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Wednesday 5 November 2025
SK Group, backed by OpenAI's Sam Altman, puts efficiency at the core of its AI expansion
SK Group held the SK AI Summit 2025 to demonstrate its AI strengths in semiconductors, energy solutions, AI data centres, and AI agent services. Chairman Chey Tae-won said that as global demand for computing power accelerates, "efficiency" will be the key driver of future AI competition
Wednesday 5 November 2025
China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze

Talks between China and the Netherlands over Nexperia have made notable progress, attracting scrutiny from the European Union. EU Trade Commissioner Maros Sefcovic said on November 3 that Brussels is closely following negotiations concerning the Chinese-owned semiconductor maker

Wednesday 5 November 2025
Nintendo raises global sales forecast for Switch 2 following strong early performance
Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units. The revised projection, announced on November 4, accompanies upgraded revenue and profit expectations for the period spanning April 2025 to March 2026
Wednesday 5 November 2025
US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture chips to be sold to Chinese companies, while also hinting at a possible 2026 meeting between President Donald Trump and Chinese President Xi Jinping

Wednesday 5 November 2025
AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in
Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving the rally, pushing costs quickly down the supply chain. Smartphone and PC makers are already under mounting cost pressure, a trend likely to extend into 2026
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced manufacturing
Tuesday 4 November 2025
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first quarter. The iPhone 17 series may become one of the best-selling models in years, so Apple may be prompted to accelerate its supply chain to meet demand
Tuesday 4 November 2025
Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand
Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products like DDR5 continue to rise, prompting industry expectations of a profit structure reversal
Tuesday 4 November 2025
Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net profit all expected to exceed previous estimates. The revision is mainly driven by orders for high-value-added products related to generative artificial intelligence (GenAI), far surpassing expectations
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor and RichWave Technology noting that Beijing's localization of network infrastructure chips is accelerating rapidly

Tuesday 4 November 2025
Samsung SDI reportedly in talks with Tesla for US-based energy storage batteries
Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects in North America
Tuesday 4 November 2025
Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and head of the Nomination Committee while retaining his roles as president and executive director
Tuesday 4 November 2025
Chinese PCB firms quietly advance next-gen CoWoP packaging
A significant divergence emerged as Taiwan and China concluded their major PCB industry exhibitions in late October 2025. While Taiwanese manufacturers focused on supply bottlenecks for copper-clad laminates (CCL) amid surging AI demand, Chinese firms shifted attention to their own PCB technologies for cloud and edge AI. They also revealed early work on a next-generation packaging breakthrough known as CoWoP
Tuesday 4 November 2025
China's Beidou satellites power a new era of homegrown navigation chips

As China completes the global deployment of its BeiDou-3 Navigation Satellite System, officials are now focused on exporting the technology under Beijing's "Belt and Road" initiative, signaling a shift from building the constellation to driving widespread international adoption. The move also opens a new frontier for China's navigation chipmakers, which see rising opportunities to challenge Western dominance in positioning and timing technologies

Tuesday 4 November 2025
Nvidia Blackwell chips expose policy-corporate divide on China exports
During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According to Reuters, these new chips are ten years ahead of their competitors, positioning the US ahead of the game. On the flip side of Trump's intentions to gatekeep valuable technology, Nvidia CEO Jensen Huang is encouraging cooperation because it serves everyone's best interests