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Thursday 9 October 2025
US expands export controls, citing Chinese firms' support for Hamas and Houthis
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on October 8, 2025, that it is placing 29 Chinese and Hong Kong entities onto its strengthened Entity List—a move that bans or severely restricts US exports to those organizations without special approval. The decision, BIS said, targets firms suspected of supplying Iran-backed armed groups like Hamas and the Houthis in Yemen with drones built using US electronic components
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Thursday 9 October 2025
China tightens rare earth export controls with new ban on overseas assistance
China's Ministry of Commerce issued two major new rare earth regulations on October 9, 2025, including a landmark rule that imposes export controls on rare earth technologies and explicitly prohibits Chinese citizens, legal entities, and organizations from providing any substantial assistance or support to overseas rare earth activities without permission
Thursday 9 October 2025
LG strengthens SDV footprint with top global automakers
LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions to expand its presence in the rapidly evolving auto industry
Thursday 9 October 2025
Asustek eyes to double current PC sales in India by 2030
Taiwanese PC maker Asustek Computer is expanding its footprint beyond India's metropolitan markets as it looks to double its device sales to as many as two million units by 2030. The company, which ranks as India's third-largest consumer notebook brand, is focusing on non-metro and Tier-III towns to tap into first-time PC buyers, while simultaneously strengthening its local manufacturing and product lineup in gaming and AI-driven notebooks, according to Money Control and Mint
Thursday 9 October 2025
Beijing tightens tech controls, linking rare earths to AI and national security

In a major escalation of its tech resource policy, China's Ministry of Commerce announced new export restrictions on rare earth materials, sharply tightening approval processes for exports linked to advanced semiconductors and artificial intelligence (AI). The move adds a critical new layer of scrutiny to the global supply chain for high-tech industries

Thursday 9 October 2025
Glass substrate TGV: China's edge to capture AI HPC packaging
China's glass substrate through glass via (TGV) industry has made significant progress, with companies pushing innovations from materials to mass production. Despite challenges in yield and process control, these efforts aim to meet growing AI server and high-performance computing (HPC) chip packaging demands, marking a critical step toward technological self-reliance.

3D Chips introduced its "TGV 3.0" process, successfully overcoming technical challenges of sub-10-micron vias and high aspect ratio filling
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term industrial development and competitiveness. Taiwan's industry value chains face similar challenges amid tariffs, exchange rates, and geopolitical risks, compounded by worsening competition among small and medium enterprises (SMEs). It is imperative to take action now to tackle the problem
Thursday 9 October 2025
GLT shutters China plant, eyes Vietnam trial and biomedical expansion
Global Lighting Technologies (GLT) has liquidated its Zhongshan factory in Guangdong, China and has plans to start trial production at its new facility in Vietnam facility in the fourth quarter of 2025. GLT chairman Mang-shiang Lee said the company has reduced display segment revenue to below 5% of its overall sales and is expanding into the biomedical sector for stable future growth
Thursday 9 October 2025
Anthropic expands operations to India, setting up Bengaluru office in 2026
Anthropic announced plans to expand its global presence by opening an office in Bengaluru, India, in early 2026. The site will be the company's second in the Asia-Pacific region after Tokyo, which is scheduled to open in the coming months. The expansion aims to support India's growing artificial intelligence (AI) ecosystem and meet rising global demand for Anthropic's Claude AI model
Thursday 9 October 2025
China's humanoid robot industry grows, but core processors remain foreign-controlled
As the US-China tech rivalry intensifies, China has ramped up its robot+ strategy in recent years, targeting humanoid robots as a next-generation strategic technology. However, behind this ambitious industrial policy lies a critical challenge: most of China's humanoid robots still rely on core computing processors from international giants like Intel and Nvidia
Wednesday 8 October 2025
OpenAI drives DRAM demand, accelerates top trio's HBM expansion
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung Electronics and SK Hynix to secure 900,000 DRAM wafer capacities monthly for its Stargate Project, fueling the peak of the AI boom
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging with 12-inch SiC wafers, a new frontier has emerged: a Chinese startup has reportedly broken into Meta's AI glasses supply chain with its 12-inch SiC wafer technology
Wednesday 8 October 2025
Beijing's K-visa policy sparks domestic debate over job opportunities for youth
China's new K-visa program, designed to attract foreign STEM professionals, has triggered domestic backlash amid soaring youth unemployment. Critics argue the policy, which allows overseas talent to work in China without employer sponsorship, risks sidelining local graduates struggling to find jobs in an already challenging labor market, according to Yonhap News and Sing Tao
Wednesday 8 October 2025
Samsung China targets premium market with W26 high-end foldable smartphone
Samsung Electronics is set to release a new high-end foldable smartphone designed specifically for the Chinese market, aiming to break into China's price-competitive smartphone landscape by focusing instead on flagship devices
Wednesday 8 October 2025
Compal subsidiary partners with Japan's Meiko to build PCB plant in Vietnam
Taiwanese printed circuit board (PCB) manufacturer Allied Circuit (ACCL), a subsidiary of Compal Electronics, has entered a joint venture with Japanese firm Meiko to establish an HLC PCB production line in Vietnam. The plant is scheduled to begin commercial operations in 2027, marking a strategic expansion amid capacity constraints at ACCL's Taiwan facilities
Wednesday 8 October 2025
Toyota targets younger buyers with new GR Sport models
Hotai Motor unveiled the Toyota Corolla Cross GR Sport and Corolla Altis GR Sport on October 7, aiming to boost year-end sales by appealing to a younger demographic with sporty designs, improved handling, and suggested retail prices of under NT$1 million (approx. US$32,800) for both models