12
Aug
12
Aug
Inside Beijing’s quiet campaign to sideline Nvidia’s H20 AI chips
China has told domestic companies to steer clear of Nvidia’s H20 processors, particularly for government and national security projects, raising the stakes for US chipmakers just as Washington reopened limited AI chip exports to China under a controversial deal requiring a 15% revenue share with the US government.
12
Aug
2025 World Robot Conference sees record humanoid robot participation
The 2025 World Robot Conference kicked off in Beijing, China, on August 8, running for five days and showcasing more than 50 humanoid robot manufacturers. The event features the largest number of exhibitors ever at a global robotics-related event, displaying applications ranging from home services and industrial transport to inspection tasks.
12
Aug
AI servers drive growth momentum in 2H25 for chassis and fan manufacturers
AI servers are expected to lead the electronics industry demand momentum in the second half of 2025, with Chenbro Micom and Sunon highlighting them as key drivers of operational growth.
12
Aug
US tariffs hit Coretronic’s projector business; supply chain and government orders affected
Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically a peak shipping period for their imaging products, was significantly disrupted by US tariffs. Consequently, government projects saw pauses or reductions, and supply chain uncertainties affected production locations, preventing the usual peak in shipments.
12
Aug
China eyes 2027 BCI breakthrough as it races to build its own chips
China’s brain-computer interface (BCI) sector is accelerating, driven by strong state policy support and private-sector advances. The Ministry of Industry and Information Technology (MIIT), National Development and Reform Commission (NDRC), National Health Commission, State-owned Assets Supervision and Administration Commission (SASAC), Chinese Academy of Sciences (CAS), and National Medical Products Administration (NMPA) have jointly released an “Implementation Plan for Promoting Innovation and Development of the brain-computer interface (BCI) Industry.”
12
Aug
Coretronic sees July revenue drop by 23%
Coretronic posted approximately NT$3.146 billion (approx. US$105 million) in self-reported consolidated revenue for July 2025, marking a 23% drop from NT$4.085 billion (US$136 million) in June and a 13% decline year-over-year. The company’s cumulative consolidated revenue in the first seven months of 2025 reached NT$21.477 billion (US$719 million), down by 5% from the NT$22.719 billion (US$760 million) during the same period in 2024.
12
Aug
Micron reportedly trims China workforce, focusing on R&D and support functions
Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical support teams — including field application engineers (FAE) and application engineers (AE) — in major hubs such as Shanghai and Shenzhen. Industry observers view the move as a strong signal that Micron is scaling back its presence in the mainland market, even as the company reports record global revenue.
12
Aug
Ennostar names new chairman, focuses on 3+1 high-value applications for breakthrough
The board of directors at Ennostar Inc. has approved a significant personnel decision. Starting October 1, 2025, incumbent Lextar Electronics chairman Patrick Fan will assume the role of chairman at Ennostar Corp., a new entity to be created after a major restructuring of the Ennostar Group.
12
Aug
ASMPT to wind down Shenzhen plant in China, cutting 950 jobs
Singapore-based semiconductor and electronics manufacturing equipment supplier ASMPT will shut down its wholly owned Shenzhen subsidiary, ASMPT Equipment (Shenzhen) Co. (AEC), as part of a strategic overhaul of its China manufacturing operations. The move, approved by AEC shareholders on August 8, 2025, triggers a voluntary liquidation process overseen by a dedicated committee.