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Thursday 18 December 2025
China's polarizer consolidation cools capacity growth, easing price pressure in 2026
China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed...
Thursday 18 December 2025
Trump admin positions humanoid robots as critical front in US-China tech competition
Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and...
Thursday 18 December 2025
China's EUV prototype forces a rethink of the AI chip order
China has quietly crossed a psychological and potentially strategic threshold in the global semiconductor race. In a tightly controlled laboratory in Shenzhen, Chinese scientists...
Thursday 18 December 2025
The price of 'China Speed': Auto suppliers squeezed in a brutal price war
For the global automotive electronics industry, the Chinese market has become a glittering trap: a massive, indispensable arena of innovation that is simultaneously cannibalizing...
Thursday 18 December 2025
Xiaomi unveils MiMo-V2-Flash open-source model to enhance human-car-home ecosystem
At the recent "Human X Car X Home" partner conference, Xiaomi's MiMo model team leader Luo Fuli introduced the open-source MiMo-V2-Flash model, designed to boost agent execution capabilities...
Thursday 18 December 2025
US-China AI rivalry shifts to the power front
Texas has become one of the world's leading regions for AI data center construction. However, this trend has put its power grid under dangerous pressure, exceeding what realistic...
Wednesday 17 December 2025
Sapien breaks into Meta's AR supply chain, challenging China's grip on smart glasses components
South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta's...
Wednesday 17 December 2025
MetaX jumps in Shanghai IPO as China pushes homegrown GPUs
MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally...
Wednesday 17 December 2025
CHR Hangko expands South Korea base to penetrate local rechargeable battery supply chain
China-based battery equipment maker CHR Hangko is actively expanding its production base in South Korea, aiming to deepen its presence in the local rechargeable battery supply chain...
Wednesday 17 December 2025
MSScorps eyes rebound as angstrom-era and silicon photonics demand surges
MSScorps signaled a business recovery on Wednesday following a midyear lull, citing surging demand for angstrom-era semiconductor manufacturing and silicon photonics as key drivers...
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Wednesday 17 December 2025
EU and US chart divergent paths to counter China's EV battery dominance
China continues to dominate the electric vehicle (EV) and battery supply chain. In response, the EU and the US have unveiled comprehensive measures to counterbalance Beijing's lead...
Wednesday 17 December 2025
AMD CEO visits Lenovo Beijing HQ amid China AI chip focus
AMD chairman and CEO Lisa Su visited Lenovo's global headquarters in Beijing on December 16, 2025, marking a key stop during her recent trip to China. Accompanied by several Lenovo...
Tuesday 16 December 2025
Luxshare steps up diversification drive as Apple reliance shows signs of easing
Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment...