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Tuesday 14 October 2025
Foxconn to expand investment in Tamil Nadu for AI-led advanced manufacturing, says Indian official
Foxconn, the world's largest electronics contract manufacturer, will invest about INR150 billion (approx. US$1.69 billion) in Tamil Nadu to expand its operations and create 14,000 high-value engineering jobs, state Industries Minister T R B Rajaa announced on X
Tuesday 14 October 2025
Chinese memory module makers carve up smartphone market with local alliances
As memory and storage prices enter a rapid growth cycle, Chinese memory supply chains are expanding their influence by targeting domestic smartphone brands. Leveraging upstream manufacturers' resources and localized partnerships, these Chinese firms are gradually capturing market share traditionally dominated by major global memory companies. Suppliers for smartphone giants like Transsion and Xiaomi are seeing significant increases in their footprint
Tuesday 14 October 2025
China's rare earth exports plunge 30% in September amid tighter controls
According to the latest data from China's General Administration of Customs, China's rare earth exports dropped sharply by 30.9% month-over-month to 4,000.3 tons in September 2025, down from 5,791.8 tons in August 2025. The export value was approximately CNY430 million (US$60.4 million)
Monday 13 October 2025
Fatal Xiaomi SU7 crash in Chengdu reignites safety concerns over electronic door design

A fatal crash involving a Xiaomi SU7 electric sedan in the southwestern city of Chengdu has raised new questions about the safety of electronic car doors, after reports that the vehicle's doors failed to open following impact

Monday 13 October 2025
South Korean panel makers lead surge in monitor OLED shipments for 2025
The mid-to-large size OLED panel market is set for significant growth in 2025, driven primarily by demand from the monitor and notebook segments. South Korean companies Samsung Display (SDC) and LG Display (LGD), both of which are dominant players in the OLED sector, are expected to see positive revenue impacts from the market expansion
Monday 13 October 2025
Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem
Originally rooted in heavy industry, South Korea's Doosan Group is expanding into the semiconductor sector and is considering acquiring semiconductor wafer manufacturer SK Siltron. While Doosan is not directly involved in semiconductor fabrication, it is strategically targeting areas such as materials, back-end processes, and design within the semiconductor industry. This strategy allows it to avoid high technical investment risks while still securing industry influence
Monday 13 October 2025
Russia unveils 10-year roadmap for EUV lithography development
The Institute of Physics of Microstructures of the Russian Academy of Sciences (IPM RAS) has recently announced a long-term roadmap for the development of an extreme ultraviolet (EUV) lithography system. The plan aims to create a Russian-made EUV machine operating at an 11.2nm wavelength
Monday 13 October 2025
Coretronic expects 10% drop in October shipments amid China holiday impact
Coretronic has reported consolidated revenue of about NT$3.461 billion (US$113.4 million) for September 2025, up 4% from August's NT$3.342 billion and 1% from that of the same month in 2024. For the third quarter of 2025, consolidated revenue reached NT$9.948 billion, up 1% sequentially but down 7% year over year. Cumulative revenue for the first three quarters of 2025 totaled NT$28.28 billion, marking a 5% decline compared to the same period in 2024
Monday 13 October 2025
China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation
On October 10, 2025, China's State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China's Anti-Monopoly Law (AML) by failing to declare its acquisition of Autotalks. According to China Central Television (CCTV), Qualcomm completed the acquisition without submitting the required declaration or communicating with regulatory authorities
Monday 13 October 2025
Philippine energy transition sparks surge in Taiwan supply chain opportunities
The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market
Monday 13 October 2025
Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China
Megaspeed International Pte Ltd, a Singapore-based AI computing company, is under intensifying scrutiny as both US and Singapore authorities investigate its alleged role in diverting restricted Nvidia AI chips to China
Monday 13 October 2025
China's golden week holiday boosts travel, but electronics sales stall
China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never materialized, leaving retailers with sluggish sales and signaling that Chinese households are prioritizing experiences over goods amid a shaky economic recovery
Monday 13 October 2025
China sees new smartphone launches spur by holiday season amid market recovery
Following China's 2025 Golden Week, major brands Oppo and Honor announced upcoming smartphone releases featuring advanced imaging and AI enhancements to stimulate demand. Despite promotional efforts, the third quarter of 2025 showed only a modest 2.3% year-over-year shipment growth, reflecting ongoing market challenges
Monday 13 October 2025
China's rare earth export ban broadens; US vows strong retaliation

China, on October 9, announced a major expansion of its rare earth export controls, escalating tensions with the US and drawing sharp criticism from President Donald Trump. In response, Trump vowed to impose 100% tariffs on Chinese goods starting on November 1

Monday 13 October 2025
Netherlands seizes control of Nexperia, deepening Europe-China tech rift

The Dutch government has taken extraordinary steps to limit Chinese group Wingtech Technology's control over its Dutch subsidiary Nexperia, invoking an emergency law typically reserved for wartime resource protection