DIGITIMES archived news

Research Report Database

NOV

15

2025

Memory panic buying grips tech industry as shortage extends to 2027

Fei-Fei Li says spatial intelligence is the next frontier in GenAI

Wieson sees strong growth as AI and HPC markets boost demand for connectors

China fine-tunes its Thousand Talents campaign to lure South Korean scientists

Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply

Yageo secures two deals to boost power component portfolio

Taiwan's AutoSys turns self-driving Algorithms into next-gen AI exports

Research insight: SpaceX strengthens lead in LEO satellites with reusable rockets, standardized bus, and cost-efficient components

NOV

14

2025

SK Hynix reportedly to order HBM4 equipment, accelerate mass production

Taiwan's EV market heats up as Luxgen N5 prepares for debut

Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive

Carbon fiber specialist Bonny Worldwide expands into Airbus supply chain

G-Shank sees strong AI-driven growth for stamping parts

SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious

China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Premiumization boosts Qualcomm as Apple posts fastest growth in India

SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure

Coretronic and Radiant expand beyond displays, betting on drones and advanced optics

AI chip test interface demand surges; Taiwan orders visible through 2026

Edison Opto expects automotive momentum to reboot operations in 2026

Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover

Advantech targets medical and robotics in edge AI

H2 peak season fuels Tricorntech 4Q25 performance

Brinno targets Middle East defense market at Dubai Airshow 2025

Microip expands into North America, eyes growth in agriculture and defense tech

Ilitek completes T-Con integration, eyes DDI product synergy in 2026

Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom

China's supernode boom sends warning to Nvidia

Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025

Baidu sets a new Kunlun chip trajectory as chair questions the AI boom

Veon taps Starlink to deliver satellite mobile service across emerging markets

SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets

China's AI silicon enters the Gulf with SenseTime at the helm

Taiwan drone maker Thunder Tiger invests US$22 million in southern expansion

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

Exclusive: Taiwan firms play key roles in OneWeb's expanding satellite ecosystem

AI backlog to 2027 propels Quanta into its fastest expansion cycle yet

DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market

Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat

HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector

Samsung expected to dominate HBM4 market as prices snap back

IHI, ICEYE team up to launch advanced SAR satellite network

Taiwan raises foreign worker hiring standards to protect local labor conditions

Qisda slows acquisition drive, shifts focus to local drone supply chain

Hsin Hsin Galaxy posts 415% net income surge in 3Q25 amid peak season, new customer expansion

Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

ASUS AI servers near 20% of 3Q25 revenue

Pegatron chairman urges Taiwan to adopt AI beyond manufacturing

Research insight: SoftBank's US$5.4B ABB deal highlights Europe's industrial robotics pullback

India likely to delay green hydrogen target, pivots to domestic demand

Elon Musk looks to space for Tesla's next AI chip

From scale-up to scale-across: How AI data centers are redefining transmission technology

Syrma SGS invests in India's largest PCB facility, eyes local laptop motherboard production

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

ADATA sets new quarterly profit records amid strong memory market demand

NOV

13

2025

Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race

Samsung aims to make foundry unit profitable by 2027, banking on Tesla orders and US fab ramp-up

Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Rising demand for AI computing drives data center upgrades and power system innovation

Chicony Electronics 3Q25 profit surges 23% on premium product mix

Wistron sees rising margins as AI server demand surges

Taiwan Mobile posts 11% YoY profit rise in 3Q25 as new tech business gains momentum

Anthropic aims for profitability by 2028 while OpenAI's losses could reach US$74 billion

Hiwin eyes 2026 growth driven by semiconductor and robotics

ECE banks on NEV projects for growth amid stable 2025 auto demand

Inventec anticipates growth in 2026 fueled by servers and NB

Apex Material Technology reports 3Q25 revenue and profit gains on medical and industrial demand

GIS bets on OLED and optics as the display industry shifts to high-end applications

Jensen Huang and AI pioneers debate whether field is in a bubble as they accept Queen Elizabeth prize

Samsung Galaxy S26 set for February 2026 launch with expanded Exynos use

BenQ Medical eyes 2026 growth with 3 key product lines, targets China surgical robot market

Chicony Power rebounds as server demand lifts profits amid PC slowdown

WPG restructures to accelerate global expansion and lead in logistics

Automotive and sports lightweight demand boosts FCS injection molding shipments

Taiwan revises merger law to boost industrial holding companies

Bellwether rides AI server wave to cement high-end connector dominance

Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens

Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world

Microsoft speeds up AI chip development with OpenAI IP licensing

Toyota confirms major US expansion, one month after Trump's announcement

Exclusive interview: OneWeb eyes Asia-Pacific as key growth engine in the global satellite race

Uniplus Electronics rebrands with eye on entering North American transformer market

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

Samsung Display reportedly begins mass production of OLEDoS for Galaxy XR

Tatung names new CEO as AI and renewable energy boost revenues

Tata Power to build India's largest 10GW solar wafer and ingot plant

Anthropic announces US$50 billion investment in US data center infrastructure

Rebellions expands US presence with Silicon Valley hires, launches North America entity

Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand

Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds

Huawei's new wave of inventions hints at a rewired future for AI computing

China's rare earth curbs hinder Hyundai Motor's early development

Tesla seeks South Korea partnerships to launch battery production plan

Huawei converts R&D might into patent power and AI momentum

Tanaka develops rhodium probe pin material for semiconductor testing

Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model

Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance

Elon Musk's secret fab plan: new US chip plant targets 2026 ramp

Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026

Infineon flags China EV headwinds as pricing pressure drags on auto outlook

Infineon posts stable 2025 results—and bets big on AI-driven power demand

Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026

AgiBot's corporate shake-up signals China's humanoid robot listing wave

Humanoid robots to debut in smart factories by 2026 as AI accelerates deployment

Gogoro 3Q25 gross margin improves with three new models to boost 2026

AI data center power consumption drives SOFC deployment in Taiwan

India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging

Research insight: TASA's dual satellite strategy positions Taiwan for global space market entry

Microsoft, Google pour billions into Europe to build the next AI compute hub

Column: Quantum communication races toward commercialization despite unresolved challenges

BYD counters EU tariff threat with three-pronged global strategy

Transcom lands major defense contract as global demand for radar tech rises

Renault reportedly shifting from Valeo to in-house development for rare-earth-free motors

Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert

NOV

12

2025

Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand

Foxconn chairman responds to Luxgen acquisition rumors

Samsung vice chair exit triggers major leadership overhaul

DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output

Global PMX turns profit in 3Q25 as semiconductor business surges

ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook

Apple's 2026 OLED MacBook launch could revive display market

As SpaceX redefines rocket economics, Musk eyes next industrial frontier

Samsung Pyeongtaek P4 shifts to 1c DRAM production

China's Ubtech Robotics bags US$110M in Walker S2 orders, eyeing industrial rollout

SK Hynix targets 70% DRAM profit margin amid supply crunch

BYD shifts growth focus overseas as capex slows sharply

AEM swings back to profit on strong demand and product mix shift

AMD's latest product roadmap revealed, Zen 7 debuts

Kakao Mobility eyes role as platform integrator for AI-driven UAM commercialization

Foxconn's EV ambitions expand: Luxgen acquisition could reshape Taiwan's auto market

Lianyou Metals' 3Q25 profit soars sixfold as tungsten and cobalt prices hit new highs

WT Microelectronics and WPG post record October revenue on soaring AI chip demand

Nexperia crisis triggers IC design supply chain reshuffle

BizLink acquires XFS to strengthen high-speed transmission portfolio

Silicon Valley startups turn to Chinese AI models amid performance and cost benefits

Taiwan's Foxconn plans move into passenger EVs with Luxgen buy, industry sources say

Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results

HP pushes MJF 3D printing as mainstream technology for commercial drone manufacturing

EU moves to ban Chinese telecom gear, push unified cybersecurity standards

Dimensity 9500 supports MediaTek's strong 4Q25 growth amid final flagship surge

ChipMOS returns to profit as memory demand rebounds; chairman sees strong 2026 ahead

TSMC's US bet pays off for two quiet suppliers

DB HiTek rides power management chip boom to strong 3Q25 growth

Chinese EVs force Japanese automakers out of Southeast Asia into India

CXMT and Tesla's chip plans challenge South Korea's semiconductor lead

ASML opens South Korea campus to deepen Samsung, SK Hynix ties

China leads global 6G patent applications

Luxshare speeds into AI server market with 800G SiPh, liquid cooling rollout

China's EV makers slash prices again, testing the limits of profit and innovation

TSMC offloads older tools to VIS as it repurposes fabs for next-gen tech

Wistron and Quanta report record profits as AI server and storage demand drives 2025 growth

AMD projects US$1 trillion AI chip market by 2030, bets big on data center boom

Foxconn earnings preview: investors look for proof behind its AI and EV push

China eases EV subsidies, halves purchase tax to cool overheated market

Tower Semiconductor tops forecasts, to invest US$300 million in silicon photonics expansion

Buima expands green energy push with focus on smart storage systems

Microchip forecasts fall short as tariffs hit 4Q25 US-China markets

Micron reallocates CHIPS Act funds to Idaho, delaying New York fabs

SK Hynix reportedly developing high-bandwidth storage to boost smartphone AI performance

Taiwan's Nexcom targets tenfold robotics growth, cites G2 divide on safety standards

Investors flock to defense startups amid rising global tensions

Taiwan accelerates land development to support TSMC's Southern expansion

Xiaomi founder leads new architecture department to address safety backlash

Coretronic shifts strategy to auto and AR gear amid projector sales decline

NOV

11

2025

Taiwan's machinery industry sees 9 straight months of export growth thanks to AI, but machine tool exports halve

Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness

Powerlogic eyes strong 4Q25 growth on robust GPU demand

Stan Shih encourages entrepreneurial families for lasting legacy

Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Apogee reports third-quarter profit in 2025 as US broadband program gains momentum

Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant

Astera Labs ships switch chips, expands AI server influence with new standards

Google's 'Project Suncatcher' aims to build the first AI cluster in space

Lite-On founder backs Taiwan's science diplomacy program, hosting 31 Nobel laureates

DIGITIMES Asia spotlights three leading innovators at FIX 2025

Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027

YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027

With consumer spending slump, home appliance and display vendors pivot to commercial and rental models

Samsung's Texas expansion spurs formation of a new US semiconductor ecosystem

Whetron Electronics sees 3Q25 margin rise as Thailand plant readies for 2026 production

Vietnam’s first wafer fab set for 2026 launch, accelerating push into global chip supply chain

Meta faces scrutiny as 10% of 2024 revenue reportedly stems from scam ads

Gemtek's 3Q25 gross margin rises despite revenue pressure from transformation

Intel CEO takes direct control as former AI chief joins OpenAI

Malaysia strengthens data center ecosystem to advance 2030 'AI Nation' vision

G-Tech Optoelectronics develops aerospace-grade glass conformal antenna with US defense partner

AI data centers face stricter energy efficiency mandates

Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?

Hushan Autoparts sees rising aftermarket demand amid ongoing tariff impact

Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis

GlobalFoundries signs GaN tech licensing deal with TSMC to expand US production

Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty

South Korean battery makers diversify strategies to capture global market

Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000

Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse

Pegatron sees stable October revenue boosted by Apple iPhone demand

China's Zhejiang University launches FabGPT to bring AI into chip manufacturing

Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments

China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes

South Korea launches major probe into alleged Samsung SDI battery tech leaks to China

ASML tackles AI's 'scissor gap' with dual-track chip strategy

China's Unicomp targets global expansion with US$37.5M purchase of SSTI semiconductor

India's major EMS provider weighs US production shift amid 50% tariff pressure

NDF allocates NT$10 billion to robotics technology investment

Samsung increases in-house parts production with an eye on custom robot and contract manufacturing

The dashboard revolution: how Mini LED and OLED are changing cars

Taiwan optical firms eye expanding drone payload market

Taiwan's OTT market is consolidating

Five nations, ten days: the global race rockets into the final frontier

NOV

10

2025

South Korea highlights AI push at Daegu Expo as President Lee rallies industry leaders

Taiwan time-lapse camera maker Brinno sees 3Q25 revenue rise 8.5% on defense push

As AI advances, DeepSeek calls for moral accountability

Snapchat drops US$400 million on Perplexity to integrate AI search

Clevo focuses on high-margin product strategy to hit net profit NT$890 million in 3Q25

ASML says AI boom has yet to lift chip equipment demand

Taiwan semiconductor materials face three major obstacles, says Sunlit exec

TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue

Rebellions secures Silicon Valley backing, closes US$250m round

AI drives shift to memory-centric computing, redefining semiconductor supply chains

China's memory squeeze deepens: NOR flash prices jump, Puya expands into 2D NAND

China's Chery faces loyalty test as December German market entry looms

Chenbro eyes automated US factory as AI drives server growth

Taiwan's October exports hit single-month record high

Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Fitpower eyes AIoT chip surge in 2026 to cut DDI revenue share

Analysis: China pairs Nexperia sanctions with exemptions, unveiling new supply chain playbook

Formosa Plastics chief warns of prolonged supply glut from China, accelerates five-pronged transformation

Google reportedly doubles down on Anthropic as AI startup nears US$350B valuation

Macronix sees rising NOR, NAND, and eMMC demand amid memory market recovery

Taiwan auto parts brace for 4Q25 peak: SuperAlloy expands recycled aluminum, Tsang Yow targets AM/OES growth

Accton eyes 2Q26 mass production for L11 AI server chassis

Ability Enterprises posts nine-year high in October revenue on strong product mix and AI-driven demand

AUO and Innolux expect operating losses to continue into 4Q25 off-season

NAND prices double in six months; Phison CEO predicts years-long shortages

Formosa Plastics reports softer October sales, AI-driven materials boost continued growth

Nan Juen International's server rail profits jump in 3Q25

Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026

Ableprint reports record third quarter revenue despite regulatory search

PixArt Imaging signals stable 4Q25 as drone sensor demand offsets gaming softness

GSEO posts 14.3% YoY revenue growth, strong demand to boost 4Q25

Khgears eyes 4Q25 revenue growth as robot gear shipments ramp up

Memory module makers expect supply shortage and price surge to extend into 2026

China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Weekly news roundup: LGES probes tech Theft; ASML pivots in China; Samsung sparks market chaos; Nexperia feud explodes

India roundup: Nvidia, Qualcomm join US$1B India deep tech alliance as Apple breaks into top 5 smartphone brands

Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

Malaysia reaffirms AI chip neutrality, adopts Nvidia and Huawei Ascend

Ola Electric rejects tech theft claims as rivals question its battery breakthrough

China eases chip export curbs as it pressures EU over Nexperia dispute

Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

Etron chairman outlines vision for Taiwan's next competitive edge

Taipower chairman highlights power supply-demand synergy and power matching as key to future development

BMW's Neue Klasse iX3 launch bolsters EV strategy in 3Q sales

Taiwan’s JPP steps out of obscurity as AI demand outpaces supply

SK Telecom's new CEO outlines AI infrastructure as core growth strategy

ZEITEC Semiconductor targets TDDI expansion in mobile phone aftermarket

Amazon accuses Perplexity of unauthorized access through Comet AI browser

SDI partners with Infineon to develop lead frame technology for AI and third-gen semiconductors

E Ink and Wistron extend smart dialysis solutions to Taiwan's primary care clinics

Taiwan machinery urged to back US reindustrialization and defense

Technical challenges loom over Google's orbital AI data center plans

Research insight: Direct-to-device poised to redefine mobile-satellite integration

NOV

9

2025

Systex posts profit growth in 3Q25 driven by enterprise AI transformation

Twoway appoints former head of sales as new COO

Auden Techno turns profitable

uPI applies power IC demand growth across three segments

xMEMS accelerates mass production of audio and cooling solutions

Wingtech's Nexperia feud and state stake cut cloud outlook

US tech layoffs raise concerns over AI PC and business demand

Sanyang Motor upgrades global strategy, strengthens Taiwan hub and EV cross-industry platform

M31 weathers a costly quarter with eyes on AI-fueled recovery

SK Hynix pushes 1C DRAM for HBM4E as AI memory demand surges

Microsoft launches superintelligence team to counter Meta

Hyundai expands EV and hybrid lineup as Nan Yang sees Taiwan auto market rebound

Taiwan takes its first turn hosting Asia’s satellite summit

STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

Taiwan's machinery makers under pressure from Korean conglomerates and Chinese capital

AI bubble concerns mount amid 2026 shipment uncertainty

Google and Nvidia take the AI race into orbit with plans for space data centers

Next-gen power systems aim to cool AI’s growing energy appetite

Germany's auto market rebounds as Chinese EVs surge

NOV

8

2025

AIDC earns AS9110 certification for Brave Eagle maintenance

Sinbon eyes strong growth with orders from AI, robotics, and smart transport sectors in 4Q26

Taiwan firms remain committed to local investments despite expansions in US

Foxconn builds digital health ecosystem through cross-industry integration

How China hits hard to power its AI ambitions post-Nvidia

Jensen Huang joins TSMC sports day as Morris Chang misses event for health reasons

Hyundai takes aim at Taiwan's hybrid market with new Inster EV

When politics short-circuits the supply chain: The Netherlands' Nexperia miscalculation

WT Microelectronics sees strong 2026 growth on rising AI data center demand

Samsung folds strategy unit into Electronics arm as South Korean giants brace for 2026 leadership changes

Column: Quantum sensing moves closer to commercial reality

VIS turns corner after price war, gears up for PMIC-driven growth in 2026

Taiwan poised to capitalize on D2D satellite networks

Anthropic bans Chinese-controlled entities from accessing Claude models

NOV

7

2025

China temporarily halts export controls on rare earths, graphite, and other strategic materials

Nvidia faces Washington heat over alleged Huawei ties

Advanced packaging emerges as AI's next performance frontier, insights from DIGITIMES analyst Tony Huang

Twoway Communications reports strong revenue and outlines growth strategy under new COO

Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery

Elon Musk maps out Tesla's semiconductor leap, ponders alliance with Intel

TPK beats 3Q25 profit forecast on surging E-reader demand

Taiwan’s iRent and WeMo join forces to build the nation’s largest shared mobility platform

CHT launches NT$1 billion cultural fund to boost Taiwan film and TV industry

Far EasTone posts record 3Q25 revenue driven by mobile and ICT segment growth

Arm's EVP says AI is no bubble, highlights Taiwan's strategic role

TAITRA leads 270 firms to US auto shows for EV and smart vehicle opportunities

Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks

South Korea's Tesollo unveils human-like robot grippers, wins Techman Robot partnership

AAEON eyes 3-5 year edge AI surge amid rising NA market challenges

China's Hua Hong sees profit fall over 50% on rising fab, R&D costs

Catcher Technology enters AI server chassis market

SanDisk reportedly hikes NAND prices 50% as memory module makers post strong results

Volkswagen China launches first SOC chip for L3 autonomous driving

Flexium Interconnect nears end of business transformation, eyes 2026 growth

Cambricon hit with US$590M lawsuit from former CTO over stock buyback dispute

Foxconn board member urges Taiwan to speed system design amid Moore's law slowdown

Samsung targets 2026 'second peak' with AI, foldables amid chip rebound

AP Memory revenue doubles as S-SiCap enters growth phase, eyes higher 4Q25

Acer unveils new pan-America leadership amid solid 3Q25 performance

Memory price surge amid supply tightness pressures Chinese smartphone makers

HDD delivery delays extend to 2 years as QLC NAND capacity sells out early

Samsung Foundry teams up with Anaflash on AI MCU in sign of recovery

CXMT adopts SK Hynix's MR-MUF tech to close China's HBM gap by 2026

TPK to acquire 23.83% stake in Ilitek, entering semiconductor sector

AUO turns loss amid weak seasonality and currency headwinds

AI-driven chip shortages disrupt connector and power supplies

Elan Microelectronics posts solid results, eyes AI-driven growth in 2026

Samsung Galaxy S26 prices may increase because of memory demand surge

Google launches new TPU and Arm-based instances for AI workloads

Chinese automakers achieve record Europe market share with PHEV offensive

Taiwan machinery leverages AI for defense push

Kinko Optical hits 9-year record on soaring infrared lens sales

Unitree, Tesla take diverging routes in next phase of humanoid robotics

Chicony Power may obtain urgent high-wattage NB power supply orders if semiconductor supply stabilizes

Foxconn partners with Mitsubishi Electric to develop global AI data center solutions

Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu

Anthropic reportedly poised to reach US$70 billion in revenue by 2028, driven by API sales surge

Hanmi to launch Wide TC Bonder for HBM5 high stacking in 2026

AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership

BOE ramps up 8.6-gen OLED mass production to challenge SDC

Trump's trade policies trigger Taiwan's US$400 billion US investment surge

ASE unveils AI-enhanced IDE 2.0 to accelerate chip design and packaging

Automotive lenses drive growth for optical companies

Foxconn expects 4Q25 growth as AI servers, ICT products drive demand

CHT Security posts record revenue, profit in 3Q25 with growth across three key margins

LG Electronics reportedly eyes local manufacturing in India for capital goods

“Call the mayor”: Jensen Huang’s Computex quip triggers a months-long land tussle for Nvidia’s Taipei HQ

NOV

6

2025

Far EasTone eyes 28GHz Kuiper satellite service launch in Taiwan by early 2027

Samsung to gain edge as Nvidia expands physical AI with robot chip production

LG eyes zero labor homes by 2030, cites robot operation as biggest hurdle

US and South Korea target shipbuilding; Taiwan is urged to prioritize unmanned vessels

E Ink and C3 co-launch Pixel Paper Labs in Sri Lanka

China bolsters rare earth export controls with major hiring push

European tier 1 and Japanese automakers sound alarms over Nexperia chip crisis

SK Hynix tight-lipped on Nvidia supply terms as HBM4 prices climb

Winbond's DRAM bit supply to double as structural shortage extends through 2027

Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge

Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit

Vivo and Oppo flagship phones go head-to-head

Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement

Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?

China bans Nvidia from state data centers, mandates domestic AI chips

Tesla reportedly appoints India head as sales remain slow under high import duties

Foxconn converts Sharp factory into AI server hub, courts Japan auto giants for EV collab

China eases trade curbs on US optical fibers, suspends entity restrictions

Advantech maintains strong 3Q25 performance despite rising raw material costs

Arm raises forecast after record quarter fueled by soaring AI demand

Samsung Electro-Mechanics reportedly joins Broadcom supply chain amid AI chip surge

Nexperia chip disruption forces Honda and Nissan to cut production in Japan and overseas; Toyota unaffected

ODMs slash non-China manufacturing targets to 40% as tariff eases

Arm touts AI efficiency as 'power bottleneck' hits data centers

Advantech says tight DDR4 supply and rising SSD prices squeeze industrial PC margins

Tech war embroiled Taiwan sees fragile truce in Trump-Xi summit

ASML reframes its China strategy with advanced packaging debut of TWINSCAN XT:260

Cambricon's NeuWare breaks China's dependence on Nvidia CUDA

Arm surges past US$1.1 billion for third consecutive quarter on AI and cloud demand

IC designers race to win orders despite declining margins

Inventec notebook shipments fall 15.79% in October amid seasonal slowdown

Aspeed Technology to spin off remote management unit to Cupola360

Beyond smartphones: Qualcomm’s low-power leap into the AI data center race

Android momentum lifts Qualcomm as Apple dependence fades

Tax shock slams Qualcomm’s profit, but chips keep humming into 2026

LG expands B2B services in Taiwan to boost smart living solutions

Winmate focuses on defense and industrial unmanned solutions to increase global presence

Taiwan suppliers fill gap as Boeing recovers, Airbus stalls

TV panel prices continue to fall: production cuts fail to boost weak peak season

China takes the self-driving wheel as chip war pushes Nvidia out

From Seoul to Munich: Nvidia's AI sovereignty goes global

Memory supercycle drives Samsung, SK Hynix to new market cap heights

Exclusive: Asus seizes OLED crown from Samsung, VP breaks silence

Nvidia unveils NVQLink as AMD, IBM achieve quantum error correction on FPGA

Incheon's US$500 million dream to become Asia's next unicorn cradle

Taiwan machinery exports to rebound in 2Q26 as trade tensions ease

Japan's CODA demands OpenAI halt use of protected works for AI training amid growing dispute

Early orders and tariff fears cool NB demand in holiday quarter

Taiwanese electric scooter sales below government goals

LGES probes alleged leak linked to India's Ola Electric

NOV

5

2025

Trump prepares Plan B as world awaits Supreme Court hearing

Largan reports stable operations with 5% revenue growth through October 2025

Syncmold cautiously optimistic as new products and LEO satellite expansion take shape

Vuzix eyes smart glasses to reshape enterprise production methods

Automotive chip demand rebounds despite supply chain headwinds

Dawn of the self-driving age: Stellantis, Nvidia, Foxconn, and Uber forge global robotaxi alliance

Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix

Commentary: Jensen Huang's South Korea charm offensive signals Nvidia's Asia pivot

SK Hynix redefines AI memory architecture with 2031 'full stack' vision

Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push

Mediatek's subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth

Trump pauses China port fees but leaves room to negotiate

Foxconn chair calls for Taiwan-Japan EV alliance

Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026

Jinpao hits 6th straight monthly revenue record on AI, energy, aerospace push

Supermicro's cash flow turns negative as AI infrastructure push strains finances

Nvidia, Qualcomm join US$1B India deep tech alliance

Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung

Nuvoton posts second straight loss on Japan plant woes, automotive slump

WT Microelectronics navigates Nexperia supply disruption with alternative sourcing

Apple's first budget MacBook powered by iPhone chip, set for 2026

Airoha rises as MediaTek's key engine in networking chips

Nexperia warns clients of supply halt and quality risks at China plant amid dispute

Jabil to acquire Hanley Energy for US$725M in data center power move

Samsung's Taylor fab preparation signals EUV expansion as ASML assembles specialized team

Nanya Technology and Winbond Electronics report strong financial results amid rising DDR4 demand

TSMC leak prompts Taiwan to reform legal framework for technology protection

New car registrations in Taiwan rise in October, as Tesla stumbles and Luxgen returns to the top

SK Group, backed by OpenAI's Sam Altman, puts efficiency at the core of its AI expansion

China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze

Nintendo raises global sales forecast for Switch 2 following strong early performance

US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

KYEC secures triple AI chip testing contracts, expands production in Taiwan and Singapore

Mature semiconductor process price wars ease as foundries report stabilizing ASPs

Supermicro reports lower quarterly sales but expects AI-driven rebound in December

AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in

Apple reportedly uses Gemini to upgrade Siri with privacy-focused in-house servers

Astemo shifts from parts manufacturing to software services, betting on future EV market

OpenAI's revenue far exceeds US$13 billion as CEO denies 2026 IPO rumors

Supermicro’s fiscal 1Q results show strain beneath the AI surge

AMD’s AI growth story: how OpenAI became both catalyst and concern

AMD hits record quarter as AI boom lifts all chips—except those bound for China

Apple’s MacBooks shine in a dull PC market

HannStar Board revenue jumps 33% as company plans Malaysia expansion to offset margin decline

SoftBank returns to robotics with US$5.4B ABB acquisition despite Pepper, Boston Dynamics setbacks

China's chipmakers cash in on localization momentum

AR glasses get cheaper as the next platform race begins

Why Malaysia is attracting the world’s biggest AI data centers

Foxconn's Young Liu calls for regional supply chains and 'game-changing' AI strategy

Star Fusion pivots from gaming to semiconductors and energy

How Nexperia’s low-cost chip became a high-stakes weapon

NOV

4

2025

European and US IDMs see slow recovery in automotive and industrial control

VIS profit slumps to six-quarter low, eyes orders from TSMC's mature-node transition

Andon Labs' Butter-Bench test finds that embodied AI is still limited

iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26

Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets

China dominates Asia-Pacific startup funding, with focus on AI and defense technology

Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand

Cisco unveils Unified Edge platform to capture AI inference market

IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery

HPC and smart power reshape auto semiconductor market

Cisco unveils AI cloud network solutions to optimize enterprise management

SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models

Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations

Wistron launches AI computing power donation program, donating 1 million GPU hours annually

Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal

Merry Electronics drives growth with headsets, medical products in 3Q25

India launches end-to-end silicon carbide semiconductor plant in Odisha

China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

US govt partners with two local firms to scale domestic rare earth magnet production

Foxconn unveils quantum computing roadmap with 2027 prototype target

Global smartphone shipments hit record high in 3Q25 amid new product wave

Samsung SDI reportedly in talks with Tesla for US-based energy storage batteries

Intel veteran takes helm at Hua Hong to drive 'China for China' strategy

OpenAI partners with Amazon Web Services in US$38 billion deal to scale AI workloads

Samsung ordered to pay US$191 million for OLED patent infringement in US court ruling

Global VCs shift focus to AI, quantum, and defense

SoftBank's acquisition of ABB's robot business reshuffles competition

MediaTek and Realtek see glimmers of growth in a sluggish auto market

Chinese PCB firms quietly advance next-gen CoWoP packaging

Garmin to open first Southeast Asia factory in Thailand

IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure

Onsemi maintains focus on 8-inch wafer ramp as non-core exits and seasonal trends shape outlook

Onsemi sees stabilization in automotive and industrial markets as AI-related revenue expands

Onsemi reports lower third-quarter revenue but signals stabilization in key markets

PlayNitride eyes 2026 Micro LED growth as Afeela drives automotive demand

Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market

Taiwan rolls out new measures to sustain manufacturing edge amid labor shortages

Nvidia's NVQLink breaks quantum computing barriers, proving that GPUs remain irreplaceable

Quantum computing hits key turning point as Nvidia and partners drive real-world applications

China's Beidou satellites power a new era of homegrown navigation chips

Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment

China's carmakers turn to AI robots to reinvent the factory floor

CXMT launches LPDDR5X to target mid-high-end mobile market

Nvidia Blackwell chips expose policy-corporate divide on China exports

Hesai launches US$200 LiDAR to challenge Musk's claims

NOV

3

2025

Nvidia's Huang hosts South Korean 'trillion-dollar feast' to boost AI strategy

TEL raises full-year profit forecast but misses market expectations

Chunghwa Telecom becomes Taiwan's first carrier with full multi-orbit satellite license

China's AI app users hit 700 million as most native apps lose ground

India roundup: India steps up electronics component play

Panic-fueled shortage in memory chips worsens as AI demand overwhelms supply

China's Big Fund III invests in Nantong Crystal to boost semiconductor materials supply chain

Nvidia links compute and network with Nokia in US$1 billion AI infrastructure push

Humanoid robots and AI drive smart factory transformation in auto industry

Samsung SDI partners with BMW and Solid Power to advance solid-state battery commercialization

Toyota, suppliers weather Nexperia chip export halt with minimal disruption

Nvidia expands partnership with Samsung and SK Hynix in AI memory technology development

Samsung challenges Chrome dominance with new PC browser launch

In South Korea's 'Silicon Valley,' AI startups look beyond software

Nexperia China accuses Dutch parent of US$140 million debt

Japan's materials makers scale up for 2nm chip era

Chinese president calls for global AI cooperation organization at APEC summit

India's solar industry reconfigures amid steep US tariffs on imported modules

Taiwan manufacturing set to gain as traditional and electronics sectors strengthen

Amazon launches Rainier data center in Indiana to support AI startup Anthropic

Asia Optical shows strong growth in 3Q25, advancing three key growth areas in 4Q25

Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple

India triples rare-earth incentives as China eases export curbs

TSMC unveils four-year price hike for advanced chips starting 2026

MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth

Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan

RichWave sees strong growth in Wi-Fi 7 shipments, driving improved margins and revenue

Weekly news roundup: Samsung launches aggressive price-cut strategy to catch up in HBM; Intel shifts assembly and testing to Vietnam

Yageo reports AI-driven revenue growth and steady outlook for 4Q25

Tong Hsing Electronics eyes growth engines to revive 2026 operations

Advanced Power Electronics sees strong DC fan MOSFET demand

US signs critical minerals cooperation MOUs with Thailand and Malaysia amid domestic concerns

From protest to persuasion: how Silicon Valley learned to talk to Trump

Tongfu Microelectronics taps AMD synergy to command the AI packaging frontier

Supply disruptions push Nissan into fiscal-year deficit

Samsung’s 2nm Tesla gamble: a long shot or a long-awaited comeback?

Radiant builds unprecedented team, eyes 2027 for meta-optics launch

BenQ Materials eyes steady medical growth, turns cautious on display market

US becomes largest production base for South Korean's top conglomerates

AI chip packaging complexity drives surge in equipment orders

Silicon Motion beats guidance with strong revenue on growing NAND demand

Win Semiconductor back in the black on US smartphone, 3D sensor demand

Battle for the sky: Taiwan’s top carriers vie to bring Amazon’s Kuiper online

Moore Threads secures CSRC approval for IPO, set to become China's first AI GPU listing

Huawei server spin-off xFusion eyes IPO after four years of rapid growth

Parade sees strong 3Q25 growth, braces for 4Q25 dip on tariffs

Realtek reports revenue decline, maintains cautious outlook amid tariff concerns

Taiwan crafts balanced AI regulations as EU enforces strict AI Act and global frameworks diverge