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Tuesday 21 October 2025
Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods" and taking "unauthorized actions," intensifying a corporate and geopolitical confrontation that now spans China, Europe, and the global automotive supply chain

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Tuesday 21 October 2025
Samsung's HBM4 logic die yield reportedly surpasses 90% ahead of Nvidia final tests
Samsung Electronics is preparing to enter the final quality testing phase for Nvidia's sixth-generation high-bandwidth memory (HBM4), as its foundry division ramps up wafer production of the logic dies. Industry sources cited by media outlets including Chosunbiz and G-enews report that Samsung Foundry's 4nm process logic die yield has exceeded 90%, signaling readiness for mass production
Tuesday 21 October 2025
India moves from component-level XR optics to full-stack manufacturing
India's efforts to establish itself in next-generation electronics manufacturing have taken a major step forward, as QWR Interactive Solutions and Kaynes Technology announced plans for what they call the country's first integrated waveguide-and-XR device manufacturing hub
Tuesday 21 October 2025
South Korea eyes Taiwan offshore wind bidding model to lower renewable energy PPA barriers
Advancing RE100 commitments has become a critical goal for the global tech industry, but South Korean companies face complex processes and steep costs in power purchase agreements (PPAs), pushing many toward simpler green premium schemes with limited carbon reductions. Industry and academia are now looking to Taiwan's offshore wind auction strategy as a successful model that reduces corporate procurement pressure
Tuesday 21 October 2025
SK Hynix hits profit milestone that puts Samsung on notice
SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after Samsung to hit that benchmark. Analysts foresee the memory upcycle lasting several years, fueling an intensifying race between the two Korean chip giants as they keep rewriting industry records
Tuesday 21 October 2025
SoftBank's ABB acquisition signals Asia's robotics dominance over Europe
SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's strategic move into the burgeoning physical AI sector, as Europe's traditional leadership in industrial robotics faces mounting challenges from Asia and the US
Tuesday 21 October 2025
Global govts fill funding gap as private space investors retreat
As the global space investment boom shows signs of slowing, startups across Asia and Europe are turning increasingly to public funds to sustain momentum in aerospace innovation. According to Nikkei and research from Greenberg Traurig, lower-than-expected returns and limited exit opportunities have made private investors more cautious about space ventures. In this funding vacuum, governments are stepping up as the primary backers of space-related innovation
Tuesday 21 October 2025
Huawei's HarmonyOS 6 targets AI-hardware convergence
Huawei's Terminal Business Group plans to unveil HarmonyOS 6, the latest version of its operating system, on October 22, 2025. Analysts see the launch as a signal of Huawei's push beyond consumer electronics: expanding HarmonyOS deployment in government, enterprise, and industrial fields while tightening its link with PC commercialization, AI computing infrastructure, and sector-specific applications
Tuesday 21 October 2025
Samsung's HBM4 business shows promise as 1c DRAM yield nears 80%
Samsung Electronics has boosted its sixth-generation 1c DRAM yield to nearly 80%, enhancing its HBM4 competitiveness. Production is ramping up at the Pyeongtaek plant, with tests alongside Nvidia set for results by November 2025
Tuesday 21 October 2025
China races to cut ASML reliance: AMIES unveils lithography lineup
China's semiconductor industry is stepping up its drive for self-sufficiency. In its latest move, AMIES Technology, a subsidiary of Shanghai Micro Electronics Equipment (SMEE), introduced new lithography, laser annealing, inspection, and wafer bonding systems designed to reduce China's dependence on Dutch lithography leader ASML
Tuesday 21 October 2025
China challenges India's local-content incentives in EV and battery sectors at WTO
China has filed a formal complaint at the World Trade Organization (WTO) against India over a series of incentive programs that Beijing says unfairly favor domestic goods over imports in the automotive and renewable energy technology sectors. The request for consultations, dated October 15, 2025, marks the latest trade friction between the two countries as they compete for dominance in green technology and electric vehicle (EV) manufacturing
Tuesday 21 October 2025
Can Samsung's Moohan XR break Meta's hold and match Apple's Vision Pro?
Ahead of Samsung Electronics' October 22, 2025, unveiling of its first extended reality (XR) headset, Apple preemptively launched an upgraded version of its mixed reality (MR) device, the Vision Pro, powered by the new M5 chip. The refreshed model maintains its predecessor's price, signaling a renewed showdown in the head-mounted display arena
Tuesday 21 October 2025
China's eSIM rollout hits snags as iPhone Air sparks policy growing pains
Apple's iPhone Air, the first smartphone in China without a physical SIM slot, ushers in the country's long-awaited eSIM era. But despite the milestone, eSIM adoption in China remains stuck in a testing phase. Regulatory limits, cumbersome activation steps, cross-province restrictions, and complicated device transfers continue to frustrate users, highlighting the gap between technological readiness and policy execution
Tuesday 21 October 2025
Inventec–Dixon venture signals deeper Taiwan-India manufacturing alignment in IT hardware
Inventec has formed a joint venture with India's top electronics manufacturer, Dixon Technologies, to localize production of notebooks, servers, desktops, and electronic components. The new company, Dixon IT Devices Private Limited, will finalize the transaction on October 16, 2025, with Inventec owning 40% and Dixon 60%
Monday 20 October 2025
Silan Microelectronics to build US$2.8B analog IC plant in Xiamen

Silan Microelectronics has signed a strategic cooperation agreement with the Xiamen Municipal Government and Haicang District Government to build a 12-inch high-end analog integrated circuit manufacturing plant in Xiamen, Securities Times reported. The project marks a significant step in expanding Silan's integrated device manufacturer capabilities and strengthens its partnership with Xiamen, following a CNY12 billion (approx. US$1.68 billion) SiC power device fab launched last year

Monday 20 October 2025
Huawei Cloud CEO demoted over data falsification scandal
On October 18, 2025, Huawei's internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering "data falsification and economic misconduct." Zhang Ping'an, Executive Director and CEO of Huawei Cloud Computing BU, was demoted three levels, given the largest possible pay cut, and issued a severe warning — a rare move that underscores the gravity of the offense