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

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

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

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

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

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

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

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

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

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

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

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

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

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

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