Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion (approx. US$2 billion) in North American data-center cooling revenue in fiscal 2030, nearly triple its JPY100 billion tally in fiscal 2025

Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR market limit near-term demand, according to people familiar with the matter. Analysts say the supplier is choosing to refine its microdisplay technology while waiting for the market to reach a level that can support larger volumes

Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines

Swancor Advanced Materials, the STAR Market–listed maker of high-performance composites and corrosion-resistant materials, has entered a new phase after naming Peng Zhihui — the Bilibili tech star "Zhi Hui Jun" — as chairman. All nine directors unanimously approved the move at the board's first meeting on November 25, 2024, in compliance with Company Law and STAR Market rules, according to ICsmart and 36Kr

China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue to block access to Nvidia's high-end GPUs

The United States and China remain locked in a humanoid-robotics competition. Solomon Technology chairman Johnny Chen says the US leads in software and foundation models, while China advances faster in hardware and iteration cycles. He noted that Chinese systems cost about one-fifth of their US counterparts, making the gap difficult for other countries to close

Taiwan's recent passage of amendments to three laws has sparked significant concern among energy companies about solar power development in the country. Industry players worry the new regulations will deter investors and further delay large-scale PV power projects. Adding to the challenges, newly established private gas power companies Chung Chia Power (CCP) and Jiu-Wei Power are canceling projects amid local opposition

Following disappointing sales of Apple's iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own "Air" ultra-thin phone projects. Industry sources cited by Sina Finance and Jiemian.com reveal that Xiaomi, Oppo, Vivo, and others have either scrapped or adjusted development plans for Air models, reallocating eSIM solutions originally intended for these devices to other standard product lines

Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs in newly built data centers. Nationally funded infrastructure projects must now utilize domestically produced AI chips, signaling a significant policy shift towards semiconductor self-reliance

China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI infrastructure amid strong market demand. Alibaba's CEO dismissed the AI bubble theory, predicting supply shortages will persist for at least three years

China is set to roll out what industry players call the strictest-ever safety standard for power banks. Reports from Sina and China National Radio say the new "Safety Technical Specification for Power Banks" will reshape the sector by removing non-compliant legacy capacity and lifting safety requirements to unprecedented levels

BOE Technology has advanced its 8.6-generation OLED production line after South Korea's Sunic System passed BOE's highest-level stability assessment for its deposition equipment, prompting BOE to proceed with Phase Two expansion for Lines 3 and 4

The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section 301 investigation of China's technology transfer, intellectual property, and innovation practices. The exclusions, previously set to expire on November 29, 2025, will now remain in effect until November 9, 2026

South Korea successfully launched its domestically developed Nuri rocket for the third time early Thursday morning, sending a multi-mission satellite into low Earth orbit and marking a major step toward cultivating a commercial space industry. The launch, Korea's first conducted late at night, was timed to minimize solar interference for the mission's main payload, the Compact Advanced Satellite 500-3, which will study auroras and atmospheric light