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Wednesday 24 December 2025
Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand for artificial intelligence accelerators outstrips supply, according to industry sources. The price increase for HBM3E chips comes as manufacturers pivot production resources toward next-generation HBM4 technology, creating an unusual supply crunch for the current industry standard
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Friday 26 December 2025
FineMat pivots to drones, chip packaging amid China's display supply chain localization
FineMat Applied Materials is retooling its business as China's push to localize its display supply chain cuts into demand for the Taiwanese company's core products, prompting new investments in drones and advanced semiconductor packaging substrates, the company said
Friday 26 December 2025
Hygon outlines dual-chip roadmap for system-level AI computing

At the Hygon-initiated HAIC 2025 Artificial Intelligence Innovation Conference in Kunshan from December 17 to 19, Hygon Information Technology unveiled a "dual-chip strategy," positioning its DCU accelerator and CPU as a tightly integrated foundation for China's next phase of AI infrastructure

Friday 26 December 2025
YF Capital backs InnoStar Semiconductor, extending Jack Ma's China memory chip push
YF Capital, the private equity firm founded by Jack Ma, has taken a stake in China's memory chip sector, renewing market focus on semiconductor investment trends. As the US tightens technology restrictions, domestically developed Chinese chips are increasingly seen as strategically critical, driving a rise in related investment activity
Friday 26 December 2025
China surges ahead of US in drone patents, heightening pressure on Taiwan

China has maintained a clear lead over the US in drone-related technology patents since 2016, highlighting a widening technology gap as Taiwan seeks to expand its domestic drone industry and reduce reliance on China-centric supply chains. The divergence underscores the scale of the challenge facing Taiwan at a time when governments worldwide are accelerating procurement of unmanned systems and reassessing supply chain security

Thursday 25 December 2025
South Korean prosecutors charge 10 individuals over alleged Samsung DRAM technology leak to CXMT
South Korean prosecutors have charged ten individuals over an alleged large-scale leak of 10nm-class DRAM process technology from Samsung Electronics to China's leading memory maker ChangXin Memory Technologies (CXMT), a case authorities say directly enabled China's first mass production of advanced DRAM in 2023
Wednesday 24 December 2025
China marks milestone in autonomous driving with first three L3 highway plates
Beijing authorities have officially issued the city's first license plates for Level 3 (L3) autonomous vehicles, marking the first such approvals in China for highway-capable self-driving cars. Three smart, connected cars received the plates, signaling a shift from pilot testing to conditional commercial deployment and representing a milestone in the country's push toward intelligent vehicles
Wednesday 24 December 2025
TSMC Nanjing in no danger of operation disruption, says branch head
As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market
Wednesday 24 December 2025
Samsung acquires ZF unit via Harman to bolster software-defined vehicle push
As the global auto industry accelerates its shift toward software-defined vehicles (SDVs), Samsung Electronics is moving to strengthen its position through its wholly owned subsidiary, Harman. The company announced it will acquire the advanced driver-assistance systems (ADAS) business of Germany's ZF Group for EUR1.5 billion (approx. US$1.77 billion), marking one of Samsung's most significant automotive investments in years
Wednesday 24 December 2025
China's battery and energy storage firms lead, fueled by AI-driven power demand surge
The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage, and transformer manufacturers are well-positioned to benefit from their technological expertise, cost efficiency, and rapid delivery capabilities. As data center operators seek solutions to upgrade aging power infrastructure, the reliance on Chinese suppliers is growing sharply
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally confirm the move
Wednesday 24 December 2025
Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns
In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations. This situation has raised concerns among customers regarding supply stability and cybersecurity risks
Wednesday 24 December 2025
Malaysia's semiconductor packaging and testing industry gains momentum with Taiwanese investments
Malaysia's semiconductor packaging and testing sector is experiencing rapid growth driven by Taiwanese and other foreign investments, according to PwC Taiwan. The firm highlights Malaysia's strategic advantages, including its diverse talent pool, geographic benefits, mature legal framework, and supportive policies, as key factors positioning the country as an emerging hub for semiconductor and high-tech industries in Southeast Asia
Wednesday 24 December 2025
US sets June 2027 deadline for China chip tariff spike
The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry, determining that they are actionable under US trade law. The findings were published in a notice dated December 23, 2025, and are scheduled to appear in the Federal Register on December 29
Wednesday 24 December 2025
Samsung's 'Wide Fold' sets up a 4:3 foldable showdown with Apple in 2026
Samsung Electronics is preparing to escalate the foldable smartphone race. Industry sources say the company plans to launch a new foldable handset, internally dubbed "Wide Fold," in autumn 2026, positioning it directly against Apple's long-anticipated foldable iPhone. If timelines hold, the two products will debut within the same launch window, setting up a rare head-to-head between the world's two largest smartphone vendors
Wednesday 24 December 2025
Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training
Just 15 days after listing, China-based AI chip maker Moore Threads moved quickly to signal confidence. At a new-generation chip launch, founder and CEO James Zhang said companies training large language models on Nvidia's Hopper GPUs could achieve better results by switching to Moore Threads' S5000 platform