Cable and stainless steel maker Walsin Lihwa is expanding its business scope by entering high-value markets such as AI servers, automotive, robotics, consumer electronics, and energy with a new stainless steel product line. The company recently introduced the Steeval cold-drawn stainless steel bars designed for critical applications requiring precision and durability

Low-priced imported cement continues to undermine Taiwan's domestic low-carbon cement development, prompting TCC Group Holdings chairman Nelson An-ping Chang to propose two key recommendations ahead of the upcoming 2026 trial launch of Taiwan's carbon border adjustment mechanism (CBAM). He called for strict enforcement of a single material source rule in public projects and mandatory third-party international certification for imported cement, warning that without these measures, inspection mechanisms risk becoming ineffective

Several experts have raised concerns that while the US maintains leadership in advanced artificial intelligence (AI) models, it is lagging behind in open-source AI development. American companies are increasingly turning to Chinese open-source AI solutions due to cost and deployment advantages, potentially exposing the US to supply chain disruptions and national security risks

LG Energy Solution (LGES) has ended a major electric vehicle (EV) battery supply agreement with Ford Motor Company valued at about KRW9.6 trillion (approx. US$6.53 billion). The termination highlights ongoing challenges and potential prolongation of the EV demand shortfall, industry observers say

Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow's growing vulnerability as the conflict in Ukraine continues. Analysis of figures from China's General Administration of Customs indicates that costs for military-grade hardware rose sharply through October 2025, even as export volumes in several categories declined

AMD CEO Lisa Su has announced plans to increase investment in China during a recent visit aimed at strengthening collaboration in the semiconductor and artificial intelligence sectors between China and the US. Su met with Chinese officials and industry leaders to underline AMD's commitment to the Chinese market

China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed China to the top globally, with Shanjin Optoelectronics and Hong Kong Heng Mei Group forming a clear duopoly

As AI inference workloads grow and models expand rapidly, Samsung Electronics and SK Hynix are advancing high-bandwidth memory (HBM) technologies while integrating processing-in-memory (PIM) capabilities. This approach allows computations to occur within memory itself, reducing data movement and easing power and performance constraints

China has quietly crossed a psychological and potentially strategic threshold in the global semiconductor race. In a tightly controlled laboratory in Shenzhen, Chinese scientists have built a working prototype of an extreme ultraviolet (EUV) lithography machine, the most complex and geopolitically sensitive tool in modern chipmaking, according to Reuters

For the global automotive electronics industry, the Chinese market has become a glittering trap: a massive, indispensable arena of innovation that is simultaneously cannibalizing the profit margins of the very companies that sustain it

Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company Kinetic Technologies for US$93 million. The transaction is expected to close by April 30, 2026

At the recent "Human X Car X Home" partner conference, Xiaomi's MiMo model team leader Luo Fuli introduced the open-source MiMo-V2-Flash model, designed to boost agent execution capabilities as foundational technology within Xiaomi's interconnected device ecosystem

In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the ramp-up of its India assembly facility in Sanand. The company also noted flat operating expenses through the mid-fiscal year, strong SSD demand, and a phased rollout of HBM4 on the 1-beta process node