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

ASML launched TWINSCAN XT:260 to enter China's advanced packaging market

Tomorrow's Headlines

IC design houses fights over ASIC orders despite accelerating margin decline

Tomorrow's Headlines

Euro tier 1 and Japan supplier sounds alarms over Nexperia chip crisis

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Cambrian Technologies ends reliance on Nvidia's CUDA, advancing China's AI chip autonomy

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Revival of US and South Korea shipbuilding offers market entry for Taiwan

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Taiwam govt remain on edge post Trump-Xi meeting

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NOV

6

2025

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

NOV

2

2025

Research Insight: LiDAR goes mainstream as prices plunge and China tightens grip on market

Energy storage demand surges, driving new growth for Taiwan’s power technology sector

AI, satellites, and 6G drive Taiwan’s next wave of telecom innovation

Samsung's Exynos 2600 chips challenge Apple and Qualcomm in early benchmarks

OpenAI and Oracle partner to build 1GW data center campus in Michigan

LG AI Research sees low risk of AI bubble, accelerates business transformation with EXAONE model

Nvidia strengthens South Korea ties, turning AI drive into geopolitical strategy

Taiwan energy firms shift from equipment to integrated solutions in net-zero push

NOV

1

2025

China signals conditional easing on Nexperia exports as Washington moves to broker deal

Siemens turns to software to manage AI’s power surge

Jensen Huang's Seoul dinner with Samsung, Hyundai chiefs sparks 'AI Korea' speculation

Taiwan researchers develop tool to block harmful GenAI content

Dell Taiwan sees 2025 as AI’s long-awaited turning point after years of mixed results

AUO pushes integrated solar-storage solutions amid surging post-grid demand

Taiwan solar maker pushes storm-proof technology and niche strategy in U.S. and Japan markets

LandMark eyes strong SiPh growth with rising long-term orders

U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers

AI-driven energy integration gains momentum across Taiwan, Japan, and Southeast Asia

Japan accelerates HAPS and Ka-band networks as South Korea eyes LEO self-reliance

China’s rare earth squeeze reaches a turning point in the global tech standoff

Nvidia emerges as TSMC's first A16 customer, while Apple may skip to A14

Taiwan’s quantum talent gap widens as Dutch model highlights what’s missing

Taiwan analytics firm wins Canadian telecom deal, marking North American debut

OCT

31

2025

Why SK Hynix skipped the fried chicken and beer summit

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier

Linde LienHwa drives Taiwan into the hydrogen era with first fuel cell truck

Massive US investment highlights Texas Instruments' push for manufacturing resilience

50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Yageo sees 12.9% profit rise in 3Q25 driven by AI demand

AUO adopts conservative 4Q25 outlook but optimistic for 2026

Europe braces, Honda halts output in widening Nexperia crisis

Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges

Column: How Taiwan recyclers gain from China's rare earth curbs?

China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

What US-China trade breakthrough was reached in Busan?

Elan Microelectronics advances AI strategy with new smart campus, expanding product lines

ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026

Shennan Circuits and China’s PCB sector gear up for the space economy

Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside

Onsemi introduces vertical GaN semiconductors for AI and electrification applications

BYD profit plunges 33% as China EV price war squeezes margins

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals

Samsung's 3Q25 home appliance and TV units show weakness, eyes AI formula from mobile success

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

Samsung mobile business sees nearly 30% profit rise in 3Q25, boosted by foldable sales

ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25

TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue

MCU maker Holtek rebounds strongly, riding security and health momentum into 2026

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

Trump-Xi Busan deal pauses G2 trade war, but doubts linger

AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta

Acoustoelectric maker Primax maps global expansion with AI sensor tech

Taiwan advances vehicle safety standards with upgraded crash testing program

HDRE pivots to Japan, Australia energy storage as Taiwan market stalls

CWTC sees stable 4Q25 operations as IC and LED leadframe price hikes take effect

CHPT eyes 2026 US orders amid slight 4Q25 revenue dip

LGD posts profit in 3Q25, eyes full-year turnaround

UMC and Samsung present advanced packaging trends at APDC 2025

Commentary: Trump-Xi meeting leaves core tech conflicts unresolved

Apple posts record iPhone revenue despite supply constraints

China's high-end lithography imports shrink, unit prices soar

Lam Research ramps up ultra-low temperature etching for next-generation 1,000-layer NAND

Google offers 18-month free Gemini AI access to Jio users in India

Intel eyes SambaNova in potential AI chip deal

Compal to expand server manufacturing in Texas

Delta Electronics sees AI boom stretch power and cooling capacity to the limit

Samsung Foundry rebounds on Tesla, Qualcomm orders

Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy

Tim Cook sees China growth returning on strong iPhone 17 momentum

Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions

Apple eyes record holiday quarter as iPhone and services momentum build

Amazon’s Q3 results reveal an AI-powered rebound in the cloud

Beijing’s orbit of influence expands with Pakistan’s latest satellite launch

Taiwan's hydrogen truck debut marks progress; points to policy hurdles still ahead

Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand

Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion

Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute

What India's latest PCB drive means for its semiconductor supply chain growth

Taiwan's Coretronic ramps up drone production as rare earth risks loom

StellarLink taps into e-paper signage market with support from E Ink, AUO Display Plus