14
Jan
PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server customer orders in the second-half of 2025 that significantly boosted networking and server shipments.
14
Jan
Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan
Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET News and The Elec, Samsung is in the final evaluation stages of its EUV mask blanks with local supplier S&S Tech and is expected to be completed by January 2026, or by February at the latest. This is the first time Samsung will use domestically produced mask blanks in its EUV process.
14
Jan
SK Hynix reportedly trims consumer memory, shifts focus to servers
Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron’s decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products.
14
Jan
Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
As China’s domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power. Iluvatar CoreX said it will unveil a three-generation GPU roadmap on January 26, 2026, outlining a new GPGPU architecture, cloud-based AI training and inference products, and high-performance computing infrastructure plans.
14
Jan
Apple leads 2025 global smartphone sales with upgrade strategy
Global smartphone shipments increased by 2% year-over-year in 2025, marking the second consecutive year of growth, according to Counterpoint Research. The growth was driven by strong adoption of AI smartphones and rising demand for high-end and 5G devices in emerging markets.
14
Jan
Google reportedly looks to shift high-end Pixel development to Vietnam to address export scrutiny
Google is reportedly planning to move the New Product Introduction (NPI) process for its high-end Pixel smartphones to Vietnam, a step that could mark a major shift in the tech giant’s supply chain strategy, though export controls from Beijing may slow implementation, according to Nikkei Asia.
14
Jan
E-paper industry moves toward color as E Ink Holdings and Netronix report strong growth in 2025
The e-paper market is undergoing a significant transformation, shifting from traditional black-and-white displays to color technology, driven by device replacement cycles and expanding application areas. This trend has contributed to robust performances by key industry players E Ink Holdings and Netronix in 2025, with both companies poised to achieve record results in 2026.
14
Jan
China’s new export trio drives 2025 trade growth
China’s total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China’s status as the largest merchandise trader globally.
14
Jan
Taiwan prosecutors target OnePlus founder for arrest in illegal hiring probe
Taiwanese prosecutors have issued an arrest warrant for OnePlus founder and CEO Pete Lau, alleging the Chinese smartphone maker illegally recruited more than 70 engineers in Taiwan as authorities step up enforcement against unapproved hiring by mainland technology firms.
14
Jan
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and suppliers are reaping the benefits. Taiwan’s fab equipment and materials giants now have order visibility stretching beyond 2030.