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Wednesday 10 September 2025
China's NSIG to absorb loss-making wafer subsidiaries in US$967M restructuring
China's top silicon wafer maker, National Silicon Industry Group (NSIG), has unveiled a major restructuring, taking full control of three loss-making 12-inch wafer subsidiaries. The buyout, valued at CNY7.04 billion (approx. US$967 million), will be paired with a new fundraising plan capped at CNY2.105 billion
Wednesday 10 September 2025
NXP taps former TI China chief to steer Greater China amid rising competition
NXP Semiconductors has appointed Sandy Hu, a 25-year semiconductor veteran and former TI China president, as senior vice president of sales and marketing for Greater China. She will report to Robert Li, NXP's executive vice president and head of China operations
Wednesday 10 September 2025
China AI surge with 5,000 firms and 788 EFLOPS capacity, yet supply-demand mismatch persists
China's artificial intelligence industry has surged past 5,000 companies with national computing capacity reaching 788 EFLOPS, according to figures from the World Smart Industry Expo 2025 in Chongqing. The data, cited by Xinhua News Agency, underscores Beijing's push for global AI leadership while highlighting growing supply-demand imbalances
Tuesday 9 September 2025
DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market

Tuesday 9 September 2025
Kakao to integrate ChatGPT into KakaoTalk in strategic partnership with OpenAI
South Korean internet giant Kakao has announced a partnership with OpenAI to embed the ChatGPT chatbot into its messaging app, KakaoTalk. The integration aims to provide seamless AI-powered chat services to nearly 50 million South Korean users, enhancing user engagement within the app, according to Seoul Economy Daily and Edaily
Tuesday 9 September 2025
Dell reportedly initiates third round of China layoffs, impacting Shanghai and Xiamen
Dell has reportedly launched a new wave of layoffs in China, affecting departments including the EMC storage division and the Client Solution Group (CSG), primarily concentrated in Shanghai and Xiamen. The scale of the layoffs remains unknown
Tuesday 9 September 2025
RongSemi denies fab halt as YMTC Veteran takes key role in Ningbo expansion
Simon Yang, the former YMTC CEO and later deputy chairman, has joined Rong Semiconductor (Ningbo) Co. (RongSemi) as head of its technical expert committee. The announcement came alongside RongSemi's September 8, 2025, statement denying reports that construction of its 12-inch fab in Ningbo had been suspended. The company said Yang has been guiding technical work in the role since July 2024
Tuesday 9 September 2025
Samsung to double GDDR7 output following Nvidia B40 order
Nvidia has reportedly placed an order with Samsung Electronics for GDDR7 graphics memory, with the supply volume doubling compared to previous orders. Samsung's GDDR7 was previously used in the China-market-specific AI accelerator B40, drawing significant attention to the ongoing collaboration between Samsung and Nvidia
Tuesday 9 September 2025
L&T Semiconductor Technologies acquires Fujitsu General Electronics' power module design assets
India-based IC design firm L&T Semiconductor Technologies (LTSCT) announced on Friday that it has acquired the power module design assets of Japan's Fujitsu General Electronics (FGEL), marking a significant step in its push to expand capabilities in power electronics
Tuesday 9 September 2025
CATL unveils Shenxing Pro battery, expands EU capacity with US$8.6 billion Hungary plant
CATL, the world's largest electric vehicle (EV) battery manufacturer, unveiled a major technological breakthrough in Munich on September 7, 2025, introducing its NP3.0 (No Propagation 3.0) safety platform and the first lithium-iron-phosphate (LFP) battery built on the system, the Shenxing Pro. The announcement signals both a leap in safety standards and CATL's ambition to deepen its presence in Europe with expanded regional production
Tuesday 9 September 2025
BOE reportedly to supply iPhone 17 Pro OLED panels at US$40 each
According to UBI Research, BOE will supply OLED panels for Apple's iPhone 17 Pro. This marks BOE's first time providing LTPO OLEDs to Apple and highlights the growing influence of Chinese panel manufacturers in the smartphone OLED market, posing a greater challenge to South Korean suppliers
Tuesday 9 September 2025
China's ACM ships first KrF coater-developer to logic fab as local supply chain advances
As the global semiconductor industry undergoes rapid restructuring, Chinese equipment makers are racing to achieve breakthroughs and scale. ACM Research (Shanghai), Inc. has introduced its first KrF lithography coater-developer system, the Ultra Lith KrF, a pivotal move into front-end lithography tools for mature-node production
Tuesday 9 September 2025
China's first open AI computing architecture: Sugon, Lenovo, Moore Threads come together to challenge Nvidia CUDA
Dawning Information Industry Co. (Sugon) has partnered with more than 20 Chinese firms across AI chips, large models, and system integration to roll out a new open AI computing architecture. The initiative features the launch of the Sugon AI Supercluster System and the creation of a Joint Lab for Open AI Computing Architecture, designed to build a homegrown ecosystem around advanced computing
Tuesday 9 September 2025
Research Insights: Global auto market forms multi-track pattern
The global automotive market reached total sales of 44.42 million units in the first half of 2025, marking a year-over-year increase of 2.7%. Among these, the combined sales volume of the three major markets—China, the US, and Europe—totaled 27.48 million units, accounting for 61.9% of the global share, and they remain the core of the worldwide automotive industry
Tuesday 9 September 2025
Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance
Samsung Electronics is reportedly expected to feature its in-house application processor (AP), the Exynos 2600, in the upcoming Galaxy S26 flagship series scheduled for early 2026. This move marks Exynos's return to Samsung's main flagship market, a bet on both corporate pride and technological prowess