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Tuesday 28 October 2025
South Korea's Incheon turns city infrastructure into startup testbed, hosts festival to highlight unicorn pipeline
The Incheon Free Economic Zone (IFEZ) Authority opened its Boom-up Festival 2025 on October 28, 2025, at Start-up Park Incheon, positioning the city as a national launchpad for unicorn-caliber startups under the slogan "Beyond Limits, Toward Unicorns.
Tuesday 28 October 2025
CATL's dominance puts squeeze on South Korean battery rivals
Leading Chinese battery maker CATL's 2024 revenue was more than four times the average of South Korea's three major battery firms, highlighting a structural gap in the global battery market. Against this backdrop, CATL chairman Robin Zeng's attendance at the APEC summit in Gyeongju, South Korea, on October 28, 2025, has drawn significant attention
Tuesday 28 October 2025
India shifts electronics focus from assembly to component manufacturing
India's electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate strategies now emphasize building a self-sufficient component ecosystem to reduce reliance on Chinese imports and strengthen India's position in the global supply chain
Tuesday 28 October 2025
India's semiconductor ecosystem expands beyond fabs with software-IP firms
As India prepares to begin commercial chip production by late 2025, much of the discussion has focused on new fabs in Gujarat
Tuesday 28 October 2025
SK Hynix M15X completion expected by end of 2025
To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and TheElec, SK Hynix has opened the first cleanroom at the M15X facility and begun installing equipment, advancing the originally planned installation schedule by approximately two months. The company aims to complete construction by the end of 2025
Tuesday 28 October 2025
Chunghwa Precision, Yokowo sign investment deal to deepen Taiwan-Japan testing industry ties
Taiwanese semiconductor test interface leader Chunghwa Precision Test Tech (CHPT) announced that it has signed an investment agreement with Japan's Yokowo. Under the agreement, both parties will make equal equity investments of US$2 million each, aiming to strengthen collaboration in market access, customer relations, and product research and development, while jointly expanding business opportunities and enhancing product competitiveness
Tuesday 28 October 2025
Trump turns a blind eye to US's AI power grid problem
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street investment banks and industry organizations have recently warned that the US power grid faces increasing risks of blackouts and rising electricity prices
Tuesday 28 October 2025
China's CXMT, YMTC power into AI memory super cycle
The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories cleared and prices rebounding, both DRAM and NAND sectors are gaining strength, signaling a long-awaited upturn for the industry
Tuesday 28 October 2025
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not only for high bandwidth memory (HBM) but also for standard DRAM
Tuesday 28 October 2025
Taiwan display module maker bets on India as factories move out of China
As industrial clusters migrate from China to Southeast Asia and India, Powertip Technology plans to intensify its presence in the Indian market starting in 2025, aiming to establish new distribution channels and leverage growth opportunities. The company highlighted India's expanding contract manufacturing sector and high demand for motorcycles and three-wheelers as key factors driving its strategy
Tuesday 28 October 2025
China signals rare earth export reprieve as trade talks with U.S. advance
Head of a high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping, trade officials from both countries wrapped up a round of negotiations in Malaysia, reaching tentative progress on key issues. US Treasury Secretary Scott Bessent announced that China agreed to delay its rare earth export restrictions by one year and resume purchasing US soybeans, while the US agreed to hold off on imposing 100% tariffs on Chinese goods for now
Tuesday 28 October 2025
Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’
Samsung Electronics Co. chairman Lee Jae-yong marked his third anniversary as chairman on October 27, a milestone widely interpreted as the first year of the company moving past judicial risks. This anniversary has generated considerable attention regarding whether Lee will adopt a more direct management role and guide comprehensive operational decisions at the tech giant
Tuesday 28 October 2025
India kicks off domestic PCB supply chain drive; Tamil Nadu takes the lead
The Government of India has approved the first batch of seven projects under the Electronics Components Manufacturing Scheme (ECMS), with a total investment of INR55.32 billion (US$630 million), marking a major milestone in the country's push toward self-reliance in electronics manufacturing
Tuesday 28 October 2025
Anthropic looks to Seoul as Asia becomes its biggest growth engine
AI startup Anthropic plans to open an office in Seoul, South Korea, by early 2026 to bolster its footprint across the Asia-Pacific region, where it has seen revenue soar more than tenfold. South Korea ranks among the top countries globally for user engagement and AI adoption, underscoring its strategic importance to the company
Tuesday 28 October 2025
China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency

China has taken a major step toward localising advanced semiconductor materials. The Standardisation Administration of China has released the national standard "Test Methods for EUV Photoresists" for a month of public consultation. Jointly drafted by Shanghai University, Zhangjiang Laboratory, Shanghai Huali Microelectronics Corp. (HLMC), and Shanghai Micro Electronics Equipment (SMEE) with other major research institutes and manufacturers, this marks China's first national-level standard dedicated to EUV photoresists