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Thursday 18 December 2025
The Nexperia fallout: Honda's factories go quiet in fresh blow to supply chain

Honda Motor Company announced on Wednesday that it would suspend or reduce production at several factories in Japan and China starting late this month, the latest sign that a global scramble for automotive semiconductors continues to haunt the industry's recovery

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Saturday 20 December 2025
XPeng's humanoid robot 'catwalk' sparks debate as industry eyes next-gen drive tech
Humanoid robots continue to advance, with XPeng recently showcasing its new-generation humanoid robot IRON, whose lifelike posture has sparked widespread industry discussion. Shortly after, Tesla released a video of its Optimus robot running, featuring more natural and agile strides compared to earlier versions. These developments from two leading players highlight that the next wave of humanoid robot drive technology upgrades will become a fiercely contested battleground
Saturday 20 December 2025
Samsung reveals sub-10nm DRAM breakthrough targeting 0a, 0b nodes
Samsung Electronics has unveiled a key technology pathway for sub-10nm DRAM, offering a rare public look at how the company plans to push memory scaling beyond current 10nm-class limits and into future 0a and 0b nodes
Saturday 20 December 2025
Singapore and China sign 27 MOUs to boost cooperation in multiple sectors
Singapore and China have signed 27 memorandums of understanding (MOUs) aimed at enhancing bilateral cooperation in areas such as finance, the digital economy, green development, and technology. The agreements were finalized during the Singapore-China Joint Council for Bilateral Cooperation (JCBC) meeting held in Chongqing, co-chaired by Singapore's Deputy Prime Minister and Trade and Industry Minister Gan Kim Yong and China's Vice Premier Ding Xuexiang
Friday 19 December 2025
US scrutinizes Nvidia H200 chip exports to China as risks mount
The Trump administration has launched an interagency review to determine whether to authorize the first exports of Nvidia's H200 artificial intelligence chips to China, Reuters reported
Friday 19 December 2025
Japan poised to guarantee 80% of Rapidus chip loans
Japan plans to guarantee up to 80 percent of private-sector loans raised by Rapidus as the government intensifies financial backing for the chipmaker’s plan to mass-produce 2nm semiconductors, the Ministry of Economy, Trade and Industry said on December 18
Friday 19 December 2025
China eases rare earth export curbs as shipments rebound
China has begun easing restrictions on rare earth exports by approving a series of general licenses for qualified suppliers, according to the Ministry of Commerce on December 18, 2025. The move allows for smoother shipments to overseas customers and signals a measured loosening of trade controls that had tightened earlier this year
Friday 19 December 2025
Commentary: Why China's GPU start-ups command billion-dollar valuations despite losses
China's GPU start-ups are back at the center of a capital-market frenzy. Following Moore Threads, five-year-old MetaX has listed on Shanghai's STAR Market, with its shares surging more than sevenfold on debut. At its peak, the company's market capitalization briefly hit CNY330 billion (US$46.9 billion)—a striking number for a business generating just CNY1.5–2 billion in annual revenue, and one that would raise eyebrows even by global semiconductor standards
Friday 19 December 2025
Chinese carmakers move beyond exports, taking their industrial ecosystems global
As competitive pressures in China's domestic auto market continue to intensify, Chinese carmakers are rapidly upgrading their overseas expansion strategies. What was once a straightforward export business—selling vehicles abroad—has evolved into what industry executives describe as "Go Global 2.0": a coordinated effort to export entire industrial systems and ecosystems, not just finished products
Friday 19 December 2025
Tata Group invests additional US$170M in Tata Electronics to expand iPhone production and semiconductor capacity
Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary to INR45 billion over the past year. The latest funding, made in October, reflects ongoing support for expanding production capacity as Tata Electronics strengthens its role in Apple's global supply chain
Friday 19 December 2025
Hotai Motor launches overseas expansion with US$317 million entry into Japan commercial vehicle market
Hotai Motor Co. plans to invest approximately NT$10 billion (US$317 million) in Japan's commercial vehicle market, marking its first international expansion. The company will acquire an 80% stake in five Hino Motors Ltd. subsidiaries, pending regulatory approval. The deal is expected to close in April 2026
Friday 19 December 2025
Memory shortage drives price hikes in China's PC and smartphone markets
China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have increased prices, demonstrating the impact of memory shortages on the 3C end market
Friday 19 December 2025
TikTok signs binding deal to create US joint venture controlled by American investors
TikTok and its parent company, ByteDance, have signed binding agreements to create a new US-based joint venture that will be majority-owned and controlled by American investors, TikTok CEO Shou Chew said in an internal memo to employees. The transaction, which is expected to close on January 22, 2026, is designed to secure the video-sharing platform's long-term operations in the US amid persistent national security scrutiny from Washington
Friday 19 December 2025
India's iVP Semi targets 30% of renewable energy chip market through guaranteed supply model
Chennai-based iVP Semiconductor is betting it can crack India's power semiconductor market by solving a problem that global chipmakers largely ignore: the poor service experience of Indian OEMs, who rank low in their priority queues
Friday 19 December 2025
India's semiconductor outbound investments surge, signaling strategic global ambitions
India's semiconductor sector has increasingly turned to cross-border acquisitions and investments, reflecting a broader push to accelerate technology capabilities and integrate into global supply chains. Notably, Cyient Semiconductors' recent agreement to acquire over 65% of US-based Kinetic Technologies for US$93 million is part of a larger trend of Indian firms targeting foreign semiconductor assets
Friday 19 December 2025
SK Hynix accelerates US$15B M15X expansion as equipment move-in kicks off
SK Hynix is accelerating the build-out of its M15X memory chip plant in Cheongju, South Korea, as the company installs manufacturing tools and moves into the final engineering phase for a second cleanroom, underscoring its push to scale production of high-bandwidth memory chips used in advanced servers and data centers