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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
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
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
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

Friday 31 October 2025
Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute
Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first nine months of the year. The company expressed concerns that the ongoing Nexperia dispute may cause customers to stockpile excess semiconductor inventories, potentially disrupting market stability in early 2026
Thursday 30 October 2025
Trump concludes Asia tour with rare earth and tech deals
US President Donald Trump has ended his six-day trip to Asia
Thursday 30 October 2025
AMEC reports 46% sales jump on strong etching, thin-film tool momentum
Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) reported strong growth in the first three quarters of 2025, driven by surging demand for its etching and thin-film deposition equipment used in advanced logic and memory chip production
Thursday 30 October 2025
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and heavy capital spending converge in a more competitive landscape. The company's strategy reveals how it plans to stay ahead of SK Hynix and Micron Technology
Thursday 30 October 2025
South Korea agrees to US energy investments in exchange for tariff reductions
US President Donald Trump has approved South Korea's construction of a nuclear-powered submarine at the Philadelphia Naval Shipyard in an effort to strengthen their alliance. South Korea will pay US$350 billion in exchange for a reduction in tariffs and will make large-scale purchases of US oil and natural gas. Its total investment in the US is expected to exceed US$600 billion
Thursday 30 October 2025
Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts
Thursday 30 October 2025
Hanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent dispute
Korean media have confirmed that Hanwha Semitech, previously sued by Hanmi Semiconductor for patent infringement, has now filed a counter-lawsuit against Hanmi, accusing Hanmi's HBM TC Bonder core technology of infringing its patents