CONNECT WITH US
Thursday 28 August 2025
China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the Gui'an New Area, has set a steeper 90% target, while Beijing has gone further still, vowing to reach full self-sufficiency by 2027 as it fast-tracks a supply chain insulated from US technology
Wednesday 27 August 2025
Rebellions unveils chiplet AI accelerator to challenge Nvidia in hyperscale market
Korea-based Rebellions unveiled its next-generation AI accelerator, REBEL-Quad, at the Hot Chips 2025 symposium in California, positioning itself as a direct rival to Nvidia's Blackwell processors. The chip is the world's first neural processing unit (NPU) to adopt the UCIe-Advanced standard for chiplet interconnect, a design that enables faster and more power-efficient data transfer
Wednesday 27 August 2025
Nvidia's Huang meets Samsung, SK leaders at US summit as HBM battle escalates
The South Korea-US summit offered a rare gathering of tech heavyweights, as Nvidia CEO Jensen Huang met with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won. The encounter underscored the rising importance of high-bandwidth memory (HBM) and cross-border semiconductor investment in the intensifying global AI race
Wednesday 27 August 2025
BYD to open first Malaysian electric vehicle assembly plant in Tanjong Malim
Chinese electric vehicle manufacturer BYD Auto plans to establish its inaugural assembly plant in Malaysia, situated in Tanjong Malim, Perak. The facility is slated to begin operations in the latter half of 2026, though details on production capacity and investment size remain undisclosed
Wednesday 27 August 2025
VinGroup's VinMotion debuts humanoid robots to support EV factory automation in Vietnam
Vietnamese leaders recently observed humanoid robot performances by VinMotion, a subsidiary of Vingroup, signaling the country's growing interest in robotics for industrial applications. The robots are poised to assist in electric vehicle factories, highlighting a shift toward automation in Vietnam's manufacturing sector
Wednesday 27 August 2025
DeepSeek’s FP8 model signals China’s push to cut reliance on US AI chips

DeepSeek shook up China's AI race on August 21 with the release of its V3.1 model, built on UE8M0 FP8 Scale precision and designed for upcoming Chinese processors

Wednesday 27 August 2025
Huawei slashes Mate series prices, prepares tri-fold launch ahead of Apple event
Apple will unveil its latest iPhone lineup on September 9 in California, but Huawei is looking to pre-empt the buzz. The Chinese tech giant confirmed it will hold its "Mate XT Ultimate Master and Full-Scenario Launch Event" on September 4, where it is expected to introduce a tri-fold smartphone. The timing, just five days before Apple's event, is seen as a direct challenge, highlighting Huawei's push to regain ground in the premium smartphone market
Wednesday 27 August 2025
Suzuki to launch first made-in-India EV; Prime Minister Modi calls it 'historic beginning'
Suzuki Motor Corp. will produce its first electric vehicle in India, underscoring the Japanese automaker's bet on the South Asian nation as a hub for green mobility and exports. The announcement came alongside the inauguration of the company's new EV initiative at its Hansalpur plant in Gujarat, where Suzuki Chief Executive Toshihiro Suzuki confirmed more than INR700 billion (approx. US$7.98 billion) of investments over the next five to six years, according to Reuters, Bloomberg, and India's Press Information Bureau
Wednesday 27 August 2025
Japanese chip equipment makers missing out on Nvidia AI boom, says Marumae CEO

Japanese makers of semiconductor equipment parts that cater to niche markets are struggling to cash in on the AI boom, even as it drives record profits for chipmakers and tool giants. Their struggles highlight the uneven ripple effects of AI across the global supply chain, according to reports from the South China Morning Post and Bloomberg

Wednesday 27 August 2025
Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming to solidify its leadership in OLED displays while countering growing competition from China

Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time had a sharper decline as margin pressure weighed on earnings despite steady sales, according to filings with Cninfo and coverage by Sina

Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are all investing heavily in infrastructure, but their approaches to balancing model training and inference are beginning to diverge, reshaping the competitive landscape
Wednesday 27 August 2025
China reportedly turning to second-hand Nvidia A100, H100 GPUs after H20 ban
China's AI hardware market is facing an unexpected shake-up after authorities banned Nvidia's H20 accelerator, prompting a surge of second-hand AI training systems from overseas. Industry sources report that large volumes of retired high-end gear, particularly Nvidia A100 and H100 GPUs, are being stripped down and repurposed for inference, altering supply-demand balances and adding volatility to global supply chains
Wednesday 27 August 2025
China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power
Wednesday 27 August 2025
South Korea, US deepen ties with focus on nuclear energy projects
South Korean and US companies signed a total of 11 agreements across various sectors, including shipbuilding, nuclear energy, aviation, liquefied natural gas (LNG), and minerals, during the recent Korea-US Business Roundtable in Washington, D.C. Four of these deals focused on nuclear energy, marking it as the largest category of cooperation