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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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Wednesday 22 October 2025
China's DRAM awakening? CXMT plans Shanghai IPO, targets US$42B valuation

CXMT, China's leading DRAM maker, plans to launch an IPO in Shanghai as early as the first quarter of 2026, targeting a valuation of up to CNY300 billion (US$42.1 billion), according to Reuters, Gelonghui, and Sina. The planned listing underscores Beijing's drive for semiconductor self-sufficiency as Washington tightens restrictions on China's access to advanced chip technologies

Wednesday 22 October 2025
China's AI glasses are prototypes no more: Alibaba, Baidu just made them a market
The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's AI glasses market is heating up fast, with Alibaba and Baidu ready to debut their own models within six months, marking the start of true industrialisation and a coming shake-up from brands to the supply chain
Wednesday 22 October 2025
Huawei's AI redemption: Richard Yu rallies global talent after PanGu fallout
As the US-China AI rivalry heats up, Huawei Executive Director and Chairman of the Board of Directors of the Consumer BG, Richard Yu, has announced a "Global Top AI Talent Recruitment Order" on Weibo, declaring Huawei's plan to form a world-class AI team to build leading large models and pursue the summit of artificial general intelligence (AGI)
Wednesday 22 October 2025
Samsung Exynos 2600 set to return in Galaxy S26 flagship smartphones
Samsung Electronics will begin mass production of its next-generation mobile application processor (AP), the Exynos 2600, in November 2025, according to several South Korean media outlets. Reports indicate the Exynos 2600 is highly likely to be used in the upcoming Galaxy S26 series smartphones. Notably, the neural processing unit (NPU) performance of the Exynos 2600 is reportedly more than six times faster than Apple's A19 Pro
Wednesday 22 October 2025
China's genAI users double in 1H25 amid domestic dominance
China's generative artificial intelligence (AI) sector experienced rapid expansion in the first half of 2025, with the number of generative AI users reaching 515 million, representing a nearly 100% increase since the end of 2024
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a strong recovery in its semiconductor business. However, as its memory division expands shipments and market share rebounds, industry observers have shifted their attention to whether its stagnant non-memory businesses, namely foundry and system LSI, can stage a turnaround
Wednesday 22 October 2025
GenAI gives China’s smartphone market a surprise rebound
China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government subsidies for ICT terminal products, a wave of new device launches from major brands, and the boost from generative AI (GenAI) technologies, total smartphone shipments through July declined only slightly by 1.1% compared to 2024
Wednesday 22 October 2025
Japan to appoint first female prime minister, pledges support for AI and chip industries
Sanae Takaichi, president of Japan's Liberal Democratic Party (LDP), was appointed as the country's new prime minister on October 21, 2025, with cabinet formation to follow. This will mark the first time in Japan's constitutional history that a woman holds the premiership
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