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Tuesday 4 November 2025
Taiwan rolls out new measures to sustain manufacturing edge amid labor shortages
Following multiple rounds of negotiation and the successful "Trump–Xi summit," US–China trade tensions have eased, reflecting a cautiously resilient yet competitive relationship. Nonetheless, Washington's stringent technology sanctions and containment policies toward Beijing remain firmly in place. Consequently, Taiwanese firms operating between the two powers must navigate carefully to avoid falling under US extraterritorial jurisdiction.
Tuesday 4 November 2025
Quantum computing hits key turning point as Nvidia and partners drive real-world applications
The quantum computing industry is at a critical inflection point, shifting from "scientific fantasy" to practical industrial application, driven by major breakthroughs in quantum error correction (QEC) technology. This shift was a focal theme of Nvidia CEO Jensen Huang's keynote at the recent GTC conference in Washington.
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors (MLCCs), and inductors to US data centers as part of a US-Japan government initiative announced on October 28, 2025.
Tuesday 4 November 2025
China's carmakers turn to AI robots to reinvent the factory floor
As automakers worldwide accelerate toward smarter factories, China's carmakers are moving at an unprecedented pace to deploy artificial intelligence-powered robots across their production lines. Their efforts fall broadly into three strategic categories—future warriors, digital sentinels, and logistics troops—all sharing a single goal: to harness general intelligence to enhance production speed, industrial efficiency, and scalable manufacturing power.
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion. However, this figure remains below the market consensus of JPY602.1 billion.
Monday 3 November 2025
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in the country’s fast-growing AI market.
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.
Monday 3 November 2025
India triples rare-earth incentives as China eases export curbs
India is preparing to nearly triple incentives for rare-earth magnet manufacturing to over INR70 billion (US$788 million) as part of efforts to reduce reliance on China. The move comes just days after Beijing agreed to relax export restrictions following the latest US-China trade deal, easing immediate supply pressures.
Monday 3 November 2025
US signs critical minerals cooperation MOUs with Thailand and Malaysia amid domestic concerns
The ASEAN summit concluded on October 28 with US President Donald Trump signing memorandums of understanding (MOUs) on critical minerals cooperation with Thailand and Malaysia. The agreements have raised concerns domestically in both countries, prompting official responses to clarify their implications.
Monday 3 November 2025
Radiant builds unprecedented team, eyes 2027 for meta-optics launch
Backlight module leader Radiant Opto-Electronics has completed three acquisitions within two years, forming what Chairman Justin Wang calls an unprecedented team. With key technologies secured, the company plans to focus on integration and aims to begin mass production of meta-optic products by 2027.
Monday 3 November 2025
US becomes largest production base for South Korean's top conglomerates
South Korea's major corporate groups have significantly expanded their production assets in the US over the past eight years, overtaking China and Vietnam as the leading overseas manufacturing hub. Data from CEO Score, cited by CEO Score Daily and Newsis, shows the top ten conglomerates increased their combined overseas production assets from KRW209.2 trillion (US$146.27 billion) in 2016 to KRW490.7 trillion by the end of 2024.
Sunday 2 November 2025
Research Insight: LiDAR goes mainstream as prices plunge and China tightens grip on market

Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry's transition from early validation to large-scale commercialization.

Saturday 1 November 2025
China’s rare earth squeeze reaches a turning point in the global tech standoff
Rare earth elements (REEs), comprising 17 chemical elements including the 15 lanthanides from lanthanum (La, atomic number 57) to lutetium (Lu, 71), plus scandium and yttrium, are essential materials with unique optical, electrical, magnetic, and catalytic properties. Often called "industrial vitamins" or "industrial gold," REEs are indispensable in many high-tech industries.
Saturday 1 November 2025
Taiwan’s quantum talent gap widens as Dutch model highlights what’s missing
At a seminar held on April 28, 2025, by Taiwan's Industrial Technology Research Institute (ITRI), experts highlighted the stark contrast in quantum talent development and industry application between Taiwan and the Netherlands. Jeff Lin, general director of ITRI's Industry, Science and Technology International Strategy Center, noted that although the Netherlands has a population of 18 million and produces about 200 quantum master's and PhD graduates annually, Taiwan—with 23 million people—only trains around 50 quantum specialists each year. Moreover, Taiwanese quantum talents often find it difficult to secure relevant jobs.
Friday 31 October 2025
Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market
Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.
Friday 31 October 2025
Column: How Taiwan recyclers gain from China's rare earth curbs?
China's expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan's firms a chance to boost sustainable material recovery technologies.
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all three: a sharp increase in planned capital expenditures. The world's largest tech firms are accelerating investment in infrastructure and AI hardware, even as they trim headcount in other divisions.

Friday 31 October 2025
What US-China trade breakthrough was reached in Busan?
US President Donald Trump and Chinese President Xi Jinping met in South Korea on October 30, 2025, to announce a trade agreement that paused months of escalating tensions between the two countries. The nearly two-hour meeting in Busan formalized a framework addressing tariffs, rare earth exports, and other key issues. Both leaders expressed cautious optimism about the future of economic relations.
Friday 31 October 2025
Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure
As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual GPU Technology Conference (GTC) emerging as a critical platform for technology players worldwide. Foxconn, a longstanding Nvidia partner, has intensified its collaboration from hardware manufacturing to system integration, underlining its growing role in the AI supply chain.
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
Compal to expand server manufacturing in Texas
Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce Compal's North American market presence and improve supply chain robustness amid evolving global challenges.
Friday 31 October 2025
Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion
Australian rare earths producer Lynas Rare Earths announced plans to increase heavy rare earth processing capacity at its Malaysian facility to meet growing market demand. The company will invest MYR500 million (approx. US$120 million) to construct a new plant capable of processing 5,000 tons of heavy rare earth feedstock annually.
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.

Thursday 30 October 2025
Arm, AMD, and Nvidia join OCP board as AWS remains absent
Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as Meta, Google, Intel, and Microsoft to drive innovation in open and interoperable designs for AI data centers.
Thursday 30 October 2025
Microsoft's AI engine accelerates with record growth and expanding partnerships
Microsoft kicked off its 2026 fiscal year with another blockbuster quarter. First quarter fiscal 2026 revenue reached US$77.7 billion, up 18% year-over-year, while operating income surged 24% and earnings per share climbed 23% to US$4.13. The company's AI-driven momentum continued to build, with Microsoft Cloud revenue up 26% to US$49.1 billion, reflecting both unprecedented demand and a deepening integration of generative AI across its ecosystem.