for AI and intelligent infrastructure
Friday 19 September 2025
Hesai's HK debut values lidar pioneer at US$4.6 billion, CEO tempers autonomy hype
Chinese lidar maker Hesai Technology made its Hong Kong trading debut on September 16, completing a dual primary listing alongside Nasdaq. Shares jumped more than 10% within minutes, lifting its market value above HK$36 billion (US$4.6 billion), according to National Business Daily and Futunn. The rally highlighted investor confidence in both the fast-growing lidar sector and Hesai's accelerating commercial expansion