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Tuesday 26 August 2025
Samsung Display expected to remain key supplier for rumored foldable iPhone
Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel development and mass production experience, the project is advancing through prototyping, with a market launch expected as early as the second half of 2026
Tuesday 26 August 2025
South Korea pledges US$150 billion in US investments amid summit talks with Trump
South Korean companies plan to invest approximately US$150 billion in the US, the chair of the Federation of Korean Industries (FKI) announced Monday, during a business roundtable held on the sidelines of the first US-South Korea summit between Presidents Lee Jae-myung and Donald Trump in Washington, according to Yonhap News, The Korea Economic Daily, and NHK Global
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for Chinese firms cut off from high-end GPUs, is now widely described as "suddenly dead" in the local market. The chip that internet giants once scrambled to hoard is now gathering dust, sidelined by regulatory scrutiny and security fears

Tuesday 26 August 2025
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC in market value for the first time, while DeepSeek's large language model has triggered another spike in processing demand, putting fresh focus on domestic chip design service providers
Monday 25 August 2025
Apple sues former employee, accuses him of passing Apple Watch secrets to Oppo

Apple has reportedly filed a lawsuit against Chinese smartphone maker Oppo and a former employee, accusing the engineer of stealing sensitive information about Apple Watch technology and passing it to his new employer

Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia CEO Jensen Huang stated that once purchase orders from China are received, Nvidia will have a large inventory of H20 chips ready for shipment
Monday 25 August 2025
Chipping away at H20: DeepSeek's UE8M0 FP8 signals Beijing's AI pivot toward homegrown chips
DeepSeek has introduced its new large language model, DeepSeek-V3.1, featuring a key upgrade: the "UE8M0 FP8 Scale" precision format. The company emphasized that the format was tailored for next-generation Chinese AI chips
Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August 27, 2025, Eastern Time. Market anticipation centers on three key issues: changes in AI chip demand structure, the ramp-up of Blackwell chip production capacity, and developments regarding the resumption of sales in the Chinese market following export restrictions
Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin businesses such as DRAM and advanced packaging
Monday 25 August 2025
China's AI drive accelerates: data centers power 40% jump in computing capacity
China's computing power for artificial intelligence is expanding at a blistering pace, with capacity expected to rise more than 40% this year, according to the Ministry of Industry and Information Technology. As of the end of June 2024, China had deployed 10.85 million standard racks in AI-focused data centers, reaching a total scale of 788 exaflops
Monday 25 August 2025
Intel shifts glass substrate strategy, from would-be rival to potential buyer
Intel is reportedly preparing to license its glass core substrate (GCS) technology, reversing course from its earlier plan to commercialize the technology in-house. The pivot could turn Intel from a prospective supplier into a customer, opening opportunities for Samsung Electro-Mechanics (Semco) and Absolics Inc
Monday 25 August 2025
Bill Gates partners with SK Group to advance South Korea's SMR ecosystem as global competition rises
During his recent visit to South Korea, Microsoft founder Bill Gates met with SK Group Chairman Chey Tae-won to discuss future cooperation in the energy sector, particularly small modular reactors (SMRs). The two sides agreed to deepen their business ties and strategic partnerships, drawing significant attention from the global nuclear industry
Monday 25 August 2025
China's top smartphone ODM plans HK IPO after doubling 1H25 revenue
Huaqin Technology, a leading global intelligent hardware platform company, announced on August 22, 2025, that it will issue H-shares and seek a main board listing on the Hong Kong Stock Exchange (HKEX). The offering will account for no more than 8% of its enlarged share capital, excluding the overallotment option, and is aimed at boosting the company's overseas financing capacity and global presence
Monday 25 August 2025
Yageo raises Shibaura Electronics offer to JPY7,130 per share; acquisition hinges on Japanese regulatory approval
The acquisition contest for Japan's NTC thermistor manufacturer Shibaura Electronics is approaching its conclusion, with the final outcome now dependent solely on regulatory approval, reports Nikkei
Monday 25 August 2025
Semco revamps IC substrate supply chain amid AI accelerator push
Samsung Electro-Mechanics (Semco) has recently adjusted its IC substrate supply chain, appointing Mitsubishi and Resonac as the primary suppliers for key materials such as copper-clad laminates (CCL). Industry observers view the move as a response to changes in Semco's advanced build-up film (ABF) substrate business