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Saturday 18 October 2025
ams OSRAM, Nichia expand patent alliance covering GaN LED and laser technologies
Global sensor leader ams OSRAM and LED powerhouse Nichia have expanded their two-decade intellectual property (IP) partnership through a new cross-license agreement. Signed by ams OSRAM CEO Aldo Kamper and Nichia President Hiroyoshi Ogawa, the pact grants mutual access to thousands of patents in gallium nitride (GaN) LED and laser technologies and, for the first time, extends coverage to advanced LED packaging and module designs such as matrix headlamp systems
Saturday 18 October 2025
Samsung expands EUV fleet to seize upcoming memory supercycle

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for its memory division alongside two high-numerical-aperture (High NA) EUV tools for its foundry arm. The move positions Samsung for the anticipated memory supercycle, as DRAM and high-bandwidth memory (HBM) manufacturers race to expand next-generation production capacity

Saturday 18 October 2025
Can AI clean up recycling? South Korea offers a glimpse
The global industrial focus is rapidly shifting toward the circular economy, making resource recycling a critical priority. South Korean startup SuperBin is at the forefront of this movement, leveraging sophisticated AI technology to fundamentally enhance recycling quality and develop high-grade recycled materials ready for industrial reuse
Friday 17 October 2025
Micron's alleged China exit signals accelerating G2 chip decoupling
Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two years after Beijing imposed a ban on Micron's products for use in "critical infrastructure," a decision widely interpreted as retaliation for US export restrictions on advanced chips and AI technologies
Friday 17 October 2025
Samsung reportedly abandons Galaxy S26 Edge after S25 and iPhone Air underperform
Faced with underwhelming demand for ultra-thin smartphones such as the Galaxy S25 Edge and Apple's iPhone Air, Samsung Electronics has reportedly canceled the development of its planned Galaxy S26 Edge, originally scheduled for a 2026 launch. The move underscores the company's shifting strategy amid growing concerns over the commercial viability of slimmed-down smartphone designs
Friday 17 October 2025
New BIS rules may force Wingtech to cut Nexperia stake
China's Wingtech is grappling with an unprecedented crisis after the Dutch government seized control of its subsidiary Nexperia. In a stunning triple blow, Nexperia's Chinese CEO, Xuezheng Zhang, has been suspended, Dutch authorities have taken over the company's management, and all 30 of its global business entities have been frozen for one year
Friday 17 October 2025
Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative customers. With uncertainty mounting, many of these firms are now turning their attention to Micron's expanding operations in Hiroshima to secure revenue
Friday 17 October 2025
Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges
The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating the adoption of microLED technology for miniature displays. Industry analysts anticipate 2025 will become a critical year for full-color microLED development, though mature single-chip full-color microLED displays are projected to appear only by 2027
Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia continues to pressure suppliers to increase the bandwidth of sixth-generation high-bandwidth memory (HBM4), signaling that the HBM speed race will intensify
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades
Friday 17 October 2025
SenseTime links up with Cambricon to tighten China's AI supply chain
SenseTime has signed a strategic partnership with Cambricon Technologies to enhance software-hardware integration, boost chip compatibility, and advance the development of China's AI ecosystem
Friday 17 October 2025
Rebellions joins Arm Total Design to advance next-gen AI infrastructure
AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company to accelerate the development of customized, high-efficiency chips for next-generation AI data centers
Friday 17 October 2025
Oppo unveils Find X9 series with 200MP camera and Hasselblad teleconverter lens
Following Vivo's launch of its X300 flagship earlier this year, Oppo introduced its Find X9 series on October 16, 2025, aiming to strengthen computing power, energy efficiency, and imaging performance. Notably, Oppo increased the telephoto camera resolution to 200 million pixels (200MP) and partnered with Sweden-based Hasselblad to develop the first-ever teleconverter lens designed for smartphones
Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication hub. The US EV maker has started hiring semiconductor engineers, stirring industry attention as it strengthens collaboration with Samsung after inking a US$16.5 billion foundry deal for its upcoming AI6 chip
Friday 17 October 2025
Alibaba Cloud deepens Middle East bet with new AI-powered Dubai data center
Alibaba Cloud, the cloud unit of Alibaba Group, has opened its second data center in the United Arab Emirates (UAE) — its first in nearly a decade — as the Chinese tech giant deepens its presence in one of the Middle East's fastest-growing digital markets