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Thursday 16 October 2025
Research Insight: South Korea challenges China's battery dominance with LFP push

Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western...

Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Apple COO visits China suppliers, launches new clean energy fund
Apple COO Sabih Khan made his first visit to China's supply chain on October 14, 2025, highlighting the company's efforts to advance sustainable manufacturing at key suppliers. The...
Wednesday 15 October 2025
LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
Wednesday 15 October 2025
SiCarrier targets process and measurement tools amid push for local chip equipment
Shenzhen state-owned SiCarrier Technologies Co. is intensifying its efforts to localize semiconductor equipment production by integrating manufacturing capabilities with advanced...
Wednesday 15 October 2025
Tata Electronics reportedly to acquire China-based Justech Precision's India arm for nearly US$100 million
Tata Electronics has acquired the India operations of Chinese industrial automation firm Justech Precision for nearly US$100 million, according to a report by CNBC, citing...
Tuesday 14 October 2025
China's rare earth clampdown risks jeopardizing Taiwan's drone expansion

China has once again expanded export controls on rare earth minerals, injecting fresh uncertainty into global defense manufacturing....

Tuesday 14 October 2025
China expands lithium battery export curbs, deepening global supply risks
In just three months, China has implemented two sweeping rounds of export restrictions on its lithium battery supply chain, marking a sharp shift in Beijing's strategy from simple...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Tuesday 14 October 2025
Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Intel has officially launched production at its state-of-the-art Fab 52 facility in Arizona, the company announced on October 9. The...

Tuesday 14 October 2025
Foxconn to expand investment in Tamil Nadu for AI-led advanced manufacturing, says Indian official
Foxconn, the world's largest electronics contract manufacturer, will invest about INR150 billion (approx. US$1.69 billion) in Tamil Nadu to expand its operations and create 14,000...
Tuesday 14 October 2025
YS Tech opens new Taiwan plant to boost AI server cooling capacity
Yen Sun Technology (YS Tech) has completed a new factory in Kaohsiung as it moves to capitalize on the booming demand for AI server cooling systems. The company announced that mass...
Monday 13 October 2025
Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung
Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos...
Monday 13 October 2025
Pegatron's iPhone 17 shipments boost September revenue past NT$100 billion
Pegatron saw its September 2025 revenue rebound, driven by strong shipments of Apple's new iPhone 17 series, reaching NT$114.91 billion (US$3.76 billion), a 74.52% sequential and...
Monday 13 October 2025
Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?
Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production...