Semiconductors in Asia: News, Analysis & Insights
Chip wars, TSMC, SMIC, and Asia's semiconductor ambitions
Blackstone leads $1.2B round in Indian GPU startup Neysa
Blackstone leads $1.2B round in Indian GPU startup Neysa Picks and shovels for Modi's AI dream A Blackstone-led consortium is putting up to $600 million in equi
ByteDance Develops Own AI Chip with Samsung
ByteDance Develops Own AI Chip with Samsung ByteDance headquarters in Beijing ByteDance wants to break free from the shackles of US sanctions and dependence on
Taiwan Says No: US Chip Plan "Impossible"
Taiwan Says No: US Chip Plan "Impossible" Trump & his Commerce Secretary Howard Lutnick Taipei draws a clear red line: Washington's plan to relocate 40% of Taiw
China’s chip rally in overdrive: Montage Technology jumps 60% after HK debut
China’s chip rally in overdrive: Montage Technology jumps 60% after HK debut Chinese semiconductor stocks remain a magnet for capital: Montage Technology, a spe
TSMC doubles down on Japan: US$17bn bet on 3nm production
TSMC doubles down on Japan: US$17bn bet on 3nm production Japan’s bright outlook TSMC is planning its largest-ever investment in Japan, aiming to produce cuttin
Breaking the Chip Taboo: HP and Dell flee to Chinese manufacturers
Breaking the Chip Taboo: HP and Dell flee to Chinese manufacturers The major PC manufacturers HP, Dell, Acer, and Asus are breaking a long-standing dogma: To su
Korea’s memory kings: Samsung and SK Hynix shatter all records
Korea’s memory kings: Samsung and SK Hynix shatter all records The AI boom is pushing South Korea’s chip giants to historic profits. SK Hynix has overtaken Sams
That’s how many articles we’ve researched and processed over the past six months.
That’s how many articles we’ve researched and processed over the past six months. To do this, we built a system that curates and enriches these datasets — a tru
Micron plans $24 billion chip plant in Singapore
Micron plans $24 billion chip plant in Singapore The US memory maker Micron is investing $24 billion in a new wafer fabrication plant in Singapore. The facility
🧠 Memory-Chip Boom: China’s GigaDevice jumps 40% in Hong Kong IPO
Memory-Chip Boom: China’s GigaDevice jumps 40% in Hong Kong IPO Chip Chip Hooray: GigaDevice jumped as much as +54% intraday in its Hong Kong debut and closed a
📱 Why your next phone will cost 20% more
Why your next phone will cost 20% more It’s all his fault: Nvidia CEO Jensen Huang The AI revolution has a problem: there isn't enough memory for everyone. The
Lee Jae-yong 이재용
Lee Jae-yong 이재용 ️ The billionaire behind Samsung Lee Jae-yong, Vice Chairman of Samsung Electronics , has spent decades quietly steering Samsung through semico
That’s the export volume of South Korea in 2025.
That’s the export volume of South Korea in 2025. Record year for trade: With this milestone, South Korea broke the US$700 billion mark for the first time. Expor
🔌 SoftBank’s $4B takeover sends DigitalBridge shares up 50% premarket
SoftBank’s $4B takeover sends DigitalBridge shares up 50% premarket After the Nvidia sell-off tears: Masayoshi Son finds a new AI love AI needs concrete: SoftBa
🧨 +55,000% without a factory: how a rebrand created India’s hottest AI stock
+55,000% without a factory: how a rebrand created India’s hottest AI stock Shut up and take my money… Rally without a business: RRP Semiconductor surged more th
Yo-Kai Express
Yo-Kai Express Semiconductor precision for the perfect noodle soup Andy Lin uses reflow-oven technology from the semiconductor industry to solve the problem of
Chen Weiliang 陈伟良
Chen Weiliang 陈伟良 China’s New Chip Billionaire Former AMD top executive Chen Weiliang (49) becomes a billionaire through the IPO of his Chinese chip company 沐曦
🧨 +569%: MetaX ignites an IPO rocket
+569%: MetaX ignites an IPO rocket Opening-day fireworks: MetaX debuted at 700 CNY per share (around USD 99) after an issue price of 104.66 CNY (around USD 15).
🎮 Game Over for margins: Nintendo runs into the worst memory crunch in years
Game Over for margins: Nintendo runs into the worst memory crunch in years Back then, there was less DRAMa: blow, wiggle, keep playing. Minus 14 billion XP: Nin
🇰🇷 South Korea launches the biggest chip program in its history
South Korea launches the biggest chip program in its history South Korea has unveiled its semiconductor plan – and it reads like an industrial-policy liberation
💰 Silicon Maharaja: Microsoft’s $17.5B bet on Asia’s tech future
Silicon Maharaja: Microsoft’s $17.5B bet on Asia’s tech future Mega Bet on India: Microsoft will invest around $17.5B in AI and cloud infrastructure by 2029. It
🎯 Nvidia who? China’s Moore Threads celebrates a mega stock market debut
Nvidia who? China’s Moore Threads celebrates a mega stock market debut Learned a lot from his former boss: Moore Threads founder Zhang Details Rocket start: Moo
This is how much India is investing in domestic rare-earth magnet production.
This is how much India is investing in domestic rare-earth magnet production. Magnet offensive: With the 72.8-billion-rupee program, Delhi plans to build five p
This is the record level of chip exports that Korea’s SK Group expects in 2025.
This is the record level of chip exports that Korea’s SK Group expects in 2025. HBM powerhouse: Only USD 38.6 billion this year comes from SK Hynix’s semiconduc
So many people in their 30s in Seoul are unable to make the leap into homeownership despite hard work and career progression.
So many people in their 30s in Seoul are unable to make the leap into homeownership despite hard work and career progression. ️ Renting instead of owning: Only
This is how many AI server racks Foxconn can now build per week.
This is how many AI server racks Foxconn can now build per week. ️ AI factories running hot: Scaled up, Foxconn’s AI racks could accommodate up to 1.5 million G
🧋 Bubble talk temporarily fizzles out: AI giants post billion-dollar profits
Bubble talk temporarily fizzles out: AI giants post billion-dollar profits Shenzhen: The Engine Room of China’s Big Tech AI heavyweight Nvidia blew past all Q3
This is how much money South Korean retail investors have lost since June due to forced stock liquidations.
This is how much money South Korean retail investors have lost since June due to forced stock liquidations. Selling on autopilot: Many investors buy stocks on m
💸 US sanctions make China’s AI chip star super rich
US sanctions make China’s AI chip star super rich US export bans on high end chips were meant to slow China’s AI ambitions. Instead, they created a new billiona
👋 Bye Bye Nvidia: SoftBank goes all-in on OpenAI
Bye Bye Nvidia: SoftBank goes all-in on OpenAI BFF: Masayoshi Son and Sam Altman AI Cash Check: SoftBank sold its entire Nvidia stake for USD 5.83 billion and r
💾 China lifts Nexperia export ban
China lifts Nexperia export ban No Nexperia chips, no cars. China has resumed chip exports from the Dutch-owned Nexperia plants — a move that brings relief to E
🔩 Volkswagen builds its own AI chip in China
Volkswagen builds its own AI chip in China Blume bets on bytes over burners Volkswagen is taking action after its weakening performance in China. The automaker
Liang Jun
Liang Jun The next AI giant? Career beginnings at Huawei: From engineer to chief architect of the HiSilicon Kirin chips — the Chinese answer to Apple and Qualco
💾 Silicon Seoul: Korea secures Nvidia’s largest chip shipment ever
Silicon Seoul: Korea secures Nvidia’s largest chip shipment ever Nvidia is delivering over 260,000 GPUs to the South Korean government and the country’s industr
💾 China’s memory giants plan mega IPOs
China’s memory giants plan mega IPOs Record IPOs: China’s leading memory chipmakers CXMT and YMTC are planning listings on mainland exchanges, each targeting va
🇳🇱 Netherlands place China-owned chipmaker under state supervision
Netherlands place China-owned chipmaker under state supervision The Chinese parent company Wingtech is not amused. In a first for European industrial policy, th
🔎 China targets Qualcomm
China targets Qualcomm Details Investigation launched: China’s market regulator SAMR has opened an antitrust probe into Qualcomm. The US chip giant allegedly co
Samsung group plans a massive hiring spree over the next five years to fuel growth and open doors for young talent.
Samsung group plans a massive hiring spree over the next five years to fuel growth and open doors for young talent. Where the jobs are. Semiconductors, biotech,
📶 China Unicom bets on Alibaba’s AI chips
China Unicom bets on Alibaba’s AI chips No. 3 in China, No. 6 Worldwide: China Unicom Details Chip, Chip, Hooray: For a new data center in Qinghai, China Unicom
💻 Nvidia Under Monopoly Suspicion in China
Nvidia Under Monopoly Suspicion in China First it was leather jackets – now chip monopolies: Nvidia founder Jensen Huang. China’s market regulator has accused t
📈 Kospi Breaks 3,300 Points – Tech Fuels Rally
Kospi Breaks 3,300 Points – Tech Fuels Rally An image of Seoul created with human intelligence and craftsmanship. Details Chip Giants in Focus: Samsung Electron
🔋 Trillion-Dollar Chip Market: Asia Expands Its Dominance
Trillion-Dollar Chip Market: Asia Expands Its Dominance They may look dull, but chips are worth trillions. Asia’s semiconductor industry is setting the pace for
⚙️ Washington Tightens Chip Controls
️ Washington Tightens Chip Controls The US government has revoked special licenses for TSMC, the world’s largest semiconductor maker, that allowed it to ship ch
💻 China Chipmaker Cambricon Reports 4,000% Revenue Surge
China Chipmaker Cambricon Reports 4,000% Revenue Surge Details Record Numbers: Cambricon boosted revenue in the first half by 4,000% to CNY 2.9 billion (USD 403
+45%
+45% The increase in foreign direct investment that Ho Chi Minh City recorded year-on-year in the first seven months of this year. Mega-Metropolis in the making
Lisa Su
Lisa Su ️ From Immigrant Kid to Chip Strategist Lisa Su was born in Tainan, moved to the U.S. at age three, and grew up in Queens. After Bronx Science came thre
💻 SoftBank Invests 2 Billion USD in Intel
SoftBank Invests 2 Billion USD in Intel Details Investment Size: SoftBank bought Intel shares worth 2 billion USD at 23 USD per share. This equals about 2 perce
🎬 Mobile Dramas: Billion-Dollar Business in Vertical Format
Mobile Dramas: Billion-Dollar Business in Vertical Format Thomas has already sold the rights to his life story… Micro-dramas already made headlines in China in
🔻 Chips: US takes 15% — China counters with security allegations
Chips: US takes 15% — China counters with security allegations Details US Takes a Cut: Nvidia and AMD will pay 15% of their China revenues (incl. H20, MI308) to
-20%
-20% South Korea’s military shrank to 450,000 troops in just six years, driven by a dramatic decline in conscription-age men. Demographic collapse: The number o
Tan Min Liang
Tan Min Liang From courtroom to gaming powerhouse: Tan Min-Liang swapped his law degree for Razer’s green logo in 2005, secured early backing from IDG-Accel, Te
💰 Samsung Lands Tesla Mega Deal
Samsung Lands Tesla Mega Deal It’s not known which drug cocktail Elon Musk is using to celebrate the deal… Details Record-Size Contract Manufacturing: Samsung w