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Wednesday 3 December 2025
China's AI glasses market splits in two as ultra-low-cost models flood in
AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race,"...
Wednesday 3 December 2025
China's Kingboard raises prices again as copper and fiberglass costs soar

Following price-hike announcements from Taiwan's major copper-clad laminate (CCL) makers, including Nan Ya, China's market leader Kingboard...

Tuesday 2 December 2025
Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs
Samsung Electronics' Device Solutions (DS) division will continue negotiating mobile DRAM supplies on a quarterly basis with its Mobile eXperience (MX) division, despite ongoing memory...
Monday 1 December 2025
Taiwan weighs long-term space strategy as scientists push for greater role

The Taiwan Space Union (TSU) recently convened a Satellite Science Workshop, where participants noted that the high cost of space research...

Monday 1 December 2025
Google’s TPU victory widens China’s path to a post-Nvidia future
Google's success training the Gemini frontier model entirely on in-house TPUs has boosted confidence among China's tech giants. It strengthens the view that reducing Nvidia dependence...
Monday 1 December 2025
Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap
OLED has yet to secure a meaningful foothold in the large-sized automotive display market, where stringent performance requirements and cost pressures keep LCDs firmly in the lead...
Friday 28 November 2025
China's fast-iterating humanoid robots challenge US leadership
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...
Friday 28 November 2025
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
Tuesday 25 November 2025
Ubtech estimates 20-30% annual reduction in humanoid robot manufacturing
Chinese humanoid robot maker Ubtech Robotics said that in benefiting from China's manufacturing scale and supply chain advantages, the manufacturing cost of humanoid robots could...
Tuesday 25 November 2025
MediaTek and Qualcomm face 2nm, memory cost pressures driving flagship SoC price hikes
Leading smartphone chip designers Qualcomm and MediaTek are reportedly set to increase prices for their 2026 flagship mobile SoCs due to dual pressures from advanced wafer foundry...
Tuesday 25 November 2025
Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...
Monday 24 November 2025
When EV know-how meets humanoid robots: Chinese automakers' pivot to 'physical AI'
China's electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications...
Monday 24 November 2025
Microsoft taps cloud veteran to map the economics of its AI future
Microsoft is making strategic shifts in response to the AI revolution by appointing Rolf Harms, a key architect of its cloud transformation, as an AI economic strategy advisor. The...
Friday 21 November 2025
AMPACS expects 2025 revenue decline amid weak markets but projects improved margins
During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the...
Thursday 20 November 2025
China's top passive-component maker ignites 30% price surge
Price hikes are spreading across the passive component sector again. Following increases by several Taiwan-based suppliers, Guangdong Fenghua Advanced Technology (Fenghua Hi-Tech)...