Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE), the industry's flagship trade show. With smart glasses and Apple's upcoming launches drawing renewed headlines, Sunny Optical has returned to the center of market attention
ACM Research (Shanghai), Inc., dual-listed in the US and China, is maneuvering through Washington's escalating curbs on China's chip industry. Chairman David Wang emphasized that ACM, established in Silicon Valley in 1998 and expanded to Shanghai in 2005, remains majority-owned by its US parent, which controls over 80% of ACM Shanghai, underscoring its American corporate roots and global orientation
Suzhou Everbright Photonics is betting on explosive demand from artificial intelligence (AI) and data centers to drive future growth, Chairman Dayong Min said in an interview with DIGITIMES at the China International Optoelectronic Expo (CIOE). The company is also expanding into the European market as a hedge against rising geopolitical tensions
China's SiC industry, once viewed as a critical front in global tech rivalry, has been transformed over the past two years. Breakthroughs in domestic SiC materials and mass production capacity have turned the sector into a fierce price battleground, driving many companies into financial distress
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South Korean outlet Business Post reported that CXMT may start mass production of HBM3E as early as 2026, far ahead of expectations, underscoring how quickly the company is closing the gap with its South Korean competitors
Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company plans to gradually shift production of iPhones sold in the US to Indian factories, a significant departure from its traditional reliance on Chinese manufacturing
The 26th China International Optoelectronic Exposition (CIOE 2025) opened in Shenzhen on September 10, attracting over 3,800 global companies across communications, optics, lasers, displays, and sensing technologies. Co-located with the Shenzhen International Semiconductor Exhibition (SEMI-e), the combined event covers 300,000 square meters, making it one of the largest showcases of integrated optoelectronic and semiconductor ecosystems
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 meet global demand. Simultaneously, India's manufacturing sector is rapidly expanding, gaining attention as a potential hub for producing the entire iPhone 17 lineup. This dual narrative reflects broader tensions and evolving dynamics within Apple's supply chain ecosystem
Apple's unveiled iPhone 17 series includes units manufactured in India, sparking significant discussion about the evolving dynamics in the company's global supply chain. Indian facilities are now assembling not only the standard model but also the iPhone 17 Pro and new iPhone Air, with a notable proportion of phones sold in major markets produced locally
TSMC's Japanese subsidiary JASM has completed and started operations at its first wafer fab in Kumamoto. According to Japanese sources, a second wafer fab is already under construction. Analysis by Japanese research institutions shows that the large-scale semiconductor industry has revitalized local small and medium-sized enterprises (SMEs), with financial institutions increasing lending accordingly
As the manufacturing and logistics industries shift from mechanical automation to AI-driven autonomy, South Korea-based digital twin provider UVC has launched a smart manufacturing solution that combines high usability with fast processing speeds. The company aims to challenge the dominance of global heavyweights such as Siemens, AutoCAD, and Altair in process simulation
Recent reports indicate that Samsung Electronics is restarting construction on parts of its P4 and P5 fabs to accelerate advanced DRAM mass production. SK Hynix is also reportedly expanding DRAM production capacity in South Korea, with plans to complete its Cheongju plant by the fourth quarter of 2025
Baidu has launched the upgraded inference model ERNIE X1.1, claiming it rivals US models like OpenAI GPT-5 and Google Gemini 2.5 Pro in benchmark tests and surpasses the DeepSeek R1 update from May. At the WAVE SUMMIT, CTO Wang Haifeng revealed that X1.1 improves knowledge accuracy by 34.8%, instruction-following by 12.5%, and agent capabilities by 9.6% compared to ERNIE X1
Japanese measurement leader Horiba Ltd., active in Taiwan for nearly 30 years, has opened a new Application and Solutions Platform (ASP) instrumentation lab at its Hsinchu headquarters. The facility is designed to boost Horiba Taiwan's technical services and reinforce its position in the global semiconductor and AI value chains
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 investment, technology roadmap, or capacity, but the move indicates YMTC is preparing for fresh expansion. Market speculation continues over whether the initiative signals a push into the DRAM segment
