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Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...
Friday 12 December 2025
UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs
UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers...
Friday 12 December 2025
NDAA targets US-Taiwan cooperation on unmanned systems, boosting Taiwan's IC design
The latest National Defense Authorization Act (NDAA) has now been confirmed by the US House and Senate. The bill contains extensive Taiwan-related provisions that require the US Department...
Friday 12 December 2025
Malaysia promotes rare earth industry with incentives for midstream and downstream firms
he Malaysian government announced that companies engaged in midstream and downstream production of rare earth elements (REE) are eligible for related incentive policies. According...
Friday 12 December 2025
Rapidus secures Canon, SoftBank backing for 2nm chip ambitions
Canon has reportedly entered final negotiations to invest in a state-backed chipmaker, while SoftBank prepares to increase its financial support, marking a significant step in Japan's...
Friday 12 December 2025
Linde LienHwa and CPC launch Taiwan's first hydrogen refueling stations
Linde LienHwa, Taiwan's largest industrial gas supplier, opened two hydrogen refueling stations with CPC Corporation as the government prepares new incentives to build out hydrogen...
Friday 12 December 2025
Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply
Samsung Electronics is reportedly preparing for urgent negotiations with Micron Technology at CES 2026 in Las Vegas, as surging mobile DRAM prices and tightening supply threaten to...
Thursday 11 December 2025
China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage...

Thursday 11 December 2025
ZTE hit by US foreign bribery probe with fines exceeding US$1bn
Chinese telecom equipment maker ZTE Corp. is again under regulatory scrutiny, as the US Department of Justice (DOJ) investigates alleged foreign bribery that could lead to more than...
Thursday 11 December 2025
China's steel engine loses steam, rewrites the iron ore trade map

China's slowdown, marked by weak consumption, a deep property slump, deflationary pressure, and softer investment, is weighing on steel...

Thursday 11 December 2025
Taiwan firms target defense surge as NT$1.25 trillion budget nears approval
Taiwanese manufacturers are positioning themselves for defense-sector expansion as the government prepares a NT$1.25 trillion (approx. US$40 billion) special budget to accelerate...
Thursday 11 December 2025
Game console EMS accelerates shift from China as US tariffs persist
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...
Thursday 11 December 2025
Commentary: China's PCB edge survives G2 decoupling
As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling...
Thursday 11 December 2025
Pentagon drone demand soars as Marines order Teledyne systems, Orqa ramps up production
Teledyne FLIR Defense won a US$42.5 million order for Rogue 1 loitering munitions from the US Marine Corps, while Croatian drone maker Orqa is expanding capacity to meet rising Pentagon...
Thursday 11 December 2025
Canon and DNP push 1.4nm nanoimprint tech, target 2027 production
Dai Nippon Printing (DNP) said it has developed a nanoimprint template capable of producing 1.4nm chips using only one-tenth of the power required by extreme ultraviolet lithography...