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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

Tuesday 28 October 2025
TSMC breaks ground on second Kumamoto chip plant, expanding Japan footprint

TSMC's Japanese subsidiary, Japan Advanced Semiconductor Manufacturing (JASM), officially signed an agreement with the local government of Kikuyo, Kumamoto Prefecture, on October 24 to construct its second semiconductor fabrication plant. The new facility, slated to begin operations in December 2027, will focus on producing higher-performance chips and marks another step in Japan's bid to rebuild its semiconductor manufacturing base

Tuesday 28 October 2025
Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC
As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations have raised concerns that Taiwan could become a bargaining chip between Washington and Beijing
Tuesday 28 October 2025
Korean humanoid robots move from lab to factory floor
At the 2025 Future Innovation Technology Expo (FIX 2025) in Daegu, humanoid robots took center stage, walking, waving, sorting packages, and even handing out popcorn. This signals how far South Korea's robotics industry has come in bridging emotional intelligence and industrial automation
Monday 27 October 2025
Unitree's H2 humanoid stuns with bionic face, eyes US$7B market debut

Chinese robotics firm Unitree Robotics is drawing global attention with the debut of its full-scale bionic humanoid robot, the H2. The launch signals that the age of performance and commercial humanoids is shifting from science fiction to market reality, and investors are watching closely

Monday 27 October 2025
CPCA Show Plus 2025 kicks off after China's PCB revenue grows over 10% in 1H25
Following an over 10% on-year growth in China's PCB revenues in the first half of 2025, CPCA Show Plus 2025, hosted by China Printed Circuit Association (CPCA), will be held from October 28-30 at the Shenzhen World Exhibition and Convention Center
Monday 27 October 2025
Global 5G SA rollout lopsided, with 95% of users in just three countries
As the global digital transformation accelerates, 5G has become a critical foundation driving comprehensive upgrades across industries. However, its revolutionary potential remains largely untapped. Ericsson CTO Erik Ekudden and industry consultant Chetan Sharma recently jointly released a report titled "New Wave of Mobile Innovation," revealing that only 26% of operators worldwide invest in 5G standalone (SA) networks, with over 90% of SA users concentrated in China, India, and the US. This concentration leaves other regions significantly behind in next-generation digital infrastructure competition
Monday 27 October 2025
Chinese smartphone EMS reportedly regains ground in India as bilateral ties improve
Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic Times. Despite thinner profit margins compared with local players, firms such as DBG and BYD are ramping up production and rehiring staff to meet growing demand from Chinese smartphone brands, including Xiaomi, Oppo, and Vivo