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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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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Closed-loop AI frameworks may help enterprises address trust barriers in GenAI adoption, says research firm

OpenAI CEO Sam Altman has been a fixture in the headlines in the past two weeks, securing partnerships with AMD, Samsung Group, and SK Group, and signing a memorandum of understanding (MOU) with the South Korean government to support the country’s AI transformation and ecosystem development. However, obstacles still hinder the widespread adoption of AI, with a recent survey revealing that enterprises still cannot fully trust GenAI.

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E-paper industry gains momentum as E Ink and Netronix capitalize on color display demand

The global e-paper industry is entering a new growth phase, fueled by rising demand for color displays and the proliferation of consumer and commercial applications. Leading players—Taiwan’s E Ink Holdings, the world’s largest producer of electronic paper displays, and Netronix, a major manufacturer of e-reader devices—are both projecting strong momentum through 2025 and into 2026.

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Doosan eyes EK Siltron acquisition to expand semiconductor ecosystem

Originally rooted in heavy industry, South Korea’s Doosan Group is expanding into the semiconductor sector and is considering acquiring semiconductor wafer manufacturer SK Siltron. While Doosan is not directly involved in semiconductor fabrication, it is strategically targeting areas such as materials, back-end processes, and design within the semiconductor industry. This strategy allows it to avoid high technical investment risks while still securing industry influence.

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Twoway Communications’ AIoT revenue hits 50% with five-year order pipeline

Broadband equipment supplier Twoway Communications continues to focus on its two core businesses — broadband transmission equipment and smart networking AIoT applications. In particular, the company has actively expanded its AIoT business in recent years, with increasing order momentum contributing significantly to overall revenue through September 2025.

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