US tech giants launch quantum chips, South Korean firms focus on applications

As US technology companies continue to unveil quantum processing units (QPUs), the commercialization of quantum computers is expected to accelerate. South Korean firms are also investing in R&D centered around future applications. However, South Korea currently lags behind major countries in overall quantum technology and urgently needs government support to close this gap.

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CSCC boosts investment in advanced carbon materials for energy and chips

In recent years, China Steel Chemical Corporation (CSCC) has undergone a significant transformation, placing a strong emphasis on the research and development of advanced carbon materials. The company is particularly optimistic about the rising demand for energy storage solutions, spurred by innovations in compound semiconductor technology and the expansion of data centers. In line with this strategic shift, the board of directors recently approved two major Z projects—plans to build state-of-the-art production facilities for isotropic graphite and advanced carbon materials. With an investment totaling over NT$1.4 billion (approx. US$42.6 million), the facilities are expected to begin production in the first quarter of 2027.

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Unimicron warns of Trump-era chip ban impact on China’s high-end production

With consumer electronics in a seasonal downturn and no strong market recovery in sight, ABF substrate leader Unimicron expects first-quarter revenue to dip by a single-digit percentage. The company expects clearer visibility on 2025 orders after the second quarter but remains upbeat on the demand for AI servers and application-specific integrated circuits (ASICs) in the second half.

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China’s carmakers embrace outsourcing, reshaping intelligent driving

In the Chinese automotive market, emerging manufacturers such as NIO, Xpeng, Li Auto, and Leapmotor have long been emblematic of the industry’s shift toward self-developed intelligent driving technology. Historically, these companies were known for their high degree of in-house innovation in autonomous driving systems. However, as intelligent driving technologies gain broader adoption across China, many of these new players are now increasingly turning to outsourcing partnerships.

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China’s grip on shipbuilding poses challenges for global players

China’s preeminence in the global shipbuilding arena is unmistakable, as it lays claim to an imposing 70% of the market. The protracted Russo-Ukrainian war has catalyzed a boom in unmanned systems, spurring nations to prioritize the development of both aerial and maritime variants. However, China’s commanding grip over these sectors presents formidable hurdles for competitors, notably Taiwan and the US, as they strive to carve out their own footing in this critical technological race.

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