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Friday 20 June 2025
HBM divide deepens: SK Hynix diversifies, Samsung pulls in-house
SK Hynix is doubling down on diversifying its supply chain for thermal compression bonding (TCB) equipment, crucial for producing high-bandwidth memory (HBM), while Samsung Electronics appears to be moving in the opposite direction, prioritizing internalization. The contrasting strategies are fueling debate across the semiconductor industry
Friday 20 June 2025
China's 15th Five-Year Plan (4): Chip tool upgrade and 're-globalization' at the heart of supply chain reset
Amid ongoing volatility in the global semiconductor landscape, China's chipmaking equipment sector is undergoing a dual transformation centered on intelligent manufacturing and "re-globalization." These shifts serve as both a countermeasure to geopolitical headwinds and a strategic pivot toward a more autonomous and resilient supply chain
Friday 20 June 2025
Johor emerges as SEA data center hub amid Singapore's green push
Data center construction is accelerating in Malaysia's Johor state as Singapore charts a sustainable digital infrastructure strategy. Singapore's Infocomm Media Development Authority unveiled its Green Data Center Roadmap, targeting at least 300 megawatts of additional capacity in the near term while promoting energy-efficient technologies
Friday 20 June 2025
Why Taiwan's chip blacklist matters more to India than it seems
A recent move that may have escaped wider attention could carry long-term consequences for the global chip supply chain. Taiwan has added China's top foundry, Semiconductor Manufacturing International Corp (SMIC), and telecommunications giant Huawei to its export control list, effectively banning them from doing business with Taiwan's critical semiconductor sector
Friday 20 June 2025
Switch 2 shifts to Samsung as Nvidia pressures TSMC on pricing
Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly prompted Nintendo to raise its shipment forecast, with annual volume now expected to hit 20 million units with ease
Friday 20 June 2025
Singapore looks to build its own Shenzhen with AI-powered SEZ in Johor
The AI data center industry encompasses advanced semiconductor manufacturing, high-end chips (GPU, CPU, ASIC), and system integration (SI). As countries push for "sovereign AI," regional supply chains are gradually replacing globalization. Taiwan, with its robust electronic hardware manufacturing capabilities, has played a pivotal role in this industrial transformation
Friday 20 June 2025
Zhaoxin eyes IPO on China’s tech board as x86 chip losses mount
Shanghai Zhaoxin Semiconductor Co., Ltd. (Zhaoxin), a key Chinese developer of domestically produced x86-compatible CPUs, has filed for an IPO on the Shanghai STAR Market, targeting CNY4.169 billion (US$580.5 million). Proceeds will fund research and development for next-generation desktop and server chips, advanced processor nodes, and the expansion of its research facilities
Friday 20 June 2025
Overseas appetite drives Pudu past 100K robot milestone
A viral video of a food delivery robot in Shanghai recently sparked online buzz, but such scenes are routine across Asia. In Taiwan, China, and South Korea, service robots are already embedded in hospitality and foodservice operations. Now, China-based Pudu Robotics has surpassed 100,000 cumulative shipments of its commercial service robots globally, marking a significant milestone in its expansion
Friday 20 June 2025
China rolls out IPO welcome mat for unprofitable tech
To strengthen capital market support for technology startups, Qing Wu, chairman of the China Securities Regulatory Commission (CSRC), announced during the 2025 Lujiazui Forum on June 18, 2025, that the "fifth set of listing rules" for the STAR Market will be reinstated. This policy allows unprofitable companies to apply for listing, further enhancing capital backing for the science and technology innovation sector
Thursday 19 June 2025
Nvidia CEO cautions US: China's AI momentum won't be stopped by sanctions
In recent interviews, Nvidia CEO Jensen Huang has repeatedly invoked the names "China" and "Huawei," sounding an increasingly urgent alarm about the pace of China's AI progress. If anyone thinks a single move can halt China's AI development, that is pure ignorance, Huang warned in a recent conversation with reporters
Thursday 19 June 2025
Nintendo Switch 2 off to strong sales start; handheld rivals fear displacement effect
Nintendo's long-anticipated Switch 2 debuted on June 5 across Japan and several other markets, marking its first major console release in eight years. Demand has quickly outpaced supply, prompting the company to rush replenishment orders to suppliers. Market analysts have since raised their shipment projections, citing robust early sales and sustained consumer enthusiasm
Thursday 19 June 2025
BOE ventures into advanced packaging with glass substrate pilot production line
BOE is advancing its semiconductor glass core substrate (GCS) business. According to South Korean media reports, BOE recently procured equipment for a GCS packaging R&D pilot production line project. Industry observers interpret this move as BOE leveraging its expertise in glass substrates from the display sector to expand into the semiconductor field
Thursday 19 June 2025
Nvidia Rubin accelerates SK Hynix's lead in HBM4 supply race
As Nvidia prepares to begin supplying samples of its next-generation AI accelerator "Rubin," industry sources report that SK Hynix is accelerating shipments of sixth-generation high-bandwidth memory (HBM4). Some HBM4 units intended for Rubin samples have already been supplied in small quantities
Thursday 19 June 2025
Nvidia's NVL72 's new rival in town: Huawei flips the script with CloudMatrix 384
Huawei's CloudMatrix 384 supernode, powered by its Ascend 910 series AI processors, is positioning itself as a viable challenger to Nvidia's newly launched GB200 NVL72, despite trailing in chip generation. According to a recent SemiAnalysis report, Huawei's edge lies not in silicon specs, but in a fundamentally redesigned system architecture that prioritizes interconnect efficiency at scale
Thursday 19 June 2025
Samsung shifts talent focus from China to emerging markets
Samsung Electronics is entering a new phase of strategic transformation, shifting its focus away from China and toward emerging markets such as India and Vietnam. According to South Korean media outlet Financial News, Samsung will begin actively recruiting "regional experts" for these countries starting in early 2025. This move marks a notable departure from previous practices, which primarily centered around China