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Friday 15 August 2025
Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...
Friday 15 August 2025
Can Tesla's chip shift uplift Samsung foundry services?
Over the past two weeks, Tesla CEO Elon Musk has promoted his company's new partnership with Samsung Foundry for manufacturing its AI chips. At one point, South Korean media speculated...
Friday 15 August 2025
China pushes back against Nvidia H20 chip exports amid US trade tensions
Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...
Friday 15 August 2025
Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises
Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in a Chinese court, seeking nearly CNY100 million (approx. US$13.9 million) in damages...
Friday 15 August 2025
Samsung plays the long game on DDR4 as rivals exit for DDR5
Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory...
Friday 15 August 2025
Fire at Kanto Denka Kogyo in Japan raises concerns over semiconductor supply chain disruption
A fire broke out early on August 7, 2025, at the nitrogen trifluoride (NF3) plant of Japanese industrial gas manufacturer Kanto Denka Kogyo in Shibukawa City, Gunma Prefecture. The...
Friday 15 August 2025
Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward...

Friday 15 August 2025
Japan's NEDO commissions AIRoA to build data platform for robot foundation models
The New Energy and Industrial Technology Development Organization (NEDO) of Japan has announced it will entrust the AI Robot Association (AIRoA) with establishing a data platform...
Friday 15 August 2025
Applied Materials warns of $500M China sales drop in Q4 FY 2025
Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a...
Friday 15 August 2025
Applied Materials posts higher sales, warns of slowdown on China demand drop
Applied Materials reported higher sales and profits in the third quarter of fiscal year 2025, driven by strong semiconductor systems demand, but cautioned that fiscal fourth-quarter...
Friday 15 August 2025
Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes...
Friday 15 August 2025
DeepSeek's R2 stalls as Huawei Ascend chips fall short of Nvidia H100's capabilities
In the 2025 AI arms race, China's DeepSeek has become both a showcase of ambition and a cautionary tale on domestic chip limitations. Founded in Hangzhou in 2023 and backed by hedge...
Friday 15 August 2025
Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP),...

Friday 15 August 2025
China's Visionox plots twin-track OLED surge, from Canon Tokki lines to ViP era
China's Visionox is pursuing a dual-track OLED expansion, ordering new production equipment to increase existing output while fast-tracking its proprietary Visionox Intelligent Pixelization...
Thursday 14 August 2025
Samsung reportedly plans US$170M in Japan packaging hub to challenge TSMC
Samsung Electronics is reportedly investing JPY25 billion (approx. US$170 million) to set up an advanced packaging research institute in Yokohama and acquire a major office tower...