CONNECT WITH US
Wednesday 22 October 2025
China's genAI users double in 1H25 amid domestic dominance
China's generative artificial intelligence (AI) sector experienced rapid expansion in the first half of 2025, with the number of generative AI users reaching 515 million, representing a nearly 100% increase since the end of 2024
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a strong recovery in its semiconductor business. However, as its memory division expands shipments and market share rebounds, industry observers have shifted their attention to whether its stagnant non-memory businesses, namely foundry and system LSI, can stage a turnaround
Wednesday 22 October 2025
GenAI gives China’s smartphone market a surprise rebound
China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government subsidies for ICT terminal products, a wave of new device launches from major brands, and the boost from generative AI (GenAI) technologies, total smartphone shipments through July declined only slightly by 1.1% compared to 2024
Wednesday 22 October 2025
Japan to appoint first female prime minister, pledges support for AI and chip industries
Sanae Takaichi, president of Japan's Liberal Democratic Party (LDP), was appointed as the country's new prime minister on October 21, 2025, with cabinet formation to follow. This will mark the first time in Japan's constitutional history that a woman holds the premiership
Tuesday 21 October 2025
Chinese iPhone users take on Apple, accuse it of abusing market power for App Store
Fifty-five iPhone and iPad users in China have filed a joint complaint with the State Administration for Market Regulation (SAMR), accusing Apple of abusing its dominant position by requiring all app transactions to go through its official App Store. The complaint also challenges Apple's mandatory in-app purchase (IAP) system, which imposes commissions of up to 30%, according to Reuters and Sina
Tuesday 21 October 2025
Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods" and taking "unauthorized actions," intensifying a corporate and geopolitical confrontation that now spans China, Europe, and the global automotive supply chain

Tuesday 21 October 2025
Samsung's HBM4 logic die yield reportedly surpasses 90% ahead of Nvidia final tests
Samsung Electronics is preparing to enter the final quality testing phase for Nvidia's sixth-generation high-bandwidth memory (HBM4), as its foundry division ramps up wafer production of the logic dies. Industry sources cited by media outlets including Chosunbiz and G-enews report that Samsung Foundry's 4nm process logic die yield has exceeded 90%, signaling readiness for mass production
Tuesday 21 October 2025
CATL 3Q25 earnings surge 41% on energy storage, commercial EV momentum
CATL posted a 41% year-over-year rise in third quarter 2025 net profit, supported by its leading share in China's battery market and continued international expansion. The company identified energy storage systems (ESS) and new-energy commercial vehicles as its next growth pillars, underscoring a strategic pivot beyond passenger EVs
Tuesday 21 October 2025
South Korea's APEC CEO Summit to spotlight AI
The Asia-Pacific Economic Cooperation (APEC) CEO Summit will take place from October 28-31, 2025, in Gyeongju, South Korea, gathering about 1,700 global business and economic leaders including Nvidia CEO Jensen Huang and AWS CEO Matt Garman. The event is expected to highlight both the geopolitical tensions between China and the US as well as place a strong focus on technology innovation, particularly artificial intelligence (AI)
Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun said demand from major AI server chipmakers remains strong, driving Taiwan’s IC substrate leaders to commit billions of New Taiwan dollars to capacity expansion. Combined with EFM’s push to diversify its product portfolio, the company expects steady growth momentum ahead
Tuesday 21 October 2025
India moves from component-level XR optics to full-stack manufacturing
India's efforts to establish itself in next-generation electronics manufacturing have taken a major step forward, as QWR Interactive Solutions and Kaynes Technology announced plans for what they call the country's first integrated waveguide-and-XR device manufacturing hub
Tuesday 21 October 2025
South Korea eyes Taiwan offshore wind bidding model to lower renewable energy PPA barriers
Advancing RE100 commitments has become a critical goal for the global tech industry, but South Korean companies face complex processes and steep costs in power purchase agreements (PPAs), pushing many toward simpler green premium schemes with limited carbon reductions. Industry and academia are now looking to Taiwan's offshore wind auction strategy as a successful model that reduces corporate procurement pressure
Tuesday 21 October 2025
SK Hynix hits profit milestone that puts Samsung on notice
SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after Samsung to hit that benchmark. Analysts foresee the memory upcycle lasting several years, fueling an intensifying race between the two Korean chip giants as they keep rewriting industry records
Tuesday 21 October 2025
SoftBank's ABB acquisition signals Asia's robotics dominance over Europe
SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's strategic move into the burgeoning physical AI sector, as Europe's traditional leadership in industrial robotics faces mounting challenges from Asia and the US
Tuesday 21 October 2025
Global govts fill funding gap as private space investors retreat
As the global space investment boom shows signs of slowing, startups across Asia and Europe are turning increasingly to public funds to sustain momentum in aerospace innovation. According to Nikkei and research from Greenberg Traurig, lower-than-expected returns and limited exit opportunities have made private investors more cautious about space ventures. In this funding vacuum, governments are stepping up as the primary backers of space-related innovation