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Friday 31 October 2025
Samsung Foundry rebounds on Tesla, Qualcomm orders
Samsung Electronics' foundry unit has recently secured major customer orders, signaling a recovery in progress. With clients like Tesla and Qualcomm joining, the company appears poised to move into a full rebound phase
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic," signaling renewed optimism after a soft September quarter
Friday 31 October 2025
Beijing’s orbit of influence expands with Pakistan’s latest satellite launch

China successfully launched its Kinetica-1 rocket this week, sending two Zhongke satellites and Pakistan's PRSC-HS1 remote-sensing satellite into orbit — the third Pakistani satellite China has helped deploy since 2025. The mission underscores Beijing's deepening cooperation with Islamabad in space and its growing ambitions in the global commercial launch market

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

Friday 31 October 2025
Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute
Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first nine months of the year. The company expressed concerns that the ongoing Nexperia dispute may cause customers to stockpile excess semiconductor inventories, potentially disrupting market stability in early 2026
Friday 31 October 2025
What India's latest PCB drive means for its semiconductor supply chain growth
India's newly approved multilayer and high-density interconnect (HDI) printed circuit board (PCB) projects mark a crucial upstream shift in the country's electronics manufacturing ecosystem, one that analysts say could strengthen India's long-term semiconductor packaging and OSAT ambitions
Thursday 30 October 2025
Trump concludes Asia tour with rare earth and tech deals
US President Donald Trump has ended his six-day trip to Asia
Thursday 30 October 2025
AMEC reports 46% sales jump on strong etching, thin-film tool momentum
Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) reported strong growth in the first three quarters of 2025, driven by surging demand for its etching and thin-film deposition equipment used in advanced logic and memory chip production
Thursday 30 October 2025
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and heavy capital spending converge in a more competitive landscape. The company's strategy reveals how it plans to stay ahead of SK Hynix and Micron Technology
Thursday 30 October 2025
South Korea agrees to US energy investments in exchange for tariff reductions
US President Donald Trump has approved South Korea's construction of a nuclear-powered submarine at the Philadelphia Naval Shipyard in an effort to strengthen their alliance. South Korea will pay US$350 billion in exchange for a reduction in tariffs and will make large-scale purchases of US oil and natural gas. Its total investment in the US is expected to exceed US$600 billion
Thursday 30 October 2025
STATS ChipPAC targets 600mm panel-level packaging in roadmap for next-generation AI chips

Dr. Nokibul Islam, Senior Director at STATS ChipPAC, presented the company's advanced packaging technology roadmap at the 2025 Advanced Packaging Developers Conference (APDC), identifying advanced packaging as one of the fastest-growing areas in the semiconductor industry

Thursday 30 October 2025
'Semiconductor paradox' defines next chip boom, says director of Singapore's SSIA

Ang Wee Seng, Executive Director of the Singapore Semiconductor Industry Association (SSIA), told attendees at the 2025 Advanced Packaging Developers Conference (APDC) that the industry must strengthen collaboration and local networks to navigate geopolitical and resource challenges as it moves toward a projected US$1 trillion market by 2030

Thursday 30 October 2025
Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts
Thursday 30 October 2025
Hanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent dispute
Korean media have confirmed that Hanwha Semitech, previously sued by Hanmi Semiconductor for patent infringement, has now filed a counter-lawsuit against Hanmi, accusing Hanmi's HBM TC Bonder core technology of infringing its patents