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Thursday 16 October 2025
How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope
A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers MSI and Gigabyte under fresh scrutiny
LATEST STORIES
Friday 17 October 2025
Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system, which adopts a two-pronged artificial intelligence strategy to serve both global and domestic Chinese markets

Thursday 16 October 2025
Samsung unveils stock rewards program to retain top talent
Samsung Electronics is rolling out a new stock-based rewards program in a strategic move to attract and keep its top employees amid a fierce global competition for talent
Thursday 16 October 2025
Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era
The Department of Electronic Engineering at Tsinghua University (THU) in Beijing has developed the world's first "sub-angstrom snapshot spectral imaging chip" named Rafael. The research findings were published online in Nature, marking a significant advance in high-precision photonic chips and imaging technology in China. This breakthrough ushers intelligent photonics into an ultra-high resolution era below 0.1 nanometers (sub-angstrom level)
Thursday 16 October 2025
China's 10.5 generation panel depreciation to boost TV panel market dominance
China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly concentrated in China, which also hosts the world's largest number of 10.5-generation panel production lines. The first-ever 10.5-generation panel factory depreciation will complete in 2025, with at least one more 10.5-generation plant expected to finish depreciation annually thereafter, further enhancing cost advantages for related products
Thursday 16 October 2025
Policy shift prompts last-minute rush in China's EV market
China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models and capture sales before the financial incentives begin to fade
Thursday 16 October 2025
China tightens grip on critical minerals, threatening electronics supply
As trade tensions between the US and China intensify, rare earth minerals have once again become the focal point of a global strategic contest. In a surprise move, China's Ministry of Commerce has imposed sweeping new restrictions on rare earth exports, extending controls beyond raw materials to include related technologies, blueprints, maintenance, and services
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually strong two-year cycle. The company's executives emphasized that the current year's performance in China has remained robust, but the elevated levels seen in 2024 and 2025 were not sustainable in the long term
Thursday 16 October 2025
Nexperia’s crisis shows how supply chain pain can become China’s gain
As the US tightens its grip on tech exports, China is fighting back with a "whole-supply-chain" strategy. The escalating trade confrontation is sending ripple effects through global manufacturing, disrupting industries from AI to automotive
Thursday 16 October 2025
Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer application processor (AP) to Qualcomm, signaling a potential thaw in a once-close relationship fractured by past technical missteps. At the same time, Samsung is reportedly undercutting rival TSMC's pricing by as much as 33%, escalating tensions in the global foundry market just as the industry braces for the 2nm era

Thursday 16 October 2025
Research Insight: South Korea challenges China's battery dominance with LFP push

Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western automakers. As cost-conscious electric vehicles (EVs) enter the spotlight, global giants like Ford, General Motors, and Stellantis are increasingly building out product lines centered on LFP battery technology

Wednesday 15 October 2025
China sanctions Hanwha Ocean US units in dual strike against Washington, Seoul
China announced sanctions against five US subsidiaries of South Korean shipbuilder Hanwha Ocean on October 14, 2025. The move comes on the eve of the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, South Korea, and signals China's growing retaliatory actions against the US, which are now beginning to affect South Korean companies
Wednesday 15 October 2025
Apple COO visits China suppliers, launches new clean energy fund
Apple COO Sabih Khan made his first visit to China's supply chain on October 14, 2025, highlighting the company's efforts to advance sustainable manufacturing at key suppliers. The visit included stops at AAC Technologies Holdings and Lens Technology, underscoring Apple's ongoing commitment to achieving carbon neutrality
Wednesday 15 October 2025
China Mobile to fully adopt domestic AI chips by 2028
China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence (AI) computing network by 2028. The move seeks to accelerate AI autonomy and reduce reliance on foreign technology amid growing geopolitical tensions
Wednesday 15 October 2025
LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1% year-over-year and surpassing market expectations. Despite reduced customer demand following the US removal of electric vehicle (EV) tax credits, LGES's expanding energy storage system (ESS) business successfully offset the impact
Wednesday 15 October 2025
Korea's TV giants confront crisis as Chinese competitors rise and consumer habits shift
The golden age of TV in South Korea is fading fast. Once the indispensable centerpiece of every home, the TV is now fighting for relevance as younger viewers turn to their smartphones and streaming services for entertainment. Korean electronics giants Samsung and LG are now fighting a two-front war: a cultural shift away from traditional viewing at home and a relentless market assault from surging Chinese competitors