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Monday 8 September 2025
China's chip-equipment drive hits atomic scale, AMEC chairman warns on rivalry
China's chip-equipment industry now faces hurdles on par with its most storied national projects, said Gerald Yin, chairman and CEO of AMEC. Addressing the CSEAC 2025 exhibition in Wuxi on September 4, Yin argued that building advanced semiconductor tools has become even more daunting than the historic "Two Bombs, One Satellite" program of the 1960s
Monday 8 September 2025
Shenzhen's International Semiconductor Expo highlights AI and advanced packaging breakthroughs
Shenzhen International Semiconductor & IC Exhibition, known as SEMI-e 2025, will take place September 10-12 at the Shenzhen World Exhibition & Convention Center. The event is expected to draw thousands of chipmakers, equipment suppliers, and technology companies as the semiconductor industry continues to expand globally
Monday 8 September 2025
South Korea's MCP exports to Taiwan surge, debunking AI bubble concern and boosting SK Hynix outlook
South Korea's multi-chip packaging (MCP) exports continued to climb sharply in August 2025, with the share of high-bandwidth memory (HBM) exports to Taiwan steadily increasing
Monday 8 September 2025
China's chip equipment makers close in: eroding Japan's share, eyeing US dominance
China's sustained investment in its semiconductor equipment ecosystem is starting to alter the global balance of power. Markets once controlled by US and Japanese giants are now being reshaped by the rapid ascent of Chinese equipment makers
Sunday 7 September 2025
China’s SiCarrier rallies suppliers with US$1.4B in orders, yet lithography gap persists
Chinese semiconductor equipment maker SiCarrier has booked over CNY10 billion (US$1.4 billion) in orders and is mobilizing upstream suppliers for large-scale production. With nearly 20,000 employees, the Shenzhen-based firm is emerging as a key force in China's drive to localize chipmaking gear as global export restrictions tighten
Saturday 6 September 2025
Samsung accelerates launch of Galaxy S25 FE, Galaxy Tab S11 to bolster AI portfolio
Samsung is rolling out its Galaxy S25 FE smartphone and Galaxy Tab S11 tablets a month early, unveiling the devices at the IFA 2025 tech show in Berlin. The move is aimed at filling a gap in its lineup ahead of the launch of its new tri-fold phones later this year
Saturday 6 September 2025
South Korea plans to cut wafer material tariffs to 0% to strengthen its semiconductor cost advantage
The South Korean government is reportedly pushing to reduce tariffs on key imported materials used in semiconductor wafer production to 0% by 2026. Amid the US' announcement of a potential 100% tariff on South Korean semiconductors, Seoul aims to enhance the foundational cost competitiveness of its domestic semiconductor industry
Saturday 6 September 2025
Plaud issues 6-point statement to clarify security concerns over founder's China link
In response to security concerns over its Chinese founder's background, AI voice recording device maker Plaud issued a statement on September 2, 2024, clarifying that while hardware manufacturing is commissioned to Shenzhen Jizhi Connect Technology, data from Taiwanese users is stored exclusively on Amazon Web Services (AWS) cloud platforms in the US. The company emphasized that user data will not be leaked to the Chinese government
Friday 5 September 2025
Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar
Japan's semiconductor materials suppliers are racing to expand capacity as the AI data center build-out drives unprecedented demand for advanced chips and packaging inputs. Nikkei reports that Asahi Kasei will invest JPY16 billion (US$108 million) to double production of PIMEL, its photosensitive insulating material used in GPUs and other high-end semiconductors, by fiscal 2030
Friday 5 September 2025
Made in China: 5nm GPU clears tape-out, 6nm now sampling
On September 3, 2025, Anhui Anfu Battery Technology announced its portfolio company Xiangdi Xian Computing Technology (XDXCT) had completed tape-out validation of its next-generation "Fuxi" GPU architecture. The chip demonstrated strong graphics rendering and parallel computing performance, with early optimizations confirming it can run the much-anticipated title Black Myth: Wukong
Friday 5 September 2025
SKT launches massive AI data center to recover from cyberattack fallout
South Korean telecom giant SK Telecom (SKT) is doubling down on its artificial intelligence (AI) investments in the wake of a major hacking incident. The company has officially begun construction of a large-scale AI data center in Ulsan, South Korea, which will become the country's largest dedicated AI facility outside the capital region
Friday 5 September 2025
China's EV price war defies govt control, complicating EU tariff strategy
Beijing's attempts to curb fierce price competition within China's electric vehicle (EV) market have yielded minimal results, according to industry sources and analysts. The Chinese government's struggle to control discounting among domestic automakers has also added complexity to the EU's ongoing debate over tariffs and pricing restrictions on Chinese battery electric vehicles (BEVs)
Friday 5 September 2025
G2 AI race: US bets on AGI while China eyes applications
The global artificial intelligence race has split into two distinct paths. While the US pours resources into developing artificial general intelligence—machines with human-like cognitive abilities—China focuses on embedding practical AI applications across industries through its "AI+" strategy
Friday 5 September 2025
California dealers file lawsuit to block Sony's Afeela 1 direct sales
Japanese electronics giant Sony's ambitious automotive plans have hit a roadblock following a lawsuit filed by the California New Car Dealers Association (CNCDA) in Los Angeles County Superior Court on August 22, 2025. The existing online direct sales model for its new vehicles may no longer be viable, forcing Sony to seek alternative dealership arrangements. This case highlights the marketing system challenges faced by automakers amid major transformations in powertrain and driving systems
Friday 5 September 2025
Toyota's Czech plant gets US$792M upgrade to build new EV
Japanese carmaker Toyota said on September 3, it will begin producing battery electric vehicles (EVs) and batteries at its existing plant in the Czech Republic, marking the company's first EV and battery output in Europe. The Japanese carmaker will invest EUR680 million (approx. US$792 million) in new welding and painting facilities and a dedicated battery assembly line