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Wednesday 5 November 2025
AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in
Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving...
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...
Tuesday 4 November 2025
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025
Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and...
Tuesday 4 November 2025
Chinese PCB firms quietly advance next-gen CoWoP packaging
A significant divergence emerged as Taiwan and China concluded their major PCB industry exhibitions in late October 2025. While Taiwanese manufacturers focused on supply bottlenecks...
Tuesday 4 November 2025
China's Beidou satellites power a new era of homegrown navigation chips

As China completes the global deployment of its BeiDou-3 Navigation Satellite System, officials are now focused on exporting the technology...

Tuesday 4 November 2025
Nvidia Blackwell chips expose policy-corporate divide on China exports
During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...
Monday 3 November 2025
China's AI app users hit 700 million as most native apps lose ground
China's artificial intelligence (AI) mobile app sector has surpassed 700 million monthly active users (MAUs), yet a majority of AI-native apps are facing significant user losses,...
Monday 3 November 2025
China's Big Fund III invests in Nantong Crystal to boost semiconductor materials supply chain
As China's 15th Five-Year Plan approaches, Big Fund III is accelerating its investments in core semiconductor materials and equipment sectors.
Monday 3 November 2025
Nexperia China accuses Dutch parent of US$140 million debt
The Chinese arm of Dutch semiconductor maker Nexperia has publicly accused its headquarters of owing more than CNY1 billion (approximately US$140 million) in unpaid fees, escalating...
Monday 3 November 2025
Japan's materials makers scale up for 2nm chip era
As TSMC and Samsung Electronics move closer to mass production of 2nm chips, Japan's semiconductor materials makers are accelerating investments to strengthen their global supply...
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls...
Monday 3 November 2025
Xi gifts Lee Xiaomi phones, sparks backdoor security exchange at APEC
At a recent summit between Chinese President Xi Jinping and South Korean President Lee Jae-myung, the leaders exchanged carefully chosen gifts and engaged in an unexpected dialogue...
Monday 3 November 2025
Can a new US-China deal reset global trade tensions?
The US and China reached a wide-ranging trade and economic agreement in the Republic of Korea. The deal addresses fentanyl precursors, rare earth export controls, tariffs, and semiconductor...