Global smartphone, 2Q 2025
Global smartphone shipments reached 292.5 million units in the second quarter of 2025, and shipments are estimated to decrease by 0.4% year-over-year in the third quarter.
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Sep
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Sep
Tech Forum 2025: 2nm race begins, advanced packaging takes the baton, Trump 2.0 reshapes chip rivalry
DIGITIMES Research analyst Eric Chen notes that process scaling has been the core driver of Moore’s Law in semiconductors. However, with short-channel effects emerging, the three leading foundries have gradually shifted from FinFET to GAAFET. Although Samsung Electronics was the first to introduce a GAAFET process in 2022, it was not until the mass production of SF3 in 2025 that it reached a true milestone.
03
Sep
Commentary: Is Jensen Huang acting as Washington’s AI envoy in Seoul’s political theater?
South Korea’s Chosun Daily reported on September 1, 2025, that Nvidia CEO Jensen Huang is set to attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in October 2025.
03
Sep
Infineon teams up with Nvidia on 800V data center power, eyes EUR1 billion AI business
As artificial intelligence transforms data centers worldwide, the spotlight has expanded beyond computing and networking to power semiconductors. AI chips draw enormous amounts of electricity, and each percentage point of efficiency matters. Even a 1% gain can translate into millions of dollars in savings and reduce pressure on grid infrastructure.
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Sep
China’s Ubtech secures US$1B Infini Capital deal to build Middle East super factory
Chinese humanoid robotics company Ubtech Robotics has secured a US$1 billion strategic partnership with Infini Capital, highlighting rising international interest in China’s fast-growing humanoid robotics sector.
03
Sep
Etron chair optimistic about US Section 232 investigation results
Nicky Lu, chairman of Etron Technology, stated that the global semiconductor industry is expected to grow from US$300 billion in 2010 to US$2 trillion by 2040. Meanwhile, system applications generate revenue approximately four times that of the semiconductor industry. Correspondingly, financial technology (fintech) is projected to expand with a 40-fold multiplier effect, potentially reaching a scale of US$80 trillion by 2040.
03
Sep
Sluggish China market fuels global smartphone sales pessimism
China’s smartphone shipments fell nearly 4% in the first half of 2025 compared to the same period in 2024, despite government initiatives aimed at stimulating demand through purchase subsidies for ICT terminal products. The attempt to boost sales has struggled against extended replacement cycles and widespread market penetration.
03
Sep
Ant Group buys stake in InnoStar to back China’s chip self-sufficiency
Ant Group has taken a minority stake in InnoStar Semiconductor (Shanghai) Co., a rising Chinese memory chipmaker, highlighting Beijing’s drive for semiconductor self-sufficiency as US export restrictions intensify.
03
Sep
Korean brands dominate India’s TV market as Xiaomi struggles to hold ground
South Korean manufacturers Samsung Electronics and LG Electronics continue to dominate India’s television market, consolidating their positions as leading players in one of the world’s fastest-growing consumer electronics segments.
03
Sep
Nittobo to triple T-Glass cloth capacity by 2027
Japanese fiberglass cloth giant Nitto Boseki (Nittobo) announced plans to invest JPY15 billion(US$101.87 million) to expand its production facilities to meet surging demand from AI server customers. The group will build a new factory equipped with advanced fiberglass fabric manufacturing capabilities. Production is expected to begin gradually, starting from the fourth quarter of fiscal year 2026 at the earliest, which ends March 2027.