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Tuesday 12 August 2025
H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented condition: Nvidia must remit 15% of its sales revenue from these chips in the Chinese market back to the US government. This move immediately sparked uproar in Chinese public opinion
LATEST STORIES
Tuesday 12 August 2025
China eyes 2027 BCI breakthrough as it races to build its own chips
China's brain-computer interface (BCI) sector is accelerating, driven by strong state policy support and private-sector advances. The Ministry of Industry and Information Technology (MIIT), National Development and Reform Commission (NDRC), National Health Commission, State-owned Assets Supervision and Administration Commission (SASAC), Chinese Academy of Sciences (CAS), and National Medical Products Administration (NMPA) have jointly released an "Implementation Plan for Promoting Innovation and Development of the brain-computer interface (BCI) Industry.
Tuesday 12 August 2025
ASMPT to wind down Shenzhen plant in China, cutting 950 jobs
Singapore-based semiconductor and electronics manufacturing equipment supplier ASMPT will shut down its wholly owned Shenzhen subsidiary, ASMPT Equipment (Shenzhen) Co. (AEC), as part of a strategic overhaul of its China manufacturing operations. The move, approved by AEC shareholders on August 8, 2025, triggers a voluntary liquidation process overseen by a dedicated committee
Tuesday 12 August 2025
South Korean President grants mass pardon, Samsung and SK elites relieved
With South Korea's Liberation Day approaching on August 15, President Jae-Myung Lee has decided to grant pardons to key figures, including former senior executives of Samsung's Future Strategy Office. This move is widely seen by the South Korean industry as a temporary resolution to the judicial crisis that has troubled Samsung Electronics for over a decade
Tuesday 12 August 2025
SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth
South Korea's SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued a downbeat outlook for the third quarter. Despite near-term challenges, SKT remains confident in its medium- to long-term competitiveness, identifying its AI business as a key growth driver
Tuesday 12 August 2025
Samsung targets mid-range market with Galaxy AI-equipped A17
Samsung Electronics announced on August 11 the new 5G-capable A17 smartphone, aiming to drive momentum in the mid-range segment with Galaxy AI enhancements at a highly competitive price
Tuesday 12 August 2025
Trump weighs Nvidia China chip deal, tying exports to US revenue cut
US President Donald Trump on August 11 signaled he may allow Nvidia to export a downgraded version of its latest Blackwell-architecture chip to China. While he gave no date for talks with Nvidia CEO Jensen Huang, Trump said a meeting could happen soon, adding, "On Blackwell, I think he'll be coming back to see me about it.
Tuesday 12 August 2025
China subsidies and tariff extension spark August rebound in LCD panel demand
Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded orders in the first half of the year, suppliers expect seasonal demand to be more dispersed in the months ahead
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal 2025 first-quarter earnings call
Tuesday 12 August 2025
HiSilicon ally SJ Semi taps domestic lithography to scale advanced packaging output
SJ Semiconductor (Jiangyin) Corp. (SJ Semi), a major packaging and testing partner of Huawei's chip design arm HiSilicon, has received domestically developed back-end steppers from AMIES Technology Co., Ltd., underscoring China's drive to advance homegrown semiconductor manufacturing tools
Tuesday 12 August 2025
TI's whispered price hike tests nerve of China's cutthroat chip market

Texas Instruments (TI) has become the focus of market speculation after unconfirmed — but not denied — reports that it plans to raise prices on select products by 10% to 30%. While no official statement has been issued, analysts suggest the move could signal a strategic shift rather than a standard price adjustment

Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move reflects the US strategy of using export tariffs to control the flow of technology while maintaining access amid complex semiconductor policies
Tuesday 12 August 2025
Trump grants last-minute 90-day tariff truce with China, averting holiday season price surge
According to CNBC and Reuters, citing White House officials, US President Donald Trump on August 11 granted a 90-day extension to the tariff truce with China, averting a return to triple-digit duties just hours before they were set to take effect. The move spares US retailers from steep cost increases ahead of the critical year-end holiday shopping season and keeps trade talks alive through mid-November
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar orders from Tesla and Apple, according to people familiar with the matter. The timing coincides with the August 25, 2025 Korea–US summit, where AI semiconductors are expected to be a top agenda item, giving Seoul a stronger hand in trade and technology talks
Monday 11 August 2025
Chipone circles back to STAR Market IPO after unraveling—and a CNY30B rebound

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted its bid to go public on China's STAR Market. On August 5, 2025, the company filed its IPO counseling registration with the Beijing branch of the China Securities Regulatory Commission, now under the guidance of China Securities Co. This move comes more than two years after Chipone withdrew its initial IPO filing in March 2023 following a regulatory warning

Monday 11 August 2025
AI memory revolution: Sandisk and SK Hynix define new standard for HBF
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash (HBF) technology. The two companies plan to leverage synergies with High Bandwidth Memory (HBM) businesses and tailor solutions specifically for AI applications, aiming to capture the next-generation memory market
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES