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Wednesday 24 September 2025
China to forgo developing nation status at WTO, signaling shift in global trade stance
China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding US concerns and could reshape global trade negotiations while affecting domestic industries that previously relied on preferential treatment
Wednesday 24 September 2025
China turns farmland into AI powerhouse to rival Stargate
China is building the "Zhonghua Data Islands" AI compute hub in Wuhu, Anhui province, jointly run by Huawei, China Telecom, China Unicom, and China Mobile. Serving Shanghai, Hangzhou, Nanjing, and Suzhou across the Yangtze River Delta, the project carries a planned investment of CNY270 billion (US$38 billion)
Wednesday 24 September 2025
Inside Huawei's bid to outflank Nvidia: clusters, optics, and a 3-year AI roadmap
Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking on its edge in networking, large-scale integration, and Beijing's policy support to compete at the system level—a strategy that speaks to Huawei's pragmatism in turning structural disadvantages into leverage
Wednesday 24 September 2025
Hyundai expands demand responsive transit services to address mobility gaps
Hyundai Motor Group is stepping up efforts to expand its mobility business, investing in demand-responsive transit (DRT) platforms as part of its strategy to diversify beyond traditional vehicle development. The initiative aims to strengthen the company's role in the future mobility market while addressing social issues such as transportation disparities between urban and rural areas
Wednesday 24 September 2025
China unveils grand plans for AI independence amid tech war
China's top leadership is signaling a major shift in its national strategy, elevating artificial intelligence to a core priority. The official Communist Party theoretical journal, Qiushi, recently published interviews with leading AI experts, shedding light on Beijing's newly released policy blueprint, the "Artificial Intelligence+" Initiative
Tuesday 23 September 2025
Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race
Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead. As Nvidia readies its Vera Rubin AI platform and tests cheaper GDDR7 alternatives, the rivalry between Korea's memory giants is reshaping the high-value market heading into 2026
Tuesday 23 September 2025
Tianma partners with Oppo for eye-friendly smartphones
Chinese panel manufacturer Tianma has introduced a new high-end OLED technology brand called "Tiangong Screen," which will debut globally on Oppo's next-generation flagship Find X9 series. The two companies have also signed an agreement to establish a joint laboratory, elevating their collaboration to the next level
Tuesday 23 September 2025
Hanwha Semitech reportedly courts Foxconn, ASE in OSAT race
Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South Korean media. Analysts see the move as part of Hanwha's drive to showcase its assembly equipment and capture orders from Taiwan's rapidly growing OSAT sector
Tuesday 23 September 2025
Huawei declares supernode era to eclipse Nvidia within 2 years
At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's AI future can no longer hinge on single-chip performance, constrained as it is by advanced process limits. The way forward, he argued, is a "supernode + cluster" architecture — Huawei's bet on system-level design to secure scalable and sustainable compute
Tuesday 23 September 2025
Commentary: China’s display push challenges Taiwan’s panel makers
Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared
Tuesday 23 September 2025
TSMC extends lead in foundry market as Samsung loses ground
The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls further behind, according to new industry data
Tuesday 23 September 2025
Shinsegae-Alibaba JV targets Coupang-Naver's South Korea e-commerce dominance
South Korea's Fair Trade Commission has approved the establishment of a joint venture between Shinsegae Group and China's Alibaba Group, a move that could potentially reshape the country's e-commerce landscape
Tuesday 23 September 2025
Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink
At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry partners. The launch directly challenges Nvidia's NVLink dominance
Tuesday 23 September 2025
Oracle reportedly to oversee TikTok algorithm under US-China framework deal
The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal, a consortium of American investors, led by Oracle and private equity firm Silver Lake, would take over TikTok's US business, while the China-based parent, ByteDance, would retain a minority stake of less than 20%
Tuesday 23 September 2025
Alibaba to expand Singles' Day promotions to 20 countries
Alibaba Group announced on September 22 that, unlike previous years, the 2025 Singles' Day e-commerce promotion will extend beyond China to simultaneously take place in 20 international markets. This move aims to create the world's largest and highest-grossing e-commerce sales event