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Can a new US-China deal reset global trade tensions?

India triples rare-earth incentives as China eases export curbs

TSMC unveils four-year price hike for advanced chips starting 2026

MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth

Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan

Electric Vehicles

NOV

3

2025

RichWave sees strong growth in Wi-Fi 7 shipments, driving improved margins and revenue

Weekly news roundup: Samsung launches aggressive price-cut strategy to catch up in HBM; Intel shifts assembly and testing to Vietnam

Yageo reports AI-driven revenue growth and steady outlook for 4Q25

Tong Hsing Electronics eyes growth engines to revive 2026 operations

Advanced Power Electronics sees strong DC fan MOSFET demand

US signs critical minerals cooperation MOUs with Thailand and Malaysia amid domestic concerns

From protest to persuasion: how Silicon Valley learned to talk to Trump

Tongfu Microelectronics taps AMD synergy to command the AI packaging frontier

Supply disruptions push Nissan into fiscal-year deficit

Samsung’s 2nm Tesla gamble: a long shot or a long-awaited comeback?

Radiant builds unprecedented team, eyes 2027 for meta-optics launch

BenQ Materials eyes steady medical growth, turns cautious on display market

US becomes largest production base for South Korean's top conglomerates

AI chip packaging complexity drives surge in equipment orders

Silicon Motion beats guidance with strong revenue on growing NAND demand

Win Semiconductor back in the black on US smartphone, 3D sensor demand

Battle for the sky: Taiwan’s top carriers vie to bring Amazon’s Kuiper online

Moore Threads secures CSRC approval for IPO, set to become China's first AI GPU listing

Huawei server spin-off xFusion eyes IPO after four years of rapid growth

Parade sees strong 3Q25 growth, braces for 4Q25 dip on tariffs

Realtek reports revenue decline, maintains cautious outlook amid tariff concerns

Taiwan crafts balanced AI regulations as EU enforces strict AI Act and global frameworks diverge

NOV

2

2025

Research Insight: LiDAR goes mainstream as prices plunge and China tightens grip on market

Energy storage demand surges, driving new growth for Taiwan’s power technology sector

AI, satellites, and 6G drive Taiwan’s next wave of telecom innovation

Samsung's Exynos 2600 chips challenge Apple and Qualcomm in early benchmarks

OpenAI and Oracle partner to build 1GW data center campus in Michigan

LG AI Research sees low risk of AI bubble, accelerates business transformation with EXAONE model

Nvidia strengthens South Korea ties, turning AI drive into geopolitical strategy

Taiwan energy firms shift from equipment to integrated solutions in net-zero push

NOV

1

2025

China signals conditional easing on Nexperia exports as Washington moves to broker deal

Siemens turns to software to manage AI’s power surge

Jensen Huang's Seoul dinner with Samsung, Hyundai chiefs sparks 'AI Korea' speculation

Taiwan researchers develop tool to block harmful GenAI content

Dell Taiwan sees 2025 as AI’s long-awaited turning point after years of mixed results

AUO pushes integrated solar-storage solutions amid surging post-grid demand

Taiwan solar maker pushes storm-proof technology and niche strategy in U.S. and Japan markets

LandMark eyes strong SiPh growth with rising long-term orders

U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers

AI-driven energy integration gains momentum across Taiwan, Japan, and Southeast Asia

Japan accelerates HAPS and Ka-band networks as South Korea eyes LEO self-reliance

China’s rare earth squeeze reaches a turning point in the global tech standoff

Nvidia emerges as TSMC's first A16 customer, while Apple may skip to A14

Taiwan’s quantum talent gap widens as Dutch model highlights what’s missing

Taiwan analytics firm wins Canadian telecom deal, marking North American debut

OCT

31

2025

Why SK Hynix skipped the fried chicken and beer summit

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier

Linde LienHwa drives Taiwan into the hydrogen era with first fuel cell truck

Massive US investment highlights Texas Instruments' push for manufacturing resilience

50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Yageo sees 12.9% profit rise in 3Q25 driven by AI demand

AUO adopts conservative 4Q25 outlook but optimistic for 2026

Europe braces, Honda halts output in widening Nexperia crisis

Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges

Column: How Taiwan recyclers gain from China's rare earth curbs?

China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

What US-China trade breakthrough was reached in Busan?

Elan Microelectronics advances AI strategy with new smart campus, expanding product lines

ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026

Shennan Circuits and China’s PCB sector gear up for the space economy

Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside

Onsemi introduces vertical GaN semiconductors for AI and electrification applications

BYD profit plunges 33% as China EV price war squeezes margins

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals

Samsung's 3Q25 home appliance and TV units show weakness, eyes AI formula from mobile success

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

Samsung mobile business sees nearly 30% profit rise in 3Q25, boosted by foldable sales

ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25

TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue

MCU maker Holtek rebounds strongly, riding security and health momentum into 2026

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

Trump-Xi Busan deal pauses G2 trade war, but doubts linger

AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta

Acoustoelectric maker Primax maps global expansion with AI sensor tech

Taiwan advances vehicle safety standards with upgraded crash testing program

HDRE pivots to Japan, Australia energy storage as Taiwan market stalls

CWTC sees stable 4Q25 operations as IC and LED leadframe price hikes take effect

CHPT eyes 2026 US orders amid slight 4Q25 revenue dip

LGD posts profit in 3Q25, eyes full-year turnaround

UMC and Samsung present advanced packaging trends at APDC 2025

Commentary: Trump-Xi meeting leaves core tech conflicts unresolved

Apple posts record iPhone revenue despite supply constraints

China's high-end lithography imports shrink, unit prices soar

Lam Research ramps up ultra-low temperature etching for next-generation 1,000-layer NAND

Google offers 18-month free Gemini AI access to Jio users in India

Intel eyes SambaNova in potential AI chip deal

Compal to expand server manufacturing in Texas

Delta Electronics sees AI boom stretch power and cooling capacity to the limit

Samsung Foundry rebounds on Tesla, Qualcomm orders

Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy

Tim Cook sees China growth returning on strong iPhone 17 momentum

Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions

Apple eyes record holiday quarter as iPhone and services momentum build

Amazon’s Q3 results reveal an AI-powered rebound in the cloud

Beijing’s orbit of influence expands with Pakistan’s latest satellite launch

Taiwan's hydrogen truck debut marks progress; points to policy hurdles still ahead

Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand

Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion

Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute

What India's latest PCB drive means for its semiconductor supply chain growth

Taiwan's Coretronic ramps up drone production as rare earth risks loom

StellarLink taps into e-paper signage market with support from E Ink, AUO Display Plus

OCT

30

2025

Trump concludes Asia tour with rare earth and tech deals

UMC reports Q3 gains as specialty and 22nm platforms boost growth

Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026

Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development

Primax Electronics eyes new growth phase in 2027 driven by automotive and AIoT

Taiwan approves funding for local IC design houses to advance AI and chip innovation

MXIC chair vows comeback after ninth straight quarterly loss

AMEC reports 46% sales jump on strong etching, thin-film tool momentum

Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable

Arm, AMD, and Nvidia join OCP board as AWS remains absent

Samsung 3Q25 marks the reset of the global memory hierarchy

South Korea agrees to US energy investments in exchange for tariff reductions

OpenAI reportedly prepares for IPO as new Microsoft partnership and regulatory agreements finalize

Singapore leverages advanced packaging to capture share of US$1 trillion chip market

STATS ChipPAC targets 600mm panel-level packaging in roadmap for next-generation AI chips

'Semiconductor paradox' defines next chip boom, says director of Singapore's SSIA

Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push

TPSC unveils Taiwan's largest perovskite solar window

Hanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent dispute

Microsoft's AI engine accelerates with record growth and expanding partnerships

Wingtech urges the Netherlands to reverse takeover of Nexperia through Dutch public media

STATS ChipPAC CTO: Scaling innovation defines AI and HPC's next era

Lite-On projects double growth in 4Q25, eyes full-year rebound

Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook

GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facility

OpenAI to offer free one-year ChatGPT Go subscription in India

Samsung 3Q25 profit surges on AI chip demand, beats estimates

Solar supplier Motech targets high-margin niches with differentiated technology

Flex posts record quarter as it pivots toward higher-margin, AI-focused business

AMD completes divestiture of ZT Systems manufacturing business to Sanmina

China's 15th Five-Year tech doctrine to tilt global industry balance

Commentary: China's JCET bets on AI to challenge global packaging giants

Palantir integrates Nvidia AI chips to enhance operational decision-making

Jensen Huang kills three birds with one stone at GTC DC

Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026

JCET unveils Singapore blueprint for next-gen semiconductor packaging

Delta Electronics to acquire majority stake in Japanese RF power systems firm Noda RF Technologies

Meta posts strong quarter, but rising AI spend signals tougher road ahead

Meta’s headset slump clouds short term, but AI glasses point to brighter future

Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale

Pichai outlines Alphabet’s next act: scaling AI from cloud to cars

Google’s record quarter fuels an infrastructure binge for the AI age

Egis Technology unveils AI vision, robotics, and 3nm computing platforms at 2025 Tech Day

Shinkong InnovHub launch to boost Taiwan's drone and tech industries

Texas Instruments sees 50% YoY data center growth amid signs of slower recovery

Nexperia's export ban sparks Brazil auto shutdown fears

A hundred years of quantum physics — and Taiwan wants in

Wistron, Nvidia bring digital twin manufacturing to the US AI supply chain

Glass substrates edge toward prime time in PCB and chip packaging sector

Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers

Taiwan's 1H25 drone exports surge sevenfold as EU certification hurdles persist

Pony.ai, WeRide duel for Hong Kong's first robotaxi stock in twin IPOs

OCT

29

2025

OpenAI restructures for independence, secures Microsoft stake through 2032

Skyworks–Qorvo tie-up signals new phase of US semiconductor consolidation

BYD reignites price war after smart driving campaign fails to spark demand

South Korean tycoons meet Nvidia CEO as part of APEC corporate diplomacy

Taiwan semiconductor industry demands govt action over imminent energy crisis

WPG launches smart warehousing to strengthen semiconductor supply chain services

Pegatron pours NT$700 million into Kaohsiung expansion

Taiwan's green energy growth exceeds expectations, boosting industrial resilience

Apple's foldable shadow looms over the market Samsung built

SK Hynix unveils new NAND line featuring HBF for AI

Unified packaging standards seen as key to meeting AI and automotive demands

Apple and Tesla orders fuel Samsung's recovery

Intel shifts assembly and testing to Vietnam, plans tech talent recruitment

Commentary: Lessons from Arm China and Nexperia’s unraveling

Digital transformation specialist IISI set for November IPO, drives SaaS shift and global expansion

A-SSCC to take place in South Korea, with 6 papers from Taiwan accepted

Powertech secures full FOPLP bookings ahead of US$1B expansion

Trump's barriers reshape solar power sector; Chinese exits create US-Taiwan resurgence

Chinese panel makers' low prices win over shipments but lose out on revenue

Samsung secures Tesla AI5 chip order as 3nm yield gains boost profit outlook

Bloom Energy offers 800V DC power solutions for AI data centers

Hanmi eyes AI chip packaging amid HBM market challenges

Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

Europe's aerospace giants unite to challenge SpaceX's Starlink

Taiwan drone maker CBT expands capacity with military UAV delivery to defense institute

High smartphone panel utilization drives mixed price trends

LCD supply chain shift to Vietnam, but still lags behind China

AI server liquid cooling demand surges, heat dissipation firms race to expand capacity

CPCA Show Plus 2025: China's PCB industry rallies around the AI boom

Samsung to limit tri-fold smartphone launch to Asia, excludes US market

International firms join Taiwan supply chain to launch AI accelerator platform

Drone startup Earthbook aims for true unmanned operations

SK Hynix's AI hot streak: record earnings, HBM4 next

Intel's 18A and advanced packaging boost Taiwanese IP design firms

Huawei Cloud on the back foot in China's AI race

Column: How China's rare earth chokehold is reshaping the global tech landscape

Foxconn expands US AI server buildout, joins Nvidia-Stellantis-Uber robotaxi effort

Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly

Samsung reorganizes memory line by accelerating HBM4 production at P4 plant

Taiwan EV market gears up for showdown: Toyota, Hyundai, and Luxgen lead new wave of BEVs

Taiwan’s Joules Miles powers up for the satellite-drone era

KES 2025: LG CEO shows interest in Giga Computing's liquid cooling

Samsung rides AI memory wave to record valuation

TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy

Column: Niche markets and circular economy drive Taiwan battery industry's new growth strategy

Nvidia stakes US$1 billion in Nokia to build AI-native 6G networks

OCT

28

2025

Intel CEO calls US govt 10% stake TSMC-inspired supply-chain model

Former TSMC SVP reportedly recruited by Intel to lead R&D division

SK chair hosts largest APEC CEO Summit, paving way for Nvidia CEO's return after 15 years

Korean startup builds cardboard drones, deploys pollution trackers for combat and environmental monitoring

US-Japan summit signs rare earths deal and promises golden age alliance

Power crunch threatens Taiwan's semiconductor supply chain

South Korea's Incheon turns city infrastructure into startup testbed, hosts festival to highlight unicorn pipeline

Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26

CATL's dominance puts squeeze on South Korean battery rivals

Toyota launches new bZ4X in Taiwan; Hotai Motor forecasts 40,000 BEV registrations in 2025

AMD MI355X to power US Department of Energy's new supercomputers

Cadence reports strong 3Q25 results as AI and HPC demand fuel growth

Foxconn-backed Smart Mobility showcases homegrown EV charging management system at Riyadh Auto Show

UMT sees satellite order visibility improve, 4Q25 gross margin targets record high

India shifts electronics focus from assembly to component manufacturing

Applied Digital secures US$15 billion lease to expand computing capacity at Polaris Forge 2 campus

India's semiconductor ecosystem expands beyond fabs with software-IP firms

SK Hynix M15X completion expected by end of 2025

Chunghwa Precision, Yokowo sign investment deal to deepen Taiwan-Japan testing industry ties

Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%

Lip-Bu Tan steers Intel toward custom silicon with new engineering arm

Winbond boosts memory production capex over fivefold amid tight supply

Foxconn commits US$1.37 billion to build AI supercomputing center and expand cloud infrastructure

Apple's 2026 foldable debut set to reshape US-China market dynamics

Trump turns a blind eye to US's AI power grid problem

Commentary: Intel's ASIC play fails to impress chipmakers

China's CXMT, YMTC power into AI memory super cycle

Hybrid, not pure electric, may drive Taiwan’s next scooter wave, says SYM

HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals

Taiwan display module maker bets on India as factories move out of China

OpenAI acquires Apple-veteran startup to build next-gen AI assistant for ChatGPT

MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices

Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure

NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound

Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’

Samsung and LG showcase AI-driven living and retail tech as Chinese rivals close in

Pegatron chairman: Taiwan’s chip success can’t last without high-end services

Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest

India kicks off domestic PCB supply chain drive; Tamil Nadu takes the lead

Anthropic looks to Seoul as Asia becomes its biggest growth engine

China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency

TSMC breaks ground on second Kumamoto chip plant, expanding Japan footprint

Young Optics' 3Q25 earnings fall back into the red, outlook remains subdued

Apple ships first AI servers from Houston to power US-made cloud and AI expansion

Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC

Korean humanoid robots move from lab to factory floor