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Monday 17 November 2025
Apple's 15% truce with Tencent: A small cut, a big shift
Apple and Tencent Holdings Ltd. have reportedly reached a preliminary agreement to lower Apple's revenue share on WeChat mini games and mini programs to around 15%, with Apple handling...
Sunday 16 November 2025
Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut
Samsung Electronics has reportedly set its sales targets for the next-generation foldables—Galaxy Z Fold8 and Flip8—aiming for roughly a 10% increase over the Galaxy Z...
Sunday 16 November 2025
Semco eyes big tech deals in the glass substrate boom
Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough...
Sunday 16 November 2025
Samsung and LG discuss future mobility with Mercedes-Benz

Top executives from Samsung Electronics and LG Electronics held separate high-level meetings in Seoul with Mercedes-Benz CEO Ola Källenius,...

Sunday 16 November 2025
Ability Enterprise eyes new SoC development integrating neural network engine
Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across...
Sunday 16 November 2025
China's economy faces multiple pressures as investment uncertainty rises
The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry...
Saturday 15 November 2025
China fine-tunes its Thousand Talents campaign to lure South Korean scientists
China's talent-recruitment efforts in South Korea's science and technology sector are entering a far more targeted phase. Under the Thousand Talents Plan (TTP), Beijing is reportedly...
Saturday 15 November 2025
Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall...
Friday 14 November 2025
SK Hynix reportedly to order HBM4 equipment, accelerate mass production
SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule...
Friday 14 November 2025
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast....
Friday 14 November 2025
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...
Friday 14 November 2025
SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious
SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers...
Friday 14 November 2025
China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China's effort to end foreign control...

Friday 14 November 2025
SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency,...
Friday 14 November 2025
China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...