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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
US Congress targets Huawei's US affiliate, ties with Nvidia under scrutiny amid US-China tech tensions
The House Select Committee on the Chinese Communist Party has launched an inquiry into Futurewei Technologies, the US-based affiliate of Huawei, highlighting the company's close interactions with major US technology firms, including Nvidia. The investigation aims to determine whether Futurewei has acted as a proxy for Beijing, using US partnerships and research hubs to advance authoritarian technology initiatives while circumventing sanctions
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
Oracle takes lead in TikTok US deal as Trump extends deadline
The US and China are edging toward a framework agreement that would see TikTok's American operations spun into a new joint venture dominated by US investors, according to The Wall Street Journal, Bloomberg, and CNBC
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

Wednesday 17 September 2025
TSMC's US success revives semiconductor ambitions across India, Vietnam, and the Middle East
TSMC's successful establishment of a chip manufacturing plant in Arizona has reignited semiconductor development efforts in countries including India, Vietnam, and Qatar. Industry sources note that while the US, Europe, and Japan maintain leadership in semiconductor manufacturing through strong government support, emerging regions are increasingly seeking cooperation with Taiwan's semiconductor ecosystem to advance their own industries
Wednesday 17 September 2025
Xiaomi 17 smartphone to launch in September 2025 with Qualcomm Snapdragon 8 Elite Gen 5
Weibing Lu, partner and president of Xiaomi as well as president of the Smartphone Department, announced on September 15, 2025, that the new flagship Xiaomi 17 series will be unveiled in September. It will become the world's first smartphone equipped with Qualcomm's Snapdragon 8 Elite Gen 5 computing platform
Wednesday 17 September 2025
Taiwan's IC design industry risks losing No.2 spot to China; government unveils '4H' strategy
Taiwan's integrated circuit (IC) design industry ranks second worldwide, trailing only the US. However, in recent years, Taiwan's position has become increasingly precarious due to rapid advancements by China. The National Science and Technology Council (NSTC) believes that focusing on two main pillars—advanced chip breakthrough technologies and heterogeneous integration industry drive—while concentrating on key R&D of high-computing power, high-power, high-frequency, and high-energy-efficiency (4H) chips could help Taiwan maintain a lead over China for approximately five more years
Wednesday 17 September 2025
Puya Semiconductor's SkyHigh deal to cement China's indigenous NAND advantage
Puya Semiconductor (Shanghai) announced on September 15, 2025, that it will acquire a controlling stake in Zhuhai Noah Changtian Storage Technology through a cash deal, giving it indirect ownership of SkyHigh Memory (SHM). The planned acquisition expands Puya's non-volatile memory portfolio by adding 2D NAND and derivative products to its established NOR flash, EEPROM, and MCU businesses, creating a more complete product lineup
Wednesday 17 September 2025
Navitas grows beyond chargers with solar, motor drives, and AI power supplies
At SEMI-e 2025 in Shenzhen, Navitas Semiconductor outlined its push beyond consumer chargers, highlighting its progress in solar inverters, energy infrastructure in and AI data centers
Tuesday 16 September 2025
China's smart glasses market heats up as waveguide tech takes lead

If China is the primary battleground for smart glasses, the China International Optoelectronic Exposition (CIOE) is the front line. Leading manufacturers such as GoerTek, Sunny Optical, and Luxshare Precision were joined by a growing number of mid- and low-tier competitors, signaling a rapidly intensifying race in both hardware and optics, especially in the critical field of optical waveguide technology

Tuesday 16 September 2025
Loongson's first GPU 9A1000 nears tape-out, deliveries slated for 3Q25
Loongson Technology said it has completed development of its first in-house GPU, the 9A1000, which is moving into tape-out testing. Pending successful results, shipments to customers could start as early as the third quarter of 2025