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Tuesday 11 November 2025
Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades of rivalry to create an alternative power center in the chip industry
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Wednesday 12 November 2025
Kakao Mobility eyes role as platform integrator for AI-driven UAM commercialization
Urban air mobility (UAM) is regaining attention with advances in hardware technology, but successful commercial operation hinges on integrating information systems for airspace management, operational scheduling, and ground transfers. Kakao Mobility emphasizes its shift from an operator to a platform integrator, leveraging platform experience, data accumulation, and AI technologies to shape the emerging ecosystem
Wednesday 12 November 2025
Nexperia crisis triggers IC design supply chain reshuffle
The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation will demand greater diversification in chip sourcing. In the future, more customers from different application fields are also expected to accelerate the adoption of multiple suppliers
Wednesday 12 November 2025
Silicon Valley startups turn to Chinese AI models amid performance and cost benefits
Several Silicon Valley startups and venture capitalists are increasingly adopting Chinese artificial intelligence (AI) models for their products and services, citing practical advantages such as affordability, speed, and effectiveness. This shift marks a subtle realignment in the US-China AI competition, as Chinese open-source models gain traction among American technology firms
Wednesday 12 November 2025
Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results
Major semiconductor equipment makers in China reported mixed results in the third quarter of 2025. Naura posted the highest revenue in the third quarter of 2025, while Piotech delivered the fastest growth, with sales surging 82% quarter-over-quarter and 124% year-over-year. Other Chinese semiconductor equipment makers reported mixed results amid uneven demand across product segments
Wednesday 12 November 2025
HP pushes MJF 3D printing as mainstream technology for commercial drone manufacturing
As drones see ever-expanding applications from military surveillance to logistics, agriculture, disaster relief, and medical transport, a growing challenge for the drone industry is to manufacture lightweight airframes faster and at lower cost. To address this issue, Hewlett-Packard (HP) is advancing its Multi Jet Fusion (MJF) 3D printing technology, which has already demonstrated tangible results from the prototyping phase to volume production
Wednesday 12 November 2025
EU moves to ban Chinese telecom gear, push unified cybersecurity standards
The EU is actively discussing legislation to prohibit Chinese telecommunications equipment from entering member states, aiming to strengthen regional information security defenses and mitigate potential cyber risks
Wednesday 12 November 2025
DB HiTek rides power management chip boom to strong 3Q25 growth
South Korean foundry DB HiTek reported provisional results, showing that its revenue for the third quarter of 2025 reached KRW374.7 billion (approx. US$256 million), while operating profit soared to KRW80.6 billion, fueled by robust demand for power management semiconductors
Wednesday 12 November 2025
Chinese EVs force Japanese automakers out of Southeast Asia into India
Chinese electric vehicle manufacturers are reshaping the global automotive market in 2025, with BYD successfully penetrating Southeast Asian markets long dominated by Japanese automakers. This expansion is escalating competition and forcing strategic shifts among incumbents
Wednesday 12 November 2025
CXMT and Tesla's chip plans challenge South Korea's semiconductor lead
South Korea's semiconductor industry, boosted by AI-driven HBM memory demand, faces challenges as China's CXMT speeds up HBM3 production and Tesla plans to create its own wafer fab for chip self-sufficiency
Wednesday 12 November 2025
ASML opens South Korea campus to deepen Samsung, SK Hynix ties
ASML CEO Christophe Fouquet visited South Korea to mark the opening of the company's new campus in Dongtan, Hwaseong City, Gyeonggi-do province. The facility is designed to accelerate cooperation with local semiconductor giants Samsung Electronics and SK Hynix on next-generation technologies
Wednesday 12 November 2025
China leads global 6G patent applications
At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global 6G patent applications, ranking first in the world. In the field of AI patents, China also leads globally with a 60% share
Wednesday 12 November 2025
Luxshare speeds into AI server market with 800G SiPh, liquid cooling rollout
Luxshare Precision Industry Co., a major Chinese electronics manufacturer, is fast-tracking its expansion into the AI server supply chain. On November 11, 2025, the company announced that its 800G silicon photonics (SiPh) modules have entered mass production, while 1.6T-class versions are under customer validation, reflecting stronger momentum in high-speed interconnects and AI data center applications
Wednesday 12 November 2025
China's EV makers slash prices again, testing the limits of profit and innovation

In this partnership, GAC handles vehicle production, JD.com manages exclusive online sales and data operations, and CATL supplies the batteries and swap technology. The compact sedan features a 2,750 mm wheelbase, comes standard with Huawei's in-car system, Bluetooth key access, and over-the-air (OTA) software updates

Wednesday 12 November 2025
China eases EV subsidies, halves purchase tax to cool overheated market
China has announced a major shift in its new energy vehicle (NEV) purchase tax policy, signaling a new phase for the nation's electric vehicle (EV) market. Starting January 1, 2026, NEV buyers will lose full tax exemption but still benefit from a 50% reduction
Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline