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NEWS TAGGED 2025
Tuesday 4 November 2025
Navigating Supply Chains When Governments Intervene

In late September 2025, three national governments enacted coordinated measures affecting Nexperia, a global semiconductor manufacturer recognized for its MOSFETs and...

Tuesday 4 November 2025
Onsemi sees stabilization in automotive and industrial markets as AI-related revenue expands
Onsemi reported signs of stabilization across its core automotive and industrial markets in the third quarter of 2025, while its artificial intelligence-related business continued...
Tuesday 4 November 2025
Onsemi reports lower third-quarter revenue but signals stabilization in key markets
On November 3, Onsemi reported a decline in third-quarter 2025 revenue and margins, though its guidance for the fourth quarter indicates signs of stabilization across automotive and...
Tuesday 4 November 2025
PlayNitride eyes 2026 Micro LED growth as Afeela drives automotive demand
Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange...
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors...
Tuesday 4 November 2025
CXMT launches LPDDR5X to target mid-high-end mobile market
CXMT has released its LPDDR5X products on its official website to coincide with rising global memory prices. Many major companies, such as Samsung, SK Hynix, and Micron, are benefitting...
Tuesday 4 November 2025
Nvidia Blackwell chips expose policy-corporate divide on China exports
During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion....
Monday 3 November 2025
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in...
Monday 3 November 2025
Korean National Assembly to Host Global AI and Semiconductor Cooperation Strategy Seminar
As artificial intelligence (AI) and semiconductors become central to the intensifying U.S.–China tech rivalry, and rare earth resource challenges elevate their strategic importance,...
Monday 3 November 2025
Asia Optical shows strong growth in 3Q25, advancing three key growth areas in 4Q25
Asia Optical announced its third-quarter 2025 financial results, reporting consolidated revenue of NT$7.15 billion (US$232.35 million), up 4% from the previous quarter and 5% year-over-year...
Monday 3 November 2025
Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple
Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal...
Monday 3 November 2025
Can a new US-China deal reset global trade tensions?
The US and China reached a wide-ranging trade and economic agreement in the Republic of Korea. The deal addresses fentanyl precursors, rare earth export controls, tariffs, and semiconductor...
Monday 3 November 2025
TSMC unveils four-year price hike for advanced chips starting 2026
Industry sources revealed TSMC had introduced a rare multi-year price increase strategy for its advanced semiconductor processes, effective starting in 2026. The company will implement...
Monday 3 November 2025
MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth
Taiwanese integrated circuit (IC) design firm MediaTek reported third-quarter 2025 revenue at the high end of its guidance, driven by robust sales of its Dimensity 9500 chip. On a...