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Friday 19 December 2025
India's semiconductor outbound investments surge, signaling strategic global ambitions
India's semiconductor sector has increasingly turned to cross-border acquisitions and investments, reflecting a broader push to accelerate technology capabilities and integrate into global supply chains. Notably, Cyient Semiconductors' recent agreement to acquire over 65% of US-based Kinetic Technologies for US$93 million is part of a larger trend of Indian firms targeting foreign semiconductor assets
Friday 19 December 2025
SK Hynix accelerates US$15B M15X expansion as equipment move-in kicks off
SK Hynix is accelerating the build-out of its M15X memory chip plant in Cheongju, South Korea, as the company installs manufacturing tools and moves into the final engineering phase for a second cleanroom, underscoring its push to scale production of high-bandwidth memory chips used in advanced servers and data centers
Friday 19 December 2025
Analysis: US leads AI in humanoid robots while China excels in cost and hardware
As humanoid robots emerge as a key technology riding the wave of AI, the US and China are rapidly forming two competing camps. Industry insiders analyzing their strengths say the US holds an edge mainly in software and foundational models, while China slightly outpaces the US in hardware innovation and iteration speed, with costs reportedly just one-fifth those of American products, making it difficult for other countries to catch up in the short term
Friday 19 December 2025
Alibaba moves AI from models to money
As global technology groups push beyond raw computing power into large-scale deployment, Alibaba Group is showing clear acceleration in AI application rollout across its core businesses
Friday 19 December 2025
South Korea's Uniqconn partners with TSMC to mass-produce 60GHz communication chip
A South Korean logic IC startup is moving closer to cable-free device design with the development of a 60GHz millimeter-wave communication chip designed to replace short-range wired connections in consumer and industrial electronics
Friday 19 December 2025
Walsin Lihwa launches cold-drawn stainless steel bars targeting AI servers and robotics
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
Friday 19 December 2025
China approves first L3 autonomous EVs for production, signaling gradual regulatory easing

China's push to dominate the future of intelligent transport reached a milestone this week as the Ministry of Industry and Information Technology (MIIT) granted its first approvals for the mass production of "Level 3" (L3) autonomous vehicles

Friday 19 December 2025
TCC urges strict import checks to protect low-carbon cement industry in Taiwan
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
Friday 19 December 2025
US loses ground in open-source AI as Chinese models gain traction
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
Thursday 18 December 2025
LG Energy Solution terminates US$6.5 billion EV battery contract with Ford amid demand concerns
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
Thursday 18 December 2025
The Nexperia fallout: Honda's factories go quiet in fresh blow to supply chain

Honda Motor Company announced on Wednesday that it would suspend or reduce production at several factories in Japan and China starting late this month, the latest sign that a global scramble for automotive semiconductors continues to haunt the industry's recovery

Thursday 18 December 2025
China hikes drone part prices to Russia amid growing reliance
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
Thursday 18 December 2025
China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU developer with deep AMD roots, listed on Shanghai's STAR Market on December 17
Thursday 18 December 2025
AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation
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
Thursday 18 December 2025
China's polarizer consolidation cools capacity growth, easing price pressure in 2026
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