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Wednesday 31 December 2025
The global AI sovereignty race in 2025: How nations poured billions into a new world order
The rise of AI sovereignty is fueling a new global competition, driving countries to invest heavily in AI infrastructure and technologies, akin to an arms race. As nations seek to...
Wednesday 31 December 2025
Global carmakers shift gears as BEV boom stalls, Nexperia crisis deepens
In 2025, the global automotive industry faced major structural shifts and geopolitical disruptions. Slowing growth in battery electric vehicles, changes in US EV policies, and chip...
Tuesday 30 December 2025
Samsung rumored to jump to 2nm at Texas fab, signaling US chip competition
Samsung Electronics is reportedly upgrading its Texas fab from 4nm to 2nm, aiming to rival TSMC in the US market. If confirmed, the move could reshape supply chains for major tech...
Tuesday 30 December 2025
Analysis: Why TSMC's Kumamoto plant is unlikely to reach 2nm before 2028
TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility...
Monday 29 December 2025
After subsidies end, Germany's EV market hits turning point

In the transformation of automotive electronics and electrification (E/E), subsidies have long been regarded as the fuel propelling the...

Monday 29 December 2025
South Korea's battery equipment industry wins major orders linked to India's expanding investments
South Korea's battery equipment industry has secured a series of large orders tied to India's rapidly expanding battery manufacturing investments, marking a long-awaited breakthrough...
Friday 26 December 2025
Taiwan smartphone market growth to stall in 2026 amid rising prices and memory squeeze
Taiwan's smartphone market is expected to face another challenging year in 2026, as rising device prices, extended replacement cycles, and persistent memory supply constraints limit...
Friday 26 December 2025
Huawei sets Ascend 950 launch for 1H26; China hedges ahead of Nvidia H200
As 2025 draws to a close, the US-China AI compute market is entering a phase of guarded competition and selective cooperation. While the US government has launched an inter-agency...
Tuesday 23 December 2025
Tech giants battle for AI talent as 'boomerang' hires surge in 2025
Tech giants, including OpenAI, Meta Platforms, and Anthropic PBC, are sparking intense competition for artificial intelligence (AI) talent. Google, in particular, has turned to rehiring...
Monday 22 December 2025
Samsung's HBM4 SiP tops Nvidia's performance tests, heating up memory race
Samsung Electronics and SK Hynix are reportedly intensifying their competition to supply Nvidia's sixth-generation high-bandwidth memory (HBM), known as HBM4. The new HBM4 will be...
Monday 22 December 2025
Auto suppliers pivot to smart cockpits as EV momentum cools
The global automotive supplier landscape is entering a period of heightened competition as slowing electric vehicle adoption forces a strategic pivot toward digital cabin technology...
Sunday 21 December 2025
Meta abandons open-source AI for proprietary model amid mounting competition
Meta, once a champion of open-source artificial intelligence, is undergoing a significant strategic pivot that has surprised industry observers and triggered internal unrest. Reports...
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...
Thursday 18 December 2025
Trump admin positions humanoid robots as critical front in US-China tech competition
Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and...
Thursday 18 December 2025
InnoCare eyes steady growth in 2026 as AI accelerates medical applications
InnoCare Optoelectronics held an investor conference on December 16, 2025, where company chairman James Yang pointed out that while the global medical device market grows annually...