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China grants 20% price evaluation preference to domestic products

Tomorrow's Headlines

China's computing power market faces contract cancellations amid AI bubble burst

Tomorrow's Headlines

China's CNY3.69 billion compute contract canceled amid delivery doubts

Tomorrow's Headlines

China implements EV export license system to ease internal and external pressures

Tomorrow's Headlines

12-inch SiC wafers emerge as strategic opportunity in CoWoS advanced packaging

Tomorrow's Headlines

Analysis: Supply chain on edge over US Section 232 semiconductor investigation

Tomorrow's Headlines

OCT

1

2025

US generals warn China poses top space threat, say Beijing developing orbital 'kill chain'

Qualcomm's 2025 Snapdragon Summit: solid upgrades but AI vision falls short

Samsung advances Exynos 2600 production as 2nm yield rises to 50%

DDR4 price surge pressures IPCs to transition to DDR5

Hotai Motor expects strong Q4 despite lingering market uncertainty

Cerebras raises US$1.1 billion in Series G funding, valuation hits US$8.1 billion

Taiwan rejects US proposal for 50-50 chip production split

OpenAI posts US$7.8b operating loss despite US$4.3b revenue in 1H25

China's Zhaoxin unveils KH-50000 server chip in direct shot at AMD

Trump, Xi talk 'tech truce' as Oracle takes over TikTok's US future

CoreWeave inks US$14.2 billion AI cloud deal with Meta, signaling surge in AI infrastructure demand

Japan's Nichia taps Taiwanese executive for top post as part of semiconductor push

Taiwan-US trade talks slow due to unresolved semiconductor tariff disputes

Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday

Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips

Sharp to decide on providing large-sized LCD technology to Indian companies in 2025

Intel & TSMC invest billions to transform Arizona into semiconductor powerhouse

Merck Group names Kai Beckmann as next CEO, Belen Garijo to step down in 2026

TSMC reports US$6.63 billion in global tax payments for 2024, majority paid in Taiwan

Yageo surpasses minimum share acceptance in public tender offer to acquire Anpec Electronics

Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role

Omdia: 5G Standalone networks and RedCap devices poised to transform IoT landscape in 2025

China's EDA shake-up: Primarius to absorb ACTT, Naneng Micro in test of industry scale-up

OpenAI prepares AI-generated short-video app with TikTok-like interface

Malaysian EMS giant posts first quarterly loss in five years on tariffs

LG Electronics India eyes US$8.7 billion valuation in October IPO

Five major pressures plaguing TSMC as US government pushes for 50-50 production split

OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan

US sanctions push YMTC's NAND share below 5% in 2Q25

China's 12-inch SiC leap: SICC, Jingsheng in spotlight

Appointment highlights Samsung's strategy to strengthen India's semiconductor R&D leadership

Techman Robot eyes US plant amid Section 232 tariff impact on robotics

Cohere hits US$7 billion valuation, deepens AMD partnership

SEMI chief: Taiwan-India synergy to shape semiconductor future

SK Telecom launches independent AI company with US$3.5 billion investment plan over 5 years

Baidu's Apollo Go robotaxi accelerates abroad, eyeing Southeast Asia and Australia

Foxconn marks 50 years at Tucheng Industrial Park with vision for AI-driven, net-zero future

Nvidia falters in China; Huawei moves to fill AI chip vacuum

Apple supplier BOE expands beyond displays with robotics and AI software unit

China's copper foil sector pushes back against price war with processing fee hike

Passive component inventories fall in 4Q25 as AI power revolution fuels growth

NiKA underwater surveillance system offers new possibilities for defense and research

SEP

30

2025

Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia's strategic vision in detailed podcast interview

Rising AI glasses challenge next-generation smartphone designs

TSMC 2025 full-year revenue set to break US$100 billion

Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers

Qualcomm balances AI PC tech and user experience, cites Apple as WoA ecosystem cornerstone

D2C emerges as Taiwan's next e-commerce wave

DB HiTek expands foundry presence in India through SmartSoC partnership

PCB giant GCE expands Thailand plant phase 2, ASIC server capacity to start 2H26

Taiwan looks to mass-produced missiles and drones to strengthen defenses

GlobalFoundries opens Beijing office, doubles down on localizing production for China market

South Korea's NIRS fire cripples 647 govt services, exposes lithium battery safety gap

DeepSeek launches new open-source AI model with Huawei, Cambricon, Hygon support

Isuzu Motors and Toyota Motor to jointly develop hydrogen fuel cell-powered route bus by 2026

UST invests in Kaynes Semicon to expand India's semiconductor assembly and testing capabilities

Richard Yu to lead Huawei's Investment Review Board in strategic AI pivot

Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough

LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026

Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

Samsung chair sees humanoid robots as new growth engine

China's Zhaoxin breaks into healthcare: 6,000+ hospital PCs run x86 chips against Intel, AMD

Qualcomm engages with India's chip packaging sector, open to partnerships with local players

Pimax micro OLED VR headsets promise record field of view, face shipping delays

New Tatung chair's three-pronged reform agenda

Innodisk subsidiary Aetina and South Korea's Mobilint sign MOU to accelerate edge AI commercialization

AI phones still lack killer feature despite Qualcomm, MediaTek, and Apple's push

Pegatron integrates 5G O-RAN with satellite communication to enhance disaster-resilient networks

Saudi Arabia's PIF leads US$55 billion takeover of US gaming giant EA

New era of vehicle cyber threats puts entire supply chain on alert

European semiconductor stakeholders call for revised EU Chips Act

Synopsys marks 30 years in India with new Bengaluru R&D facility

Stellantis names new CFO as part of ongoing executive restructuring

Meta denies plans to use Google's AI in ad targeting despite talks

Apple reportedly develops ChatGPT-like app to test revamped Siri after multiple delays

South Korea's Rebellions raises US$250M from Arm and Samsung, valued at US$1.4B

imec appoints Patrick Vandenameele as next CEO, Luc Van den hove to become chairman

Non-China supply chain pushes 12-inch SiC into advanced packaging, but China stands to gain

Meta's Zuckerberg warns of potential AI bubble but favors heavy investment in US tech sector

At UN Security Council, Stanford researcher calls for AI beyond big tech

Apple device sales drive robust growth in optical manufacturing sector in late 2025

EV market hits reset as US tax credits run out

TSMC magnetic pull accelerates US expansion among Taiwanese suppliers

Qualcomm elevates China at Snapdragon Summit 2025 in Beijing

Qualcomm AI PC strategy emerges with enhanced creator features and gaming support

US carmakers are in a struggle with the cost of Trump's “America First”

Chinese humanoid robots fall short in functionality, says Agility Robotics founder

Taiwan's first cobot brand Techman Robot goes public

Research Insight: Taiwan’s e-scooter market shifts from subsidies to survival

Schneider Electric and Nvidia announce global partnership on AI data center infrastructure

SEP

29

2025

Vietnam: the new destination for South Korea's ICT investment

Critical bluetooth flaw exposes Unitree robots to root-level takeover

India roundup: Taiwan deepens trade links with fast-growing India

India aims to deepen semiconductor supply chain through Taiwan collab and domestic investment

India accelerates chip ambitions with record investments and tight deadlines

SEP

28

2025

SEA emerges as key hub amid shifting PCB supply chains

TSMC’s 2nm gamble stretches from Hsinchu to Arizona

Compal, Wistron secure Taiwan Space Agency communications satellite contract

Agility Robotics founder optimistic about Taiwan's role in key supply chains

iPhone 17 drives strong upgrade demand in Taiwan market

South Korea at critical juncture in drone development autonomy

Hanmi Semiconductor expands into advanced chip packaging for AI era

Qualcomm China head says robots, smart glasses could surpass phones, eyes deeper Android ties

Tokyo Electron revises profit outlook amid China sales slowdown and market shifts

Taiwan's E-Chem expands footprint in semiconductor chemicals, targets global growth

Commentary: OpenAI faces two major challenges after cash infusion

Qualcomm launches AI Acceleration Initiative at Beijing summit to advance edge AI deployment

SEP

27

2025

Samsung breaks silence on 12-layer HBM3E validation

Why DeepSeek's R2 still isn't here: Liang Wenfeng's balancing act

When LLMs outgrow the chip: Huawei's P/D separation redefines design choices

Qualcomm ramps up Snapdragon branding in bid to lead AI PC market

China positions BeiDou satellites as a global alternative to GPS

Infineon, Rohm sign MOU to support flexible SiC power device shipments

Humanoid robots still 10 years away from homes, says Agility Robotics co-founder

Memory makers flash early profit signs; ESMT and Macronix edge closer to break-even

SEP

26

2025

Tariffs, visas, and strikes: South Korea's auto industry in disarray

Cheap drones redefine the future of warfare

Southern Taiwan Science Park rides AI wave to surpass NT$1 trillion revenue in 1H25

South Korean startup to launch Samsung 4nm-process LPU chip, at one-tenth cost of Nvidia's H100

Xiaomi to invest US$7b in chip R&D over 10 years

SK Hynix reportedly to begin 1c GDDR7 production in 2025, eyeing Tesla and Nvidia orders

Rising defense budgets push Taiwan IPC firms toward aerospace markets

Samsung reportedly cuts 2nm foundry prices by 30% to counter TSMC's 50% hike

China launches trade barrier investigation into Mexico's proposed tariff hike

Apple, Qualcomm, and MediaTek pivot toward AI accelerators as 3nm era closes

Taiwan-based top auto groups roll out strategies to drive market rebound in 4Q25

Anpec says share price undervalued in Yageo public tender offer

Ennostar advances AI optical communication with X-Celeprint partnership to promote SiPh integration

YMTC joins DRAM arena to ease China's AI memory crunch

TGS 2025: GenAI takes center stage in game development

Micron resumes full price hikes as DDR5 surges amid market demand

TGS 2025: Handheld game console market set for 8.5% CAGR as Asustek and MSI face off

China to command 42% of global chipmaking capacity by 2028, SEMI says

IRA subsidies near deadline, exposing tensions in US EV strategy

Commentary: Huawei's EV blitz tests Xiaomi's viability

Quanta Computer invests US$45.6 million to lease factory space in California

ASE plans major expansion of advanced packaging capacity in Southern Taiwan

Taiwan struggles to attract Indian tech talent despite semiconductor ambitions

Trump says EU-aided Ukraine could regain territory as India signals shift on Russian oil imports

Taiwanese firms eye India's promise despite operational hurdles

Taiwan sees investment openings in India despite tariff headwinds

CoreWeave expands OpenAI partnership to US$22.4 billion with latest US$6.5 billion deal

Microsoft microfluidics cooling claims meet cold shower from industry veterans

Exclusive interview: Micron to capitalize on 2026 HBM market share, aggressively raises automotive memory prices

TSMC in Intel’s investment talks, as Andrew Ng flags Taiwan risk

Trump approves TikTok divestiture plan, delays enforcement of foreign adversary app ban

Micron rises to second in global HBM market as Samsung slips

China's new state-backed fusion energy company debuts with reactor design

Tata Electronics reportedly in talks with ASML, JT Corp for fab and OSAT projects in India

China's CPU makers deliver strong half-year results, Loongson 3C6000 on track for 2026

SAP and OpenAI launch partnership to bring AI to Germany's public sector

Asus and Apple see shipment gains in sluggish PC market; Dell faces sharp decline

Europe looks to Japan as it seeks a sovereign orbit

China exceeds EV goals ahead of schedule amid looming market shakeout

Global chip sector faces 2026 slowdown: AI growth meets consumer market chill

SEP

25

2025

US blocks Taiwan-made Giant bicycles over forced labor concerns

Alibaba Cloud rolls out Qwen3 series, eyes AI OS future

South Korea's drone industry faces structural challenges amid supply chain and procurement issues

TSMC and EDA partners use AI to boost chip design energy efficiency tenfold

Micron joins forces with TSMC for HBM4E memory, targeting 2027 launch

Foxconn set to gain from US$400b data center expansion in US by big names

Qualcomm CEO outlines six key points on realizing the edge AI ecosystem beyond chips

TSMC reshuffles Arizona leadership as executive succession accelerates

Update: Taiwan delays South Africa chip export curbs after talks request by South Africa

Alibaba eyes artificial superintelligence as ultimate goal, says CEO

Alibaba Cloud, Nvidia join forces to speed physical AI applications

Foxconn pulls ahead of Quanta and Wistron in Nvidia AI server race

Taiwan unveils four-step strategy to strengthen anti-drone defenses

Exclusive: Intel raises prices of older CPUs by over 10% in 4Q25 amid AI PC demand shortfall

Sintrones logs record IPC projects, eyes 4Q25 revenue peak and 2026 growth momentum

Alibaba stakes out AI chip ecosystem, setting up a clash with Huawei

C.C. Wei meets ex-TSMC chiefs in new elite network driving Taiwan's chip dominance

A new arms race in orbit: nations brace for conflict beyond Earth

Acer Medical readies AI tool to help hospitals cope with staff shortages

Memory shortage drives BT substrate orders, boosting 4Q25 growth momentum

Qualcomm unveils Snapdragon 8 Elite Gen 5 and Snapdragon X2 Elite Extreme with major AI performance gains

Luxury on hold: Porsche’s pivot highlights the EV struggles of premium brands

Philippines’ pro-US pivot draws Taiwanese network suppliers

Commentary: Nvidia’s US$5B Intel deal revives memories of Microsoft’s 1997 Apple lifeline

Xiaomi’s massive EV recall signals end of China’s free-wheeling smart-car boom

LG group quietly launches space ambitions, tied to national rocket program

Apple CEO visits Japan amid critical challenges in the market

Nvidia says all customers remain priority despite US$100B OpenAI partnership

Regulatory pressure fuels Europe’s rapid EV uptake

Research Insight：TSMC unveils ‘Three Arrows’ plan to curb carbon footprint amid AI chip surge

Microsoft courts Anthropic for Copilot as OpenAI alliance turns less exclusive

XPeng Motors enters South Korea as EV market competition intensifies

Taiwan deepens trade links with fast-growing India at New Delhi industry expo

Intel, Apple reportedly in early talks over potential investments as chipmaker seeks revival

China builds a multi-track lithography push

GitHub Copilot surpasses 20 million users globally with strong adoption in Taiwan

Taiwan curbs chip exports to South Africa in rare diplomatic clash

Anthropic blocks law enforcement AI surveillance, sparks govt tension

Dongfeng-Huawei talks point to new blueprint for China's high-end EV market

Samsung pushes DRAM to record highs, SK Hynix scales up, CXMT struggles on DDR5

GlobalFoundries teams with Zensemi on 40nm tech for China's auto chip market

Samsung eyes US launch for tri-fold smartphone, signaling strategy shift