CONNECT WITH US
Tuesday 30 September 2025
LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026
Prices for LCD TV panels stabilized in the third quarter, following months of decline, and remained flat across all sizes in August and September. As the industry moves into the fourth quarter, demand for LCD TV panels is expected to soften. However, Chinese producers are set to scale back output during the National Day holiday. Industry executives anticipate that supply and demand will remain balanced through year-end, limiting price swings; however, a rebound in the first quarter of 2026 cannot be ruled out
Tuesday 30 September 2025
Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change." But behind the polished presentation was the story of a company that nearly walked away from one of the most defining — and divisive — decisions in its history: whether to build its own smartphone chips, or abandon the dream for good

Tuesday 30 September 2025
Samsung chair sees humanoid robots as new growth engine
Samsung chairman Lee Jae-yong is making humanoid robots a central pillar of the conglomerate's future, pursuing an aggressive investment strategy that analysts say could reshape the company's revenue profile
Tuesday 30 September 2025
China's Zhaoxin breaks into healthcare: 6,000+ hospital PCs run x86 chips against Intel, AMD

Shanghai Zhaoxin Semiconductor has scored a breakthrough in China's healthcare sector. On September 23, the x86 chipmaker announced that over 6,000 of its processor-powered desktops won a major hospital procurement bid, an important step for Chinese x86 CPUs in mission-critical medical deployments

Tuesday 30 September 2025
Pimax micro OLED VR headsets promise record field of view, face shipping delays
Pimax has introduced three micro OLED VR headsets using its patented ConcaveView optical technology: the entry-level Dream Air SE, the mid-range Dream Air, and the flagship Crystal Super. All feature high-resolution visuals, lightweight design, and immersive performance, with preorders already open. Shipments of the Dream Air and Dream Air SE have been delayed, with deliveries unlikely before December 2025
Tuesday 30 September 2025
New era of vehicle cyber threats puts entire supply chain on alert

As the global mobility industry undergoes rapid digitalization and platform integration, the promise of greater efficiency, user experience, and innovative business models is becoming a reality. However, so too are the growing cybersecurity risks that threaten not only connected vehicles and their automakers but also suppliers deep within the value chain, including battery manufacturers

Tuesday 30 September 2025
South Korea's Rebellions raises US$250M from Arm and Samsung, valued at US$1.4B
South Korean AI semiconductor startup Rebellions has raised US$250 million in a Series C round, backed by Arm Holdings Plc, Samsung Ventures, and Pegatron's VC arm, accelerating its push to mass-produce energy-efficient AI chips and expand internationally. The round values the five-year-old company at US$1.4 billion, according to a company statement
Tuesday 30 September 2025
Non-China supply chain pushes 12-inch SiC into advanced packaging, but China stands to gain
The surge in AI chips fueling CoWoS packaging demand has put silicon carbide (SiC), a third-generation semiconductor, on the verge of entering this high-value arena. The shift is set to begin within the "non-China supply chain," though its ripple effects could reinvigorate the global SiC industry, China included. From SEMICON Taiwan 2025 to South Korea's ICSCRM conference, 12-inch SiC in advanced packaging has become one of the most discussed topics across the semiconductor stage
Tuesday 30 September 2025
US expands entity list restrictions to cover affiliates of blacklisted firms
The US Department of Commerce has issued a new rule that broadens the reach of its export control regime by targeting affiliates of companies already on restricted lists. The change, announced by the Bureau of Industry and Security (BIS), automatically subjects any entity that is at least 50% owned by one or more companies on the Entity List or the Military End-User (MEU) List to the same restrictions
Tuesday 30 September 2025
Qualcomm elevates China at Snapdragon Summit 2025 in Beijing
On September 24, Qualcomm staged its annual Snapdragon Summit across Beijing and Hawaii. With US–China trade tensions flaring again under President Donald Trump's second term, the company, earning nearly half its revenue from Chinese customers, moved its China venue from Sanya back to Beijing, signaling the market's elevated strategic weight and influence across the supply chain
Tuesday 30 September 2025
Chinese humanoid robots fall short in functionality, says Agility Robotics founder
In the humanoid robot competition, the US and China stand out as the two leading forces. Jonathan Hurst, co-founder of US-based humanoid robotics startup Agility Robotics, recently shared his views on the rapid advancements of Chinese humanoid robots
Monday 29 September 2025
Critical bluetooth flaw exposes Unitree robots to root-level takeover
A serious vulnerability in the Bluetooth Low Energy (BLE) Wi-Fi configuration interface of several Unitree robots could allow attackers to gain root-level control, researchers disclosed on September 20, 2025. The exploit, dubbed UniPwn, affects Unitree's Go2 and B2 quadrupeds, as well as G1 and H1 humanoids. Because the flaw operates over wireless connections, it is "wormable," meaning an infected robot could automatically compromise others within BLE range, creating a self-propagating robot botnet
Sunday 28 September 2025
South Korea at critical juncture in drone development autonomy
Drones have become a key technology for the development of both national security and civilian applications. However, South Korea's current drone industry heavily relies on China for materials, components, and airframes. Calls for technological independence and the establishment of a comprehensive local ecosystem are rising in line with the global trend of getting rid of China's influence in drone development
Sunday 28 September 2025
Hanmi Semiconductor expands into advanced chip packaging for AI era

Hanmi Semiconductor, a rising force in semiconductor equipment manufacturing, is rapidly expanding its influence in the AI hardware ecosystem. After establishing dominance in the critical thermal compression bonding (TCB) segment used for high-bandwidth memory (HBM), the company has now officially entered the advanced system semiconductor packaging market

Sunday 28 September 2025
Qualcomm China head says robots, smart glasses could surpass phones, eyes deeper Android ties
Frank Meng, Chairman of Qualcomm China, believes that in the long run, two emerging categories have the potential to rival, or even eclipse, smartphones in market scale: robots and a wide range of wearable devices, including smart glasses. Meng predicted while speaking to Chinese media outlets Yicai and National Business Daily at the Snapdragon Summit on September 24