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    China shifts AI investment focus from chips to infrastructure sectors
    3h 22min ago
    South Korean President and Softbank's Son to discuss AI investment and Stargate
    3h 22min ago
    Taiwan's trio of laws cripple solar industry, triggering multi-level fallout
    3h 22min ago
    Memory supercycle boosts Samsung and SK Hynix inventory reduction in 3Q25
    3h 23min ago
    Samsung Electronics restarts P5 plant construction in Pyeongtaek for HBM production
    3h 23min ago
    Huawei unveiled AI unified computing breakthrough to catch up with Nvidia
    3h 23min ago
    NEWS TAGGED COMPETITION
    Monday 17 November 2025
    Reducer demand rises as humanoid robot competition intensifies across Taiwan and China
    As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin...
    Thursday 13 November 2025
    Inside China's EV 'involution': fierce competition, falling prices, and global ripples

    China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

    Thursday 13 November 2025
    Samsung Display reportedly begins mass production of OLEDoS for Galaxy XR
    Samsung Display (SDC) has reportedly started mass production of OLED on silicon (OLEDoS) panels, which will be used in Samsung Electronics' extended reality (XR) headset, the Galaxy...
    Thursday 13 November 2025
    Infineon flags China EV headwinds as pricing pressure drags on auto outlook
    Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
    Wednesday 12 November 2025
    BYD shifts growth focus overseas as capex slows sharply
    Facing intense competition in China's new energy vehicle market, electric vehicle leader BYD has clearly shifted its operational focus toward overseas markets to sustain high growth...
    Wednesday 12 November 2025
    Chinese EVs force Japanese automakers out of Southeast Asia into India
    Chinese electric vehicle manufacturers are reshaping the global automotive market in 2025, with BYD successfully penetrating Southeast Asian markets long dominated by Japanese automakers...
    Tuesday 11 November 2025
    Whetron Electronics sees 3Q25 margin rise as Thailand plant readies for 2026 production
    Taiwan's Whetron Electronics reported stable operations through the first three quarters of 2025, leveraging its position as one of Taiwan's few Tier 1 automotive electronics suppliers...
    Tuesday 11 November 2025
    Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
    As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades...
    Tuesday 11 November 2025
    China's Zhejiang University launches FabGPT to bring AI into chip manufacturing
    China is advancing its use of artificial intelligence (AI), with a breakthrough from Zhejiang University (ZJU)'s College of Integrated Circuits drawing industry attention. The university...
    Sunday 9 November 2025
    xMEMS accelerates mass production of audio and cooling solutions
    Edge AI device competition has escalated into size, power consumption, and thermal management. As AI computational loads increase, traditional coil motor speakers and mechanical fan...
    Sunday 9 November 2025
    Taiwan's machinery makers under pressure from Korean conglomerates and Chinese capital

    As Taiwan's machinery sector enters its 80th year in 2025, the industry is under growing strain from tariffs and currency volatility, forces...

    Thursday 6 November 2025
    Cambricon's NeuWare breaks China's dependence on Nvidia CUDA
    In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
    Thursday 6 November 2025
    IC designers race to win orders despite declining margins
    At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
    Tuesday 4 November 2025
    Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
    Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and...
    Tuesday 4 November 2025
    Nvidia Blackwell chips expose policy-corporate divide on China exports
    During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...
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    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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