Micron Technology has, for the first time, overtaken Samsung Electronics in the high-bandwidth memory (HBM) market, securing second place in global shipments during the second quarter of 2025. According to data from Counterpoint Research, Micron captured a 21% share of HBM shipments, edging out Samsung’s 17%, while SK Hynix remained the undisputed leader with 62%.
China is ramping up its nuclear fusion drive with the launch of a new state-backed firm. China Fusion Energy Co., a wholly owned subsidiary of China National Nuclear Corporation (CNNC), was founded in Shanghai in July 2025 and made its public debut on September 24, 2025, at the 25th China International Industry Fair (CIIF), emerging as the nation’s newest “national team” player in the fusion race.
Tata Electronics is in discussions with several global semiconductor equipment makers, including Dutch giant ASML and South Korea’s JT Corp, to supply its upcoming fabrication plant in Dholera, Gujarat, and outsourced assembly and test (OSAT) facility in Assam.
China’s CPU industry is gaining real traction, with listed players posting strong first-half 2025 earnings, resilient margins, and rising R&D outlays. Driven by state backing and market pull, domestic chipmakers are shifting from “merely usable” to “genuinely competitive.” Loongson, meanwhile, is laying the groundwork for mass shipments of its 3C6000 processors, according to disclosures from Ijiwei and Sina.
SAP and OpenAI have announced a partnership to introduce “OpenAI for Germany,” an initiative aimed at integrating artificial intelligence into the country’s public sector. The program, scheduled to launch in 2026, will be hosted on SAP’s Delos Cloud, which operates on Microsoft Azure, to ensure compliance with Germany’s strict data sovereignty, security, and regulatory requirements.
Hopes for a strong PC market recovery in 2025 are fading fast. While the market had predicted a surge in sales driven by the end of Windows 10 support and the arrival of new AI-enabled PCs, the momentum has been undercut by high prices, limited applications for the new technology, and tough economic conditions. The imposition of new tariffs by US President Donald Trump and persistent inflation are key factors dampening consumer and business spending.