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Tuesday 22 July 2025
China's emerging memory titan duo disrupts DRAM's current big three
China's top memory chipmakers, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC), have nearly doubled their output in just over a year. Their rapid expansion is raising alarm in South Korea, where industry leaders worry that China's growing presence could upend the global memory market and threaten the dominance of Samsung Electronics and SK Hynix
Tuesday 22 July 2025
China's grip on drone supply chain spurs South Korea to boost self-reliance
A recent surge in the cost of Chinese-made drone components has reignited concerns in South Korea over its overwhelming reliance on China for critical unmanned aerial vehicle (UAV) parts. South Korea is accelerating efforts to boost domestic manufacturing capabilities and enhance collaboration with the US to fortify its drone industry and mitigate strategic risks
Tuesday 22 July 2025
China's RISC-V charge expedites: DAMO Academy, BOSC go deep on server-class and 16-core CPUs
China is accelerating its deployment of RISC-V architecture as US-China tech decoupling intensifies, aiming to build a fully autonomous semiconductor supply chain. At the 5th RISC-V Summit China in Shanghai, Alibaba's DAMO Academy introduced new advances in its high-performance RISC-V platform under the XuanTie brand. Concurrently, the Beijing Institute of Open Source Chip (BOSC) confirmed system-level validation of its third-generation 16-core RISC-V processor, Kunminghu (Kunming Lake)
Tuesday 22 July 2025
Synopsys strengthens India's role with push for world's first AI-based chip foundry
Synopsys is playing a key role in India's growing semiconductor ambitions, partnering closely with Tata Electronics to support what may become the world's first AI-based semiconductor foundry at Dholera in Gujarat
Tuesday 22 July 2025
China's drone export curbs rattle East Asian supply chains
Drones have become a dominant force on the battlefield in the Russia-Ukraine conflict, highlighted by Ukraine's successful strikes on Russian air bases. The impact of these developments extends well beyond military engagements, disrupting global supply chains and accelerating a broader shift away from components manufactured in China
Monday 21 July 2025
South Korea's US$2.15 billion bet on humanoid robots gains MIT-Naver partnership
South Korea's Naver Corporation is teaming up with the Massachusetts Institute of Technology (MIT) to develop a bipedal humanoid robot, highlighting the nation's accelerating push into physical AI. With global competition in humanoid robotics intensifying, the Naver-MIT partnership is seen as a strategic bid to position South Korea at the forefront of next-generation robotics
Monday 21 July 2025
BOE's OLED salvo hits Samsung again, Apple braces for fallout
BOE Technology Group has filed a second patent infringement lawsuit against Samsung Display in under two months, escalating a legal showdown that could disrupt Apple's iPhone OLED panel supply chain and reshape the global display industry
Monday 21 July 2025
Seoul backs RF Materials in US$76 million space-grade semiconductor initiative

As Seoul intensifies efforts to build next-generation aerospace technologies, RF Materials, a South Korean firm specializing in compound semiconductor packaging, has been named a core participant in a national R&D program aimed at advancing space-grade semiconductor technology

Monday 21 July 2025
Unitree files for IPO as JD.com doubles down on embodied AI — market reacts
Unitree Robotics, a Hangzhou-based developer of quadruped and humanoid robots, has filed for IPO counseling with the Hangzhou office of China's securities regulator as of July 18, 2025. Citic Securities is serving as the IPO advisor, with Beijing DeHeng Law Offices providing legal counsel and RSM China handling auditing, according to filings cited by ICsmart and Yicai. Citic Securities is expected to begin its due diligence and compliance assessment in October 2025, evaluating Unitree's IPO readiness and supporting its application process
Monday 21 July 2025
Rapidus sets 2027 goal for 2nm mass production, but political shake-up clouds outlook
Rapidus has unveiled a working 2nm chip prototype, advancing Japan's efforts to reestablish a foothold in leading-edge semiconductor manufacturing. The company aims to launch the world's first fully integrated front-end and back-end 2nm mass production system by late 2027, with back-end pilot lines already underway
Monday 21 July 2025
China solar companies push for government intervention as prices surge after months of losses
Chinese solar manufacturers have orchestrated sharp price increases across the industry supply chain after reporting widespread losses, with government backing for production curbs aimed at halting a destructive pricing war
Monday 21 July 2025
Nvidia's China chip clearance spurs SK Hynix memory expansion plans
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is driving SK Hynix to consider expanding production of advanced memory semiconductors
Monday 21 July 2025
Samsung reportedly lobbies Washington on chip tariffs and AI export curbs
A senior executive from Samsung Electronics' Device Solutions (DS) division has reportedly visited Washington, D.C., to express the company's concerns regarding US semiconductor tariff policies and upcoming restrictions on AI chip exports
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor and Johor Bahru will add 178MW of construction capacity, with contract values close to MYR170 million (US$40.1 million). This growth is fueled by rising demand for AI and hyperscale data centers in the region
Monday 21 July 2025
US and China race to set post-quantum cryptography standards
As the era of commercial quantum computing inches closer, the United States and China are accelerating efforts to secure the digital world against quantum threats. In July 2024, the US National Institute of Standards and Technology (NIST) finalized its selection of cryptographic standards designed to withstand quantum attacks — a pivotal milestone in global cybersecurity