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Friday 15 August 2025
China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's drive to secure advanced AI memory under ongoing US export curbs
LATEST STORIES
Sunday 17 August 2025
Indonesia shifts lithium imports to Australia, expands EV battery partnerships with China
Indonesia is increasing lithium imports from Australia to boost its electric vehicle (EV) battery supply and advance its EV development goals. The government is also encouraging industry players to explore nickel-based battery technologies, leveraging its abundant domestic nickel reserves
Sunday 17 August 2025
Kdan Mobile Software partners with Japanese AI search startup for agent ecosystem
Kdan Mobile Software (KDAN) has formed a strategic partnership with Japanese AI search engine startup Felo, with integrated technologies expected to debut in the fourth quarter of 2025. The companies will also collaborate on a joint sales plan targeting the AI agent market
Sunday 17 August 2025
Applied Materials faces lawsuit from smaller Chinese rival
Chinese semiconductor equipment makers are increasingly taking the offensive in protecting their technology and intellectual property. Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in the Beijing Intellectual Property Court, alleging the illegal acquisition and use of its core trade secrets, and is seeking CNY99.99 million (US$13.9 million) in damages
Saturday 16 August 2025
China breaks neutral atom quantum record, showcasing AI’s role in next-gen computing
The quantum research team at the University of Science and Technology of China (USTC) has set a new world record. Academic administrator Jianwei Pan and Professor Chao-Yang Lu from USTC collaborated with the Shanghai Research Center for Quantum Sciences and researcher Han-Sen Zhong's team from Shanghai AI Laboratory. Using artificial intelligence (AI) technology, they successfully constructed defect-free two-dimensional (2D) and three-dimensional (3D) atomic arrays consisting of 2024 atoms within 60 milliseconds, breaking the global record for neutral atom quantum systems
Saturday 16 August 2025
SK Hynix expands EUV in 1c DRAM, launches faster low-power chips for AI PCs

SK Hynix is stepping up its use of extreme ultraviolet (EUV) lithography in next-generation DRAM, increasing the number of EUV layers in its upcoming sixth-generation 10nm-class (1c) products to more than five. The plan was revealed at the Next Generation Lithography + Patterning Academic Conference in Suwon, South Korea

Friday 15 August 2025
Taiwanese firms secure M9-grade CCL certifications as ASIC server demand surges
In response to the global surge in large-scale AI computing power deployment, the usage and value of PCBs for AI servers have significantly increased. High-end copper-clad laminate (CCL) is evolving as next-generation AI servers upgrade their transmission architecture to 1.6 terabit rates. With increasingly stringent demands for high-frequency, high-speed, and low-loss materials, board requirements are expected to officially advance from M7 and M8 grades to the M9 grade
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 in its lineup longer than anticipated. While leading DRAM makers are shifting to higher-performance DDR5, DDR4 continues to deliver reliable profits in specific markets, making it a potential hold for Samsung
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 incident raised concerns over potential supply chain disruptions in the semiconductor industry
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 high-margin, niche-market laptops. The company expects further upside in the second half, as demand surges for AI-powered PCs and customers prepare for the end of Windows 10 support

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 to support the development of robotic foundation models
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 combination of market and policy headwinds. The company cited weaker spending from Chinese customers, a growing backlog of pending export license applications, and non-linear demand from leading-edge customers as key factors weighing on the near-term outlook
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 and delivery timelines. The potential agreement could see Samsung provide between 30,000 and 50,000 units
Friday 15 August 2025
Optiemus, Corning launch India's first premium BIS-certified tempered glass brand
India-based electronics manufacturer Optiemus Infracom has partnered with US-based glass maker Corning to launch India's first premium tempered glass screen protector brand, "RhinoTech." The protectors, engineered with Corning glass and manufactured in Noida, Uttar Pradesh, are expected to generate INR18–20 billion in revenue for Optiemus by the end of fiscal 2027
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 fund High-Flyer, the startup's R1 large language model — trained on Nvidia H100 GPUs — gained global recognition in January for advanced reasoning, coding, and multilingual performance, positioning it alongside OpenAI's GPT-4
Friday 15 August 2025
UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down on the fast-growing low Earth orbit (LEO) satellite market. President Dr. Tungyi Wu said the company's LEO revenue grew 40% year-over-year in the first half of 2025, for the first time accounting for more than half of total sales

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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES