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Wednesday 3 September 2025
SK Hynix installs first high-NA EUV lithography system at Icheon fab
SK Hynix announced that it has successfully assembled the industry's first high-NA extreme ultraviolet (EUV) lithography system for mass production at its M16 fabrication plant in Icheon, South Korea
Wednesday 3 September 2025
Yageo receives Japanese approval to acquire Shibaura Electronics after national security review
Taiwan-based Yageo has secured approval from Japanese foreign direct investment (FDI) authorities to acquire Shibaura Electronics, following an extensive national security review. The clearance allows Yageo to move forward with its tender offer bid (TOB), advancing the US$740 million acquisition into its final stages
Wednesday 3 September 2025
Chinese robot maker Unitree prepares onshore IPO filing by December
Hangzhou Unitree Technology, a leading Chinese robotics startup, plans to file listing documents between October and December for an upcoming stock market debut. The company announced the timeline on September 2 via X (Twitter), adding that it had already submitted a pre-listing application in July
Wednesday 3 September 2025
China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab
TSMC has become the latest chipmaker to lose its exemption to use US semiconductor equipment in China, following similar moves against South Korea's Samsung Electronics, SK Hynix, and Intel. Industry analysts suggest the operational impact may be limited in the short term, but will bring fresh uncertainty for the long term
Wednesday 3 September 2025
AI assesses stroke risk through smartphone audio recordings
Artificial intelligence (AI) is rapidly transforming diagnostic and treatment methods in healthcare. Ho Chun-yung (transliterated from Korean), a neurologist at South Korea's Yonsei University, has been exploring the integration of AI technology into clinical practice to help patients receive more timely and effective care while reflecting on the evolving relationship between AI and physicians
Tuesday 2 September 2025
China's AI industry shows steady growth despite US technology restrictions
China has been actively demonstrating advancements in its artificial intelligence (AI) sector. Despite still trailing major US companies, China continues to pursue development amid ongoing US export controls that limit access to advanced technology
Tuesday 2 September 2025
SK Hynix strikes pay deal, lifting average worker bonus to US$78,600

SK Hynix ended a protracted labor dispute by scrapping a ceiling on worker bonuses, easing the risk of strikes after nearly three months of wage talks

Tuesday 2 September 2025
China promotes computing power vouchers to boost AI adoption among enterprises
Multiple local governments in China have introduced "computing power vouchers" to reduce costs and increase access to artificial intelligence (AI) technology for small and medium-sized enterprises (SMEs). These vouchers, essentially government subsidies, allow companies to purchase computing power services at significantly lower prices, accelerating digital transformation across various industries
Tuesday 2 September 2025
GlobalFoundries picks Qorvo exec Victor Hu to lead China strategy
GlobalFoundries (GF) has named Victor Hu, a semiconductor industry veteran with over 25 years of leadership experience, as vice president of sales and president of China. In this role, Hu will lead strategic planning, business development, and partner relations in what the company views as one of its most important growth markets
Tuesday 2 September 2025
China's urgent TV orders boost panel manufacturers' utilization rates
As China continues to implement dynamic production cuts, the output reduction has stabilized LCD TV panel prices in August. Meanwhile, major Chinese TV brands such as TCL and Hisense have recently released urgent orders, leading industry experts to expect that LCD TV panel prices in September will likely remain stable
Tuesday 2 September 2025
China's YMTC moves into DRAM, teams with CXMT to target HBM market
Yangtze Memory Technologies Corp. (YMTC), China's largest NAND flash producer, is expanding into the DRAM sector as part of Beijing's broader drive to compete in advanced memory markets like high-bandwidth memory (HBM). Industry sources indicate YMTC could begin investing in DRAM equipment by late 2025, while actively pursuing a strategic partnership with domestic DRAM leader ChangXin Memory Technologies (CXMT)
Tuesday 2 September 2025
China's new AI content regulations take effect; 'labeling' requirement may impact entire industry chain
Starting September 1, 2025, China officially implemented the Measures for the Labelling of Artificial Intelligence-Generated and Synthetic Content. This regulatory framework is regarded as a new standard for AI content and will fundamentally transform the ecosystem of AI-generated online content in China. It will also directly affect behavioral norms from model developers to general creators
Tuesday 2 September 2025
SK Hynix expected to outpace Samsung, Micron in HBM share
SK Hynix is expected to retain more than half of the global high-bandwidth memory (HBM) market through at least 2027, cementing its role as Nvidia's top supplier while broadening its reach across the memory semiconductor spectrum, according to forecasts cited by South Korean media, including Business Post, ZDNet Korea, and Yonhap
Tuesday 2 September 2025
US strips Samsung, SK Hynix of China exemptions, dealing major blow to Korean chipmakers
The US Commerce Department plans to revoke long-standing waivers that have allowed Samsung Electronics and SK Hynix to operate their Chinese chip plants using American equipment. The new rules, set to take effect within 120 days, heighten tensions between Washington and Beijing while putting South Korea in a difficult position
Tuesday 2 September 2025
China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?
China's chipmakers remain blocked from sub-7nm breakthroughs, but expansion in mature-node manufacturing is surging, led by 12-inch wafer fabs. SMIC has accelerated construction since 2021, and its planned full acquisition of Semiconductor Manufacturing North China Corp. (SMIC North) is now in focus for its potential to lift revenue and profitability