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Monday 13 October 2025
China's rare earth export ban broadens; US vows strong retaliation

China, on October 9, announced a major expansion of its rare earth export controls, escalating tensions with the US and drawing sharp criticism from President Donald Trump. In response, Trump vowed to impose 100% tariffs on Chinese goods starting on November 1

Monday 13 October 2025
Netherlands seizes control of Nexperia, deepening Europe-China tech rift

The Dutch government has taken extraordinary steps to limit Chinese group Wingtech Technology's control over its Dutch subsidiary Nexperia, invoking an emergency law typically reserved for wartime resource protection

Monday 13 October 2025
Samsung and SK Hynix drive next memory super cycle
AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have recently accelerated the construction of new plants to meet strong demand expected through 2027
Monday 13 October 2025
Geopolitics and protectionism test China's auto dominance in Russia

When global automakers fled Russia in the wake of its full-scale invasion of Ukraine, Chinese car companies moved in with astonishing speed, flooding the market with affordable vehicles and quickly dominating the country's roads

Saturday 11 October 2025
Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics
Nvidia has reportedly confirmed it will use Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) in its latest AI accelerator, the GB300. Additionally, Samsung plans to purchase 50,000 Nvidia GPUs, a move the industry interprets as accelerating Samsung's AI transformation and further solidifying its alliance with Nvidia
Friday 10 October 2025
China's top-four TV brands dominate 90% of surging miniLED market
MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with over 90% of the market dominated by the top-four brand vendors: Hisense, TCL Technology, Skyworth, and Xiaomi
Friday 10 October 2025
FuriosaAI leads South Korea's physical AI push
As South Korea aims to become a top-three global AI powerhouse, neural processing unit (NPU) startup FuriosaAI envisions AI's ultimate evolution into physical AI. The company believes South Korea possesses the necessary industry and talent foundation to accelerate the development of energy-efficient AI accelerators and integrated hardware-software solutions for data centers and diverse physical AI applications
Thursday 9 October 2025
US expands export controls, citing Chinese firms' support for Hamas and Houthis
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on October 8, 2025, that it is placing 29 Chinese and Hong Kong entities onto its strengthened Entity List—a move that bans or severely restricts US exports to those organizations without special approval. The decision, BIS said, targets firms suspected of supplying Iran-backed armed groups like Hamas and the Houthis in Yemen with drones built using US electronic components
Thursday 9 October 2025
Foxconn walks away from Nissan factory deal amid stalled talks
Struggling with prolonged financial headwinds, Nissan Motor Co. has announced plans to shutter one of its core production sites, the Oppama plant, by March 2028. Talks to sell the facility to Taiwan's Foxconn, a major electronics and electric vehicle manufacturer, have collapsed after months of stalled negotiations
Thursday 9 October 2025
Commentary: China's TGV ambitions face an uphill battle
China's development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles, including high process complexity, reliance on imported equipment, cost-yield balance issues, fragmented supply chains, patent barriers dominated by Japan, South Korea, and the US, and long research and development cycles
Thursday 9 October 2025
China tightens rare earth export controls with new ban on overseas assistance
China's Ministry of Commerce issued two major new rare earth regulations on October 9, 2025, including a landmark rule that imposes export controls on rare earth technologies and explicitly prohibits Chinese citizens, legal entities, and organizations from providing any substantial assistance or support to overseas rare earth activities without permission
Thursday 9 October 2025
LG strengthens SDV footprint with top global automakers
LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions to expand its presence in the rapidly evolving auto industry
Thursday 9 October 2025
Beijing tightens tech controls, linking rare earths to AI and national security

In a major escalation of its tech resource policy, China's Ministry of Commerce announced new export restrictions on rare earth materials, sharply tightening approval processes for exports linked to advanced semiconductors and artificial intelligence (AI). The move adds a critical new layer of scrutiny to the global supply chain for high-tech industries

Thursday 9 October 2025
Glass substrate TGV: China's edge to capture AI HPC packaging
China's glass substrate through glass via (TGV) industry has made significant progress, with companies pushing innovations from materials to mass production. Despite challenges in yield and process control, these efforts aim to meet growing AI server and high-performance computing (HPC) chip packaging demands, marking a critical step toward technological self-reliance.

3D Chips introduced its "TGV 3.0" process, successfully overcoming technical challenges of sub-10-micron vias and high aspect ratio filling
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term industrial development and competitiveness. Taiwan's industry value chains face similar challenges amid tariffs, exchange rates, and geopolitical risks, compounded by worsening competition among small and medium enterprises (SMEs). It is imperative to take action now to tackle the problem