Taiwan has ordered a halt to imports of China-made fiberglass silicone sleeves, saying that opening the market to such products would cause a major adverse impact on related industries.
Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls were imposed in 2019 to build an independent supply system spanning chips, operating systems, basic software, and materials. He said Huawei has now essentially broken free from dependence on US technology.
South Korean health tech company Witchbox is extending AI posture analysis into gym operations management, using its iPosture Pro platform to integrate body assessments, workout programs, and member tracking as competition in the category intensifies. The company has already built a Pilates education partnership base in Taiwan and now wants to work with local channels and hospitals to expand brand visibility and use cases.
Samsung Electronics is expanding its memory testing footprint beyond South Korea with a US$4.08 billion project in Vietnam, adding another back-end and export base as tight DRAM and NAND supply increases the value of geographic diversification.
The Federal Reserve raised rates by 1 quarter point in September, and with the standoff between the US and Iran still unresolved and US inflation remaining elevated, markets expect the Fed could keep tightening before year-end. The move comes as US mortgage rates have already climbed above 7%, while pressure on consumers would intensify if inflation fails to return to the 2% target.
AMD is broadening its Korean partnerships from memory procurement to AI infrastructure and research, as chief executive Lisa Su seeks the supply and technology cooperation needed for the company's planned 2027 expansion in chip shipments.
Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month, as component shortages slowed customer pull-ins from cloud service provider orders. The company said underlying demand remained intact and was only delayed, while new products from major cloud clients continued to make a meaningful contribution to sales.
Acer's subsidiary Acerpure reported record quarterly and nine-month revenue for 3Q26, driven by strong demand for air conditioners in India and Indonesia and continued growth in its TV business in India. The company said its overseas home-appliance expansion is gaining traction across Southeast Asia.
An investigation by a South Korean lawmaker's office revealed that former Samsung Electronics and SK Hynix personnel who transitioned to Chinese DRAM maker ChangXin Memory Technologies (CXMT) spanned key stages of semiconductor development and mass production, including circuit design, process integration, and defect analysis. The group notably included engineers with experience in high-bandwidth memory (HBM) design and advanced packaging.
Huawei and Qualcomm announced on Oct. 5 that they had signed a multi-year patent licensing agreement covering technologies including 5G, computing, AI and networking.
AMD CEO Lisa Su moved from supply-chain talks in Taiwan to South Korea this week, broadening the chipmaker's Asia push from efforts to secure more CPU, GPU and advanced-wafer capacity to building an open computing ecosystem around its processors, Korean AI accelerators and software.
Towa plans to build a new factory in Kyoto Prefecture to produce assembly and packaging equipment for advanced semiconductors used in artificial intelligence applications.
Taiwanese integrated circuit (IC) design firms report that passing on costs to customers will likely continue through 2027 as upstream foundry and outsourced semiconductor assembly and test (OSAT) price hikes take shape.
The global artificial intelligence landscape is witnessing an accelerating divide. While Silicon Valley grapples with escalating safety debates and regulatory friction, Chinese tech developers are rapidly deploying lightweight models and domestic chips. Simultaneously, European players are stepping up to claim AI sovereignty through open-weight models designed for critical enterprise infrastructure.
Chinese AI company Z.ai is expanding its overseas commercialisation through Amazon Bedrock, with AWS adding GLM-5.3 on October 6 and sharing revenue with Z.ai based on model usage.
