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Monday 17 November 2025
From oil to chip: China's Heshun Petro makes an unexpected US$220M leap into semiconductor IP
Hunan Heshun Petroleum Co. announced a controlling acquisition of MSquare Technology, a Shanghai-based semiconductor IP and chiplet-interconnect developer. The November 16, 2025, disclosure marks the fuel distributor's move beyond its energy roots and into China's high-performance computing and advanced chip-design landscape
Monday 17 November 2025
Korean startup Stratio tackles recycling crisis with new infrared sensor
Stratio, a Korean deep-tech startup founded by three Stanford Ph.D. graduates, is introducing what it claims is the first germanium-based short-wave infrared sensor designed for large-scale commercial use. During a live pitch session in Pangyo, the company said its "infrared AI" can solve problems that traditional vision AI and standard cameras cannot, including identifying mixed plastics inside recycling facilities, detecting narcotics, and enabling new capabilities inside future smartphones
Monday 17 November 2025
South Korea's solar exports collapse as China deepens global supply chain control
Despite surging global demand for solar energy, South Korean manufacturers are seeing export volumes contract as China deepens its dominance over upstream silicon wafer and module production. Industry experts caution that rising domestic consumption alone will not revive local manufacturing unless supported by protective measures and mandatory local-sourcing requirements
Monday 17 November 2025
Oppo boosts smartphone lifecycle and user experience with Apex Guard
To carve out new growth in the highly mature smartphone industry, Oppo, on November 14, launched its Apex Guard technology suite designed to safeguard user experience with quality in hardware and software. The company positions this initiative as a key foundation for strengthening brand power and product sales
Monday 17 November 2025
Korean startup launches AI recruitment platform for global talent
Korean startup Jably detailed its AI-driven recruitment and visa-management platform, K-tag, during the 2025 Pangyo Global Media Meet-Up, positioning the service as a data-centric solution to rising global talent demand in Korea, Japan, and Taiwan. The platform, launched in September 2024, generated US$770,000 in revenue within its first four months
Monday 17 November 2025
Tata Electronics partners with NIELIT Kohima to develop semiconductor skilling programs in Northeast India
Tata Electronics has signed a Memorandum of Understanding with the Kohima unit of the National Institute of Electronics and Information Technology (NIELIT) to collaborate on semiconductor-related skilling initiatives. The agreement focuses on training for assembly, testing, marking, and packaging (ATMP), aiming to expand the talent pipeline for India's semiconductor sector
Monday 17 November 2025
South Korea's Big Four launch KRW800T investment drive after US tariff deal
South Korea and the United States have released a Joint Fact Sheet that industry observers say reduces earlier tariff uncertainty and creates new room for cooperation. With global production shifting and supply chains realigning, South Korean conglomerates that had been cautious are now speeding up domestic investment plans
Monday 17 November 2025
Alibaba denies US national security claims; China embassy calls allegations baseless
Alibaba has been accused by the US government of providing data and technical support to China's military, posing a threat to American national security. Both Alibaba and the Chinese Embassy in Washington have strongly denied these allegations, criticizing the US for lacking evidence
Monday 17 November 2025
Oppo opens CNY10 billion headquarters campus in Binhaiwan Bay, Dongguan
Oppo has officially opened its new headquarters campus in Binhaiwan Bay Area, Dongguan, China, following an investment exceeding CNY10 billion (approx. US$1.41 billion). The 930,000-square-meter facility began operations in October 2024 and currently accommodates several thousand employees, with expectations to expand the workforce to over 10,000 by 2026
Monday 17 November 2025
South Korean firms sound alarm over Vietnam's tech incentive reforms
According to Reuters, South Korean companies, led by tech giant Samsung Electronics, are voicing significant concern over Vietnam's proposed reforms to high-tech investment incentives, warning the changes could inflate costs and deter future foreign investment
Monday 17 November 2025
Tesla and European automakers reportedly accelerate shift away from China-made components amid geopolitical strain
The Wall Street Journal (WSJ), citing unnamed sources, reported that Tesla is tightening restrictions on the use of China-made components in its US-produced vehicles, reflecting growing pressure on automakers to reduce exposure to China amid escalating geopolitical and trade tensions. Earlier this year, the company instructed suppliers to exclude components manufactured in China from its US production lines, according to people familiar with the matter. Some suppliers have already transitioned to alternate locations, and Tesla aims to phase out remaining China-made parts over the next one to two years
Monday 17 November 2025
Samsung commits US$31 billion to AI and semiconductor production in South Korea over five years
Samsung Group has unveiled plans to invest around KRW450 trillion (approx. US$309.10 billion) in manufacturing and R&D across South Korea over the next five years. This investment aims to bolster the country's position in the global semiconductor industry while expanding operations in AI data centers, batteries, and display technologies through its subsidiaries, also supporting balanced regional development
Monday 17 November 2025
China’s low-altitude leap: Xpeng’s flying cars land their first big Middle East order
Xpeng's flying car subsidiary ARIDGE is laying out a three-step roadmap to bring personal electric vertical takeoff and landing (eVTOL) aircraft into everyday use. The company is moving from concept videos to real orders, factory capacity, and early certification work in China and the Middle East
Monday 17 November 2025
Apple's 15% truce with Tencent: A small cut, a big shift
Apple and Tencent Holdings Ltd. have reportedly reached a preliminary agreement to lower Apple's revenue share on WeChat mini games and mini programs to around 15%, with Apple handling payments for the platform going forward. This development could resolve a protracted dispute over WeChat mini programs on iOS devices and represents a significant milestone in China's tech industry negotiations with Apple
Monday 17 November 2025
India roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies' EMS business faces uncertainties due to US tariffs