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Thursday 4 December 2025
Local brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline
The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up 5pp from the same period in 2024
Thursday 4 December 2025
China's Landspace reaches orbit but fails booster recovery as Beijing tightens space oversight
China's Zhuque-3 launch vehicle lifted off from the Dongfeng Commercial Spaceflight Innovation Zone this week, completing its ascent and placing its second stage into the planned orbit, according to Landspace, the private company behind the mission. But the landmark flight—viewed as one of the most important tests for China's emerging reusable-rocket capabilities—fell short of its headline goal: recovering the first-stage booster
Thursday 4 December 2025
China turns to chip stacking amid US curbs on advanced manufacturing
China is turning to advanced chip packaging and near-memory computing in an effort to build competitive artificial intelligence processors using mature manufacturing technologies, according to recent remarks from one of the country's leading semiconductor experts
Thursday 4 December 2025
US races to shore up drone supply chain as China forges ahead

The US is accelerating efforts to rebuild a secure, China-free drone supply chain as Beijing's gains in unmanned aircraft technology and production put growing pressure on Washington's defense and law-enforcement agencies

Wednesday 3 December 2025
Innoscience wins US GaN patent case as ITC rules no infringement
Innoscience said at midday on December 3 via the Hong Kong Stock Exchange that it had prevailed in its US patent dispute with Infineon, marking a decisive turn in a long-running GaN intellectual property battle. The US International Trade Commission delivered the key ruling, closing a case that had drawn industry-wide attention
Wednesday 3 December 2025
Kyocera pulls plug on 5G base-station project, cites fierce global competition

Kyocera has abandoned its bid to enter the 5G base-station market, shelving a plan it once hoped would help Japan reclaim a foothold in critical communications infrastructure. The company had previously announced a target of commercial deployment by 2027, but ultimately concluded that global competition is too fierce to ensure a viable return

Wednesday 3 December 2025
Eleven Japanese and American companies file lawsuits seeking refunds for Trump tariffs
Eleven companies from Japan and the US, including Toyota Tsusho, Sumitomo Chemical, Ricoh, and Costco Wholesale, have filed lawsuits demanding refunds for reciprocal tariffs imposed by the Trump administration. These legal actions were brought before the US Court of International Trade, which handles trade-related disputes
Wednesday 3 December 2025
Japan's humanoid robot alliance expands to counter Chinese dominance
The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan's presence in the humanoid robot market
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel prices in November and suggesting steady or slightly rising prices in December
Wednesday 3 December 2025
AI companion toys break out in China after Huawei's sell-out launch

AI-driven emotional-companion toys are becoming a new growth driver for the consumer electronics sector as advances in AI accelerate

Wednesday 3 December 2025
China's AI glasses market splits in two as ultra-low-cost models flood in
AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race," with Alibaba, Baidu, Xiaomi, Huawei, RayNeo, Meizu, Inmo, and others rapidly launching products
Wednesday 3 December 2025
Malaysia reassures China on US trade pact amid domestic backlash
China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's Minister of Investment, Trade and Industry, Zafrul Aziz, confirmed that a delegation met with Chinese officials to explain the terms and assure Beijing that the pact would not harm Sino-Malaysian trade relations
Wednesday 3 December 2025
South Korea receives first 13,000 Nvidia GPUs under Jensen Huang's AI infrastructure pledge
Following Nvidia CEO Jensen Huang's commitment to supply 260,000 GPUs to South Korea, the government has received its first shipment of approximately 13,000 units, including the latest B200 GPUs and a range of earlier-generation models
Wednesday 3 December 2025
Trio of Chinese humanoid-robot giants seize majority of 2025 contracts
China's humanoid robotics sector remains some way from mass deployment, but commercialization is accelerating in 2025, with Ubtech, Unitree Robotics , and AgiBot securing 60% of disclosed large orders
Wednesday 3 December 2025
China props up global EV market as growth slows
As global demand for electric vehicles cools, suppliers across the EV supply chain are shifting toward hybrid and plug-in hybrid models to maintain steady growth. Yet despite intensifying competition, China remains the single most important engine sustaining global EV demand