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NEWS TAGGED 2025
Thursday 27 November 2025
Acer Gadget defies sector downturn with 33 months of revenue growth amid AI push
Despite challenges in the global consumer electronics market, Acer's subsidiary Acer Gadget has reported 33 consecutive months of revenue growth. President Allen Jong attributes this...
Thursday 27 November 2025
FOCI advances 1.6T SiPh for AI servers, eyes mass production
Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments...
Thursday 27 November 2025
India rewires its labour rules—can a friendlier factory floor lure more global manufacturing?
India announced four consolidated labour codes from 21 November 2025, marking one of the biggest overhauls of its labour regulations since Independence. The Code on Wages (2019),...
Thursday 27 November 2025
US extends China product exclusions under Section 301 through November 2026
The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section...
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...