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Tuesday 11 November 2025
YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027

YMTC has begun constructing its third semiconductor plant in Wuhan, with mass production slated for 2027, while ramping up output at its second facility. Despite its strong domestic focus, industry insiders expect the company to rank among the world's top five memory makers within two years

Tuesday 11 November 2025
Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades of rivalry to create an alternative power center in the chip industry
Tuesday 11 November 2025
Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive supplier Aumovio and components manufacturer Bosch have confirmed they have resumed receiving Nexperia chips, marking a turning point after a month of global supply chain crisis
Tuesday 11 November 2025
South Korean battery makers diversify strategies to capture global market
The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also driven by expanding non-automotive applications
Tuesday 11 November 2025
China's Zhejiang University launches FabGPT to bring AI into chip manufacturing
China is advancing its use of artificial intelligence (AI), with a breakthrough from Zhejiang University (ZJU)'s College of Integrated Circuits drawing industry attention. The university introduced FabGPT, a multimodal large model tailored for wafer fabrication that embeds AI into semiconductor manufacturing and process control to boost fab efficiency and lower defect rates
Tuesday 11 November 2025
China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes
China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according to the General Administration of Customs. Exports rose 6.2% to CNY22.12 trillion, while imports remained steady at CNY15.19 trillion
Tuesday 11 November 2025
South Korea launches major probe into alleged Samsung SDI battery tech leaks to China
South Korean prosecutors have launched a sweeping investigation into alleged leaks of Samsung SDI's prismatic battery technology, with suspicions pointing to cooperation between South Korean suppliers and Chinese firms
Tuesday 11 November 2025
ASML tackles AI's 'scissor gap' with dual-track chip strategy
ASML EVP and China head Shen Bo said artificial intelligence is redefining the global semiconductor landscape, pushing chipmakers and equipment suppliers to balance growing computing demand with mounting energy constraints. Speaking at the 8th China International Import Expo, Shen said ASML will pursue a "dual-track strategy," strengthening both 2D scaling and 3D integration to close the gap between AI performance and energy efficiency while expanding its services for Chinese customers
Tuesday 11 November 2025
China's Unicomp targets global expansion with US$37.5M purchase of SSTI semiconductor

Unicomp Technology Group, a Wuxi-based industrial inspection equipment maker, said its wholly owned unit, Ray Tech Singapore, will acquire a 66% stake in Singapore's SCPL Semiconductor Test & Inspection (SSTI) for SGD48.9 million (approx. US$37.54 million). Once the deal closes, SSTI will become a majority-owned subsidiary and be included in Unicomp's consolidated financial results

Tuesday 11 November 2025
Samsung increases in-house parts production with an eye on custom robot and contract manufacturing
Samsung Electronics is seeking to increase in-house production of key robotics components, with an eye on enhancing its adaptability in the robotics market. Industry experts interpret this move as not just a cost-cutting measure but also as preparation for Samsung's entry into the customized robot business, as adaptability will be a key asset in tailoring each device to meet clients' specific needs
Monday 10 November 2025
South Korea highlights AI push at Daegu Expo as President Lee rallies industry leaders
The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South Korea's ambitions in artificial intelligence, robotics, and future mobility. South Korea's President Lee Jae-Myung made a surprise visit on the event's third day, energizing participants and underscoring his administration's push to make the country a global AI powerhouse
Monday 10 November 2025
As AI advances, DeepSeek calls for moral accountability

At a rare public appearance, Chinese artificial intelligence (AI) startup DeepSeek issued a stark warning: the long-term advance of AI could upend jobs and disrupt social structures, and companies must act by openly disclosing which professions are likely to disappear

Monday 10 November 2025
ASML says AI boom has yet to lift chip equipment demand
Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects a 36% revenue increase and Nvidia sees a 114% jump. The gap shows that chip equipment demand is still catching up with AI's rapid expansion
Monday 10 November 2025
Rebellions secures Silicon Valley backing, closes US$250m round

South Korean AI chipmaker Rebellions announced on November 10, 2025, that it has closed an expanded US$250 million Series C round after securing new funding from prominent Silicon Valley investors

Monday 10 November 2025
AI drives shift to memory-centric computing, redefining semiconductor supply chains
The evolution of artificial intelligence (AI) is transforming the semiconductor industry, shifting the focus from sheer compute power to memory-centric architectures. As AI models grow to handle longer contexts, multi-turn dialogues, multimodal inputs, and advanced tool integration, the primary bottlenecks are no longer processing speed but memory bandwidth and latency, according to industry experts