18
Sep
Japan’s Ministry of Economy, Trade and Industry (METI) has begun reviewing the country’s submarine cable supply chain, as the US expands its investigations and excludes Chinese communications equipment and products. METI is also in talks with industry players about possible alternatives and is offering subsidies to avoid becoming collateral damage in the ongoing trade war.
18
Sep
BOE loses ground to LGD as Apple reconfigures OLED supply chain
The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the rising demand from smartphones, particularly Apple’s iPhone lineup. However, with demand expected to outpace supply, analysts are warning of a potential OLED panel shortage as early as 2028.
18
Sep
Hanwha E-ssential challenges Ajinomoto’s ABF monopoly with 2026 launch
Hanwha E-ssential, a subsidiary of Hanwha Solutions, has successfully localized the production of semiconductor packaging insulation materials in South Korea. The company plans to begin supplying in 2026, aiming to challenge the market dominance of Japanese firm Ajinomoto.
18
Sep
Taiwan bets big on silicon photonics to capture US$100 billion global market
Taiwan is racing to advance its silicon photonics capabilities, aiming to develop high-efficiency 400Gbps optical modules within one to two years, according to the Ministry of Economic Affairs (MOEA).
18
Sep
Japanese chipmakers abandon legacy lines, rattling automakers
As the world races ahead with cutting-edge advances in artificial intelligence, the automotive sector faces a quieter but potentially disruptive challenge: the slow, steady disappearance of legacy semiconductor manufacturing.
18
Sep
Taiwan races to build counter-drone defenses as swarm warfare redefines the battlefield
A new high-tech arms race is escalating, and it’s centered on drones. Taiwanese defense industry experts say the rapid evolution of unmanned aircraft is forcing a major rethink of military strategy, sparking a rush to develop new technologies to counter them.
18
Sep
DeepSeek AI conducts undisclosed risk evaluation amid heightened Chinese regulatory scrutiny
China’s DeepSeek has reportedly carried out an internal assessment of potential risks posed by its AI models to public safety and social stability, although it has not made the results public.
18
Sep
From delay to debut: iPhone 17 gets fast-tracked in Indonesia after US trade deal
Apple is preparing to launch its iPhone 17 series globally — and for the first time, Indonesia will be part of the initial wave of releases.
18
Sep
Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD
Tencent said its cloud business has fully integrated with China’s mainstream domestic chips, marking a milestone in its AI and cloud computing roadmap unveiled at the 2025 Tencent Global Digital Ecosystem Summit.
18
Sep
Murata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B
Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural change. The Japanese electronic components maker aims to achieve revenue of JPY2 trillion (approx. US$13.3 billion) and an operating profit margin of at least 18% by fiscal 2027, with artificial intelligence (AI) applications serving as a key growth driver.