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NEWS TAGGED 2025
Thursday 27 November 2025
Chinese phone makers push 10,000 mAh battery limit as Apple, Samsung, Google stay cautious
Chinese smartphone manufacturers are leading the race to increase battery capacity. Recent reports indicate that several Chinese smartphone makers are aiming to launch devices with...
Thursday 27 November 2025
Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

Thursday 27 November 2025
Qisda leads Taiwan ICT sector with extensive medical expansion
Qisda Corporation has continued to expand its medical footprint, achieving consolidated revenue of NT$22.3 billion (US$709 million) in the first three quarters of 2025, with the traditionally...
Thursday 27 November 2025
MediaTek research earns global recognition as CEO prepares plenary talk for ISSCC 2026
MediaTek announced that numerous company research papers have been accepted at leading global academic conferences in semiconductors, artificial intelligence (AI), and communications...
Thursday 27 November 2025
Anpec experiences spillover effects from memory price increases
Power management IC (PMIC) supplier Anpec Electronics held its investor conference on November 24, 2025, stating that multiple product lines for 2026 have already passed the design-in...
Thursday 27 November 2025
Alibaba sees no AI bubble in 3 years, may boost capital spending
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...
Wednesday 26 November 2025
SK Hynix drives 65% of SK Group's exports as 2025 totals near record

Buoyed by surging semiconductor exports at SK Hynix, the SK Group is on track to post a record-breaking KRW120 trillion (approx. US$81...

Wednesday 26 November 2025
TEL absent from TSMC annual awards following 2nm leak incident
Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is...
Wednesday 26 November 2025
Global wafer foundry industry, 2026 and beyond

Introduction

Wednesday 26 November 2025
US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey
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...
Wednesday 26 November 2025
D-Link turns profitable with 9.3% revenue growth in 3Q25
Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative...
Wednesday 26 November 2025
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the...
Wednesday 26 November 2025
DDR4 supply crunch pressures margins for industrial and consumer electronics
The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins....
Wednesday 26 November 2025
iPhone 17 sales surge lifts market outlook as Chinese flagships intensify pushback
Apple's iPhone 17 series has seen strong sales momentum, lifting expectations for fourth-quarter smartphone demand in 2025. But market attention is shifting to whether Chinese brands...
Wednesday 26 November 2025
Vinfast's EV and scooter sales surge, but profitability deteriorates sharply
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...