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Monday 10 November 2025
ASML says AI boom has yet to lift chip equipment demand
Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects a 36% revenue increase and Nvidia sees a 114% jump. The gap shows that chip equipment demand is still catching up with AI's rapid expansion
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Monday 10 November 2025
South Korea highlights AI push at Daegu Expo as President Lee rallies industry leaders
The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South Korea's ambitions in artificial intelligence, robotics, and future mobility. South Korea's President Lee Jae-Myung made a surprise visit on the event's third day, energizing participants and underscoring his administration's push to make the country a global AI powerhouse
Monday 10 November 2025
China's Chery faces loyalty test as December German market entry looms
China's Chery Automobile is preparing its most ambitious overseas push yet, planning a December 2025 debut in Germany. Industry watchers are calling the campaign a "Rhine River Crossing," an attempt to break through Europe's toughest and most symbolically significant automotive market
Monday 10 November 2025
Analysis: China pairs Nexperia sanctions with exemptions, unveiling new supply chain playbook
China is using the escalating Nexperia dispute to showcase a new, flexible export strategy that mixes hardline control with selective exemptions. As the Dutch government's takeover of the chipmaker triggered factory shutdowns in China, Beijing countered with both sanctions and relief measures, proving it can retaliate while also managing the global supply chain
Monday 10 November 2025
China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on November 9 that it would suspend export controls on critical minerals like gallium, germanium, antimony, and graphite, signaling eased US-China tensions and a gradual restoration of technology and raw material supply chains

Monday 10 November 2025
Weekly news roundup: LGES probes tech Theft; ASML pivots in China; Samsung sparks market chaos; Nexperia feud explodes
Below are the top DIGITIMES Asia stories from November 3 to November 10, 2025
Monday 10 November 2025
India roundup: Nvidia, Qualcomm join US$1B India deep tech alliance as Apple breaks into top 5 smartphone brands
Global investors, including Nvidia and Qualcomm Ventures, are backing India's deep-tech sector. Meanwhile, LGES faces a battery tech leak linked to Ola Electric
Monday 10 November 2025
Malaysia reaffirms AI chip neutrality, adopts Nvidia and Huawei Ascend
Malaysia has reiterated its neutral stance on artificial intelligence (AI) chip selection, ensuring that both Nvidia Corporation and Huawei's Ascend unit chips will be adopted. According to Bernama, as Malaysia's data center industry flourishes, government officials have been asked how the country ensures smooth access to AI chips from both the US and China
Monday 10 November 2025
Ola Electric rejects tech theft claims as rivals question its battery breakthrough
According to the Economic Times, Ola Electric issued a statement on November 9, rejecting media reports that linked the company to the alleged theft of South Korean pouch cell battery technology, calling the claims "misleading and baseless.
Monday 10 November 2025
China eases chip export curbs as it pressures EU over Nexperia dispute
China called on the EU to step up efforts to persuade the Netherlands to withdraw its restrictive measures against Nexperia, saying the Dutch side is responsible for recent disruptions in the global semiconductor supply chain
Monday 10 November 2025
BMW's Neue Klasse iX3 launch bolsters EV strategy in 3Q sales
German luxury automaker BMW is approaching a critical milestone in its electric transformation as it prepares to launch the iX3, the first model built on its next-generation Neue Klasse platform. Together with a strong showing in its third-quarter 2025 earnings, the results underscore BMW's growing strength in vehicle electronics and electrification
Sunday 9 November 2025
Wingtech's Nexperia feud and state stake cut cloud outlook
China's Wingtech Technology is facing renewed strain as its Dutch subsidiary Nexperia becomes mired in a leadership and supply chain dispute, while a state-backed shareholder prepares to cut its holdings. The dual challenges highlight deepening tension between Nexperia's Dutch management and Chinese operations, further clouding Wingtech's stability and global semiconductor ambitions
Sunday 9 November 2025
SK Hynix pushes 1C DRAM for HBM4E as AI memory demand surges
South Korea's two largest memory chipmakers, SK Hynix and Samsung Electronics, are reportedly finalizing supply agreements with Nvidia for next-generation high-bandwidth memory (HBM4), according to ETNews and The Seoul Economic Daily
Saturday 8 November 2025
How China hits hard to power its AI ambitions post-Nvidia
China is accelerating its drive for technological self-sufficiency by subsidizing electricity costs for data centers that use domestic AI chips, even though they consume far more power than Nvidia's. The initiative seeks to ease financial pressure on major tech firms such as ByteDance, Alibaba, and Tencent after Beijing's ban on Nvidia's processors, while advancing the nation's local semiconductor ecosystem
Saturday 8 November 2025
When politics short-circuits the supply chain: The Netherlands' Nexperia miscalculation
Discussions regarding Nexperia's fate have stalled for over a month, and China and the Netherlands remain at odds. The Hague is plagued with political paralysis, where a caretaker cabinet is too weak to navigate a dispute with global supply chain stakes
Saturday 8 November 2025
Anthropic bans Chinese-controlled entities from accessing Claude models
US AI startup Anthropic has enforced a new policy prohibiting Chinese-controlled entities from using its Claude series models, prompting ByteDance's Singapore-based IDE platform Trae to immediately remove Claude from its offerings. The move has attracted significant attention from global developer communities