Alibaba reported strong cloud revenue growth for the quarter ending September 30, 2025, with CNY39.8 billion (approx. US$5.6 billion) in sales, up 34% year-over-year, and external customer revenue rising 29%. The company highlighted robust demand for AI services that currently outpaces supply, signaling potential increases in capital expenditure to meet customer needs

A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity

Kumamoto Governor Takashi Kimura visited TSMC's headquarters in Hsinchu on November 24, 2025, as part of a semiconductor investment promotion event in Taipei, saying the chipmaker remains strongly interested in expanding in Japan. The visit included talks with senior TSMC executives overseeing investments and industry-academia cooperation and marked Kimura's second trip to TSMC this year

Samsung Electronics and India-based Reliance Industries have deepened their long-standing partnership, exploring cooperation across artificial intelligence, next-generation telecommunications, semiconductors, batteries, data centers, and engineering, following a high-level meeting in Seoul, according to the Korea Times, the Korea Joongan Daily, and the Chosun Daily

Taiwan-based Mitac Computing Technology Corporation announced on November 25 that it has signed a new distribution agreement with India-based Redington Limited

Vinfast reports widening losses in the third quarter of 2025, despite recording solid year-over-year revenue growth, underscoring the continued financial strain facing the Vietnamese electric vehicle manufacturer as it scales production and expands internationally

Japanese semiconductor firm Rapidus, which aims to mass-produce 2nm chips by 2027, has initiated plans for advanced technological developments, including the construction of a second factory in Hokkaido. The company has yet to commence mass production of advanced process chips

Micron Technology announced plans to expand its DRAM memory development at its Hiroshima facility, with significant backing from the Japanese government. This move aims to boost output for high-performance and AI chip applications, according to Nikkei

China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints linked to sub-5nm advanced nodes, according to Wei Shaojun, vice chairman of the China Semiconductor Industry Association and professor at Tsinghua University

Huawei introduced its latest flagship lineup on the 25th, launching the Mate 80 series together with the Mate X7 foldable

South Korean electronics giants Samsung Electronics and LG Electronics are expanding their television product offerings beyond their traditional core focus areas to counter fierce pricing competition from Chinese companies. Both firms are diversifying into each other's market segments in an effort to sustain sales and market share in a challenging global environment

Japan is preparing to designate artificial intelligence, nuclear fusion, space, and other advanced sectors as "national strategic technologies," while moving to require stricter cybersecurity protections at semiconductor plants that receive government subsidies, according to reports from Nikkei and financial news outlet Minkabu. The dual initiatives highlight Tokyo's push to strengthen technological competitiveness and reduce supply chain risks amid intensifying global competition

India's traditional PC market, encompassing desktops, notebooks, and workstations, experienced a robust 10.1% year-over-year increase in shipments during the third quarter of 2025, totaling 4.9 million units. This figure represents the highest quarterly shipment volume on record, exceeding the previous milestone of 4.5 million units set in the third quarter of 2024, according to IDC data

Xiaomi has unveiled MiMo-Embodied, an open-source foundational model that integrates autonomous driving with embodied intelligence. The research team includes Fuli Luo, a former DeepSeek deep learning researcher who recently joined Xiaomi