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Wednesday 19 November 2025
China's chip play: A threat more dangerous than rare earths, says Chris Miller
China's rapid advance in legacy semiconductors presents a geopolitical risk that is "more dangerous than rare earths," warns Chip War author and economic historian Chris...
Wednesday 19 November 2025
Samsung Display and BOE reportedly end OLED patent dispute with licensing agreement
After three years of legal battles over OLED patents, Samsung Display and Beijing Oriental Electronics (BOE) have settled. According to several South Korean media outlets, including...
Wednesday 19 November 2025
RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center...

Wednesday 19 November 2025
Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Hygon Information Technology delivered another solid revenue quarter but noted that profit growth slowed due to higher R&D spending...

Wednesday 19 November 2025
Acer CEO flags China's role in prolonging global memory shortage
Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current...
Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
Wednesday 19 November 2025
Xiaomi warns of deeper margin pressure from rising memory costs as EV business posts record deliveries
Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability...
Wednesday 19 November 2025
Xiaomi posts first EV profit in Q3, setting records as China’s price war nears
Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle...
Wednesday 19 November 2025
Huawei weighs domestic memory for Mate 80 as global chip prices jump
Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands...
Wednesday 19 November 2025
South Korea risks losing edge to China in all key exports by 2030, survey shows
South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...
Wednesday 19 November 2025
Chinese government-backed hackers use AI tool Claude for cyberattacks, but experts question impact
Anthropic, an AI startup, has disclosed that a hacker group supported by the Chinese government has exploited its Claude Code tool to automate cyberattacks on a large scale, reportedly...
Tuesday 18 November 2025
Why China's AI boom now favors power systems over silicon
China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling,...
Tuesday 18 November 2025
Huawei pitches a new vision for AI compute: one cluster, one software brain
Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed...
Tuesday 18 November 2025
Eric Schmidt warns global rise of Chinese AI models poses geopolitical risks
Former Google CEO Eric Schmidt has raised concerns about developing countries adopting Chinese AI models, mostly because of cost. According to Business Insider, Schmidt stated...
Tuesday 18 November 2025
China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.