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Thursday 18 September 2025
Japanese chipmakers abandon legacy lines, rattling automakers
As the world races ahead with cutting-edge advances in artificial intelligence, the automotive sector faces a quieter but potentially disruptive challenge: the slow, steady disappearance...
Thursday 18 September 2025
Murata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B
Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural...
Thursday 18 September 2025
Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip
Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already...
Thursday 18 September 2025
Commentary: China's tech industry eyes global expansion at homegrown expos
A pair of major technology expositions in China has concluded, offering a look into the country's tech supply chain, which is navigating US trade tensions with a firm commitment to...
Thursday 18 September 2025
Holiday shopping season cooling off? Taiwan IC design houses' confidence in 2H25 operations wanes
As the third quarter of 2025 draws to a close, a consensus has formed within Taiwan's IC design industry that overall demand remains weak. Notably, an increasing number of chipmakers...
Wednesday 17 September 2025
Song Chuan Precision shifts focus to new energy and AI to drive growth
With increasing demand in artificial intelligence (AI), electric vehicles (EVs), and new energy sectors, relay manufacturer Song Chuan is transforming its business model to capitalize...
Wednesday 17 September 2025
BYD and AITO to lead China's overseas EV push
The competition in China's new energy vehicle (NEV) industry has reached a fever pitch. While domestic automakers continue to meet surging demand at home, they are now rapidly expanding...
Wednesday 17 September 2025
SK Hynix leads South Korean companies in operating profit and tax payments in 1H25
In the first half of 2025, SK Hynix recorded the highest operating profit and the largest corporate tax payment among South Korean companies. The surge in demand for high-bandwidth...
Wednesday 17 September 2025
Memory prices surged in 4Q25, defying seasonal trends as AI drives demand
Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline...
Tuesday 16 September 2025
CoreWeave secures US$6.3B Nvidia deal to backstop AI cloud capacity
CoreWeave, the US AI data center operator, announced a US$6.3 billion deal with investor Nvidia that will guarantee demand for its cloud computing capacity through 2032.
Tuesday 16 September 2025
Zolix navigates Chinese market oversupply with global expansion
Zolix, a major Chinese supplier of precision optical instruments and mechanical control technologies, is expanding its domestic and international presence despite macroeconomic challenges,...
Tuesday 16 September 2025
China's tech sector drives growth in low-altitude drone economy amid regional industrial shifts
China's technology industry is witnessing a surge in demand for domestic production and automation equipment, driven by broad environmental trends. The development pace differs across...
Tuesday 16 September 2025
South Korea's August ICT exports hit record high, Taiwan surge drives growth
South Korea's information and communications technology (ICT) exports in August 2025 reached a record high for the period compared to previous years. Due to rising memory semiconductor...
Tuesday 16 September 2025
Chinese OLED panel makers ramp up investments in 8.6G lines, boosting equipment demand
Chinese display manufacturers are significantly increasing investments in 8.6G OLED panels for IT applications. These investments, set to accelerate from the second half of 2025 through...
Tuesday 16 September 2025
CSPs' shift to eSSDs set to cause QLC NAND Flash shortage by 2026
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting...