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Thursday 4 December 2025
Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported

Thursday 4 December 2025
Tech Forum 2026: Tesla and BYD pivot to intelligent driving as EV sales slow
Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge
Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate its DDR4 retreat, cutting planned 2026 year-end capacity from 20,000 wafers a month to 10,000 as DDR5 and advanced-node migration proceed smoothly
Thursday 4 December 2025
Lenovo cuts entire Shanghai ISG team in sweeping restructure
Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny. Multiple employees report that the entire Shanghai ISG division has been dismissed
Thursday 4 December 2025
Taiwan's president invokes past chip curbs as US weighs Nvidia sales to China
Taiwan President Lai Ching-te used an interview with Andrew Ross Sorkin at The New York Times DealBook Summit to frame semiconductors as a shared global resource and signal Taiwan's support for broader supply-chain diversification, while offering guarded views on US chip policy and cross-Strait security
Thursday 4 December 2025
PC makers face 20% price hikes amid worsening memory shortage
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware, tightens supply and inflates component costs, according to reports by ZDNet Korea and cited by Wccftech. The shortage is pushing major PC makers such as ASUS, Acer and Lenovo toward higher 2026 pricing, with ZDNet Korea reporting industrywide plans for increases of at least 20 percent
Thursday 4 December 2025
Commentary: Why Onsemi, STMicro, and Nvidia are all converging on Innoscience's GaN factory floor
Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi expects component sample testing for the jointly developed devices to begin in the first half of 2026
Thursday 4 December 2025
Local brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline
The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up 5pp from the same period in 2024
Thursday 4 December 2025
China's Landspace reaches orbit but fails booster recovery as Beijing tightens space oversight
China's Zhuque-3 launch vehicle lifted off from the Dongfeng Commercial Spaceflight Innovation Zone this week, completing its ascent and placing its second stage into the planned orbit, according to Landspace, the private company behind the mission. But the landmark flight—viewed as one of the most important tests for China's emerging reusable-rocket capabilities—fell short of its headline goal: recovering the first-stage booster
Thursday 4 December 2025
China turns to chip stacking amid US curbs on advanced manufacturing
China is turning to advanced chip packaging and near-memory computing in an effort to build competitive artificial intelligence processors using mature manufacturing technologies, according to recent remarks from one of the country's leading semiconductor experts
Thursday 4 December 2025
US races to shore up drone supply chain as China forges ahead

The US is accelerating efforts to rebuild a secure, China-free drone supply chain as Beijing's gains in unmanned aircraft technology and production put growing pressure on Washington's defense and law-enforcement agencies

Wednesday 3 December 2025
Innoscience wins US GaN patent case as ITC rules no infringement
Innoscience said at midday on December 3 via the Hong Kong Stock Exchange that it had prevailed in its US patent dispute with Infineon, marking a decisive turn in a long-running GaN intellectual property battle. The US International Trade Commission delivered the key ruling, closing a case that had drawn industry-wide attention
Wednesday 3 December 2025
Japan's humanoid robot alliance expands to counter Chinese dominance
The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan's presence in the humanoid robot market
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel prices in November and suggesting steady or slightly rising prices in December
Wednesday 3 December 2025
Malaysia reassures China on US trade pact amid domestic backlash
China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's Minister of Investment, Trade and Industry, Zafrul Aziz, confirmed that a delegation met with Chinese officials to explain the terms and assure Beijing that the pact would not harm Sino-Malaysian trade relations