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Tuesday 23 September 2025
TSMC extends lead in foundry market as Samsung loses ground
The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls...
Tuesday 23 September 2025
Commentary: Xiaomi recall highlights global carmakers' divide on auto driving
Xiaomi Auto's sweeping recall in China has shaken the market, exposing more than a technical glitch. Beneath the surface lies a widening strategic rift in the global auto industry...
Tuesday 23 September 2025
Omron to spin off electronic components business by April 2026 to boost growth
Japanese manufacturer Omron announced plans to spin off its electronic components division into a separate subsidiary around April 2026. The move aims to improve operational agility...
Tuesday 23 September 2025
Shinsegae-Alibaba JV targets Coupang-Naver's South Korea e-commerce dominance
South Korea's Fair Trade Commission has approved the establishment of a joint venture between Shinsegae Group and China's Alibaba Group, a move that could potentially reshape the...
Tuesday 23 September 2025
Taiwanese firms eye Philippine network communication market amid digital transformation push
As ASEAN countries accelerate their digital transformation efforts, the demand for network communication products and services is rapidly growing. In the Philippines, government initiatives...
Tuesday 23 September 2025
Partner Tech and CipherLab forge alliance to capture smart retail opportunities with integrated technologies
Taiwan's smart retail solution provider Partner Tech has announced a strategic partnership with CipherLab, a manufacturer of automatic identification and data capture (AIDC) mobile...
Tuesday 23 September 2025
12-inch SiC substrates poised for two-phase entry onto CoWoS packaging
After two years of falling prices and sluggish commercialization in the 8-inch silicon carbide (SiC) wafer market, the industry is pinning new hopes on advanced packaging for AI chips...
Tuesday 23 September 2025
Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink
At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry...
Tuesday 23 September 2025
Oracle reportedly to oversee TikTok algorithm under US-China framework deal
The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal,...
Tuesday 23 September 2025
Alibaba to expand Singles' Day promotions to 20 countries
Alibaba Group announced on September 22 that, unlike previous years, the 2025 Singles' Day e-commerce promotion will extend beyond China to simultaneously take place in 20 international...
Tuesday 23 September 2025
Apple iPhone 17 launch triggers supply surge with increased production targets
Following the release of Apple's iPhone 17 series, consumer demand has outpaced expectations, prompting Apple to accelerate production efforts. Despite mixed reviews of the devices'...
Tuesday 23 September 2025
Yole Group CEO interview (Part 1): TSMC dominates AI era as supply chain dynamics undergo massive shifts
The semiconductor industry is experiencing its most dramatic transformation in decades, driven by artificial intelligence's relentless demand for computing power. Traditional boundaries...
Tuesday 23 September 2025
China's New Vision Micro seeks lifeline in AI compute after display slide
Shanghai New Vision Microelectronics, founded two decades ago, once broke foreign dominance in display driver chips through independent research and development and won acclaim after...
Tuesday 23 September 2025
Taiwan parts makers capitalize on defense export surge as drone wars reshape supply chains
Lessons from the battlefields of Ukraine and the Red Sea have made one thing clear: low-cost, mass-produced, and expendable drones are transforming combat. Once largely confined to...
Tuesday 23 September 2025
China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...