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Friday 17 October 2025
China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor supply chain. The move is prompting China's chip industry to accelerate internal restructuring to hedge against growing geopolitical uncertainty
Friday 17 October 2025
Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system, which adopts a two-pronged artificial intelligence strategy to serve both global and domestic Chinese markets

Thursday 16 October 2025
Samsung unveils stock rewards program to retain top talent
Samsung Electronics is rolling out a new stock-based rewards program in a strategic move to attract and keep its top employees amid a fierce global competition for talent
Thursday 16 October 2025
Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era
The Department of Electronic Engineering at Tsinghua University (THU) in Beijing has developed the world's first "sub-angstrom snapshot spectral imaging chip" named Rafael. The research findings were published online in Nature, marking a significant advance in high-precision photonic chips and imaging technology in China. This breakthrough ushers intelligent photonics into an ultra-high resolution era below 0.1 nanometers (sub-angstrom level)
Thursday 16 October 2025
Samsung reportedly to bring in ASML's top lithography tools to take on TSMC
Samsung Electronics is reportedly pouring KRW1.1 trillion (approx. US$773 million) into next-generation chipmaking equipment in a high-stakes bid to close the gap with rivals TSMC and Intel in the global race to produce smaller, more powerful semiconductors
Thursday 16 October 2025
With Tesla ahead and China rising, Hyundai races to reinvent itself

Since taking the helm of Hyundai Motor Group five years ago, Chairman Eui-sun Chung has steered the South Korean automaker to new heights, vaulting past global rivals to become the world's third-largest car manufacturer. His leadership has been defined by bold investments and aggressive market expansion. Now, as the global auto industry enters a phase of profound disruption, Chung is doubling down once again

Thursday 16 October 2025
How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope
A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers MSI and Gigabyte under fresh scrutiny
Thursday 16 October 2025
China's 10.5 generation panel depreciation to boost TV panel market dominance
China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly concentrated in China, which also hosts the world's largest number of 10.5-generation panel production lines. The first-ever 10.5-generation panel factory depreciation will complete in 2025, with at least one more 10.5-generation plant expected to finish depreciation annually thereafter, further enhancing cost advantages for related products
Thursday 16 October 2025
Policy shift prompts last-minute rush in China's EV market
China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models and capture sales before the financial incentives begin to fade
Thursday 16 October 2025
Dutch seizure of Nexperia raises stakes for Chinese tech assets abroad
In a dramatic escalation of the US-China tech war, the Dutch government has seized control of the Netherlands-based semiconductor manufacturer Nexperia, invoking a Cold War-era emergency law to take over the Chinese-owned firm
Thursday 16 October 2025
China tightens grip on critical minerals, threatening electronics supply
As trade tensions between the US and China intensify, rare earth minerals have once again become the focal point of a global strategic contest. In a surprise move, China's Ministry of Commerce has imposed sweeping new restrictions on rare earth exports, extending controls beyond raw materials to include related technologies, blueprints, maintenance, and services
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually strong two-year cycle. The company's executives emphasized that the current year's performance in China has remained robust, but the elevated levels seen in 2024 and 2025 were not sustainable in the long term
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors hoping for stronger growth. Analysts, however, said the company typically provides conservative guidance, suggesting potential strength in sales of advanced tools outside China as the artificial intelligence (AI) boom drives new investment
Thursday 16 October 2025
Nexperia’s crisis shows how supply chain pain can become China’s gain
As the US tightens its grip on tech exports, China is fighting back with a "whole-supply-chain" strategy. The escalating trade confrontation is sending ripple effects through global manufacturing, disrupting industries from AI to automotive
Thursday 16 October 2025
Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer application processor (AP) to Qualcomm, signaling a potential thaw in a once-close relationship fractured by past technical missteps. At the same time, Samsung is reportedly undercutting rival TSMC's pricing by as much as 33%, escalating tensions in the global foundry market just as the industry braces for the 2nm era