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Monday 13 October 2025
China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation
On October 10, 2025, China's State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China's Anti-Monopoly Law (AML) by failing to declare its acquisition of Autotalks. According to China Central Television (CCTV), Qualcomm completed the acquisition without submitting the required declaration or communicating with regulatory authorities
Monday 13 October 2025
Philippine energy transition sparks surge in Taiwan supply chain opportunities
The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market
Monday 13 October 2025
Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China
Megaspeed International Pte Ltd, a Singapore-based AI computing company, is under intensifying scrutiny as both US and Singapore authorities investigate its alleged role in diverting restricted Nvidia AI chips to China
Monday 13 October 2025
China's golden week holiday boosts travel, but electronics sales stall
China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never materialized, leaving retailers with sluggish sales and signaling that Chinese households are prioritizing experiences over goods amid a shaky economic recovery
Monday 13 October 2025
China sees new smartphone launches spur by holiday season amid market recovery
Following China's 2025 Golden Week, major brands Oppo and Honor announced upcoming smartphone releases featuring advanced imaging and AI enhancements to stimulate demand. Despite promotional efforts, the third quarter of 2025 showed only a modest 2.3% year-over-year shipment growth, reflecting ongoing market challenges
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

Monday 13 October 2025
India roundup: AI firms accelerate R&D expansion in India
Anthropic and Graphcore plan to tap Indian talents and huge market potential by expanding local presence as Nvidia and OpenAI have shown interest in the country
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
Beijing targets Qualcomm and TechInsights in widening tech crackdown
China has intensified its regulatory actions against foreign companies amid escalating tensions with the US, launching an antitrust investigation into Qualcomm while adding several US defense and technology firms — including TechInsights — to its Unreliable Entity List. The moves come as Beijing seeks to assert greater leverage in ongoing US-China trade and technology talks
Friday 10 October 2025
New H-1B fee surge forces Indian tech firms to rethink global workforce plans
The US government has implemented new regulations for the H-1B visa program, requiring applicants to pay fees reaching up to US$100,000. The change is having significant consequences for Indian professionals pursuing employment opportunities in the US, given that roughly 70% of H-1B applicants originate from India, according to Bloomberg. Employer-sponsored by nature, the H-1B visa is critical in facilitating temporary skilled work assignments, especially in information technology sectors
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