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Thursday 23 October 2025
SK On's answer to China's battery sector ascent: high-nickel, high-voltage
As electric vehicles (EVs) advance toward higher performance, software-defined architectures, and greater power demand, SK On is reinforcing its high-nickel cathode technology to boost fast-charging capability, cycle life, and system safety. The company is also diversifying its product mix with high-voltage mid-nickel, cylindrical, and prismatic cells to counter the rapid ascent of China's battery industry
Thursday 23 October 2025
ByteDance's Doubao tops DeepSeek as China's leading AI app

ByteDance's large language model (LLM) Doubao (Cici) has quickly emerged as an unexpected front-runner in China's generative AI race. Launched in 2023, the app harnesses ByteDance's vast traffic ecosystem and its deep integration with Douyin to overtake DeepSeek, making it the country's most-used generative AI platform by monthly active users

Thursday 23 October 2025
As China tightens lithium battery exports, Taiwan's Aleees finds opening

China's sweeping export controls on lithium battery technologies — enacted in July and October 2025 — have effectively erected a "technological iron curtain" around the global electric vehicle and energy storage industries. The new restrictions cover everything from advanced cathode materials and electrolytes to key manufacturing equipment, placing strict limits on what can leave the country

Thursday 23 October 2025
China's YMTC aims for fully local chip production, but can it deliver?
China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets full adoption of domestically built semiconductor equipment, a 100% localisation milestone unprecedented in China's chipmaking sector
Thursday 23 October 2025
MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai
MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have narrowed sharply—profit before tax came in at a negative CNY183 million, and net loss attributable to shareholders was CNY185.9 million, down 64.28% and 63.74% respectively. The strong rebound comes as MetaX gears up for its Shanghai Stock Exchange (SSE) STAR Market IPO, according to East Money and 163.com
Thursday 23 October 2025
Apple assembles new Vision Pro in Vietnam, signaling broader shift from China

Apple's updated Vision Pro headset, launching this week, may not bring sweeping new features, but the packaging reveals a quietly significant shift: it's assembled in Vietnam

Thursday 23 October 2025
China's ZJeagles breaks VCSEL funding record, accelerates AI photonics race

ZJeagles Comsemi Technology (ZJeagles) has closed its Series B+ funding round, securing over CNY700 million (approx. US$98 million) — a new record for China's Vertical Cavity Surface Emitting Laser (VCSEL) industry

Thursday 23 October 2025
CATL fuels DaMaoAI's AI energy platform as compute power meets the grid
As China's demand for greener, more efficient compute infrastructure surges, Shanghai-based DaMaoAI has become one of the country's standout innovators in "AI for Energy." The firm recently raised nearly CNY100 million (US$13.8 million) in an A+ round of funding from CATL Capital, the venture arm of battery leader CATL
Wednesday 22 October 2025
'Korea's CES' kicks off with flying cars and humanoid robots in the spotlight
South Korea's vision of a sci-fi future is on full display as the 2025 Future Innovation Technology Expo (FIX 2025) kicked off in Daegu. Dubbed "Korea's CES," the massive four-day event features 585 companies across 2,000 booths, all showcasing breakthroughs in mobility, robotics, and artificial intelligence
Wednesday 22 October 2025
Yageo's US$741.8 million Shibaura takeover marks rare Taiwan-Japan acquisition milestone
Yageo chairman Pierre Chen announced the successful acquisition of Japan's Shibaura Electronics and immediately traveled to Tokyo for a joint press conference with Shibaura president Akira Kasai, marking a new milestone in their partnership aimed at expanding presence in the Americas and Europe
Wednesday 22 October 2025
Samsung challenges Apple and Meta with Galaxy XR launch
Samsung Electronics has officially released its first extended reality (XR) headset, the Galaxy XR, priced at KRW2.69 million (approx. US$1,882). It targets the mid-to-high-end market segment, falling between Meta's Quest 3 and Apple's Vision Pro
Wednesday 22 October 2025
Tesla maps out AI6 chip supply chain from Korea to Texas
Tesla has started preparing for the production of its next-generation AI6 chip at Samsung's wafer foundry. Observers believe the company will first handle core technology development and other preliminary tasks in South Korea before ramping up mass production at Samsung's Taylor plant in Texas
Wednesday 22 October 2025
Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

In a rare late-night statement issued on October 21, China's Ministry of Commerce disclosed that Minister Wang Wentao held a phone call with Dutch Minister of Economic Affairs Vincent Karremans, urging a resolution to the Netherlands' recent decision to freeze the assets of Nexperia, a major Chinese-owned semiconductor firm

Wednesday 22 October 2025
South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo
South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian Nations (ASEAN) market. According to South Korea's News 1 and MTN, Rebellions signed a memorandum of understanding (MOU) with Sarawak's IC design company, SMD Semiconductor, to collaborate on AI chip design and development. The cooperation includes joint semiconductor development, the Sarawak state government's data center initiatives, and joint marketing activities
Wednesday 22 October 2025
Will TSMC's 2nm price hike force Qualcomm and MediaTek to switch orders to Samsung?
As TSMC raises its 2nm prices, rumors have emerged suggesting Qualcomm and MediaTek might shift orders to Samsung. The speculation has gained traction in industry circles, with some observers pointing to the price increases as a potential catalyst for change. Yet supply chain sources told DIGITIMES that this scenario is highly unlikely and may be part of a broader South Korean tech industry narrative