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 like high-bandwidth memory (HBM). Industry sources indicate YMTC could begin investing in DRAM equipment by late 2025, while actively pursuing a strategic partnership with domestic DRAM leader ChangXin Memory Technologies (CXMT).

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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 as a new standard for AI content and will fundamentally transform the ecosystem of AI-generated online content in China. It will also directly affect behavioral norms from model developers to general creators.

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Research Insights: Global EV sales jump 29% in 1H25, poised to exceed 20M this year

Global electric vehicle (EV) sales rose 29.4% year-over-year to 9.29 million units in the first half of 2025, driven by strong momentum in China, Europe, and the US. The three markets delivered 8.4 million units, accounting for 90.4% of the total. China retained its position as the world’s largest EV market and the sector’s key growth driver.

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Yuan High-Tech sees momentum in edge computing, with new products targeting robotics market

As AI shifts from the cloud to the edge, Yuan High-Tech has gradually transitioned from its roots as an image capture hardware maker to a supplier of comprehensive solutions. According to company president Hong-pei Lin, in addition to the continued steady development in its core image capture products, the company is actively expanding into professional cameras and edge computing platforms, leveraging its expertise in its existing core technologies.

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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 2021, and its planned full acquisition of Semiconductor Manufacturing North China Corp. (SMIC North) is now in focus for its potential to lift revenue and profitability.

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