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Thursday 2 October 2025
From racetrack to Woven City: Toyota chair envisions a new era of mobility
On September 28th, the second day of the 2025 Toyota Gazoo Racing Corolla Cup in Taichung, Toyota Motor Corporation Chairman Akio Toyoda made a surprise appearance—not just to observe, but to put on a drifting demonstration himself. Following his performance at the racetrack, Toyoda sat down with local media to discuss Toyota's vision for hydrogen-powered vehicles, the future of motorsports in Asia, and the company's experimental smart city initiative, Woven City
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud leaders are pushing independent AI infrastructure innovation and moving beyond Nvidia's shadow
Thursday 2 October 2025
Samsung ex-employees indicted for leaking DRAM tech to CXMT
Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory Technologies (CXMT). The Seoul Central District Prosecutors' Office estimates the breach caused Samsung revenue losses of approximately KRW5 trillion (US$3.56 billion) in 2024 alone. The accused now occupy key research and development positions at CXMT
Thursday 2 October 2025
China implements EV export license system to ease internal and external pressures
Starting in 2026, China will require export licenses for electric vehicles (EVs) to address international concerns over dumping and domestic overcapacity. This strategy aims to improve product quality, shift competition from price to technology, and regulate production expansion while maintaining cooperation with foreign automakers. The move seeks to mitigate trade tensions and strengthen industry consolidation amid rapid EV export growth
Thursday 2 October 2025
South Korea-US visa talks advance, LGES US plant may resume earlier
With progress in visa negotiations between the South Korean and the US governments, LG Energy Solution (LGES) is poised to accelerate construction and operations at its US factory
Thursday 2 October 2025
Western Digital plans US$1 billion investment in Japan, building on decades of local partnerships
Western Digital (WD), the world's largest hard disk drive (HDD) manufacturer, announced plans to invest US$1 billion in Japan over the next five years to strengthen next-generation HDD technology and production processes. The move aims to enhance HDD performance while expanding research collaborations and talent recruitment, reflecting Japan's continued strategic importance to WD's operations
Thursday 2 October 2025
Commentary: Tokyo Game Show 2025 turns business-minded; Taiwan eyes AI, VR
The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming hardware and content companies were prominently present, with top executives leading efforts to secure cross-border partnerships
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising AI demand and US GPU restrictions have led to supply shortages and financial risks, possibly benefiting Taiwan's server and cloud sectors
Thursday 2 October 2025
China's CNY3.69B compute contract canceled amid delivery doubts
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in six months, raising questions about the deal's authenticity. The case highlights China's compute market challenges, including capital speculation, supply shortages due to US export controls, and structural contradictions
Thursday 2 October 2025
CoWoS creates turning point for 12-inch SiC
Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates, unfolding a deep strategic game involving technology, cost, and geopolitics. This is not only a technological innovation but also a new chapter in semiconductor strategy and deployment
Thursday 2 October 2025
Tariffs, subsidies, and shifting demand reshape the global car market
The global automotive industry in 2025 has found itself at the eye of a geopolitical storm. Major markets—including Europe, the United States, and China—have experienced heavy-handed policy interventions in the first three quarters of the year, forcing a rewrite of global supply chain rhythms. While overall vehicle sales have held relatively steady, automakers and their suppliers are seeing weaker order volumes and declining profitability
Thursday 2 October 2025
China to give local products 20% edge in govt purchases
Starting January 1, 2026, China will give domestic products a 20% price advantage in government procurement to support local AI chipmakers, promoting self-reliance, though advanced manufacturing still depends on Taiwan's supply chain
Thursday 2 October 2025
Huawei announces Meng Wanzhou as rotating chair
Meng Wanzhou, Huawei's vice chairperson and CFO, will assume the role of rotating chairperson from October 1, 2025, to March 31, 2026, according to Huawei's official website. She will oversee the company's board of directors and executive committee during this period, continuing the practice of six-month leadership rotations
Thursday 2 October 2025
OpenAI CEO's Korea visit leads to memory supply pact and AI data center plan
OpenAI CEO Sam Altman arrived in South Korea on October 1 to advance cooperation agreements with leading conglomerates SK Group and Samsung. His visit included meetings with SK chairman Chey Tae-won and Samsung chairman Lee Jae-yong, underscoring the country's growing role in artificial intelligence development
Wednesday 1 October 2025
US generals warn China poses top space threat, say Beijing developing orbital 'kill chain'

Senior US Space Force generals warned that China has become the nation's top threat in space, rapidly expanding its orbital military capabilities to challenge American forces