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Friday 12 September 2025
India targets global leadership in green hydrogen exports despite China's dominance
The Indian government is pushing ahead with its national green hydrogen initiative, aiming to meet nearly 10% of the world's renewable hydrogen demand and position itself as a major...
Thursday 11 September 2025
China downplays India’s role, yet Taiwan supply chain braces for Apple’s next moves
China's large-scale industrial mobilization is on full display as the iPhone 17 enters mass production, with Foxconn's Zhengzhou factory reportedly operating at maximum capacity to...
Wednesday 10 September 2025
YMTC launches US$2.9B Phase III project as Hubei state investors step up; no Big Fund in sight
Yangtze Memory Technologies (YMTC) officially registered its Phase III unit, Changcun Phase III (Wuhan) Integrated Circuit, on September 5. The company has not disclosed details on...
Wednesday 10 September 2025
Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation...
Wednesday 10 September 2025
Immigration crackdown exposes labor and capacity risks in US auto industry
The US Department of Homeland Security (DHS) recently launched a large-scale raid at a Hyundai Motor battery plant under construction in Georgia, detaining hundreds of workers—most...
Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Tuesday 9 September 2025
Globalwafers chief warns materials, not process nodes, will decide chip industry's future
Speaking ahead of SEMICON Taiwan 2025, Globalwafers chairperson Doris Hsu said competition in semiconductors is shifting from process nodes and capacity to control of critical materials...
Tuesday 9 September 2025
TSMC and OSATs ramp up advanced semiconductor packaging amid AI-driven demand surge
TSMC and major OSAT firms are aggressively expanding their advanced packaging capacity in response to rising demand driven by AI applications. Once considered peripheral, advanced...