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Tuesday 12 August 2025
H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...
Tuesday 12 August 2025
SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth
South Korea's SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued...
Tuesday 12 August 2025
South Korea's DeepX to supply AI chips for Baidu's drones and robots
South Korean AI semiconductor developer DeepX has struck a deal to supply chips for Chinese tech giant Baidu, targeting applications in drones and robotics. The partnership will integrate...
Tuesday 12 August 2025
Samsung targets mid-range market with Galaxy AI-equipped A17
Samsung Electronics announced on August 11 the new 5G-capable A17 smartphone, aiming to drive momentum in the mid-range segment with Galaxy AI enhancements at a highly competitive...
Tuesday 12 August 2025
Trump weighs Nvidia China chip deal, tying exports to US revenue cut
US President Donald Trump on August 11 signaled he may allow Nvidia to export a downgraded version of its latest Blackwell-architecture chip to China. While he gave no date for talks...
Tuesday 12 August 2025
China subsidies and tariff extension spark August rebound in LCD panel demand
Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded...
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal...
Tuesday 12 August 2025
HiSilicon ally SJ Semi taps domestic lithography to scale advanced packaging output
SJ Semiconductor (Jiangyin) Corp. (SJ Semi), a major packaging and testing partner of Huawei's chip design arm HiSilicon, has received domestically developed back-end steppers from...
Tuesday 12 August 2025
TI's whispered price hike tests nerve of China's cutthroat chip market

Texas Instruments (TI) has become the focus of market speculation after unconfirmed — but not denied — reports that it plans...

Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
Tuesday 12 August 2025
Trump grants last-minute 90-day tariff truce with China, averting holiday season price surge
According to CNBC and Reuters, citing White House officials, US President Donald Trump on August 11 granted a 90-day extension to the tariff truce with China, averting...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Monday 11 August 2025
Chipone circles back to STAR Market IPO after unraveling—and a CNY30B rebound

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted...

Monday 11 August 2025
AI memory revolution: Sandisk and SK Hynix define new standard for HBF
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash (HBF) technology. The two companies plan to leverage synergies...
Monday 11 August 2025
CATL's permit lapse halts key lithium mine, jolts global supply chain
Contemporary Amperex Technology Co. Limited (CATL), the world's largest EV battery manufacturer, confirmed it has halted output at its Jianxiawo lithium mine in Jiangxi after its...