South Korean AI chip startup Rebellions has announced a collaboration with Samsung Foundry, UK-based intellectual property core (IP) provider Arm, and IC design firm ADTechnology to develop an AI CPU chiplet platform

Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance in memory during the AI era. Both companies face pressure from Chinese competitors, who are ramping up production and engaging in aggressive pricing within the memory market

China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing serious national security risks. This claim has been widely circulated among Chinese media outlets. In a related incident, national security agencies have implied that an unnamed company is engaging in illegal surveying and mapping activities with foreign entities

ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client Samsung Electronics, which is struggling with process advancements and delaying wafer foundry investments

Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market to reassess the global semiconductor industry landscape

ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered sales in recent years, have plummeted sharply

Through new fundraising, Japan-Taiwan electrical vehicle (EV) manufacturing company Lean Mobility has achieved a cumulative funding of JPY4.6 billion (US$30.8 million), allowing it to reach a crucial milestone towards the mass production of its urban compact EV RideRoid "Lean3.

With Samsung Electronics recently announcing disappointing preliminary financial results for the third quarter of 2024, the upcoming personnel and organizational restructuring at the end of the year has garnered major attention. Reports suggest that Samsung may undertake substantial changes in its executive ranks, with one notable figure being Joo-sun Choi, president and CEO of Samsung Display (SDC)

Amidst Samsung Electronics's ongoing reform of its semiconductor operations, the conglomerate has decided to concentrate on developing its power semiconductor business. This strategic move aims to capitalize on the growing trend of electric vehicle (EV) adoption, following the company's exit from the non-core LED sector

Thanks to improving yields in producing silicon carbide (SiC), China has achieved an abundant supply of substrates, even resulting in oversupply. The country has reportedly begun imposing restrictions on approvals for SiC expansion, which has left many companies facing challenges

In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence." The impact of this shift on Samsung Electronics' flagship device, the Galaxy S25, scheduled for launch in spring 2025, is drawing attention

Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's factory"—is increasingly offloaded overseas at rock-bottom prices, creating what Nobel laureate Paul Krugman calls "China Shock 2.0." But as global shipping rates plummet, questions arise: is China's overcapacity issue nearing an end, or is a global slowdown hitting import demand

According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed this information, it highlights the ongoing tension between Arm and Arm China

The price collapse of 6-inch silicon carbide (SiC) substrates is taking its toll on the 8-inch segment, where volume production has yet to begin but prices are already tumbling, according to industry sources

A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching to domestic solutions