Chinese memory module makers carve up smartphone market with local alliances

As memory and storage prices enter a rapid growth cycle, Chinese memory supply chains are expanding their influence by targeting domestic smartphone brands. Leveraging upstream manufacturers’ resources and localized partnerships, these Chinese firms are gradually capturing market share traditionally dominated by major global memory companies. Suppliers for smartphone giants like Transsion and Xiaomi are seeing significant increases in their footprint.

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SAS integrates semiconductor and renewable energy chains to boost long-term growth

Sino-American Silicon Products (SAS) is demonstrating resilience in the semiconductor and renewable energy sectors through a series of strategic initiatives. Its subsidiary, GlobalWafers (GW), continues to respond proactively to the US market’s urgent demand for local sourcing by advancing R&D in third-category semiconductor materials such as gallium nitride (GaN) and expanding renewable energy business lines, strengthening competitive advantages with diversified momentum.

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Ubiqconn Technology posts 20% revenue growth in September, driven by maritime, smart mobility

Ubiqconn Technology has reported an unaudited consolidated revenue of NT$133 million (approx. US$4.33 million) for September 2025, down 32% sequentially but up 20% year-over-year. The accumulated revenue for January to September 2025 reached NT$1.63 billion, marking a 6% increase over the same period last year, with overall operations remaining steady.

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