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Monday 3 November 2025
China's Big Fund III invests in Nantong Crystal to boost semiconductor materials supply chain
As China's 15th Five-Year Plan approaches, Big Fund III is accelerating its investments in core semiconductor materials and equipment sectors
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Monday 3 November 2025
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in the country’s fast-growing AI market
Monday 3 November 2025
Humanoid robots and AI drive smart factory transformation in auto industry
With the electric vehicle market approaching maturity and growth momentum slowing, automakers are turning to artificial intelligence and robotics as the "second curve" of manufacturing transformation
Monday 3 November 2025
In South Korea's 'Silicon Valley,' AI startups look beyond software
Just south of Seoul, a dense grid of R&D towers known as Pangyo Techno Valley has evolved from an industrial cluster into a crucial testbed for South Korea's artificial intelligence ambitions
Monday 3 November 2025
Chinese president calls for global AI cooperation organization at APEC summit
Chinese President Xi Jinping called for the creation of a global artificial intelligence (AI) cooperation organization during the Asia-Pacific Economic Cooperation (APEC) Leaders' Summit in Gyeongju, South Korea. He emphasized the importance of global AI governance and multilateral cooperation and announced that Shenzhen will host the 2026 APEC summit
Monday 3 November 2025
India's solar industry reconfigures amid steep US tariffs on imported modules
Indian solar manufacturers are scrambling to protect their US business after Washington imposed a 50% tariff on solar modules and cells imported from India, a move that has sharply disrupted one of the country's fastest-growing export sectors
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable
Monday 3 November 2025
Xi gifts Lee Xiaomi phones, sparks backdoor security exchange at APEC
At a recent summit between Chinese President Xi Jinping and South Korean President Lee Jae-myung, the leaders exchanged carefully chosen gifts and engaged in an unexpected dialogue that captured industry and public attention. The interaction, held on November 1, 2025, at the Gyeongju National Museum, highlighted both diplomatic symbolism and technological cooperation amid ongoing geopolitical sensitivities
Monday 3 November 2025
Can a new US-China deal reset global trade tensions?
The US and China reached a wide-ranging trade and economic agreement in the Republic of Korea. The deal addresses fentanyl precursors, rare earth export controls, tariffs, and semiconductor trade restrictions, signaling a possible stabilization in US–China relations after years of escalating tensions over trade, security, and technology
Monday 3 November 2025
India triples rare-earth incentives as China eases export curbs
India is preparing to nearly triple incentives for rare-earth magnet manufacturing to over INR70 billion (US$788 million) as part of efforts to reduce reliance on China. The move comes just days after Beijing agreed to relax export restrictions following the latest US-China trade deal, easing immediate supply pressures
Monday 3 November 2025
US signs critical minerals cooperation MOUs with Thailand and Malaysia amid domestic concerns
The ASEAN summit concluded on October 28 with US President Donald Trump signing memorandums of understanding (MOUs) on critical minerals cooperation with Thailand and Malaysia. The agreements have raised concerns domestically in both countries, prompting official responses to clarify their implications
Monday 3 November 2025
Tongfu Microelectronics taps AMD synergy to command the AI packaging frontier
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing company, made a significant leap in advanced packaging after acquiring 85% of AMD's Suzhou and Penang facilities in 2015. The deal gave it access to key CPU, GPU, APU, and game-console packaging platforms, including FCBGA, FCPGA, FCLGA, and MCM technologies. It also laid the foundation for a long-term strategic alliance with AMD, placing Tongfu among the frontrunners in advanced chip packaging
Monday 3 November 2025
Supply disruptions push Nissan into fiscal-year deficit

Nissan Motor on October 30 announced it expects an operating loss of JPY275 billion (approx. US$17.8 billion) for the 2025 fiscal year (April 2025–March 2026), a sharp reversal from a JPY69.8 billion operating profit in 2024

Monday 3 November 2025
Samsung’s 2nm Tesla gamble: a long shot or a long-awaited comeback?
Samsung Electronics' foundry division appears poised for a long-anticipated recovery after winning consecutive chip orders from Tesla. Following reports that Samsung would handle Tesla's AI6 chip, new industry sources now say the automaker's AI5 chip, once thought to be TSMC's exclusive project, will also be fabricated by Samsung using a 2nm process
Monday 3 November 2025
Radiant builds unprecedented team, eyes 2027 for meta-optics launch
Backlight module leader Radiant Opto-Electronics has completed three acquisitions within two years, forming what Chairman Justin Wang calls an unprecedented team. With key technologies secured, the company plans to focus on integration and aims to begin mass production of meta-optic products by 2027
Monday 3 November 2025
US becomes largest production base for South Korean's top conglomerates
South Korea's major corporate groups have significantly expanded their production assets in the US over the past eight years, overtaking China and Vietnam as the leading overseas manufacturing hub. Data from CEO Score, cited by CEO Score Daily and Newsis, shows the top ten conglomerates increased their combined overseas production assets from KRW209.2 trillion (US$146.27 billion) in 2016 to KRW490.7 trillion by the end of 2024