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Wednesday 13 August 2025
China's chip equipment spending surges in 1H25, defying global downturn
China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new report. Semiconductor equipment spending, however, jumped more than 53%, highlighting Beijing's push for chip self-sufficiency in the face of escalating geopolitical pressures and export controls
Wednesday 13 August 2025
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers beginning mass production of HBM3 chips using a homegrown 16nm G4 process. Industry sources say sample shipments to Huawei are already in progress, and the product is undergoing final verification

Wednesday 13 August 2025
India's first AI unicorn files for IPO amid the country's booming AI sector
Fractal Analytics, an India-based artificial intelligence (AI) and analytics services provider, has filed for an initial public offering (IPO) in Mumbai that could value the company at over US$3.5 billion, reports Bloomberg
Wednesday 13 August 2025
Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins in the first half of the year are expected to moderate customer purchasing behavior moving forward, raising concerns over overall demand in consumer electronics markets
Wednesday 13 August 2025
Huawei unveils AI software to boost inference and curb China’s reliance on foreign memory chips

Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company says the tool could lower costs and reduce China's dependence on costly high-bandwidth memory (HBM) chips

Wednesday 13 August 2025
Tariff cut eases tensions for Korean auto exports, but risks remain
In a significant outcome of the ongoing US-South Korea trade deal, tariffs on automobiles and auto parts have been reduced from 25% to 15% as of April 2025. The two nations also agreed to extend most-favored-nation (MFN) treatment to qualifying countries. They reached a preliminary consensus on mutual recognition of US automotive safety standards, while continuing talks to ease non-tariff barriers
Wednesday 13 August 2025
Taiwan industries seek tariff relief as Chinese rivals undercut prices despite 50% duties
Taiwan's Minister of Economic Affairs J.W. Kuo recently held forums addressing the impact of increased US tariffs on Taiwanese industries. He proposed six countermeasures to help companies mitigate the effects of ongoing trade tensions, particularly in sectors like automotive parts manufacturing
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China, with potential plans to extend this policy to other semiconductor companies
Wednesday 13 August 2025
Samsung Display, LG Display unveil high-brightness OLEDoS, Micro LED innovations at K-Display 2025
At the K-Display 2025 exhibition in South Korea, Samsung Display (SDC) and LG Display (LGD) presented advancements in microdisplay technologies aimed at future market growth. Both companies introduced innovations across OLED-on-Silicon (OLEDoS) and Micro LED displays, highlighting ongoing research despite current market challenges
Wednesday 13 August 2025
Samsung Display debuts MONT FLEX brand, showcases enhanced durability and reduced creases in foldable panels
Samsung Display (SDC) recently launched its foldable panel brand, MONT FLEX, at the K-Display 2025, marking an ongoing effort in foldable display innovation. Despite progress, Samsung Display acknowledged that the technology is not yet a finished product
Wednesday 13 August 2025
India approves four chip projects under ISM
India has approved four additional semiconductor projects under the India Semiconductor Mission (ISM), further strengthening the country's semiconductor manufacturing ecosystem. These projects bring the total number of approved initiatives to ten, involving cumulative investments of approximately INR1.60 trillion (approx. US$18.27 billion) across six states
Wednesday 13 August 2025
Micron walks away from China's mobile NAND market, opening doors for rivals
Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC). The US chipmaker is riding a surge in high-bandwidth memory (HBM) demand from AI, but continues to face profitability challenges in mobile storage
Wednesday 13 August 2025
Trump’s 15% Nvidia chip levy hints at new trade game
US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions within the Chinese technology sector. This move diverges from traditional trade sanctions, embodying a novel form of "political taxation" that closely merges technology commerce with international geopolitics
Wednesday 13 August 2025
Why Taiwanese tech giants pour record funds into US AI server hubs
Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamic
Wednesday 13 August 2025
Two Chinese robot firms join Nvidia to drive ‘physical AI’ boom
As AI shifts from the "information space" into the physical world, China's leading robotics firms Unitree Robotics and Beijing Galbot are strengthening ties with Nvidia to speed the rollout of humanoid robots and embodied AI systems. Their target is a robotics market projected to be worth trillions of US dollars over the next decade