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Tuesday 4 November 2025
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first quarter. The iPhone 17 series may become one of the best-selling models in years, so Apple may be prompted to accelerate its supply chain to meet demand
Tuesday 4 November 2025
Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand
Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products like DDR5 continue to rise, prompting industry expectations of a profit structure reversal
Tuesday 4 November 2025
Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net profit all expected to exceed previous estimates. The revision is mainly driven by orders for high-value-added products related to generative artificial intelligence (GenAI), far surpassing expectations
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor and RichWave Technology noting that Beijing's localization of network infrastructure chips is accelerating rapidly

Tuesday 4 November 2025
Samsung SDI reportedly in talks with Tesla for US-based energy storage batteries
Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects in North America
Tuesday 4 November 2025
Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and head of the Nomination Committee while retaining his roles as president and executive director
Tuesday 4 November 2025
Chinese PCB firms quietly advance next-gen CoWoP packaging
A significant divergence emerged as Taiwan and China concluded their major PCB industry exhibitions in late October 2025. While Taiwanese manufacturers focused on supply bottlenecks for copper-clad laminates (CCL) amid surging AI demand, Chinese firms shifted attention to their own PCB technologies for cloud and edge AI. They also revealed early work on a next-generation packaging breakthrough known as CoWoP
Tuesday 4 November 2025
China's Beidou satellites power a new era of homegrown navigation chips

As China completes the global deployment of its BeiDou-3 Navigation Satellite System, officials are now focused on exporting the technology under Beijing's "Belt and Road" initiative, signaling a shift from building the constellation to driving widespread international adoption. The move also opens a new frontier for China's navigation chipmakers, which see rising opportunities to challenge Western dominance in positioning and timing technologies

Tuesday 4 November 2025
Nvidia Blackwell chips expose policy-corporate divide on China exports
During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According to Reuters, these new chips are ten years ahead of their competitors, positioning the US ahead of the game. On the flip side of Trump's intentions to gatekeep valuable technology, Nvidia CEO Jensen Huang is encouraging cooperation because it serves everyone's best interests
Monday 3 November 2025
China's AI app users hit 700 million as most native apps lose ground
China's artificial intelligence (AI) mobile app sector has surpassed 700 million monthly active users (MAUs), yet a majority of AI-native apps are facing significant user losses, according to data from QuestMobile cited by the South China Morning Post. As of September 2024, AI-native apps—those built with AI at the core—and in-app services, which provide intelligent AI features, combined reached 729 million MAUs, increasing by nearly 50 million since June 2024. Despite this growth, nearly 60% of native AI apps saw user decline in the third quarter of 2024
Monday 3 November 2025
China's Big Fund III invests in Nantong Crystal to boost semiconductor materials supply chain
As China's 15th Five-Year Plan approaches, Big Fund III is accelerating its investments in core semiconductor materials and equipment sectors
Monday 3 November 2025
Humanoid robots and AI drive smart factory transformation in auto industry
With the electric vehicle market approaching maturity and growth momentum slowing, automakers are turning to artificial intelligence and robotics as the "second curve" of manufacturing transformation
Monday 3 November 2025
Samsung challenges Chrome dominance with new PC browser launch
Samsung Electronics has officially launched its new PC web browser, Samsung Internet PC, marking a major step in its effort to extend its mobile ecosystem to desktop platforms. The company said the browser aims to deliver a more personalized and connected user experience, with plans to evolve into an AI-powered browser in future updates
Monday 3 November 2025
In South Korea's 'Silicon Valley,' AI startups look beyond software
Just south of Seoul, a dense grid of R&D towers known as Pangyo Techno Valley has evolved from an industrial cluster into a crucial testbed for South Korea's artificial intelligence ambitions
Monday 3 November 2025
Nexperia China accuses Dutch parent of US$140 million debt
The Chinese arm of Dutch semiconductor maker Nexperia has publicly accused its headquarters of owing more than CNY1 billion (approximately US$140 million) in unpaid fees, escalating an already fraught dispute between the two sides over control and supply-chain operations