CONNECT WITH US
Monday 10 November 2025
China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on November 9 that it would suspend export controls on critical minerals like gallium, germanium, antimony, and graphite, signaling eased US-China tensions and a gradual restoration of technology and raw material supply chains

Monday 10 November 2025
Weekly news roundup: LGES probes tech Theft; ASML pivots in China; Samsung sparks market chaos; Nexperia feud explodes
Below are the top DIGITIMES Asia stories from November 3 to November 10, 2025
Monday 10 November 2025
China eases chip export curbs as it pressures EU over Nexperia dispute
China called on the EU to step up efforts to persuade the Netherlands to withdraw its restrictive measures against Nexperia, saying the Dutch side is responsible for recent disruptions in the global semiconductor supply chain
Monday 10 November 2025
BMW's Neue Klasse iX3 launch bolsters EV strategy in 3Q sales
German luxury automaker BMW is approaching a critical milestone in its electric transformation as it prepares to launch the iX3, the first model built on its next-generation Neue Klasse platform. Together with a strong showing in its third-quarter 2025 earnings, the results underscore BMW's growing strength in vehicle electronics and electrification
Sunday 9 November 2025
Wingtech's Nexperia feud and state stake cut cloud outlook
China's Wingtech Technology is facing renewed strain as its Dutch subsidiary Nexperia becomes mired in a leadership and supply chain dispute, while a state-backed shareholder prepares to cut its holdings. The dual challenges highlight deepening tension between Nexperia's Dutch management and Chinese operations, further clouding Wingtech's stability and global semiconductor ambitions
Sunday 9 November 2025
SK Hynix pushes 1C DRAM for HBM4E as AI memory demand surges
South Korea's two largest memory chipmakers, SK Hynix and Samsung Electronics, are reportedly finalizing supply agreements with Nvidia for next-generation high-bandwidth memory (HBM4), according to ETNews and The Seoul Economic Daily
Saturday 8 November 2025
How China hits hard to power its AI ambitions post-Nvidia
China is accelerating its drive for technological self-sufficiency by subsidizing electricity costs for data centers that use domestic AI chips, even though they consume far more power than Nvidia's. The initiative seeks to ease financial pressure on major tech firms such as ByteDance, Alibaba, and Tencent after Beijing's ban on Nvidia's processors, while advancing the nation's local semiconductor ecosystem
Saturday 8 November 2025
When politics short-circuits the supply chain: The Netherlands' Nexperia miscalculation
Discussions regarding Nexperia's fate have stalled for over a month, and China and the Netherlands remain at odds. The Hague is plagued with political paralysis, where a caretaker cabinet is too weak to navigate a dispute with global supply chain stakes
Saturday 8 November 2025
Anthropic bans Chinese-controlled entities from accessing Claude models
US AI startup Anthropic has enforced a new policy prohibiting Chinese-controlled entities from using its Claude series models, prompting ByteDance's Singapore-based IDE platform Trae to immediately remove Claude from its offerings. The move has attracted significant attention from global developer communities
Friday 7 November 2025
China temporarily halts export controls on rare earths, graphite, and other strategic materials
China's Ministry of Commerce (MOFCOM) and the General Administration of Customs announced on November 7 that they will suspend the implementation of several export control measures that were introduced in October, particularly regarding rare earth
Friday 7 November 2025
Nvidia faces Washington heat over alleged Huawei ties
US lawmakers are ramping up scrutiny of China's AI and semiconductor sectors, tightening oversight from corporate ties to capital flows to reinforce Washington's edge in the global AI competition
Friday 7 November 2025
China's Hua Hong sees profit fall over 50% on rising fab, R&D costs
Hua Hong Semiconductor, one of China's top wafer foundries, reported a steep profit drop for the first three quarters of 2025, citing higher costs from new production lines and rising R&D expenses. Third-quarter revenue rose 21.1% year-over-year to CNY4.566 billion (approx. US$640.9 million), while net profit plunged 43.5% to CNY177 million. For the first three quarters, revenue totalled CNY12.583 billion, up 19.8%, but profit tumbled 56.5% to CNY251 million
Friday 7 November 2025
Volkswagen China launches first SOC chip for L3 autonomous driving

Long seen as a global automaker struggling to yield meaningful results from its massive investments in vehicle electronics and electrification, Volkswagen is now entering its most important market: China. It is preparing to launch development of its first system-on-chip (SoC) designed entirely in China, a key component that will power Level 3 driver-assistance systems and future fully autonomous driving functions

Friday 7 November 2025
Cambricon hit with US$590M lawsuit from former CTO over stock buyback dispute
Chinese AI chipmaker Cambricon Technologies is facing a massive legal battle. The company's former chief technology officer, Liang Jun, has filed a lawsuit seeking CNY4.3 billion (US$590 million) in compensation for losses tied to a share incentive plan
Friday 7 November 2025
Samsung targets 2026 'second peak' with AI, foldables amid chip rebound
Samsung Electronics is betting big on artificial intelligence and foldable phones. The company hopes these technologies will drive what it calls a "second peak" in its smartphone business by 2026. This strategy comes as Samsung posts a sharp earnings rebound, fueled by surging demand for high-end memory chips