Facing intensifying carbon-reduction pressures, traditional steelmaker POSCO Holdings has partnered with South Korean high-temperature water electrolysis firm Enforus to accelerate the domestic development of viable clean hydrogen production. Enforus aims to leverage advanced solid oxide electrolyzer cell (SOEC) technologies to meet rising market demands over the coming decade

Taiwan's auto market is heading into 2025 weighed down by a mix of political and economic uncertainties. Major carmakers have already trimmed their full-year forecasts, now expecting total sales of roughly 400,000 vehicles—well below the 450,000 units sold in 2024. Yet despite the muted outlook, suppliers in the domestic automotive chain say the next five years could mark the start of a new boom for locally manufactured vehicles, driven by an influx of new models and a renewed push for localization

China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation

Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global supply of computing capacity may eventually exceed demand. Speaking in Shanghai, Ren also disclosed that Huawei has spent the last three years training more than 3,000 workers to support its advanced chip manufacturing operations as the company continues to navigate extensive US export restrictions

South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric vehicles (EVs), data centers, and emerging mobility markets. Airport ground support equipment (GSE) has emerged as a strategic platform to validate and scale domestic power semiconductor technologies

Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications

A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML's top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei

The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development

CarUX, a subsidiary of Innolux, completed its acquisition of Japan's Pioneer and formalized the deal at a joint press conference in Tokyo on December 4, 2025. The companies stated that the integration will accelerate the development of next-generation smart mobility systems and enhance their ability to supply in-vehicle technologies to global automakers

Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The company issued 70 million shares at CNY114.28 each, equal to 14.89% of total equity, and expects net proceeds of CNY7.576 billion (approx. US$1.07 billion) to accelerate AI chip development

South Korean company Hanwha Systems announced the launch of a project to develop aerospace-grade transceiver chips, representing the first time South Korea has independently developed semiconductors for the aerospace sector—a significant step towards autonomous defense space technology

India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional and global supply chains. DIGITIMES' latest data for the third quarter of 2025 shows Dixon climbing to 22nd in global EMS/ODM revenue rankings, up from 31st in the first quarter of 2024, signaling an unprecedented growth trajectory

Murata Manufacturing introduced its latest smart wearable module at the Healthcare+ Expo Taiwan. The company showcased several next-generation medical solutions, including Picoleaf piezoelectric film sensors, wearable platforms, and ultrasonic micro air pumps, as it seeks to expand from component-level offerings to full system applications

As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled by rapid advances in electronic and electrical (E/E) architecture and automotive AI

The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum on December 3, 2025, senior analyst Jessie Lin outlined how China and Europe continue to drive the industry forward even as growth rates decelerate and the US market stalls amid shifting federal policy