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Tuesday 14 October 2025
Nexperia becomes the latest casualty of tech geopolitics
In an increasingly complex geopolitical landscape, Chinese tech giant Wingtech and its core subsidiary Nexperia are facing several trade barriers.
Tuesday 14 October 2025
Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership
Samsung Electronics has officially joined Nvidia's NVLink Fusion ecosystem, marking a significant step in the two companies' collaboration within the semiconductor foundry sector. Under Nvidia's open-standard strategy, Samsung is expected to play a pivotal role in strengthening the global competitiveness of AI infrastructure.
Tuesday 14 October 2025
China's Ministry of Commerce vows to 'fight to the end' as hawks rise before 4th plenum
Amid China's toughest-ever rare earth export controls, China's Ministry of Commerce on October 14, 2025, reiterated a firm stance against the US, stating that if Washington continues tariff hikes and escalates export restrictions, Beijing will "fight to the end," but "if there's talk, the door is open." This signals a tougher posture in ongoing trade negotiations.
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance in the global data center industry. Two major developments stood out during the keynote session: an expanded OCP board reflecting stronger collaboration across the ecosystem, and a strategic shift in technical focus from rack-level designs to power and connectivity beyond the data center.
Tuesday 14 October 2025
OCP 2025: BizLink's strategic play for AI infrastructure leadership
At the 2025 OCP Global Summit, Taiwan-based interconnect solutions provider BizLink unveiled a full suite of high-speed connectivity and AI-ready data center solutions, showcasing its technological edge in copper, optical, and power integration for next-generation computing infrastructure.
Tuesday 14 October 2025
China raises rare-earth prices 37%, tightens export controls on global tech
China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just one day after Beijing expanded its export controls to include crucial semiconductor and AI technologies for the first time, signaling a tighter grip on the strategic materials.
Tuesday 14 October 2025
Commentary: China weaponizes rare earth dominance, global tech to pay the price
China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply chain risks.
Tuesday 14 October 2025
SK Hynix's US$3.87 billion Indiana plant sparks safety backlash
South Korean memory chipmaker SK Hynix has reportedly encountered unexpected resistance from local residents regarding its US$3.87 billion semiconductor factory investment plan in West Lafayette, Indiana. The project has garnered strong support from the US federal and state governments and is seen as a symbol of the US CHIPS Act's success in forging technological alliances.
Tuesday 14 October 2025
Chinese-owned chipmaker Nexperia caught in G2 tech crossfire
Nexperia, a Dutch semiconductor company and a key supplier of essential "long-tail" components used in cars and industrial equipment, has become an unexpected casualty of the intensifying US-China tech rivalry. Owned by China's Wingtech Technology, the company is now caught in a tightening squeeze, with new export controls from both Washington and Beijing threatening to upend its global operations.
Tuesday 14 October 2025
Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Intel has officially launched production at its state-of-the-art Fab 52 facility in Arizona, the company announced on October 9. The milestone includes the rollout of its long-awaited Panther Lake processors, the first to use Intel's cutting-edge 18A manufacturing process. The chips will power a new wave of AI PCs expected to debut at CES 2026, a development seen as a potential turning point for the US chip giant.

Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit anticipated at KRW12.1 trillion, according to its preliminary results. The figures represent a 15.3% increase in revenue and a 158.6% rise in operating profit from the previous quarter, and an 8.7% and 31.8% increase year-on-year, respectively.
Tuesday 14 October 2025
Taiwanese supply chain leader goes all-in on US chip boom
As the US scrambles to rebuild its domestic semiconductor industry, a key Taiwanese supply chain firm, Topco Scientific (TSC), is making a major push into Arizona to bridge the gap for Asian suppliers eager to capitalize on the boom.
Tuesday 14 October 2025
SAS integrates semiconductor and renewable energy chains to boost long-term growth
Sino-American Silicon Products (SAS) is demonstrating resilience in the semiconductor and renewable energy sectors through a series of strategic initiatives. Its subsidiary, GlobalWafers (GW), continues to respond proactively to the US market's urgent demand for local sourcing by advancing R&D in third-category semiconductor materials such as gallium nitride (GaN) and expanding renewable energy business lines, strengthening competitive advantages with diversified momentum.
Tuesday 14 October 2025
China's rare earth exports plunge 30% in September amid tighter controls
According to the latest data from China's General Administration of Customs, China's rare earth exports dropped sharply by 30.9% month-over-month to 4,000.3 tons in September 2025, down from 5,791.8 tons in August 2025. The export value was approximately CNY430 million (US$60.4 million).
Monday 13 October 2025
Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung
Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos partnership, according to reports from SamMyFans and South Korean outlet G-enews.
Monday 13 October 2025
Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem
Originally rooted in heavy industry, South Korea's Doosan Group is expanding into the semiconductor sector and is considering acquiring semiconductor wafer manufacturer SK Siltron. While Doosan is not directly involved in semiconductor fabrication, it is strategically targeting areas such as materials, back-end processes, and design within the semiconductor industry. This strategy allows it to avoid high technical investment risks while still securing industry influence.
Monday 13 October 2025
Russia unveils 10-year roadmap for EUV lithography development
The Institute of Physics of Microstructures of the Russian Academy of Sciences (IPM RAS) has recently announced a long-term roadmap for the development of an extreme ultraviolet (EUV) lithography system. The plan aims to create a Russian-made EUV machine operating at an 11.2nm wavelength.
Monday 13 October 2025
China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation
On October 10, 2025, China's State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China's Anti-Monopoly Law (AML) by failing to declare its acquisition of Autotalks. According to China Central Television (CCTV), Qualcomm completed the acquisition without submitting the required declaration or communicating with regulatory authorities.
Monday 13 October 2025
Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?
Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production split with Taiwan, but Taiwan hesitates amid US-China tensions.
Monday 13 October 2025
Amkor increases Arizona investment to US$7 billion, highlights TSMC's impact
Amkor Technology is dramatically expanding its footprint in the US, committing US$7 billion to build its first advanced semiconductor packaging plant in Phoenix. The move, which makes Amkor the first major chip packaging firm to set up shop in the city, was directly influenced by TSMC's massive investment in the state, according to company officials.
Monday 13 October 2025
China's rare earth export ban broadens; US vows strong retaliation

China, on October 9, announced a major expansion of its rare earth export controls, escalating tensions with the US and drawing sharp criticism from President Donald Trump. In response, Trump vowed to impose 100% tariffs on Chinese goods starting on November 1.

Monday 13 October 2025
Netherlands seizes control of Nexperia, deepening Europe-China tech rift

The Dutch government has taken extraordinary steps to limit Chinese group Wingtech Technology's control over its Dutch subsidiary Nexperia, invoking an emergency law typically reserved for wartime resource protection.

Monday 13 October 2025
Samsung and SK Hynix drive next memory super cycle
AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have recently accelerated the construction of new plants to meet strong demand expected through 2027.
Monday 13 October 2025
Weekly news roundup: China pushes DUV breakthroughs, Intel and AMD weigh partnership, Arm CEO reflects on Nvidia's strategic pivot
Below are the top DIGITIMES Asia stories from October 6 to 12, 2025.
Monday 13 October 2025
MPI acquires Germany's ATV to expand precision measurement services in Europe
Semiconductor probe card and test equipment maker MPI has approved an overseas acquisition plan to invest EUR14 million (US$16.3 million) to acquire 100% ownership of German semiconductor automation measurement system integrator AutomatisierungsTechnik Voigt GmbH (ATV).