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Friday 31 October 2025
Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026
Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI servers and automotive electronics. The company aims to achieve double-digit growth next year
Friday 31 October 2025
50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing
Nvidia and Samsung Electronics have announced plans for an "AI Factory," a next-generation semiconductor manufacturing hub powered by over 50,000 Nvidia GPUs. The initiative marks a major leap in their 25-year partnership, evolving from memory supply and GPU collaboration into AI-driven chip production. Announced at the APEC Summit, the project embodies what Nvidia CEO Jensen Huang called "the dawn of the AI industrial revolution," where accelerated computing and semiconductor fabrication merge into one ecosystem
Friday 31 October 2025
China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's high-performance memory development. The company said its latest LPDDR5X modules reach speeds of 10,667Mbps, matching SK Hynix's premium chips launched in October 2024. This achievement marks China's first successful mass production at this performance tier and signals its growing self-reliance in advanced semiconductor memory manufacturing

Friday 31 October 2025
AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters reached CNY20.116 billion (approx. US$2.83 billion), with net profit attributable to the parent company at CNY860 million. Third-quarter net profit rose 95% year-over-year, signaling a strong rebound in market demand
Friday 31 October 2025
BYD profit plunges 33% as China EV price war squeezes margins

BYD reported a sharp 33% decline in third-quarter profit, highlighting the growing toll of China's intensifying electric-vehicle price war and renewed investor caution over the company's sales outlook

Friday 31 October 2025
Trump-Xi Busan deal pauses G2 trade war, but doubts linger
In April 2025, US President Donald Trump escalated the trade conflict with China by threatening tariffs as high as 145%, prompting a fierce response from Beijing, vowing to fight to the end. Following a rare direct meeting in Busan, South Korea, the two leaders reached a tentative agreement that could signal a pause in the hostilities, though doubts remain over its durability
Friday 31 October 2025
UMC and Samsung present advanced packaging trends at APDC 2025
STATS ChipPAC held the Advanced Packaging Developer Conference 2025 (APDC 2025) at Resorts World Sentosa Convention Center in Singapore to explore the future of semiconductor packaging. The forum invited experts from academia and industry, presenting many of STATS ChipPAC's blueprints for advanced packaging and testing technologies
Friday 31 October 2025
Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted, the two leaders steered clear of the Taiwan question and instead focused on easing specific trade frictions, including restrictions on US soybean exports to China and Chinese rare earth shipments to the United States
Friday 31 October 2025
China's high-end lithography imports shrink, unit prices soar
As the United States further tightens export controls on advanced semiconductor tools to China, customs data is revealing how the industry is adjusting. China's semiconductor equipment imports are shifting toward a "fewer but higher-end" strategy, with lithography tool volumes declining even as prices surge. The trend marks a calculated move toward selective, high-value procurement and greater technological control
Friday 31 October 2025
Google offers 18-month free Gemini AI access to Jio users in India
According to Reuters, Google will provide 18-month free access to its Gemini AI service for all 505 million subscribers of India's Reliance Jio, a move aimed at accelerating the adoption of its AI tools in the country. The offer includes the advanced AI model, two terabytes of cloud storage, and image and video generation capabilities, normally priced at INR35,100 (approx. US$399). Early access will begin with 18- to 25-year-old users on selected plans before expanding to all Jio customers
Friday 31 October 2025
Samsung Foundry rebounds on Tesla, Qualcomm orders
Samsung Electronics' foundry unit has recently secured major customer orders, signaling a recovery in progress. With clients like Tesla and Qualcomm joining, the company appears poised to move into a full rebound phase
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic," signaling renewed optimism after a soft September quarter
Friday 31 October 2025
Beijing’s orbit of influence expands with Pakistan’s latest satellite launch

China successfully launched its Kinetica-1 rocket this week, sending two Zhongke satellites and Pakistan's PRSC-HS1 remote-sensing satellite into orbit — the third Pakistani satellite China has helped deploy since 2025. The mission underscores Beijing's deepening cooperation with Islamabad in space and its growing ambitions in the global commercial launch market

Friday 31 October 2025
Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion
Australian rare earths producer Lynas Rare Earths announced plans to increase heavy rare earth processing capacity at its Malaysian facility to meet growing market demand. The company will invest MYR500 million (approx. US$120 million) to construct a new plant capable of processing 5,000 tons of heavy rare earth feedstock annually
Friday 31 October 2025
Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology order. It marked their first meeting since Trump's return to the White House and their second in six years, a long-awaited rematch that drew worldwide attention