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Thursday 16 October 2025
Samsung reportedly to bring in ASML's top lithography tools to take on TSMC
Samsung Electronics is reportedly pouring KRW1.1 trillion (approx. US$773 million) into next-generation chipmaking equipment in a high-stakes bid to close the gap with rivals TSMC and Intel in the global race to produce smaller, more powerful semiconductors
LATEST STORIES
Thursday 16 October 2025
Samsung unveils stock rewards program to retain top talent
Samsung Electronics is rolling out a new stock-based rewards program in a strategic move to attract and keep its top employees amid a fierce global competition for talent
Thursday 16 October 2025
Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era
The Department of Electronic Engineering at Tsinghua University (THU) in Beijing has developed the world's first "sub-angstrom snapshot spectral imaging chip" named Rafael. The research findings were published online in Nature, marking a significant advance in high-precision photonic chips and imaging technology in China. This breakthrough ushers intelligent photonics into an ultra-high resolution era below 0.1 nanometers (sub-angstrom level)
Thursday 16 October 2025
China's 10.5 generation panel depreciation to boost TV panel market dominance
China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly concentrated in China, which also hosts the world's largest number of 10.5-generation panel production lines. The first-ever 10.5-generation panel factory depreciation will complete in 2025, with at least one more 10.5-generation plant expected to finish depreciation annually thereafter, further enhancing cost advantages for related products
Thursday 16 October 2025
Policy shift prompts last-minute rush in China's EV market
China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models and capture sales before the financial incentives begin to fade
Thursday 16 October 2025
Dutch seizure of Nexperia raises stakes for Chinese tech assets abroad
In a dramatic escalation of the US-China tech war, the Dutch government has seized control of the Netherlands-based semiconductor manufacturer Nexperia, invoking a Cold War-era emergency law to take over the Chinese-owned firm
Thursday 16 October 2025
China tightens grip on critical minerals, threatening electronics supply
As trade tensions between the US and China intensify, rare earth minerals have once again become the focal point of a global strategic contest. In a surprise move, China's Ministry of Commerce has imposed sweeping new restrictions on rare earth exports, extending controls beyond raw materials to include related technologies, blueprints, maintenance, and services
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually strong two-year cycle. The company's executives emphasized that the current year's performance in China has remained robust, but the elevated levels seen in 2024 and 2025 were not sustainable in the long term
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors hoping for stronger growth. Analysts, however, said the company typically provides conservative guidance, suggesting potential strength in sales of advanced tools outside China as the artificial intelligence (AI) boom drives new investment
Thursday 16 October 2025
Apple reportedly seeks tax law changes for iPhone machinery in India
Apple is lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations, sources familiar with the matter told Reuters. The issue centers on the machinery Apple provides to its contract manufacturers, including Foxconn and Tata, to assemble iPhones locally
Thursday 16 October 2025
Nexperia’s crisis shows how supply chain pain can become China’s gain
As the US tightens its grip on tech exports, China is fighting back with a "whole-supply-chain" strategy. The escalating trade confrontation is sending ripple effects through global manufacturing, disrupting industries from AI to automotive
Thursday 16 October 2025
Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer application processor (AP) to Qualcomm, signaling a potential thaw in a once-close relationship fractured by past technical missteps. At the same time, Samsung is reportedly undercutting rival TSMC's pricing by as much as 33%, escalating tensions in the global foundry market just as the industry braces for the 2nm era

Thursday 16 October 2025
Research Insight: South Korea challenges China's battery dominance with LFP push

Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western automakers. As cost-conscious electric vehicles (EVs) enter the spotlight, global giants like Ford, General Motors, and Stellantis are increasingly building out product lines centered on LFP battery technology

Wednesday 15 October 2025
China sanctions Hanwha Ocean US units in dual strike against Washington, Seoul
China announced sanctions against five US subsidiaries of South Korean shipbuilder Hanwha Ocean on October 14, 2025. The move comes on the eve of the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, South Korea, and signals China's growing retaliatory actions against the US, which are now beginning to affect South Korean companies
Wednesday 15 October 2025
Apple COO visits China suppliers, launches new clean energy fund
Apple COO Sabih Khan made his first visit to China's supply chain on October 14, 2025, highlighting the company's efforts to advance sustainable manufacturing at key suppliers. The visit included stops at AAC Technologies Holdings and Lens Technology, underscoring Apple's ongoing commitment to achieving carbon neutrality
Wednesday 15 October 2025
L&T Semiconductor partners with Foxconn's HYS to develop high-voltage power wafers
On October 14, 2025, L&T Semiconductor Technologies (LTSCT) announced a long-term partnership with Foxconn subsidiary Hon Young Semiconductor (HYS) to jointly develop and manufacture high-voltage semiconductor wafers ranging from 650V to 3,300V. The collaboration aims to address growing global demand for efficient and reliable power components used in electrification platforms across automotive and industrial applications