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Tuesday 29 July 2025
Beijing's crackdown on BYD could reshape China's EV hierarchy

BYD, long China's undisputed leader in new energy vehicles (NEV), recently hit an unexpected bump in the road, one that may reshape the industry's competitive landscape: the Chinese government is planning to intervene in BYD's aggressive pricing strategy. While domestic rivals initially appeared to benefit from BYD's troubles, many are now watching the rise of Huawei with heightened interest

Tuesday 29 July 2025
From 'AMD killer' to AMD exec: Intel China veteran's stunning defection shocks industry
The man who once crushed AMD's dreams in China now works for them. Ian Yang, Intel China's former president dubbed the "AMD killer" for his ruthless campaign against the rival chipmaker, has made one of the semiconductor industry's most shocking career pivots — joining AMD as a senior executive
Tuesday 29 July 2025
Samsung reportedly expands 8nm foundry client base from Switch 2 to HPC chips
Samsung Electronics has reportedly secured new clients for its 8nm wafer foundry services through collaboration with its Design Solution Partners (DSPs). This development is expected to significantly boost Samsung Foundry's production line utilization rates
Tuesday 29 July 2025
A US$140 million lesson: Cadence case shows the cost of export control evasion
US authorities have imposed a combined US$140 million penalty on Cadence Design Systems Inc. for illegally exporting sensitive semiconductor design technology to Chinese military-affiliated entities
Tuesday 29 July 2025
Zhipu unveils GLM-4.5 model as China's AI model race intensifies
On July 28, Chinese AI startup Zhipu released its latest open-source model, GLM-4.5, marking its most powerful release to date and reinforcing its ambitions in the growing field of intelligent agent applications. The new model arrives amid a surge in model releases from Chinese developers, reflecting intensifying domestic competition in generative AI, report Reuters and Bloomberg
Tuesday 29 July 2025
US and China unveil rival AI strategies, forming two global tech camps
The US and China have each unveiled comprehensive AI action plans that position the technology as a pivotal element in national defense and foreign policy, effectively creating two major global AI camps. These strategies focus on competition for influence over third-party countries, where open-source AI models may play a decisive role
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed steady China revenue expectations, rising momentum in advanced packaging, and minimal tariff exposure, underscoring the company's strategic positioning amid accelerating global demand for electronic design automation and semiconductor design tools
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust EDA demand and AI-driven growth boosted performance, with analysts downplaying the penalty's impact and highlighting the company's improving margins and resilient market position
Tuesday 29 July 2025
China's PCB industry hit hard by continued bankruptcy wave
China's PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to overcapacity, forcing manufacturers to cut prices to win orders, thus triggering a wave of intense internal competition
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah Fluorochemical are now supplying major chipmakers Samsung and SK Hynix, marking China's growing influence in a critical segment of advanced semiconductor manufacturing infrastructure
Tuesday 29 July 2025
LG makes semiconductor comeback with HBM Bet

More than two decades after being pushed out of the chip industry, LG Electronics is making a surprise return—this time with its sights set on one of the most advanced tools in high-performance memory: hybrid bonding equipment for high-bandwidth memory, or HBM. Often referred to as a "dream tool" in the industry, the move signals LG's renewed ambition to reclaim a spot in a field it once helped shape

Monday 28 July 2025
Jabil's Sanand plant nears completion amid manufacturing expansion
US-based electronics manufacturer Jabil is close to completing its new plant in Sanand, Gujarat, Union Minister of Electronics and IT Ashwini Vaishnaw confirmed on X on July 26, 2025. The company is investing over INR20 billion (around US$238 million) in manufacturing silicon photonics and electronic manufacturing services at the site
Monday 28 July 2025
Geoffrey Hinton’s first China visit: Can AI grow up without turning on us?
The 2025 World Artificial Intelligence Conference (WAIC) was held in Shanghai from July 26 to July 29, 2025. Geoffrey Hinton, the 78-year-old AI pioneer, who won both the 2018 Turing Award and the 2024 Nobel Prize, made his first visit to China. He delivered a keynote speech at the WAIC opening ceremony on the morning of July 26 and engaged in a high-level dialogue with Bo-Wen Zhou, head of the Shanghai AI Lab, that afternoon
Monday 28 July 2025
US tariff talks leave SEA auto supply chains in flux
Recent tariff negotiations between Southeast Asian countries and the US under President Donald Trump have yet to produce finalized agreements with nations including Singapore, Thailand, and Malaysia. Automotive supply chain stakeholders anticipate that final tariff rates across Southeast Asia will converge, contributing to increased industrial relocation from China
Monday 28 July 2025
From ChatGPT to robots: Global firms push into physical AI, South Korea targets defense edge
As generative AI tools like ChatGPT capture global attention, a new frontier is emerging—physical AI, or artificial intelligence that can interact with the real world. While large language models are skilled at understanding and reasoning with words, they fall short when it comes to responding to real-world events in real time