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    Taiwan telecom leaders post stellar September results on iPhone upgrades, AI service growth
    1min ago
    Meta's Muse Wonder challenges OpenAI, Anthropic, but frontier AI comes at a higher price
    5min ago
    Huawei car brands face trust test: Maextro brakes draw scrutiny, AITO's Europe bid uncertain
    6min ago
    Chinese automakers face three hidden barriers in European expansion
    Oct 12, 19:02
    HomeRegionsEast Asia
    Monday 12 October 2026
    Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain
    Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone maker's supply chain ecosystem as it rolls out the iPhone 18 Pro series and its first foldable smartphones.
    South Korea's Nucode targets US drone identification market with Realtek-based module
    Monday 12 October 2026
    South Korean startup Helios targets Taiwan supply chains and Taiwan Strait risk analysis
    Monday 12 October 2026
    AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification
    Monday 12 October 2026
    Samsung, SK Hynix accept ASML's 10% price hike in parts, report says
    Monday 12 October 2026
    LATEST STORIES
    Tuesday 13 October 2026
    DeepSeek expands into embodied AI with early bet on robotics startup Winverse
    DeepSeek is expanding its reach beyond digital chatbots into the physical world, agreeing to lead a seed financing round for Winverse AI. According to sources familiar with the matter cited by Bloomberg, the investment would value the Chinese robotics startup at approximately US$400 million.
    Tuesday 13 October 2026
    Hamada Labs targets Taiwan, Japan manufacturing with AI platform
    South Korean AI startup Hamada Labs is targeting traditional manufacturers and distributors in Taiwan and Japan with its WindyFlo platform, which connects enterprise data and workflows to extend AI applications to inventory, order, and logistics management. The company, which has accumulated experience in South Korea in areas including medical devices and established a Japanese subsidiary, is also seeking proof-of-concept (PoC) opportunities with Taiwanese businesses.
    Tuesday 13 October 2026
    SmartSens targets automotive CIS, robot vision growth with US$478M funding
    Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI vision. The investment targets high-performance imaging, intelligent driving and on-device AI computing, extending its sensing technology into image processing and edge applications as demand for environmental perception grows in vehicles and robots.
    Tuesday 13 October 2026
    China's rare-earth concentrate prices stay 48% higher, but downstream demand remains weak
    China's rare-earth concentrate prices remain nearly 50% above year-earlier levels despite a marginal fourth-quarter increase, underscoring persistent raw material cost pressures even as downstream buyers resist higher prices.
    Tuesday 13 October 2026
    Samsung, SK Hynix NAND profits seen surging on enterprise SSD demand
    Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices and improves profitability, adding another earnings boost beyond high-bandwidth memory (HBM).
    Tuesday 13 October 2026
    Toyota rewires China JV structure as GAC takes control of FAW Toyota stake
    As the push toward smarter vehicle systems and full electrification intensifies alongside China's strengthening position in the EV market, these trends are increasingly prompting overseas automakers to enter a new phase of operational restructuring.
    Tuesday 13 October 2026
    China's AI revenue gap with US exposes deeper monetisation divide
    China's leading artificial intelligence companies are gaining users and global recognition, but their commercial returns remain far behind those of US rivals. The growing disparity raises a question for China's AI industry: can low-cost, open-weight models generate sustainable profits, or will the greatest financial rewards flow to the platforms distributing them?
    Tuesday 13 October 2026
    Samsung to pay chip workers special bonuses in stock, pending shareholder approval
    Samsung Electronics plans to pay its semiconductor employees special bonuses entirely in company shares in late March or early April 2027, with two-thirds of the stock subject to selling restrictions for up to two years. The payments, funded by 10.5% of the chip division's operating profit, remain subject to shareholder approval.
    Tuesday 13 October 2026
    China's Jinai Tech backed by state, targets 2027 advanced process pilot-line launch with ambition laid upon SEA
    China's 15th Five-Year Plan and the Ministry of Industry and Information Technology's strong chip project are accelerating the domestic replacement of semiconductor equipment and materials amid intensifying US-China competition. Xiamen-based Jinai Tech, which integrates resources from both sides of the Taiwan Strait, is leveraging plasma, chemical vapor deposition (CVD), and atomic layer deposition (ALD) technologies to enter the advanced process equipment market, with its pilot production line scheduled to begin operations in mid-2027.
    Monday 12 October 2026
    China proposes physical controls and tougher testing for new vehicles
    China proposed tighter vehicle design and safety requirements that would restrict fully hidden door handles, virtual controls for critical functions and several interior features in new vehicles. The draft rules, issued by the Ministry of Industry and Information Technology and three other government departments, are intended to reduce safety risks associated with rapidly developed vehicle models and would affect automakers seeking approvals in China.
    Monday 12 October 2026
    Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply
    Samsung Electronics has committed 75–80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the Korea Economic Daily reported on October 9, 2026, citing industry sources. Nvidia, Google and Microsoft were among the major customers that had largely finalized contracts. Samsung has not confirmed the allocation or named the buyers.
    Monday 12 October 2026
    Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut
    China's Moonshot AI is seeking to settle a shareholder dispute involving claims potentially exceeding US$700 million ahead of a potential US$5 billion Hong Kong initial public offering (IPO). Allegations concerning asset transfers and corporate governance could complicate the AI startup's listing preparations.
    Monday 12 October 2026
    Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production

    China's Biren Technology has successfully powered on its next-generation BR20X GPU, advancing to post-tapeout validation while preparing for customer sampling and mass production. The milestone advances its AI accelerator roadmap, though US export controls and manufacturing constraints remain major obstacles.

    Monday 12 October 2026
    Samsung could unseat SK Hynix as HBM leader in 2027
    Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited DRAM production capacity, according to forecasts presented at an October 6 semiconductor industry forum in Seoul.
    Monday 12 October 2026
    Apple's iPhone 18 order cuts expose widening divide in premium demand

    Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales, while Chinese supply-chain sources point to stronger demand for the pricier Pro Max and foldable iPhone Duo. The divergence highlights growing pressure on Apple's premium strategy as rising memory costs drive smartphone prices higher.

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