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Friday 7 November 2025
Automotive lenses drive growth for optical companies
End-market performance is expected to reflect improving demand for automotive chips in the second to third quarters of 2026. The optical industry has benefited significantly, with...
Friday 7 November 2025
Foxconn expects 4Q25 growth as AI servers, ICT products drive demand
Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29%...
Friday 7 November 2025
CHT Security posts record revenue, profit in 3Q25 with growth across three key margins
Taiwanese cybersecurity firm CHT Security announced its operational results for the third quarter of 2025 on November 5. Both revenue and profit reached new highs, with quarterly...
Friday 7 November 2025
“Call the mayor”: Jensen Huang’s Computex quip triggers a months-long land tussle for Nvidia’s Taipei HQ
When Nvidia CEO Jensen Huang took the stage at Computex in Taipei on May 19, 2025, his remarks about the company's new Taiwan headquarters—called "Nvidia Constellation"—sparked...
Thursday 6 November 2025
Samsung to gain edge as Nvidia expands physical AI with robot chip production
Samsung is reportedly manufacturing Nvidia's robot application processors (APs), a move that could accelerate its expansion in physical AI, the convergence of artificial intelligence...
Thursday 6 November 2025
Winbond's DRAM bit supply to double as structural shortage extends through 2027
Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the...
Thursday 6 November 2025
China bans Nvidia from state data centers, mandates domestic AI chips
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Thursday 6 November 2025
Arm raises forecast after record quarter fueled by soaring AI demand
Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
Thursday 6 November 2025
Arm touts AI efficiency as 'power bottleneck' hits data centers
Arm Holdings is positioning its energy-efficient chip designs as the essential solution to the global AI industry's growing power crisis, a strategy that fueled record quarterly results...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Thursday 6 November 2025
Beyond smartphones: Qualcomm’s low-power leap into the AI data center race
Qualcomm outlined a clear roadmap for its next phase of growth, focusing on data centers and extended reality during its fourth-quarter fiscal 2025 earnings call. The company's leaders...
Thursday 6 November 2025
Tax shock slams Qualcomm’s profit, but chips keep humming into 2026
Qualcomm ended fiscal 2025 with solid revenue growth but saw profits tumble due to a one-time US$5.7 billion non-cash tax charge linked to new US tax legislation. Despite the hit,...
Thursday 6 November 2025
Winmate focuses on defense and industrial unmanned solutions to increase global presence
With the continuous rollout of various edge AI application projects, industrial PC (IPC) provider Winmate has seen steady growth in both revenue and profitability, achieving record...
Thursday 6 November 2025
From Seoul to Munich: Nvidia's AI sovereignty goes global
In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea,...
Thursday 6 November 2025
Memory supercycle drives Samsung, SK Hynix to new market cap heights
Just 12 days after Samsung Group reached a market capitalization of KRW900 trillion (US$626.21 billion), it has surpassed the KRW1 quadrillion mark. Meanwhile, SK Group's market capitalization...