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Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese system makers and suppliers are replacing imported components with locally designed chips, propelling the IC design industry into one of its strongest growth phases in decades
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Friday 21 November 2025
Foxconn unveils Model A EV platform tailored for Japan's mobility market
On the opening day of Hon Hai Tech Day, Foxconn introduced a new reference EV, the Model A—its most concentrated focused push yet to tailor electric vehicles for specific industries and use cases. Jun Seki, chief strategy officer for the company's electric-vehicle business, unveiled three distinct versions of the Model A on the main stage, each designed for different commercial and consumer needs. The vehicles combine advanced AI features with a modular component architecture aimed at driving down costs and broadening application scenarios
Friday 21 November 2025
TSMC in sight: Samsung seen hitting 21,000 wafers by 2026
Samsung Electronics is reportedly planning to raise the monthly output of its next-generation 2nm foundry process to as many as 21,000 wafers by the end of 2026, according to new industry projections. The increase would represent a 163% jump from 2024 and could significantly narrow the company's long-standing performance and capacity gap with TSMC
Friday 21 November 2025
SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure
SoftBank Group plans to invest up to US$3 billion to turn a former electric-vehicle plant in Lordstown, Ohio, into a manufacturing hub for OpenAI's modular AI data-center hardware. The Information reports the site is expected to enter production in the first quarter of 2026, as part of a wider White House–backed investment framework announced in January 2025 that includes SoftBank's US$18 billion commitment
Friday 21 November 2025
Mitsubishi Fuso charts new course with safety and zero-emission buses
Mitsubishi Fuso Truck and Bus Corporation (MFTBC) is drawing on its nine decades of experience as it seeks new opportunities in the global bus market. According to Katsuto Kora, director and head of Fuso Bus, the Fuso brand is "deeply rooted in Japan but unmistakably international," reflecting both its longevity and global reach
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages
Friday 21 November 2025
Huawei lifts Shenzhen to China's No. 2 chip design hub

China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025, keeping it firmly in second place behind Shanghai. Its growth has outstripped other major tech centres in recent years, positioning the city as one of the fastest-rising semiconductor design hubs in the country

Friday 21 November 2025
'Qianwen': Alibaba's answer to ChatGPT
Alibaba Group Holding Ltd. has formally entered the global consumer-facing AI market, announcing the public beta launch of the Qianwen App, a personal AI assistant built on the company's powerful Qwen large language model (LLM)
Friday 21 November 2025
Alibaba rebrands AI app as Qwen to challenge ChatGPT
Alibaba has revamped its AI mobile application under the new name "Qwen," aiming to compete head-to-head with OpenAI's ChatGPT by combining shopping, maps, and other functionalities into a single platform. The public beta, formerly called the "Tongyi" app, is based on Alibaba's advanced open-source model Qwen3, with users able to switch to the Qwen3-Max model for tasks requiring deeper reasoning
Friday 21 November 2025
Humanoid robots enter carmakers' factories, but key barriers slow wider adoption
The global race to deploy humanoid robots in the automotive industry has moved decisively from the laboratory into commercial reality in 2025. Yet behind high-profile demonstrations—from Tesla's Optimus to BMW's Figure 02 and BYD's Walker S—lie steep investment requirements and substantial risks, driven by technological and economic barriers that have yet to be cleared
Thursday 20 November 2025
China's top passive-component maker ignites 30% price surge
Price hikes are spreading across the passive component sector again. Following increases by several Taiwan-based suppliers, Guangdong Fenghua Advanced Technology (Fenghua Hi-Tech) has raised prices for distributors and direct customers, with new rates taking effect immediately and certain products rising by up to 30%. The move has sparked debate over whether the passive component sector is approaching a rare "once-in-a-decade" cyclical peak
Thursday 20 November 2025
Research insight: Horizon Robotics leads China's push for autonomous driving independence
China's self-driving car market is surging, with advanced driver-assistance systems (ADAS) now installed in over 60% of new vehicles. Yet the high-end autonomous driving chip market remains dominated by American suppliers, who control nearly 70% of the sector. Against a backdrop of rising Sino-US geopolitical tensions, Chinese chipmakers and autonomous driving solution providers are ramping up efforts to reduce reliance on foreign technology and accelerate domestic innovation
Thursday 20 November 2025
South Korea joins 'Stargate UAE' project to build major data center hub
South Korea has announced a partnership with the United Arab Emirates (UAE) to support the US-led "Stargate UAE" initiative, a project designed to build the world's largest artificial intelligence data center complex outside the US. The agreement focuses on establishing the necessary computing power and energy infrastructure for the massive facility
Thursday 20 November 2025
Arm China resets its AI push with the Zhouyi X3 NPU
Arm China, long under industry scrutiny following the leadership dispute involving former CEO Allen Wu, is signaling a return to stability with a symbolically significant AI product launch. The move marks its strongest effort to exit years of internal turmoil and reassert its position in China's rapidly shifting AI ecosystem
Thursday 20 November 2025
Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings
Samsung Electronics posted a sharp rebound at its Austin semiconductor plant in the third quarter of 2025. The results signal renewed momentum for the company's US foundry operations following several loss-making quarters
Thursday 20 November 2025
Amkor invests US$177M to expand AI chip packaging in South Korea
Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to expand capacity for rising AI chip demand. The company said it will increase back-end production in Songdo, Incheon, where it already runs a key advanced packaging facility