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Wednesday 22 October 2025
GenAI gives China’s smartphone market a surprise rebound
China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government...
Wednesday 22 October 2025
Server maker sees no AI bubble amid rising AI computing demand
ASRock Rack, a server-focused subsidiary of Pegatron, is preparing for its upcoming public listing and held a pre-IPO briefing on October 20, 2025. The event was attended by key figures...
Tuesday 21 October 2025
New US truck and bus tariffs set to reshape global supply chains and sourcing strategies
The Trump administration has enacted a dual trade policy under Section 232 of the Trade Expansion Act, imposing tariffs on imported medium- and heavy-duty trucks and buses while maintaining...
Tuesday 21 October 2025
Chinese iPhone users take on Apple, accuse it of abusing market power for App Store
Fifty-five iPhone and iPad users in China have filed a joint complaint with the State Administration for Market Regulation (SAMR), accusing Apple of abusing its dominant position...
Tuesday 21 October 2025
China smartphone industry, 3Q 2025

Introduction

Tuesday 21 October 2025
Taiwan's drone industry value doubles in two years
Chinese drone maker DJI had once dominated over 70% of the global consumer drone market and as much as 90% in the US. However, Taiwan's domestic drone makers in recent years have...
Tuesday 21 October 2025
CATL 3Q25 earnings surge 41% on energy storage, commercial EV momentum
CATL posted a 41% year-over-year rise in third quarter 2025 net profit, supported by its leading share in China's battery market and continued international expansion. The company...
Tuesday 21 October 2025
Pegatron's ASRock Rack nears IPO with surging AI server sales as Chairman T.H. Tung signals more spin-offs
Pegatron Group's server subsidiary ASRock Rack is preparing to go public, marking a key milestone in the group's broader transformation. Pegatron Chairman T.H. Tung personally attended...
Tuesday 21 October 2025
India moves from component-level XR optics to full-stack manufacturing
India's efforts to establish itself in next-generation electronics manufacturing have taken a major step forward, as QWR Interactive Solutions and Kaynes Technology announced plans...
Tuesday 21 October 2025
SoftBank's ABB acquisition signals Asia's robotics dominance over Europe
SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's...
Tuesday 21 October 2025
Trump's truck tariff threatens to ripples through US economy
US President Donald Trump has imposed a 25% tariff on imported medium and heavy trucks and parts, effective November 1, 2025, under Section 232 national security provisions. Buses...
Tuesday 21 October 2025
United Renewable Energy launches new leadership to upgrade governance and transformation
Taiwan's low-carbon energy solution provider United Renewable Energy (URE) announced on October 20 a new senior management structure, initiating an upgraded corporate governance and...
Tuesday 21 October 2025
AI boom revives ASML's confidence for 2026 growth
AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...
Tuesday 21 October 2025
Potens enters AI market with new Hot-Swap MOS
Demand for hot swap power supply in servers is increasing as AI data centers proliferate. Potens Semiconductor Chairman Hsiang-Chi Meng stated that in addition to continuing its expansion...
Monday 20 October 2025
Apple drives OLED adoption in IT panels amid AI demand surge
AI's rise is boosting demand for PC displays and sustaining stable growth across IT panels, including tablets, monitors, and notebooks, with annual panel shipments expected to reach...