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October 26
- PCB Makers Urged to Stay in Taiwan as Geopolitical Risks Mount
DIGITIMES
➀ The global AI wave is driving a 'golden decade' for the PCB industry, accelerating its integration with advanced semiconductor sectors.
➁ Trade sanctions reflect competition between major powers, with the US government and corporate moves to pursue 'Out of Taiwan' production criticized.
➂ The global PCB market is projected to reach US$100 billion by 2026, driven by AI server, data center, and high-speed networking demand.
October 25
- Myanmar's KK Scam Center: A Hub of Transnational Crime and Human Trafficking
NOWnews今日新聞
➀ A massive scam center, 'KK Park', operates along the Moei River in Myanmar, resembling a Silicon Valley tech park but involved in transnational fraud and human trafficking.
➁ Since the military coup in 2021, the number of scam centers in Myanmar's border regions has increased from 11 to 27.
➂ Victims report harsh conditions, including electric shocks and torture, if they fail to meet their fraudulent performance targets.
- US Treasury Sanctions 9 Over Shwe Kokko Scam Hub, Aims to Protect Americans
NOWnews今日新聞
➀ The US Treasury's Office of Foreign Assets Control (OFAC) has imposed sanctions on nine individuals linked to the Shwe Kokko scam hub in Myanmar.
➁ The sanctions aim to disrupt the ability of criminal groups to conduct large-scale fraud, forced labor, physical abuse, and theft of Americans' savings.
➂ According to OFAC, the scam centers have caused over $10 billion in losses to Americans in 2024.
- Chen Zhi, Accused Cambodian Scam Farm Operator, Has Ties to Hong Kong Businesses
南华早报
➀ Chen Zhi, a Chinese businessman, is alleged to be behind a major cybercrime operation in Cambodia, with connections to Hong Kong business entities.
➁ The U.S. has imposed sanctions on 11 Hong Kong companies linked to Chen, who is also the CEO and chairman of the Cambodian conglomerate Prince Holding Group.
➂ Prince Group Holdings, one of the sanctioned entities, operates an office in Hong Kong, and its parent company is registered in the British Virgin Islands.
- Palantir CTO Criticizes Huang Renxun: The Path to American Victory Lies in Ending Dependency on China!
芯智讯
➀ Shyam Sankar, CTO of Palantir, criticizes Huang Renxun's views on China's dependency;
➁ Huang Renxun argues for relaxing export controls to allow global technology industries to build AI based on U.S. technology;
➂ Sankar emphasizes the need for the U.S. to rebuild its industrial base and shift to alternative supply chains and markets to ensure national sovereignty and global competitiveness.
October 8
- Adopting Record Revenue,ADATA Technology Forecasts Bright Future for Storage Industry
微信公众号
➀ ADATA Technology's September revenue hit NT$5.244 billion, up 5.24% month-over-month and 61.18% year-over-year, reaching a new high for a single month in nearly 19 years.
➁ The third quarter revenue reached NT$14.488 billion, up 55.19% year-over-year and 13.33% sequentially, marking the second-highest quarterly revenue in history.
➂ ADATA's Chairman, Chen Li-pai, predicts a severe supply shortage in the fourth quarter of 2025 and a prosperous storage industry in 2026 due to the strong demand from global CSPs and the rapid expansion of AI servers.
- Moor threading: China's Best GPU Aspirant
微信公众号
➀ Moor threading, founded in June 2020, aims to create the best all-function GPU in China.
➁ The company boasts a rich array of technical achievements, including five generations of GPU architecture chips for AI computing, high-performance computing, and more, along with the independently developed large language model MusaChat.
➂ Revenue has surged, growing from less than 50 million yuan in 2022 to 4.38 billion yuan in2024, and surpassing 7 billion yuan in the first half of 2025.
October 1
- The Future of SiC: Set to Replace 80% of Silicon IGBTs in 10 Years
微信公众号
➀ The article discusses the prospects of SiC technology, predicting that it will replace 80% of silicon IGBTs within a decade;
➁ Ant Agarwal, a professor at The Ohio State University, identifies the trend of SiC surpassing silicon IGBTs, emphasizing its applications in electric vehicles, renewable energy inverters, and industrial motor drive systems;
➂ Philippe Godignon, a researcher at the French Atomic Energy and Alternative Energies Commission (CEA), elaborates on the potential applications of SiC beyond power electronics, including in precision sensors, biotechnology, photonics, quantum optics, and high-energy environments like particle accelerators and fusion reactors.
- In-Depth Analysis of BIS Entity List Associated Rules
YourWeChatOfficialAccount
➀ Background: The traditional 'naming' system has flaws and aims to unify enforcement logic between BIS and OFAC sanctions.
➁ Applicable subjects: Includes entities on the Entity List, Military End User List (MEU List), and DNP entities linked to specific OFAC sanctions under EAR 744.8 clause. Foreign companies directly or indirectly held 50% or more by such entities are automatically subject to corresponding control requirements.
➂ Core rules: The 50% ownership rule states that any foreign company with one or more entities on the list holding 50% or more is subject to the same license requirements, exceptions, and policy review standards. The 'individually or collectively' ownership percentage must be aggregated.
➃ New rules and regulations: The article also discusses the new red flag rules, coordination with other systems, expansion of footnote D (FDP rules), temporary general licenses (TGL), appeal and exemption mechanisms, and the shift of compliance responsibility.
- Hyawei's 7.2Tbps High-Density Optical Engine Technology Based on Silicon Photonics Explained
微信公众号
➀ The H-ONE technology, a high-density optical-interconnect node engine, is presented, achieving a speed of 7.2Tbps with 200Gbps channels and 36 channels integrated, which is equivalent to nine 800G optical modules.
➁ The technology leverages the SiN-SOI platform for passive waveguides, Modulators, and supports low drift coefficient MUX/DeMUX and high-power laser coupling.
➂ Built-in laser technology reduces the number of fiber optic interface arrays and simplifies the difficulty of polarization-maintaining fiber coupling.
- Industrial Bank's 3 Billion Yuan Order for Domestic Servers Awarded to Hygon C86
微信公众号名称或转载出处
➀ ICBC has placed a 3 billion yuan order for 2025 Hygon C86 server chips;
➁ Inspur, ZTE, and Lenovo were the main and backup contractors, respectively, all proposals based on Hygon's domestic chips, with a total procurement amount of 3 billion yuan;
➂ This signifies a new phase in the replacement of domestic servers in the financial sector, with domestic general processors becoming the main choice.
- 87 billion USD! AI Chip Unicorn Cerebras Secures New Financing, Valued at 57.7 billion USD
微信公众号
➀ Cerebras Systems, an AI chip unicorn, completed a $1.1 billion (approx. 7.8 billion RMB) G轮融资 on September 30, 2025, valuing the company at $8.1 billion (approx. 57.7 billion RMB).
➁ The company plans to use the financing to expand its AI chip design, packaging, system design, and AI supercomputer innovation, while also increasing its domestic manufacturing capacity and data center capacity in the US to meet the explosive growth in demand for its products and services.
➂ Founded in 2016, Cerebras is self-assessed as the 'fastest AI infrastructure manufacturer in the industry' and the 'fastest inference provider globally'.
- Understanding and Implementing 'Calculation-Electricity Synergy'
老张IT智习社
➀ Definition of 'Calculation-Electricity Synergy': It involves the coordinated layout of calculation centers and energy production bases to achieve efficient synergy between energy and calculation power.
➁ Reasons for 'Calculation-Electricity Synergy': It is driven by the 'double carbon' strategy, the 'East Data West Calculation' project, and the increasing demand for green electricity in the calculation power industry.
➂ Challenges and solutions of 'Calculation-Electricity Synergy': The challenges include the pressure on local power grids, the imbalance between high electricity supply standards and low load operation, and the insufficient supply of green electricity.
➃ Implementation paths of 'Calculation-Electricity Synergy': Promote power balance and consumption, tap into the potential of grid power supply and demand interaction, and improve the reliability and economy of electricity supply and demand.
➄ Representative cases or measures: Technical integration innovation, market mechanism change, infrastructure upgrade, and ecological cultivation and construction.
- US Announces New Export Control Rule Targeting Subsidiaries of Chinese Firms
Semiconductor Technology World
➀ The US Bureau of Industry and Security (BIS) has introduced a new export control measure affecting subsidiaries of companies on the entity list.
➁ The rule applies restrictions to subsidiaries owned by entities with more than 50% ownership in listed companies.
➂ The purpose is to close loopholes that allow sanctioned companies to evade sanctions by setting up subsidiaries.
➃ This change impacts a wide range of global companies, particularly focusing on China's semiconductor and AI sectors.
May 1
- TikTok Confirms Plans to Build €1 Billion Data Centre in Finland
微信公众号
➀ TikTok plans to invest €1 billion in building its first data centre in Finland.
➁ The move is part of TikTok's strategy to address data storage for European users on the continent.
➂ The company aims to invest €12 billion over 10 years in data security, known as 'Project Clover'.
- Former ASML Head Scientist Lin Nan Leads China's EUV Breakthrough
ChinaScience
➀ Chinese researchers have developed an EUV light source platform that operates at internationally competitive parameters, a breakthrough for the domestic production of advanced chips;
➁ The team, led by Lin Nan, has achieved world-class results in photolithography research using a solid-state laser-driven approach;
➂ The platform, based on a solid-state laser, has reached more than half of the conversion efficiency rate of commercially available CO2 laser-driven light sources, surpassing previous international benchmarks.
April 1
- Chips Billionaire Yu Renrong's New Move: New Heng Hui Listed on A-share Market
Unknown
➀ New Heng Hui Electronic Co., Ltd. (New Heng Hui) has been granted the approval for its initial public offering by the China Securities Regulatory Commission, with the company expected to be listed on the A-share market soon.
➁ New Heng Hui is the leading enterprise in the field of intelligent card packaging materials globally, focusing on intelligent card packaging materials and packaging and testing services. Its core product, flexible lead frame, is a key material for intelligent card chip packaging, directly affecting the cost and performance of intelligent card modules.
➂ Yu Renrong, the controlling shareholder of Shanghai Weil股份 and the largest shareholder of New Heng Hui, acquired New Heng Hui in 2018. New Heng Hui has been listed on the Shanghai Stock Exchange on March 22, 2023.
- Major Collaboration Announced: Infineon and Innosilicon Partner for GaN Technology
行家说三代半
➀ Infineon and Innosilicon have announced a strategic collaboration for 8-inch GaN wafer manufacturing, potentially reshaping the power semiconductor industry.
➁ The partnership aims to enhance GaN power solution performance and supply chain resilience, with a focus on widespread application in consumer electronics, data centers, automotive, and industrial power systems.
➂ The collaboration will leverage the manufacturing capacities of both companies, with Innosilicon using Infineon's overseas and vice versa, to expand the GaN product portfolio and market supply capabilities.
- GlobalFoundries and UMC Merger Speculation: UMC Responds
芯智讯
➀ GlobalFoundries has been in contact with UMC regarding a potential merger, exploring a partnership two years ago but without progress.
➁ The proposed merger aims to create a larger wafer fabrication company, ensuring the supply of mature process chips in the US and investing in R&D.
➂ UMC and GlobalFoundries rank fourth and fifth in the wafer fabrication market with 5.5% and 4.7% shares respectively in Q4 2024.
➃ The combined revenue would reach $3.7 billion, potentially surpassing Samsung to become the second-largest wafer foundry after TSMC.
➄ Both companies have complementary process technologies and a production footprint across three continents.
➅ The merger faces challenges such as antitrust reviews by regulatory departments and handling agreements with Intel.
➆ UMC responded to the rumors by stating that there are no ongoing merger cases.
March 31
- Texas Instruments Announces Layoffs!
Unknown
➀ Texas Instruments announced layoffs after receiving a $1.61 billion chip subsidy;
➁ The layoffs are part of a reform measure to support long-term operational plans, including job cuts at a factory near Tampa Bay Highway;
➂ Texas Instruments did not disclose the number of employees laid off, but said the figure was below the WARN Act notification threshold;
➃ The company received $9 billion for its Texas business and $7 billion for its Utah business as part of the $16.1 billion funding from the U.S. Department of Commerce;
➄ Despite the layoffs, Texas Instruments maintains its plan to build a second factory in Utah, but market concerns persist over the weakness of the analog chip market;
➅ Texas Instruments' fourth-quarter revenue was $4.01 billion, down about 2% year-on-year, and net profit was $1.205 billion, down 12% year-on-year;
➆ The company's embedded processing business revenue declined 18% year-on-year to $613 million, while other departments' revenue increased 7.3% year-on-year to $220 million.
- Jiang Shangyi: Intel is Now a 'Minor Player', Should Merge with Established Chip Technology Companies
集微网
➀ Jiang Shangyi, former Co-CEO of TSMC, openly discussed Intel's chip manufacturing challenges in a speech in Taiwan.
➁ He suggested that Intel should adopt mature chip manufacturing processes to compete, as it is far behind TSMC and unable to catch up.
➂ Jiang believes that Intel, once the 'king' of the chip industry, is now a 'minor player' and should merge with a company specializing in mass production of mature chip technology.
March 26
- Investing in Shanghai Chip Unicorn: 200 Million Yuan!
Unknown
➀ Shanghai Yachuang Electronics Group Co., Ltd. plans to up to 200 million yuan in Shanghai Analog Semiconductor Technology Co., Ltd.;
➁ Yachuang Electronics has been focusing on the automotive, industrial, and power sectors, and is a well-known domestic agent and provider of automotive entertainment navigation solutions;
➂ Analog Semiconductor, founded in 2018, specializes in chip design for automotive intelligent driving linear products, and data converters, mainly targeting industrial and automotive markets.
- Major Breakthroughs in Compound Semiconductor Field: Jinfengshan Lab Achieves Three Innovations
中国光谷
➀ Jinfengshan Lab achieves global first 8-inch silicon-based polar GaN substrate;
➁ China's first 100nm high-performance GaN flow PDK platform;
➂ 20-meter long-distance wireless energy transmission technology;
➃ Breakthrough in GaN material, device, and industrial application;
➄ Enabling 'instant charging' for mobile phones and 'while-driving charging' for electric vehicles;
➅ Accelerating the localization of high-end devices such as 6G base stations and autonomous driving radars.
- New Kai Lai, a Sensation!
SEMICON China
➀ SEMICON China 2025 opened in Shanghai, with New Kai Lai participating for the first time to connect with downstream manufacturers.
➁ New Kai Lai's booth was a hit at the show, featuring a unique and stylish exhibition area that combined technology and fashion, attracting a lot of attention.
➂ The company showcased several upcoming products, including PVD, CVD, ALD for thin film products, RTP, EPI for diffusion equipment, ETCH for etching products, and various optical detection and measurement products.
- T-Bird: Born for UFS Testing
SSDFans
➀ The era of embedded storage requires;
➁ The challenges of UFS testing in product development and verification;
➂ The differences between UFS and SSD testing, including platforms, system environments, and drivers;
➃ Introduction of Thunder Bird (T-Bird) as a professional UFS testing platform;
➄ Features of T-Bird: high performance, comprehensive coverage, one-stop testing solution, high reliability, and application scenarios;
➅ Contribution of T-Bird to UFS testing technology development and its benefits to embedded storage development and application enterprises.
March 25
- What Challenges Are Power Semiconductors Facing from Expansion to Layoffs?
WeChat Official Account
➀ The global EV market growth has slowed down, leading to overcapacity in power semiconductors with inventory turnover days increasing by 18%.
➁ Major companies like Infineon, ON Semiconductor, STMicroelectronics, and Renesas are downsizing or adjusting jobs.
➂ Chinese manufacturers, such as BYD and Yue Xin Semiconductor, are launching new factories and producing high-performance products.
➃ Infineon initiates the 'Step Up' plan and Japanese companies invest jointly.
➄ China's market and AI become future bright spots for some companies.
- The Man Who Rewrote China's Chip History: A Story of Resilience and Innovation
最华人
➀ At 60, Yin Zhizao, the 'Father of China's Chip Etching Machine', returned to China from Silicon Valley, restarting his career with Chinese chip development.
➁ After years of effort, Yin and his team developed China's first domestically produced etching machine, breaking the foreign monopoly.
➂ Despite facing lawsuits and challenges from former employers, Yin's company, Microelectronics, achieved significant breakthroughs in chip etching technology, propelling China from a follower to a leader in the industry.
- Storage Research Framework: The Development Path of DRAM Technology
Not specified
➀ Large Language Models (LLMs) have revolutionized the field of natural language processing (NLP) with their breakthroughs, leading to a new wave of technological progress. These models, however, are traditionally deployed on cloud servers, which bring challenges such as network latency, data security, and continuous internet connectivity requirements, limiting their widespread application and user experience.
➁ Storage computing integrates storage and computing, adding computing capabilities to the memory to perform two-dimensional and three-dimensional matrix calculations. It can effectively overcome the bottleneck of the von Neumann architecture and achieve a significant increase in computing energy efficiency.
➂ There are three types of storage computing: Proximity Memory Computing (PNM), In-Memory Processing (PIM), and In-Memory Computing (CIM). Each type has its own advantages and is suitable for different application scenarios.
- EV Semiconductor Investment Slows Down, Japanese, American, and European Companies Lay Off Workers
Nikkei Asian Review
➀ The global market growth of electric vehicles (EVs) is slowing down, leading to layoffs in the semiconductor industry.
➁ Infineon, the world's largest semiconductor power company, plans to lay off 1400 people and adjust the positions of another 1400.
➂ The rise of Chinese manufacturers, such as BYD, is also impacting the industry, with companies like Renesas Electronics delaying investments.
March 24
- China's Domestic 5nm Chips Enter Mass Production Countdown!
Unknown
➀ The market is currently experiencing a cold wind due to the upcoming US equivalent tariff policy on April 2nd.
➁ Three sectors are worth paying attention to: financial, resources, and chip equipment.
➂ The chip equipment sector has seen several positive developments, including the acquisition of a semiconductor testing equipment company by the National Integrated Circuit Fund and the participation of a new chip equipment company with a mysterious background in an international semiconductor exhibition.
➃ It is expected that domestic advanced G-line machines have passed the acceptance test and will enter mass production next year.
➄ The domestic advanced chip production line is expected to have a significant impact on the global chip industry.