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Tuesday 25 November 2025
Samsung and LG cautiously observe TCL CSOT's inkjet printed OLED production
TCL CSOT began mass production of 21.6-inch inkjet-printed OLED medical monitor panels in November 2025 and is expanding the technology to notebooks and tablets, while Samsung and...
Tuesday 25 November 2025
Commentary: When CXMT stops following and starts defining the PC-server memory race
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment...
Tuesday 25 November 2025
Samsung vanishes from Baidu's AI chip roadmap amid rising geopolitical tensions
Samsung Electronics' long-running foundry partnership with Baidu is facing renewed questions after the Chinese tech giant unveiled a five-year roadmap for its Kunlun AI chips without...
Tuesday 25 November 2025
Trump and Xi discuss trade, Taiwan, and Russia-Ukraine in second call
US President Donald Trump and Chinese President Xi Jinping held a phone call on November 24 to address issues including trade agreements, the Taiwan situation, and the Russia-Ukraine...
Tuesday 25 November 2025
Taiwan smartphone shipments hit 560,000 units in October, driven by iPhone 17
Taiwan's smartphone shipments surged to nearly 560,000 units in October 2025, driven primarily by strong sales of Apple's iPhone 17 series, according to local channel operators. The...
Tuesday 25 November 2025
YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight
Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13%...
Tuesday 25 November 2025
China edges toward self-reliant robot compute with Black Sesame's SesameX
Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid...
Tuesday 25 November 2025
TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces
TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by...
Tuesday 25 November 2025
ShunSin builds full-stack optical transceiver modules and pilots CSP AI data centers
With the wave of generative AI applications driving rapid upgrades in high-performance computing architectures and data center networks, market demand for ultra-high bandwidth, lower...
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...
Tuesday 25 November 2025
Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor
South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating...
Tuesday 25 November 2025
OmniVision, Nio, and Axera form JV to build China's next-gen auto chips
As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new...
Tuesday 25 November 2025
Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply
Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services,...
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
Monday 24 November 2025
DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025

China's memory maker CXMT used this year's IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push...