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Sunday 20 July 2025
Can Samsung innovate its way out of its own system?
Samsung Electronics, once the crown jewel of South Korea's industrial might, is facing a growing crisis in its semiconductor division. A sharp downturn in high-bandwidth memory sales during the second quarter of 2025, combined with widening losses in its chip foundry operations, has raised serious questions about whether the company is losing its footing in the race to power artificial intelligence
Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare earth elements out of the country. In a WeChat post, the ministry said the materials were shipped overseas in "small batches across multiple shipments," with smugglers frequently altering delivery routes to evade detection

Saturday 19 July 2025
SK Hynix retreats from China, pivots to homegrown DRAM growth
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company is expanding its M16 fab in Icheon and preparing its upcoming M15X fab in Cheongju to meet accelerating demand for high-bandwidth memory (HBM) DRAM used in AI and high-performance computing workloads
Friday 18 July 2025
Rapidus showcases 2nm chip prototypes, eying 2027 mass production
Rapidus, Japan's leading semiconductor company, unveiled its first set of 2nm prototype chips on July 18 during a press event held in Chitose City, Hokkaido. The unveiling took place at a hotel near the company's pilot production site and drew a crowd of about 200 suppliers and prospective clients
Friday 18 July 2025
SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown
Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually come to an end
Friday 18 July 2025
China's chip surge pushes Japan's JS Foundry into bankruptcy after Taiwan deal stalls
JS Foundry, a Japanese contract chipmaker specializing in power semiconductors, has filed for bankruptcy with the Tokyo District Court after failing to withstand mounting pressure from a wave of Chinese capacity expansions. The company's inability to secure a strategic partnership with a Taiwanese firm and a collapse in fab utilization forced its exit, marking a sobering end to what had once been a symbol of Japan's semiconductor revitalization push
Friday 18 July 2025
US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic compromise shaped by both geopolitical calculations and commercial realities

Friday 18 July 2025
China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible
On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment of targets set for the 14th Five-Year Plan period. He announced that on July 17, he met with Nvidia CEO Jensen Huang in Beijing, signaling China's continued engagement with American high-tech companies
Friday 18 July 2025
H20 comeback sparks rush for HBM with Samsung set to benefit
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly led to a surge in demand, with Chinese customers placing substantial orders. The H20 is available in two versions: initially featuring Samsung Electronics' HBM3, before switching to SK Hynix's 8-layer HBM3E
Friday 18 July 2025
Malaysia’s chip hub grows but local players struggle to take control
Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas Electronics Corp., and Infineon followed, creating what became the region's most established chip ecosystem
Friday 18 July 2025
CviLux aims to consolidate China production capacity with new plant
Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production capacity in China. This comes amid the larger trend for manufacturers to relocate production outside of China due to ongoing tensions between China and the United States
Friday 18 July 2025
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the company's newly ramped-up production facility in Batam. He noted that the cut offers Taiwanese companies with operations in Southeast Asia a stronger foothold in global tech competition
Friday 18 July 2025
Kaynes electronics investment signals central India's rise in global EMS shift
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech facility in Bhopal, highlighting Central India's growing role in the country's push to attract electronics production beyond China
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal moment for the semiconductor giant's efforts to regain lost ground in a critical market
Friday 18 July 2025
US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington had given the green light for the H20—a China-specific version of its AI accelerator. His cheerful demeanor during the visit marked a stark contrast to the more tense and formal appearance he had during his previous trip