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Wednesday 13 August 2025
IPO wave puts China's humanoid robot industry to the test
China's humanoid robot industry is entering a rapid commercialization phase, with IPO pipelines expanding and capital inflows surging, as domestic manufacturers intensify competition while matching advances from US counterparts
Wednesday 13 August 2025
Samsung bets big on DRAM overhaul to reclaim HBM crown
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence. The company has begun major equipment investments to mass-produce sixth-generation 10-nanometer-class DRAM (1c DRAM) — the core component of its upcoming HBM4 chips
Wednesday 13 August 2025
Tariffs up, but China still commands the EV battery high ground
US President Donald Trump is imposing steep tariffs on Chinese lithium batteries to limit Beijing's market dominance, but soaring short-term demand from the electric vehicle (EV) and energy storage sectors is revealing weaknesses in the trade barrier
Wednesday 13 August 2025
China’s No. 3 automaker and Huawei tighten ties in global EV race
Huarong Zhu, the newly appointed chairman of China Changan Automobile Group (CCAG), visited Shenzhen and met with Huawei founder Zhengfei Ren. The two exchanged views on industry competition dynamics and future development strategies
Tuesday 12 August 2025
Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects, raising the stakes for US chipmakers just as Washington reopened limited AI chip exports to China under a controversial deal requiring a 15% revenue share with the US government

Tuesday 12 August 2025
2025 World Robot Conference sees record humanoid robot participation
The 2025 World Robot Conference kicked off in Beijing, China, on August 8, running for five days and showcasing more than 50 humanoid robot manufacturers. The event features the largest number of exhibitors ever at a global robotics-related event, displaying applications ranging from home services and industrial transport to inspection tasks
Tuesday 12 August 2025
China eyes 2027 BCI breakthrough as it races to build its own chips
China's brain-computer interface (BCI) sector is accelerating, driven by strong state policy support and private-sector advances. The Ministry of Industry and Information Technology (MIIT), National Development and Reform Commission (NDRC), National Health Commission, State-owned Assets Supervision and Administration Commission (SASAC), Chinese Academy of Sciences (CAS), and National Medical Products Administration (NMPA) have jointly released an "Implementation Plan for Promoting Innovation and Development of the brain-computer interface (BCI) Industry.
Tuesday 12 August 2025
Micron reportedly trims China workforce, focusing on R&D and support functions
Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical support teams — including field application engineers (FAE) and application engineers (AE) — in major hubs such as Shanghai and Shenzhen. Industry observers view the move as a strong signal that Micron is scaling back its presence in the mainland market, even as the company reports record global revenue
Tuesday 12 August 2025
ASMPT to wind down Shenzhen plant in China, cutting 950 jobs
Singapore-based semiconductor and electronics manufacturing equipment supplier ASMPT will shut down its wholly owned Shenzhen subsidiary, ASMPT Equipment (Shenzhen) Co. (AEC), as part of a strategic overhaul of its China manufacturing operations. The move, approved by AEC shareholders on August 8, 2025, triggers a voluntary liquidation process overseen by a dedicated committee
Tuesday 12 August 2025
South Korean President grants mass pardon, Samsung and SK elites relieved
With South Korea's Liberation Day approaching on August 15, President Jae-Myung Lee has decided to grant pardons to key figures, including former senior executives of Samsung's Future Strategy Office. This move is widely seen by the South Korean industry as a temporary resolution to the judicial crisis that has troubled Samsung Electronics for over a decade
Tuesday 12 August 2025
Taiwan's Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs
Taiwan's Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed its strong profitability to operational gains, despite a sharp New Taiwan dollar surge in May that cut second-quarter EPS to NT$0.73. First-half EPS reached NT$1.93, the highest since its market debut
Tuesday 12 August 2025
H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented condition: Nvidia must remit 15% of its sales revenue from these chips in the Chinese market back to the US government. This move immediately sparked uproar in Chinese public opinion
Tuesday 12 August 2025
SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth
South Korea's SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued a downbeat outlook for the third quarter. Despite near-term challenges, SKT remains confident in its medium- to long-term competitiveness, identifying its AI business as a key growth driver
Tuesday 12 August 2025
South Korea's DeepX to supply AI chips for Baidu's drones and robots
South Korean AI semiconductor developer DeepX has struck a deal to supply chips for Chinese tech giant Baidu, targeting applications in drones and robotics. The partnership will integrate DeepX's processors with Baidu's PaddlePaddle open-source deep learning framework to co-develop AI solutions for global industrial markets
Tuesday 12 August 2025
Samsung targets mid-range market with Galaxy AI-equipped A17
Samsung Electronics announced on August 11 the new 5G-capable A17 smartphone, aiming to drive momentum in the mid-range segment with Galaxy AI enhancements at a highly competitive price