Commentary: China’s TGV ambitions face an uphill battle

China’s development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles, including high process complexity, reliance on imported equipment, cost-yield balance issues, fragmented supply chains, patent barriers dominated by Japan, South Korea, and the US, and long research and development cycles.

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China tightens rare earth export controls with new ban on overseas assistance

China’s Ministry of Commerce issued two major new rare earth regulations on October 9, 2025, including a landmark rule that imposes export controls on rare earth technologies and explicitly prohibits Chinese citizens, legal entities, and organizations from providing any substantial assistance or support to overseas rare earth activities without permission.

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Asustek eyes to double current PC sales in India by 2030

Taiwanese PC maker Asustek Computer is expanding its footprint beyond India’s metropolitan markets as it looks to double its device sales to as many as two million units by 2030. The company, which ranks as India’s third-largest consumer notebook brand, is focusing on non-metro and Tier-III towns to tap into first-time PC buyers, while simultaneously strengthening its local manufacturing and product lineup in gaming and AI-driven notebooks, according to Money Control and Mint.

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OpenAI’s Sora app tops iPhone downloads amid deepfake concerns and revised usage policies

OpenAI’s new video generation app, Sora, swiftly climbed to the top of the iPhone App Store free download charts shortly after its September 30 release. The app, available only by invitation in the US and Canada, sparked a surge in user interest but also drew attention to challenges related to deepfake content and copyright, prompting OpenAI to update its terms of service.

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Taiwan launches smart robotics SIG, backed by Asustek, industry leaders

A special interest group (SIG) for smart robotics was officially established on October 8, jointly developed by the Taiwan Smart City Solutions Alliance (TSSA) and the Taipei Computer Association (TCA). Asustek Computer served as the convener, quickly attracting more than 60 Taiwanese manufacturers and startups, including major players such as Asustek Computer, Mirle, MediaTek, Pegatron, Wistron, and Nexcom International.

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Beijing tightens tech controls, linking rare earths to AI and national security

In a major escalation of its tech resource policy, China’s Ministry of Commerce announced new export restrictions on rare earth materials, sharply tightening approval processes for exports linked to advanced semiconductors and artificial intelligence (AI). The move adds a critical new layer of scrutiny to the global supply chain for high-tech industries.

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