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Wednesday 3 September 2025
SenseTime narrows losses 50% as '1+X' strategy targets profitability
China's SenseTime is starting to reap the benefits of its "1+X" business strategy, CEO Xu Li said. The Hong Kong-based AI firm halved its adjusted net loss in the first half of 2025...
Wednesday 3 September 2025
China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers
Surging demand for AI, large language models (LLMS), and high-performance computing is propelling co-packaged optics (CPO) into the spotlight of the semiconductor industry. The technology...
Wednesday 3 September 2025
The four structural hurdles hampering China's AI GPU sector
Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and...
Wednesday 3 September 2025
Chinese robot maker Unitree prepares onshore IPO filing by December
Hangzhou Unitree Technology, a leading Chinese robotics startup, plans to file listing documents between October and December for an upcoming stock market debut. The company announced...
Wednesday 3 September 2025
China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab
TSMC has become the latest chipmaker to lose its exemption to use US semiconductor equipment in China, following similar moves against South Korea's Samsung Electronics, SK Hynix,...
Tuesday 2 September 2025
China's AI industry shows steady growth despite US technology restrictions
China has been actively demonstrating advancements in its artificial intelligence (AI) sector. Despite still trailing major US companies, China continues to pursue development amid...
Tuesday 2 September 2025
China promotes computing power vouchers to boost AI adoption among enterprises
Multiple local governments in China have introduced "computing power vouchers" to reduce costs and increase access to artificial intelligence (AI) technology for small and medium-sized...
Tuesday 2 September 2025
GlobalFoundries picks Qorvo exec Victor Hu to lead China strategy
GlobalFoundries (GF) has named Victor Hu, a semiconductor industry veteran with over 25 years of leadership experience, as vice president of sales and president of China. In this...
Tuesday 2 September 2025
China's urgent TV orders boost panel manufacturers' utilization rates
As China continues to implement dynamic production cuts, the output reduction has stabilized LCD TV panel prices in August. Meanwhile, major Chinese TV brands such as TCL and Hisense...
Tuesday 2 September 2025
China offers Malaysia rare earth tech — state partnerships only
Malaysia has revealed that China is prepared to offer assistance in developing rare earth processing technology, contingent upon partnerships involving Malaysian state-owned compan...
Tuesday 2 September 2025
China's YMTC moves into DRAM, teams with CXMT to target HBM market
Yangtze Memory Technologies Corp. (YMTC), China's largest NAND flash producer, is expanding into the DRAM sector as part of Beijing's broader drive to compete in advanced memory markets...
Tuesday 2 September 2025
China's new AI content regulations take effect; 'labeling' requirement may impact entire industry chain
Starting September 1, 2025, China officially implemented the Measures for the Labelling of Artificial Intelligence-Generated and Synthetic Content. This regulatory framework is regarded...
Tuesday 2 September 2025
US strips Samsung, SK Hynix of China exemptions, dealing major blow to Korean chipmakers
The US Commerce Department plans to revoke long-standing waivers that have allowed Samsung Electronics and SK Hynix to operate their Chinese chip plants using American equipment....
Tuesday 2 September 2025
China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?
China's chipmakers remain blocked from sub-7nm breakthroughs, but expansion in mature-node manufacturing is surging, led by 12-inch wafer fabs. SMIC has accelerated construction since...
Tuesday 2 September 2025
Samsung and SK Hynix VEU exemption revocation opens door for Micron and Chinese chipmakers
On August 29, 2025, local time, the US Department of Commerce (DOC) announced it will revoke the Validated End-User (VEU) exemptions previously granted to South Korean manufacturers...