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Thursday 2 October 2025
Samsung ex-employees indicted for leaking DRAM tech to CXMT
Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory...
Thursday 2 October 2025
China implements EV export license system to ease internal and external pressures
Starting in 2026, China will require export licenses for electric vehicles (EVs) to address international concerns over dumping and domestic overcapacity. This strategy aims to improve...
Thursday 2 October 2025
Qualcomm adopts Arm v9 amidst competitive and legal dynamics
Qualcomm's adoption of Arm's v9 architecture represents a strategic shift that balances AI capabilities, legal considerations, and competitive pressures while diversifying its technological...
Thursday 2 October 2025
Commentary: Tokyo Game Show 2025 turns business-minded; Taiwan eyes AI, VR
The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
China's CNY3.69B compute contract canceled amid delivery doubts
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in...
Thursday 2 October 2025
CoWoS creates turning point for 12-inch SiC
Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates,...
Thursday 2 October 2025
Tariffs, subsidies, and shifting demand reshape the global car market
The global automotive industry in 2025 has found itself at the eye of a geopolitical storm. Major markets—including Europe, the United States, and China—have experienced...
Thursday 2 October 2025
China to give local products 20% edge in govt purchases
Starting January 1, 2026, China will give domestic products a 20% price advantage in government procurement to support local AI chipmakers, promoting self-reliance, though advanced...
Thursday 2 October 2025
Huawei announces Meng Wanzhou as rotating chair
Meng Wanzhou, Huawei's vice chairperson and CFO, will assume the role of rotating chairperson from October 1, 2025, to March 31, 2026, according to Huawei's official website. She...
Thursday 2 October 2025
Arm appoints Michael H. Wong to lead Taiwan business; CK Tseng shifts to North America
Arm announced on October 1 that Michael H. Wong has been appointed as the new president of Arm Taiwan, effective immediately. Wong will lead the Taiwan sales team to deepen collaboration...
Thursday 2 October 2025
Sungrow rivals Tesla to lead global ESS market with integrated safety solutions
As demand for renewable energy accelerates, grid stability has become a critical challenge shaping the future of the energy storage system (ESS) market. China-based Sungrow Power...
Thursday 2 October 2025
LG Electronics posts growth in Taiwan despite weak consumer electronics demand
Amid tariff pressures and inflation, overall consumer market purchasing power has softened. However, LG Electronics continues to see strong shipments across multiple product lines,...
Thursday 2 October 2025
ODM shifts to server demand as 4Q25 consumer market weakens
Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.
Wednesday 1 October 2025
Notebook shipment update, August 2025
Driven by seasonal stocking momentum and rush orders, the combined shipments of the top five notebook brands increased by over 13% month-on-month in August.