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Tuesday 21 October 2025
SoftBank's ABB acquisition signals Asia's robotics dominance over Europe
SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's strategic move into the burgeoning physical AI sector, as Europe's traditional leadership in industrial robotics faces mounting challenges from Asia and the US
Tuesday 21 October 2025
Global govts fill funding gap as private space investors retreat
As the global space investment boom shows signs of slowing, startups across Asia and Europe are turning increasingly to public funds to sustain momentum in aerospace innovation. According to Nikkei and research from Greenberg Traurig, lower-than-expected returns and limited exit opportunities have made private investors more cautious about space ventures. In this funding vacuum, governments are stepping up as the primary backers of space-related innovation
Tuesday 21 October 2025
Huawei's HarmonyOS 6 targets AI-hardware convergence
Huawei's Terminal Business Group plans to unveil HarmonyOS 6, the latest version of its operating system, on October 22, 2025. Analysts see the launch as a signal of Huawei's push beyond consumer electronics: expanding HarmonyOS deployment in government, enterprise, and industrial fields while tightening its link with PC commercialization, AI computing infrastructure, and sector-specific applications
Tuesday 21 October 2025
Samsung's HBM4 business shows promise as 1c DRAM yield nears 80%
Samsung Electronics has boosted its sixth-generation 1c DRAM yield to nearly 80%, enhancing its HBM4 competitiveness. Production is ramping up at the Pyeongtaek plant, with tests alongside Nvidia set for results by November 2025
Tuesday 21 October 2025
China races to cut ASML reliance: AMIES unveils lithography lineup
China's semiconductor industry is stepping up its drive for self-sufficiency. In its latest move, AMIES Technology, a subsidiary of Shanghai Micro Electronics Equipment (SMEE), introduced new lithography, laser annealing, inspection, and wafer bonding systems designed to reduce China's dependence on Dutch lithography leader ASML
Tuesday 21 October 2025
China challenges India's local-content incentives in EV and battery sectors at WTO
China has filed a formal complaint at the World Trade Organization (WTO) against India over a series of incentive programs that Beijing says unfairly favor domestic goods over imports in the automotive and renewable energy technology sectors. The request for consultations, dated October 15, 2025, marks the latest trade friction between the two countries as they compete for dominance in green technology and electric vehicle (EV) manufacturing
Tuesday 21 October 2025
Can Samsung's Moohan XR break Meta's hold and match Apple's Vision Pro?
Ahead of Samsung Electronics' October 22, 2025, unveiling of its first extended reality (XR) headset, Apple preemptively launched an upgraded version of its mixed reality (MR) device, the Vision Pro, powered by the new M5 chip. The refreshed model maintains its predecessor's price, signaling a renewed showdown in the head-mounted display arena
Tuesday 21 October 2025
China's eSIM rollout hits snags as iPhone Air sparks policy growing pains
Apple's iPhone Air, the first smartphone in China without a physical SIM slot, ushers in the country's long-awaited eSIM era. But despite the milestone, eSIM adoption in China remains stuck in a testing phase. Regulatory limits, cumbersome activation steps, cross-province restrictions, and complicated device transfers continue to frustrate users, highlighting the gap between technological readiness and policy execution
Tuesday 21 October 2025
Inventec–Dixon venture signals deeper Taiwan-India manufacturing alignment in IT hardware
Inventec has formed a joint venture with India's top electronics manufacturer, Dixon Technologies, to localize production of notebooks, servers, desktops, and electronic components. The new company, Dixon IT Devices Private Limited, will finalize the transaction on October 16, 2025, with Inventec owning 40% and Dixon 60%
Monday 20 October 2025
Silan Microelectronics to build US$2.8B analog IC plant in Xiamen

Silan Microelectronics has signed a strategic cooperation agreement with the Xiamen Municipal Government and Haicang District Government to build a 12-inch high-end analog integrated circuit manufacturing plant in Xiamen, Securities Times reported. The project marks a significant step in expanding Silan's integrated device manufacturer capabilities and strengthens its partnership with Xiamen, following a CNY12 billion (approx. US$1.68 billion) SiC power device fab launched last year

Monday 20 October 2025
Huawei Cloud CEO demoted over data falsification scandal
On October 18, 2025, Huawei's internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering "data falsification and economic misconduct." Zhang Ping'an, Executive Director and CEO of Huawei Cloud Computing BU, was demoted three levels, given the largest possible pay cut, and issued a severe warning — a rare move that underscores the gravity of the offense
Monday 20 October 2025
SiCarrier builds a new semiconductor arsenal: EDA tools, 3nm testing, and EUV patents
Shenzhen SiCarrier Technologies, a fast-rising semiconductor equipment firm closely linked to Huawei, is once again making headlines with a surge of breakthroughs and strategic moves. From electronic design automation (EDA) tools and 90 GHz ultra-high-speed oscilloscopes to new semiconductor material patents by its subsidiary Zhuhai Skyverse Technology, SiCarrier is emerging as a key driver of China's quest for technological independence in advanced chipmaking
Monday 20 October 2025
China's rare earth clampdown reopens fault lines in US trade relations
China's rare earth exports plunged in September 2025, reflecting deepening tensions between Beijing and Washington as the world's dominant supplier of strategic minerals tightens its grip on resources essential to electric vehicles, defense equipment, and advanced technologies
Monday 20 October 2025
Nexperia turmoil deepens as Dutch HQ, China arm clash over control
Tensions are escalating at Nexperia as a dispute between its Dutch headquarters and Chinese subsidiary intensifies. Chinese media reported that Nexperia's China branch claimed in a letter that the parent company had suspended local employees' work account access and stopped salary payments. In response, Nexperia China released an open letter on October 19, 2025, assuring staff that wages, bonuses, and benefits would continue to be paid directly by the Chinese subsidiary, not by the Dutch parent company
Monday 20 October 2025
Arrow Electronics regains US export license after delisting from Entity List
The US Department of Commerce has removed export restrictions on Arrow Electronics' China and Hong Kong units, taking the semiconductor distributor off the Entity List. Arrow Electronics spokesperson John Hourigan told Bloomberg and Reuters that the Commerce Department's Bureau of Industry and Security (BIS) informed the company on October 17 of its delisting, with the official notice to be published shortly in the Federal Register.