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Friday 5 September 2025
Made in China: 5nm GPU clears tape-out, 6nm now sampling
On September 3, 2025, Anhui Anfu Battery Technology announced its portfolio company Xiangdi Xian Computing Technology (XDXCT) had completed tape-out validation of its next-generation "Fuxi" GPU architecture. The chip demonstrated strong graphics rendering and parallel computing performance, with early optimizations confirming it can run the much-anticipated title Black Myth: Wukong
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Sunday 7 September 2025
China’s SiCarrier rallies suppliers with US$1.4B in orders, yet lithography gap persists
Chinese semiconductor equipment maker SiCarrier has booked over CNY10 billion (US$1.4 billion) in orders and is mobilizing upstream suppliers for large-scale production. With nearly 20,000 employees, the Shenzhen-based firm is emerging as a key force in China's drive to localize chipmaking gear as global export restrictions tighten
Saturday 6 September 2025
Samsung accelerates launch of Galaxy S25 FE, Galaxy Tab S11 to bolster AI portfolio
Samsung is rolling out its Galaxy S25 FE smartphone and Galaxy Tab S11 tablets a month early, unveiling the devices at the IFA 2025 tech show in Berlin. The move is aimed at filling a gap in its lineup ahead of the launch of its new tri-fold phones later this year
Saturday 6 September 2025
South Korea plans to cut wafer material tariffs to 0% to strengthen its semiconductor cost advantage
The South Korean government is reportedly pushing to reduce tariffs on key imported materials used in semiconductor wafer production to 0% by 2026. Amid the US' announcement of a potential 100% tariff on South Korean semiconductors, Seoul aims to enhance the foundational cost competitiveness of its domestic semiconductor industry
Saturday 6 September 2025
Plaud issues 6-point statement to clarify security concerns over founder's China link
In response to security concerns over its Chinese founder's background, AI voice recording device maker Plaud issued a statement on September 2, 2024, clarifying that while hardware manufacturing is commissioned to Shenzhen Jizhi Connect Technology, data from Taiwanese users is stored exclusively on Amazon Web Services (AWS) cloud platforms in the US. The company emphasized that user data will not be leaked to the Chinese government
Friday 5 September 2025
G2 AI race: US bets on AGI while China eyes applications
The global artificial intelligence race has split into two distinct paths. While the US pours resources into developing artificial general intelligence—machines with human-like cognitive abilities—China focuses on embedding practical AI applications across industries through its "AI+" strategy
Friday 5 September 2025
California dealers file lawsuit to block Sony's Afeela 1 direct sales
Japanese electronics giant Sony's ambitious automotive plans have hit a roadblock following a lawsuit filed by the California New Car Dealers Association (CNCDA) in Los Angeles County Superior Court on August 22, 2025. The existing online direct sales model for its new vehicles may no longer be viable, forcing Sony to seek alternative dealership arrangements. This case highlights the marketing system challenges faced by automakers amid major transformations in powertrain and driving systems
Friday 5 September 2025
South Korea's Nextin expands China operations as G2 strains deepen
While geopolitical tensions push many companies away from China, South Korean chip equipment maker Nextin is doubling down with a new factory in Wuxi, betting big on a market that generates over 80% of its revenue
Friday 5 September 2025
Japanese consortium invests in US fusion startup to advance nuclear fusion power technology
A group of 12 Japanese companies, including Mitsubishi Corporation, NTT, and Kansai Electric Power, announced on September 2, 2025, an investment in Massachusetts-based nuclear fusion energy startup Commonwealth Fusion Systems (CFS), the first time Japanese firms have invested in CFS, with the intent to acquire construction and operational technologies to expedite nuclear fusion power commercialization in Japan
Friday 5 September 2025
China's AI agenda finds a backer: Ant Group expands into chips
Ant Group is ramping up investments in China's semiconductor industry, targeting several domestic chip startups. After securing dominance in payments and fintech, the company is shifting into computing hardware, betting on design-focused firms that align with Beijing's push for technology self-reliance. Analysts see the move as both a nod to China's AI localization campaign and a bid to find new growth engines after Ant's aborted IPO
Friday 5 September 2025
Semco develops continuous zoom camera module targeting Chinese smartphone market
Samsung Electro-Mechanics (Semco) is developing a continuous zoom camera module that maintains image clarity across varying telephoto magnifications, reportedly aiming to meet demands from Chinese smartphone manufacturers. Unlike fixed focal length folded zooms, this technology allows smooth optical zoom but poses challenges in module thickness and lens alignment
Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production capacity by 2028
Friday 5 September 2025
Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5
Samsung Electronics and SK Hynix are reportedly pushing back plans to phase out DDR4 DRAM, extending production until 2026 after prices for the older chips surged past next-generation DDR5. Both companies declined to comment on the reports
Friday 5 September 2025
Huawei remains China’s sole heavyweight in AI chips
China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own processors. Those rumors, however, quickly lost momentum
Friday 5 September 2025
Aoi Electronics acquires Sharp's Mie factory to produce data center and packaging products
Aoi Electronics, a Japanese outsourced semiconductor assembly and test (OSAT) provider, has purchased Sharp's factory in Taki, Mie Prefecture, and will convert the site into a new production base for data center and advanced packaging applications
Friday 5 September 2025
Hyundai hydrogen vision challenged by South Korea's shrinking budget
Hyundai Motor Group recently participated in the 16th Clean Energy Ministerial (CEM16), emphasizing the necessity of establishing a hydrogen energy ecosystem and reinforcing its position as a global leader in the hydrogen sector. However, with South Korea's hydrogen budget reduced for two consecutive years and infrastructure investment still insufficient, how businesses and the government overcome these challenges has become a focal point