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25 Nov

Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan

November 25, 2025
By jeff

Taiwan’s energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter unique hurdles limiting the growth of lithium battery-based large-scale energy storage projects, which are essential for power grid stability.

25 Nov

Latest News and Trends

Stratio eyes mobile ‘fourth lens’ with low-cost germanium SWIR sensor

November 25, 2025
By jeff

South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating AI algorithms, the company targets applications across recycling, agriculture, food safety, home appliances, and security industries, aiming to become the smartphone’s “fourth camera lens.”

25 Nov

Latest News and Trends

OmniVision, Nio, and Axera form JV to build China’s next-gen auto chips

November 25, 2025
By jeff

As China’s smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country’s auto-chip ecosystem has gained a notable new alliance.

25 Nov

Latest News and Trends

Beyond LLMs: AI leaders pivot to world models

November 25, 2025
By jeff

Yann LeCun, Meta’s chief AI scientist and 2019 Turing Award laureate, announced he will depart Meta by the end of 2025 to launch a startup centered on “world model” technology. LeCun stated on LinkedIn that his new company aims to build AI systems capable of understanding the physical world, with persistent memory, reasoning, and planning abilities.

25 Nov

Latest News and Trends

Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply

November 25, 2025
By jeff

Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services, and Broadcom, leaving its 2026 production almost fully booked, according to South Korean outlets Chosun Biz and EBN. This confirms strong demand for the components used in advanced semiconductor packaging.

24 Nov

Latest News and Trends

Lenovo builds a 50% inventory buffer to hold PC prices through 2025

November 24, 2025
By jeff

Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its latest earnings call, the company said it has the “capacity and experience” to navigate the sharp rise in memory prices.

24 Nov

Latest News and Trends

Samsung Technology Conference 2025 highlights four key domains for AI transformation

November 24, 2025
By jeff

At Samsung Technology Conference (STC 2025), the latest research findings in AI agents, communications, healthcare, and cybersecurity were showcased. Security, intelligent software, robotics, and open-source ecosystems were identified as four key fields that will guide AI transformation.

24 Nov

Latest News and Trends

South Korea seeks joint strategy with Taiwan on US chip tariffs

November 24, 2025
By jeff

South Korea’s trade chief said Seoul sees room to coordinate with Taiwan on upcoming US chip tariffs, signaling potential cooperation between the two Asian semiconductor powerhouses as Washington reshapes tariff rules under President Donald Trump. Trade Minister Yeo Han-koo said Taiwan’s ongoing negotiations create space for both sides to seek the most favorable treatment.

24 Nov

Latest News and Trends

DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025

November 24, 2025
By jeff

China’s memory maker CXMT used this year’s IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push into high-end server and AI-focused DRAM. The chips reach 8000Mbps and 24Gb per die, placing CXMT firmly among top-tier global DRAM suppliers.

24 Nov

Latest News and Trends

Acer subsidiary Altos Computing lists on Taiwan’s Emerging Stock Board, sharpening its AI computing push

November 24, 2025
By jeff

Acer subsidiary Altos Computing began trading on Taiwan’s over-the-counter market on the 21st, advancing its bid to serve rising enterprise demand for AI computing. The company specializes in AI platforms and high-performance servers as workloads extend beyond hyperscale training environments to enterprise deployments of agentic AI for on-premise inference and practical use cases.

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