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Friday 17 October 2025
Micron's alleged China exit signals accelerating G2 chip decoupling
Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two years after Beijing imposed a ban on Micron's products for use in "critical infrastructure," a decision widely interpreted as retaliation for US export restrictions on advanced chips and AI technologies
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Sunday 19 October 2025
Cisco reveals Taiwan lags behind SEA in AI readiness
Businesses are increasingly viewing AI as the key to future competitiveness amid the ongoing global AI boom, yet Cisco's third annual AI Readiness Index, released on October 15, 2025, has exposed a stark reality for Taiwan's tech sector
Sunday 19 October 2025
South Korea's Posco Future M signs largest-ever graphite deal with global carmaker
South Korean battery materials maker Posco Future M has signed its largest-ever supply agreement for natural graphite anode materials in a deal valued at KRW671 billion (US$472 million), marking a pivotal moment in the company's expansion beyond China-dependent supply chains
Sunday 19 October 2025
Foxconn relaunches energy arm to target China's energy storage market
Foxconn has officially rebranded its energy storage business in China as Fox EnerStor, marking a key milestone in its expansion across the new energy sector. The upgraded brand will debut on October 21, 2025, at the Zhengzhou Airport Economic Zone, where the company will unveil a suite of all-scenario energy storage system solutions designed for industrial and commercial applications
Sunday 19 October 2025
Telangana pitches Taiwan chipmakers with 80% subsidies, deep tech talent pool
India's Telangana state is intensifying efforts to attract semiconductor investments from Taiwan, with senior state officials meeting leading tech firms and research institutions in Taipei to explore potential collaboration
Sunday 19 October 2025
Behind the silicon curtain, China's tech illusion unravels
China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside observers, the actual situation in China continues to fuel curiosity and skepticism, prompting many to wonder what lies beneath the polished surface
Sunday 19 October 2025
JVs reclaim ground in China's auto market as local EV makers falter
China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers into aggressive discounting and export strategies to offload growing inventories, creating price pressures not only domestically but across global markets
Saturday 18 October 2025
Wuhan XMC's IPO hits wall: profit shock and China's new regulatory reality

Wuhan Xinxin Semiconductor Manufacturing Co. (XMC), a key subsidiary of YMTC, is under growing regulatory scrutiny as its once-promising bid for a STAR Market listing unravels into a drawn-out saga of earnings collapse, mounting depreciation, and tangled related-party dealings, according to reports from CLS, TMTPost, and Caixin

Saturday 18 October 2025
Vivo X300 reveals shift from hardware alliances to AI ecosystems among Chinese smartphone brands
Vivo has launched its X300 flagship series and the upgraded OriginOS 6 operating system, marking a milestone in research and innovation as the company enters its 30th anniversary in 2025. As the global smartphone market matures and demand growth slows, Vivo is reshaping its strategy—placing greater emphasis on ecosystem integration and AI development rather than hardware alone
Saturday 18 October 2025
ams OSRAM, Nichia expand patent alliance covering GaN LED and laser technologies
Global sensor leader ams OSRAM and LED powerhouse Nichia have expanded their two-decade intellectual property (IP) partnership through a new cross-license agreement. Signed by ams OSRAM CEO Aldo Kamper and Nichia President Hiroyoshi Ogawa, the pact grants mutual access to thousands of patents in gallium nitride (GaN) LED and laser technologies and, for the first time, extends coverage to advanced LED packaging and module designs such as matrix headlamp systems
Saturday 18 October 2025
Samsung expands EUV fleet to seize upcoming memory supercycle

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for its memory division alongside two high-numerical-aperture (High NA) EUV tools for its foundry arm. The move positions Samsung for the anticipated memory supercycle, as DRAM and high-bandwidth memory (HBM) manufacturers race to expand next-generation production capacity

Saturday 18 October 2025
Can AI clean up recycling? South Korea offers a glimpse
The global industrial focus is rapidly shifting toward the circular economy, making resource recycling a critical priority. South Korean startup SuperBin is at the forefront of this movement, leveraging sophisticated AI technology to fundamentally enhance recycling quality and develop high-grade recycled materials ready for industrial reuse
Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia continues to pressure suppliers to increase the bandwidth of sixth-generation high-bandwidth memory (HBM4), signaling that the HBM speed race will intensify
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades
Friday 17 October 2025
SenseTime links up with Cambricon to tighten China's AI supply chain
SenseTime has signed a strategic partnership with Cambricon Technologies to enhance software-hardware integration, boost chip compatibility, and advance the development of China's AI ecosystem
Friday 17 October 2025
Rebellions joins Arm Total Design to advance next-gen AI infrastructure
AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company to accelerate the development of customized, high-efficiency chips for next-generation AI data centers