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Nov 14 SEMICONDUCTORS

SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure

Nov 14 SEMICONDUCTORS

HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector

Nov 14 ICT

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

Memory price surge

Recently, memory prices have surged significantly due to supply tightness and increased demand driven by AI computing.

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SEMICONDUCTORS

Nov 14

SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious

SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers have become more cautious about first-quarter 2026 orders because they are unsure they can secure sufficient memory. Rising demand from AI workloads is expected to push memory prices higher and add to market uncertainty.

Nov 14

Baidu sets a new Kunlun chip trajectory as chair questions the AI boom

Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans to expand from silicon to large-model infrastructure. Li addressed renewed debate over an "AI bubble," while Shen outlined Baidu's latest Kunlun chips and a five-year roadmap pointing to a deeper, end-to-end build-out of China's AI stack.

Nov 14

DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market

The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging and testing houses, and BT substrate makers, as rush orders surge. The passive component segment has also emerged as a key beneficiary of this upcycle.

ICT

Nov 14

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure arena. According to SemiAnalysis, Chinese AI supernodes have surpassed Nvidia in several integration metrics, cementing the country's fast-rising influence in high-performance compute architecture.

Nov 14

China's AI silicon enters the Gulf with SenseTime at the helm

President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle East. Washington framed the trip as a push to promote US AI software and hardware and strengthen its influence in fast-growing regional compute markets.

Nov 14

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial availability. Company executives made a rare online appearance to answer questions, confirming the model was trained on Nvidia H800 GPUs and dismissing claims that the training cost reached US$4.6 million.

TRENDING

COMMUNICATIONS

Nov 14

Premiumization boosts Qualcomm as Apple posts fastest growth in India

India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The rise was fueled by strong demand for premium models, boosted by new and earlier releases, while weaker entry-level Android sales and higher average prices reflected a shift toward higher-value devices.

Nov 14

Veon taps Starlink to deliver satellite mobile service across emerging markets

Veon's move into satellite-powered mobile services began during the Russia-Ukraine war, when its Ukrainian unit Kyivstar relied on Starlink's orbital network to restore connectivity after Russian attacks damaged cellular infrastructure.

Nov 13

Column: Quantum communication races toward commercialization despite unresolved challenges

Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate the sector will reach around US$1.2 billion in 2024 and continue growing at an annual rate approaching 30% through 2035. Early applications like Quantum Key Distribution (QKD) and quantum networks are already being adopted in industries, despite obstacles such as high costs and the absence of standardized protocols.

ELECTRIC VEHICLES

Nov 13

Toyota confirms major US expansion, one month after Trump's announcement

Toyota Motor Corporation announced plans to invest up to US$10 billion in the US over the next five years, signaling a major expansion of its domestic operations. The confirmation comes less than a month after President Donald Trump publicly mentioned the potential investment in October 2025.

Nov 13

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production far outpaces demand, the industry has entered a phase of what analysts describe as "bleeding competition", a prolonged period of margin erosion and consolidation that could reverberate across the global auto market.