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Monday 20 October 2025
Silan Microelectronics to build US$2.8B analog IC plant in Xiamen

Silan Microelectronics has signed a strategic cooperation agreement with the Xiamen Municipal Government and Haicang District Government to build a 12-inch high-end analog integrated circuit manufacturing plant in Xiamen, Securities Times reported. The project marks a significant step in expanding Silan's integrated device manufacturer capabilities and strengthens its partnership with Xiamen, following a CNY12 billion (approx. US$1.68 billion) SiC power device fab launched last year

Monday 20 October 2025
Huawei Cloud CEO demoted over data falsification scandal
On October 18, 2025, Huawei's internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering "data falsification and economic misconduct." Zhang Ping'an, Executive Director and CEO of Huawei Cloud Computing BU, was demoted three levels, given the largest possible pay cut, and issued a severe warning — a rare move that underscores the gravity of the offense
Monday 20 October 2025
SiCarrier builds a new semiconductor arsenal: EDA tools, 3nm testing, and EUV patents
Shenzhen SiCarrier Technologies, a fast-rising semiconductor equipment firm closely linked to Huawei, is once again making headlines with a surge of breakthroughs and strategic moves. From electronic design automation (EDA) tools and 90 GHz ultra-high-speed oscilloscopes to new semiconductor material patents by its subsidiary Zhuhai Skyverse Technology, SiCarrier is emerging as a key driver of China's quest for technological independence in advanced chipmaking
Monday 20 October 2025
China's rare earth clampdown reopens fault lines in US trade relations
China's rare earth exports plunged in September 2025, reflecting deepening tensions between Beijing and Washington as the world's dominant supplier of strategic minerals tightens its grip on resources essential to electric vehicles, defense equipment, and advanced technologies
Monday 20 October 2025
Nexperia turmoil deepens as Dutch HQ, China arm clash over control
Tensions are escalating at Nexperia as a dispute between its Dutch headquarters and Chinese subsidiary intensifies. Chinese media reported that Nexperia's China branch claimed in a letter that the parent company had suspended local employees' work account access and stopped salary payments. In response, Nexperia China released an open letter on October 19, 2025, assuring staff that wages, bonuses, and benefits would continue to be paid directly by the Chinese subsidiary, not by the Dutch parent company
Monday 20 October 2025
Arrow Electronics regains US export license after delisting from Entity List
The US Department of Commerce has removed export restrictions on Arrow Electronics' China and Hong Kong units, taking the semiconductor distributor off the Entity List. Arrow Electronics spokesperson John Hourigan told Bloomberg and Reuters that the Commerce Department's Bureau of Industry and Security (BIS) informed the company on October 17 of its delisting, with the official notice to be published shortly in the Federal Register.
Monday 20 October 2025
South Korea's FIX 2025 to showcase AI's industrial future
All eyes are turning to Daegu, South Korea, as the 2025 Future Innovation Tech Expo, or FIX 2025, is set to open on October 22, 2025, at the EXCO center. Running for four days through October 25, 2025, the event is built around the theme "The Future Already Begun, All on AI." The expo will showcase cutting-edge developments in mobility, robotics, information and communication technology (ICT), and startups, highlighting Daegu's growing role in South Korea's AI-driven industrial transformation
Monday 20 October 2025
Doosan Tesna invests US$120m in testing equipment to support Samsung's Apple CIS push
In a massive strategic bet on the next wave of tech demand, South Korea's leading semiconductor testing provider, Doosan Tesna, is pouring over KRW170 billion (approx. US$120 million) into new testing equipment. Industry observers believe this huge capex plan is a direct move to prepare for a sharp surge in orders from its primary customer, Samsung Electronics, which is set to ramp up production of CMOS image sensors (CIS) for Apple
Monday 20 October 2025
Weekly news roundup: Nvidia rises as TSMC's top customer; Netherlands seizes Nexperia; Google considers MediaTek for next Pixel
Below are the top DIGITIMES Asia stories from October 13 to 19, 2025
Monday 20 October 2025
South Korea forms task force amid China's rare earth crackdown
South Korea's Ministry of Trade, Industry and Energy (MOTIE) has launched a Rare Earth Supply Chain Task Force to shield domestic industries from China's tightened export controls
Monday 20 October 2025
Micron warns DRAM market tightness to worsen through 2026
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying through 2026
Monday 20 October 2025
Micron exits China data center market amid policy restrictions
Micron Technology plans to stop supplying server chips to data centers in China but will continue selling chips to customers in the country's automotive and smartphone sectors, according to foreign media reports. This move follows years of intense US-China tech tensions and regulatory constraints that have limited Micron's ability to operate freely in China
Monday 20 October 2025
Tim Cook shifts focus from supply chain to connecting with China's Gen Z
Apple CEO Tim Cook received a custom Labubu during his recent visit to China, where he met with Pop Mart founder Wang Ning and Labubu creator Kasing Lung. This meeting has sparked heated discussions and marks a shift for Apple in China
Monday 20 October 2025
Exclusive: TSMC tightens China orders after US sanctions; Huawei proxy Sophgo cut off, Bitmain halved

Fueled by strong orders from Apple and Nvidia, TSMC posted record third-quarter results and raised its full-year US dollar revenue growth forecast to around 35%, targeting about US$122 billion. Yet supply chain sources said Nvidia's rapid contribution growth contrasts sharply with the continued decline in orders from Chinese chip clients

Monday 20 October 2025
From Brussels to Beijing, new rules threaten global auto supply chain stability
The world's three largest auto markets—Europe, the United States, and China—are simultaneously undergoing a wave of regulatory and geopolitical shifts that analysts warn could dampen global vehicle demand by 2026. Automakers and suppliers alike now face mounting pressure on three critical fronts: cost inflation, tightening compliance mandates, and intensifying global competition