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Wednesday 17 September 2025
SMIC initiates testing of domestically produced lithography machines to bypass US sanctions
In response to US export controls and to reduce reliance on ASML, China has begun testing its first domestically manufactured deep ultraviolet (DUV) lithography machine. According to media reports, SMIC is currently testing immersion-type DUV equipment developed by a Shanghai-based startup, which can support chip production down to 7nm technology nodes
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Thursday 18 September 2025
EU and Japan plan joint rare earth development in Greenland to reduce reliance on G2 supply
Amid uncertainties posed by major powers such as the US and China, Japan and Europe are strengthening their ties. The scope of Japan-EU cooperation could potentially expand to include the development of rare earth resources in Greenland
Thursday 18 September 2025
Tencent opens AI platform, aligns with domestic chips, and doubles overseas cloud scale
Tencent Holdings has unveiled its most comprehensive AI and cloud strategy to date, opening its artificial intelligence capabilities and confirming full compatibility with China's mainstream domestic processors. The company framed AI as a core driver of industrial efficiency and global expansion, aligning with Beijing's tech self-sufficiency agenda amid tightening US export restrictions
Thursday 18 September 2025
Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power
Just as Washington and Beijing are preparing to resume trade talks, China's State Administration for Market Regulation (SAMR) has thrown a wrench into the works. The agency accused Nvidia of violating the country's antitrust laws, putting the company back in the spotlight just months after a controversy over its H20 chips had begun to fade
Thursday 18 September 2025
SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges
Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven by the rapid expansion of artificial intelligence, with high-bandwidth memory, or HBM, emerging as the key growth engine for the sector
Thursday 18 September 2025
Hanwha Semitech stakes early lead in hybrid bonding race for SK Hynix's HBM4
Hybrid bonding machines are set to become critical by 2027, when chipmakers move into mass production of 20-layer, sixth-generation high-bandwidth memory (HBM4). Global equipment suppliers are racing to bring their systems to market ahead of that transition
Thursday 18 September 2025
Global power shift: How Chinese EVs are redefining the auto market

While North American consumers have yet to feel the full force of the shift, a seismic transformation is quietly rippling through the global auto industry—one that originates not in Detroit, Tokyo, or Munich, but in China. Over the past five years, Chinese electric vehicles (EVs) have surged from the fringes to the forefront of the automotive world, triggering what experts increasingly describe as a market "tsunami" that threatens to upend the status quo

Wednesday 17 September 2025
South Korea scrambles to match US auto tariff deal granted to Japan
The South Korean government has reportedly decided to embark on urgent negotiations with Washington after the US slashed tariffs on Japanese automobiles, creating a potential pricing imbalance that could disadvantage South Korean automakers in the American market
Wednesday 17 September 2025
Tesla co-founder says future of EV depends on charging networks and cost curves
Martin Eberhard, Tesla's co-founder, recently shared his entrepreneurial insights and outlook on the future of electric vehicles (EVs) in South Korea. He emphasized that the key to EV adoption lies in the accessibility of charging infrastructure and the cost curve. Eberhard also praised South Korean EV brands for their global competitiveness, stating that Hyundai Motor is likely to be the maker of the next breakthrough EV
Wednesday 17 September 2025
BYD and AITO to lead China's overseas EV push
The competition in China's new energy vehicle (NEV) industry has reached a fever pitch. While domestic automakers continue to meet surging demand at home, they are now rapidly expanding their marketing and distribution networks across the globe
Wednesday 17 September 2025
Tesla, Valens deals boost Samsung Foundry in 4nm race against TSMC
Samsung Electronics' foundry business is quietly expanding its client roster after securing a landmark US$16.5 billion contract with Tesla in July 2025 to manufacture AI chips. Analysts believe the deal could mark a turning point for the company starting in 2026
Wednesday 17 September 2025
Memory prices surged in 4Q25, defying seasonal trends as AI drives demand
Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline patterns. Supply shortages led to aggressive procurement from cloud service providers, with high-stack 3D NAND products nearly sold out
Wednesday 17 September 2025
Qualcomm dominates physical AI with robot and automotive chips
Robots and self-driving cars are driving the emergence of "physical AI," a new era of on-device processing that's shifting focus away from cloud-based large language models. According to South Korean startup Maum AI, this trend is creating new demands for semiconductors
Wednesday 17 September 2025
China's TI anti-dumping probe likely more symbolic than punitive
China is reportedly probing whether US-made analog chips are being dumped into its market, a move widely seen as targeting Texas Instruments (TI), the dominant US supplier of analog semiconductors
Wednesday 17 September 2025
China's Big Fund Phase III opens with Piotech Jianke investment in hybrid bonding technology
Chinese chip equipment maker Piotech said on September 12 its unit Piotech Jianke (Haining) Semiconductor Equipment has kicked off a new funding round at a CNY2.5 billion (approx. US$350 million) pre-investment valuation, seeking to raise as much as CNY1.04 billion. The deal drew in China's Big Fund Phase III, marking the state-backed vehicle's first publicly disclosed investment since its launch
Wednesday 17 September 2025
China opens anti-dumping probe into US chipmakers amid tariff tensions

China's Ministry of Commerce has announced a sweeping anti-dumping and anti-subsidy investigation into certain analog ICs imported from the US, in a move widely seen as both a retaliatory response to recent US tariff extensions and a strategic effort to bolster its domestic chip industry