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Monday 15 December 2025
China to launch GPMI interface standard, pressuring USB-C and HDMI supply chains
The Shenzhen 8K UHD Video Industry Cooperation Alliance (SUCA) said China's domestically developed General-Purpose Multimedia Interface (GPMI) standard is set for formal release
Monday 15 December 2025
The H200 gambit: Why China may buy less than Washington expects
The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing domestically developed AI chips
Monday 15 December 2025
Global automotive supply chains split into two competing ecosystems
The global automotive supply chain is undergoing significant restructuring driven by geopolitical tensions, particularly between the US and China. This confrontation has extended beyond trade into technology sectors, including chips, algorithms, and electronic control architectures, resulting in the emergence of two incompatible technical ecosystems. This division is compelling industry players to re-evaluate supply chain strategies amid growing concerns over reliance on Chinese components
Monday 15 December 2025
Singapore boosts semiconductor sector with workforce training and new R&D hub
Singapore is expanding its domestic semiconductor capabilities through AI-focused workforce programs, SME digitalization efforts, and new research infrastructure, according to Ang Wee Seng, Executive Director of the Singapore Semiconductor Industry Association (SSIA)
Monday 15 December 2025
Samsung pushes new thermal packaging to win back Qualcomm and Apple

Samsung Electronics is positioning a proprietary thermal management technology for external clients as it seeks to reclaim foundry market share from TSMC. The South Korean company plans to offer its Heat Path Block solution to third-party chip designers after validating the system in its upcoming Exynos 2600 processor, according to local media reports

Monday 15 December 2025
India roundup: Intel commits to India semiconductor mission
Intel and Tata to assemble chips locally as global firms, including Amazon, Microsoft, and Vingroup, announced fresh investments in India
Monday 15 December 2025
SK Hynix reportedly eyes specialty DRAM manufacturing to fend off China memory surge
SK Hynix's rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition from China's fast-advancing memory suppliers. The shift could have ripple effects for Taiwanese foundries that currently handle much of South Korea's fabless memory output
Monday 15 December 2025
EDT to start automotive display production in India, eyes growth amid shifting product mix
Emerging Display Technologies (EDT), a panel module manufacturer specializing in mid- to small-size displays, is expanding its high-value product offerings and forming a joint venture with Nippon Seiki to launch mass production of automotive thin-film transistor liquid crystal display (TFT LCD) modules in India by 2027. This initiative underscores the strategic importance of automotive displays as a future revenue pillar amid stable yet challenging growth prospects in 2026
Saturday 13 December 2025
South Korea races to scale nuclear fusion with compact reactors
Amid a global push for carbon neutrality and soaring electricity demand, nuclear fusion is moving back into the spotlight—not as a distant scientific aspiration, but as a potential near-term solution. With major reactor projects delayed and energy needs growing, countries are reassessing the traditional Tokamak-based R&D path and seeking faster, more agile alternatives
Saturday 13 December 2025
Gemtek eyes 100x shipment growth in India with optical and AI modules by 2026
Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India
Friday 12 December 2025
Japan's major banks and corporations back Rapidus with massive financing and new investments
Japan is accelerating its national push to rebuild an advanced semiconductor ecosystem as Rapidus, the country's flagship next-generation chip venture, secures financing from major banks and private equity from more than twenty Japanese companies. According to reports from Nikkei and Asahi Shimbun, Japan's three megabanks, Mitsubishi UFJ Bank, Sumitomo Mitsui Banking, and Mizuho Bank, will provide Rapidus with up to JPY2 trillion (approx. US$12.8 billion) in financing
Friday 12 December 2025
Camellia expands automotive sector revenue with three-phase Southeast Asia strategy
Steel bar and wire maker Camellia Metal has steadily grown sales from the automotive sector, increasing the sector's share of revenue from 33% in 2023 to 39% in 2025 despite challenging conditions. The company is actively expanding into the Southeast Asian market with a three-stage plan aimed at competing against established Japanese supply chains
Friday 12 December 2025
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production
TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto Prefecture. The project, initially intended to produce 6-7nm and 40nm automotive and image sensor chips, saw a near-complete stoppage roughly two months after groundbreaking in October 2025
Friday 12 December 2025
Vietnam slaps new export curbs on rare earth
Vietnam's parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country's rare earth resources, reaffirm a ban on ore exports, and introduce new limits that effectively restrict shipments of refined materials in a bid to build a domestic processing industry
Friday 12 December 2025
Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established suppliers raise prices and Micron prepares to exit the segment. The shift, driven by surging demand for enterprise products supporting artificial intelligence (AI) data centers, is pushing South Korean PC makers to seek alternative suppliers, potentially opening the door for Chinese brands