Chinese President Xi Jinping called for the creation of a global artificial intelligence (AI) cooperation organization during the Asia-Pacific Economic Cooperation (APEC) Leaders' Summit in Gyeongju, South Korea. He emphasized the importance of global AI governance and multilateral cooperation and announced that Shenzhen will host the 2026 APEC summit

Indian solar manufacturers are scrambling to protect their US business after Washington imposed a 50% tariff on solar modules and cells imported from India, a move that has sharply disrupted one of the country's fastest-growing export sectors

The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable

At a recent summit between Chinese President Xi Jinping and South Korean President Lee Jae-myung, the leaders exchanged carefully chosen gifts and engaged in an unexpected dialogue that captured industry and public attention. The interaction, held on November 1, 2025, at the Gyeongju National Museum, highlighted both diplomatic symbolism and technological cooperation amid ongoing geopolitical sensitivities

The US and China reached a wide-ranging trade and economic agreement in the Republic of Korea. The deal addresses fentanyl precursors, rare earth export controls, tariffs, and semiconductor trade restrictions, signaling a possible stabilization in US–China relations after years of escalating tensions over trade, security, and technology

India is preparing to nearly triple incentives for rare-earth magnet manufacturing to over INR70 billion (US$788 million) as part of efforts to reduce reliance on China. The move comes just days after Beijing agreed to relax export restrictions following the latest US-China trade deal, easing immediate supply pressures

The ASEAN summit concluded on October 28 with US President Donald Trump signing memorandums of understanding (MOUs) on critical minerals cooperation with Thailand and Malaysia. The agreements have raised concerns domestically in both countries, prompting official responses to clarify their implications

Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing company, made a significant leap in advanced packaging after acquiring 85% of AMD's Suzhou and Penang facilities in 2015. The deal gave it access to key CPU, GPU, APU, and game-console packaging platforms, including FCBGA, FCPGA, FCLGA, and MCM technologies. It also laid the foundation for a long-term strategic alliance with AMD, placing Tongfu among the frontrunners in advanced chip packaging

Silicon Motion Technology reported strong financial results for the third quarter of 2025, driven by robust demand in the NAND flash memory market. The company posted revenue of US$242 million, surpassing its prior guidance range of US$219 million to US$228 million. This represented a 22% increase from the previous quarter and a 14% rise compared to the same period in 2024. The gross margin stood at 48.7%, while net income after tax reached US$33.82 million

Samsung Electronics' foundry division appears poised for a long-anticipated recovery after winning consecutive chip orders from Tesla. Following reports that Samsung would handle Tesla's AI6 chip, new industry sources now say the automaker's AI5 chip, once thought to be TSMC's exclusive project, will also be fabricated by Samsung using a 2nm process

Backlight module leader Radiant Opto-Electronics has completed three acquisitions within two years, forming what Chairman Justin Wang calls an unprecedented team. With key technologies secured, the company plans to focus on integration and aims to begin mass production of meta-optic products by 2027

South Korea's major corporate groups have significantly expanded their production assets in the US over the past eight years, overtaking China and Vietnam as the leading overseas manufacturing hub. Data from CEO Score, cited by CEO Score Daily and Newsis, shows the top ten conglomerates increased their combined overseas production assets from KRW209.2 trillion (US$146.27 billion) in 2016 to KRW490.7 trillion by the end of 2024

Samsung Electronics' next-generation application processor, the Exynos 2600, appears poised to reclaim the spotlight in the high-end smartphone chip market, with early benchmark tests suggesting it outperforms Apple's A19 Pro and Qualcomm's Snapdragon 8 Elite Gen 5 in multi-core performance