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Tuesday 21 October 2025
South Korea's APEC CEO Summit to spotlight AI
The Asia-Pacific Economic Cooperation (APEC) CEO Summit will take place from October 28-31, 2025, in Gyeongju, South Korea, gathering about 1,700 global business and economic leaders including Nvidia CEO Jensen Huang and AWS CEO Matt Garman. The event is expected to highlight both the geopolitical tensions between China and the US as well as place a strong focus on technology innovation, particularly artificial intelligence (AI)
Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun said demand from major AI server chipmakers remains strong, driving Taiwan’s IC substrate leaders to commit billions of New Taiwan dollars to capacity expansion. Combined with EFM’s push to diversify its product portfolio, the company expects steady growth momentum ahead
Tuesday 21 October 2025
South Korea eyes Taiwan offshore wind bidding model to lower renewable energy PPA barriers
Advancing RE100 commitments has become a critical goal for the global tech industry, but South Korean companies face complex processes and steep costs in power purchase agreements (PPAs), pushing many toward simpler green premium schemes with limited carbon reductions. Industry and academia are now looking to Taiwan's offshore wind auction strategy as a successful model that reduces corporate procurement pressure
Tuesday 21 October 2025
SK Hynix hits profit milestone that puts Samsung on notice
SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after Samsung to hit that benchmark. Analysts foresee the memory upcycle lasting several years, fueling an intensifying race between the two Korean chip giants as they keep rewriting industry records
Tuesday 21 October 2025
Global govts fill funding gap as private space investors retreat
As the global space investment boom shows signs of slowing, startups across Asia and Europe are turning increasingly to public funds to sustain momentum in aerospace innovation. According to Nikkei and research from Greenberg Traurig, lower-than-expected returns and limited exit opportunities have made private investors more cautious about space ventures. In this funding vacuum, governments are stepping up as the primary backers of space-related innovation
Tuesday 21 October 2025
Huawei's HarmonyOS 6 targets AI-hardware convergence
Huawei's Terminal Business Group plans to unveil HarmonyOS 6, the latest version of its operating system, on October 22, 2025. Analysts see the launch as a signal of Huawei's push beyond consumer electronics: expanding HarmonyOS deployment in government, enterprise, and industrial fields while tightening its link with PC commercialization, AI computing infrastructure, and sector-specific applications
Tuesday 21 October 2025
Samsung's HBM4 business shows promise as 1c DRAM yield nears 80%
Samsung Electronics has boosted its sixth-generation 1c DRAM yield to nearly 80%, enhancing its HBM4 competitiveness. Production is ramping up at the Pyeongtaek plant, with tests alongside Nvidia set for results by November 2025
Tuesday 21 October 2025
China races to cut ASML reliance: AMIES unveils lithography lineup
China's semiconductor industry is stepping up its drive for self-sufficiency. In its latest move, AMIES Technology, a subsidiary of Shanghai Micro Electronics Equipment (SMEE), introduced new lithography, laser annealing, inspection, and wafer bonding systems designed to reduce China's dependence on Dutch lithography leader ASML
Tuesday 21 October 2025
China challenges India's local-content incentives in EV and battery sectors at WTO
China has filed a formal complaint at the World Trade Organization (WTO) against India over a series of incentive programs that Beijing says unfairly favor domestic goods over imports in the automotive and renewable energy technology sectors. The request for consultations, dated October 15, 2025, marks the latest trade friction between the two countries as they compete for dominance in green technology and electric vehicle (EV) manufacturing
Tuesday 21 October 2025
Can Samsung's Moohan XR break Meta's hold and match Apple's Vision Pro?
Ahead of Samsung Electronics' October 22, 2025, unveiling of its first extended reality (XR) headset, Apple preemptively launched an upgraded version of its mixed reality (MR) device, the Vision Pro, powered by the new M5 chip. The refreshed model maintains its predecessor's price, signaling a renewed showdown in the head-mounted display arena
Tuesday 21 October 2025
China's eSIM rollout hits snags as iPhone Air sparks policy growing pains
Apple's iPhone Air, the first smartphone in China without a physical SIM slot, ushers in the country's long-awaited eSIM era. But despite the milestone, eSIM adoption in China remains stuck in a testing phase. Regulatory limits, cumbersome activation steps, cross-province restrictions, and complicated device transfers continue to frustrate users, highlighting the gap between technological readiness and policy execution
Monday 20 October 2025
Silan Microelectronics to build US$2.8B analog IC plant in Xiamen

Silan Microelectronics has signed a strategic cooperation agreement with the Xiamen Municipal Government and Haicang District Government to build a 12-inch high-end analog integrated circuit manufacturing plant in Xiamen, Securities Times reported. The project marks a significant step in expanding Silan's integrated device manufacturer capabilities and strengthens its partnership with Xiamen, following a CNY12 billion (approx. US$1.68 billion) SiC power device fab launched last year

Monday 20 October 2025
Huawei Cloud CEO demoted over data falsification scandal
On October 18, 2025, Huawei's internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering "data falsification and economic misconduct." Zhang Ping'an, Executive Director and CEO of Huawei Cloud Computing BU, was demoted three levels, given the largest possible pay cut, and issued a severe warning — a rare move that underscores the gravity of the offense
Monday 20 October 2025
SiCarrier builds a new semiconductor arsenal: EDA tools, 3nm testing, and EUV patents
Shenzhen SiCarrier Technologies, a fast-rising semiconductor equipment firm closely linked to Huawei, is once again making headlines with a surge of breakthroughs and strategic moves. From electronic design automation (EDA) tools and 90 GHz ultra-high-speed oscilloscopes to new semiconductor material patents by its subsidiary Zhuhai Skyverse Technology, SiCarrier is emerging as a key driver of China's quest for technological independence in advanced chipmaking
Monday 20 October 2025
China's rare earth clampdown reopens fault lines in US trade relations
China's rare earth exports plunged in September 2025, reflecting deepening tensions between Beijing and Washington as the world's dominant supplier of strategic minerals tightens its grip on resources essential to electric vehicles, defense equipment, and advanced technologies