China's top leadership is signaling a major shift in its national strategy, elevating artificial intelligence to a core priority. The official Communist Party theoretical journal, Qiushi, recently published interviews with leading AI experts, shedding light on Beijing's newly released policy blueprint, the "Artificial Intelligence+" Initiative

Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead. As Nvidia readies its Vera Rubin AI platform and tests cheaper GDDR7 alternatives, the rivalry between Korea's memory giants is reshaping the high-value market heading into 2026

Chinese panel manufacturer Tianma has introduced a new high-end OLED technology brand called "Tiangong Screen," which will debut globally on Oppo's next-generation flagship Find X9 series. The two companies have also signed an agreement to establish a joint laboratory, elevating their collaboration to the next level

Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South Korean media. Analysts see the move as part of Hanwha's drive to showcase its assembly equipment and capture orders from Taiwan's rapidly growing OSAT sector

At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's AI future can no longer hinge on single-chip performance, constrained as it is by advanced process limits. The way forward, he argued, is a "supernode + cluster" architecture — Huawei's bet on system-level design to secure scalable and sustainable compute

Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared

The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls further behind, according to new industry data

South Korea's Fair Trade Commission has approved the establishment of a joint venture between Shinsegae Group and China's Alibaba Group, a move that could potentially reshape the country's e-commerce landscape

At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry partners. The launch directly challenges Nvidia's NVLink dominance

The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal, a consortium of American investors, led by Oracle and private equity firm Silver Lake, would take over TikTok's US business, while the China-based parent, ByteDance, would retain a minority stake of less than 20%

Alibaba Group announced on September 22 that, unlike previous years, the 2025 Singles' Day e-commerce promotion will extend beyond China to simultaneously take place in 20 international markets. This move aims to create the world's largest and highest-grossing e-commerce sales event

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

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

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

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