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Wednesday 26 November 2025
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints linked to sub-5nm advanced nodes, according to Wei Shaojun, vice chairman of the China Semiconductor Industry Association and professor at Tsinghua University
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Wednesday 26 November 2025
Kumamoto pushes for third TSMC plant with packaging, R&D focus
Kumamoto Governor Takashi Kimura visited TSMC's headquarters in Hsinchu on November 24, 2025, as part of a semiconductor investment promotion event in Taipei, saying the chipmaker remains strongly interested in expanding in Japan. The visit included talks with senior TSMC executives overseeing investments and industry-academia cooperation and marked Kimura's second trip to TSMC this year
Wednesday 26 November 2025
Samsung and India-based Reliance expand partnership with focus on AI, 6G and semiconductors
Samsung Electronics and India-based Reliance Industries have deepened their long-standing partnership, exploring cooperation across artificial intelligence, next-generation telecommunications, semiconductors, batteries, data centers, and engineering, following a high-level meeting in Seoul, according to the Korea Times, the Korea Joongan Daily, and the Chosun Daily
Wednesday 26 November 2025
Mitac Computing signs distribution deal with Redington for India market
Taiwan-based Mitac Computing Technology Corporation announced on November 25 that it has signed a new distribution agreement with India-based Redington Limited
Wednesday 26 November 2025
Vinfast's EV and scooter sales surge, but profitability deteriorates sharply
Vinfast reports widening losses in the third quarter of 2025, despite recording solid year-over-year revenue growth, underscoring the continued financial strain facing the Vietnamese electric vehicle manufacturer as it scales production and expands internationally
Wednesday 26 November 2025
Rapidus plans to build second fab for 1.4nm chips in fiscal 2027
Japanese semiconductor firm Rapidus, which aims to mass-produce 2nm chips by 2027, has initiated plans for advanced technological developments, including the construction of a second factory in Hokkaido. The company has yet to commence mass production of advanced process chips
Wednesday 26 November 2025
Micron to expand advanced DRAM development at Hiroshima site
Micron Technology announced plans to expand its DRAM memory development at its Hiroshima facility, with significant backing from the Japanese government. This move aims to boost output for high-performance and AI chip applications, according to Nikkei
Wednesday 26 November 2025
Samsung and LG shift TV strategies amid rising competition from Chinese manufacturers
South Korean electronics giants Samsung Electronics and LG Electronics are expanding their television product offerings beyond their traditional core focus areas to counter fierce pricing competition from Chinese companies. Both firms are diversifying into each other's market segments in an effort to sustain sales and market share in a challenging global environment
Wednesday 26 November 2025
Xiaomi unveils open-source AI model unifying robotics and autonomous driving
Xiaomi has unveiled MiMo-Embodied, an open-source foundational model that integrates autonomous driving with embodied intelligence. The research team includes Fuli Luo, a former DeepSeek deep learning researcher who recently joined Xiaomi
Tuesday 25 November 2025
TSMC sues ex-SVP for allegedly taking secrets to Intel

TSMC said on November 25, 2025, that it has filed a lawsuit against its former senior vice president, Wei-Jen Lo, in Taiwan's Intellectual Property and Commercial Court, accusing him of violating his employment contract, a non-compete agreement, and obligations under the Trade Secrets Act

Tuesday 25 November 2025
Baidu stakes its future on AI-native China, says CEO Robin Li
Baidu CEO Robin Li says AI will become the core of China's "new-quality productive forces," adding that the company will deepen investment in AI infrastructure and model development as Beijing pushes its national "AI+" strategy
Tuesday 25 November 2025
Japan's AIST opens shared GAA pilot line to support 2nm-class process development
Japan's National Institute of Advanced Industrial Science and Technology (AIST) has opened a new shared pilot line capable of producing gate-all-around transistors, a move aimed at helping domestic companies develop 2nm and next-generation chip technologies. The facility, located at AIST's Advanced Semiconductor Research Center in Tsukuba, gives Japanese firms access to production-grade tools needed to prototype and validate GAA structures
Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming subscription and ultra-low allotment rate highlight how closely the market is tracking China's GPU self-sufficiency effort
Tuesday 25 November 2025
Tesla to potentially manufacture AI5 chip at Samsung's Hwaseong foundry
Tesla CEO Elon Musk recently indicated that the design finalization of Tesla's AI5 chip is imminent, sparking speculation about Samsung Electronics' semiconductor foundry in South Korea as the likely production site
Tuesday 25 November 2025
CXMT's growth ceiling arrives early as US export restrictions tighten
China's semiconductor expansion is running into fresh obstacles as the US tightens export controls on advanced chipmaking tools. CXMT and other Chinese chipmakers are likely to face constraints on equipment investment despite Beijing's push for domestic alternatives. While the government moved early to accelerate local equipment development, replacing leading-edge tools remains difficult in the near term
Tuesday 25 November 2025
Murata targets China's Maxscend with German patent suit
Murata Manufacturing sued Chinese RF front-end leader Maxscend Microelectronics in a German court over alleged patent infringement involving RF filters, marking an escalation of the China-Japan semiconductor patent dispute into Europe