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Tuesday 23 September 2025
China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM) in 2025. While fears of oversupply had raised concerns of DDR5 price swings, industry sources say Beijing is ring-fencing advanced DRAM for domestic use. This policy curbs export leakage and is expected to stabilize DDR5 pricing, with a gradual market upturn likely in 2026
Tuesday 23 September 2025
In Southeast Asia’s startup race, the Philippines plays catch-up

With a population nearing 120 million and a median age of just 25, the Philippines is often hailed as Southeast Asia's next economic powerhouse. Yet, despite its promising demographics, the country's startup ecosystem remains underdeveloped—lagging behind its regional peers in funding access, technological depth, and ecosystem maturity

Tuesday 23 September 2025
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key step that aligns with US President Donald Trump's drive to revive Intel. By adding Intel's CPUs to its lineup, Nvidia is aiming to expand its presence across computing markets
Monday 22 September 2025
Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr. The move reflects shrinking output of legacy products and surging demand from cloud providers, which has already tightened supply and driven spot prices sharply higher

Monday 22 September 2025
Huawei launches 'safe' DeepSeek R1 through academic collab, trained on 1,000 Ascend chips
Huawei introduced the DeepSeek-R1-Safe at Huawei Connect 2025, a security-enhanced version of its DeepSeek R1 developed with Zhejiang University. The model targets stricter content controls, claiming near-total blocking of politically sensitive topics, harmful speech, and illegal activity prompts
Monday 22 September 2025
Samsung secures IBM chip orders, taps China clients as advanced node struggles linger
Samsung Electronics has reportedly won IBM's foundry order for its next-generation Power11 data center CPU, produced on an enhanced 7nm (7LPP) process. The node, the world's first to adopt EUV lithography, enables finer circuit patterns with up to 23% better performance and 45% lower power consumption than earlier technologies
Monday 22 September 2025
Renault subsidiary plant to make Mitsubishi Eclipse Cross and Nissan Micra EVs for Europe

Mitsubishi Motors' new electric vehicle (EV) for the European market, the Eclipse Cross, along with Nissan's compact electric Micra, will be produced at the factory of Renault Group's EV-focused subsidiary Ampere in Douai, France. Both Japanese automakers' new models, built on Renault's electric vehicle platforms, are slated to debut in Europe by the end of 2025

Monday 22 September 2025
CAS showcases China's de-Nvidia strategy with 76B-parameter LLM on domestic chips
Amid the US–China tech war, China is accelerating its move away from Nvidia. The Chinese Academy of Sciences (CAS) Institute of Automation reported new results for its brain-inspired LLM, SpikingBrain-1.0, trained entirely on domestic GPUs. The results demonstrate that China's top research body can advance AI without US hardware
Monday 22 September 2025
Taiwan tech secrets hemorrhaging to China, with TSMC as prime target
Between 2019 and 2023, Taiwan saw a 31% increase in advanced technology trade secret cases, mainly leaking to China amid US semiconductor restrictions. Talent loss to Chinese firms exacerbates risks
Monday 22 September 2025
Taiwan products win on quality, lose on brand recognition in Philippines
As supply chains reorganize and markets expand, Southeast Asia has emerged as a strategic region that Taiwanese industries cannot afford to overlook. At the recent Taiwan Expo in the Philippines, Filipino buyers shared their thoughts with DIGITIMES. The general consensus among them is that the quality and pricing of Taiwanese products are the primary factors attracting their interest. However, establishing strong brand recognition in the international market continues to be a significant challenge for Taiwanese manufacturers
Monday 22 September 2025
Apple’s iPhone 17 Air opens a new test for Luxshare and Foxconn

Apple's iPhone 17 series has arrived to kick off the next global upgrade cycle, with early sales showing healthy traction. Preorders in China even pushed some models into shipping delays. But the headline model, iPhone 17 Air, has stumbled before it even got going. Its e-SIM-only design doesn't pass local regulatory muster, effectively locking it out of the world's largest smartphone market. For Apple, that's not just a sales snag; it's a strategic blind spot

Monday 22 September 2025
Research insight: BYD reinvents itself as a global EV powerhouse

At the recently concluded IAA Mobility auto show in Munich, BYD, China's electric vehicle giant, outlined its roadmap for solidifying its position as the world's top EV manufacturer. With a three-pronged approach — global-scale sales, localized supply chains, and rapid-charging technology — BYD is accelerating its international expansion and distancing itself from rivals, including Tesla

Monday 22 September 2025
Carmakers squeezed as profits plunge 55%, China bucks the trend
As the global automotive sector accelerates its transition toward electronic and electrical (E/E) architectures, a silent profit crisis is taking hold. According to a new report from Ernst & Young (EY), the world's top 19 automakers saw their total revenue decline by just 1% in the second quarter of 2025—but their combined profits plummeted by a staggering 55%. For the first half of 2025, total industry profits are down 49% year-over-year
Monday 22 September 2025
India roundup: Will foldable iPhones be made in India?
Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful Arizona project
Sunday 21 September 2025
Huawei patents SiC cooling tech to power next-gen AI chips
Huawei has disclosed two new patents in China targeting advanced cooling solutions for AI chips, highlighting the rising urgency around thermal management as chip power consumption continues to climb. The filings, revealed by China's National Intellectual Property Administration and reported by Sina and Securities Times, describe silicon carbide (SiC) materials designed to improve heat dissipation in chip packaging, substrates, heat spreaders, and printed circuit boards