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Tuesday 18 November 2025
Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

Samsung Electronics has released its regulatory filing for the third quarter of 2025, revealing that Google—whose parent company...

Tuesday 18 November 2025
AUO's Hsinchu exit comes ahead of a major OLED supply shift in 2026
The wave of panel-factory shutdowns continues, with AUO Corp. confirming the sale of another facility. On November 14, the company said it will dispose of its Hsinchu L3C plant and...
Tuesday 18 November 2025
Why TSMC's procurement star took a downscaled role at Nvidia
Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her...
Monday 17 November 2025
Apple reportedly plans CEO succession as Tim Cook's tenure may end by early 2026
Apple is reportedly preparing for a leadership transition, with CEO Tim Cook potentially stepping down as early as January 2026, according to reports from Reuters and TechCrunch,...
Monday 17 November 2025
Apple's 15% truce with Tencent: A small cut, a big shift
Apple and Tencent Holdings Ltd. have reportedly reached a preliminary agreement to lower Apple's revenue share on WeChat mini games and mini programs to around 15%, with Apple handling...
Sunday 16 November 2025
Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut
Samsung Electronics has reportedly set its sales targets for the next-generation foldables—Galaxy Z Fold8 and Flip8—aiming for roughly a 10% increase over the Galaxy Z...
Sunday 16 November 2025
Semco eyes big tech deals in the glass substrate boom
Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough...
Friday 14 November 2025
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...
Wednesday 12 November 2025
Apple's 2026 OLED MacBook launch could revive display market
South Korea's display industry views Apple's potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized...
Tuesday 11 November 2025
China smartphone market, 3Q 2025

Introduction

Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
Monday 10 November 2025
India roundup: Nvidia, Qualcomm join US$1B India deep tech alliance as Apple breaks into top 5 smartphone brands
Global investors, including Nvidia and Qualcomm Ventures, are backing India's deep-tech sector. Meanwhile, LGES faces a battery tech leak linked to Ola Electric,
Friday 7 November 2025
LG Electronics reportedly eyes local manufacturing in India for capital goods
Korean multinational LG Electronics is reportedly expanding its footprint in India, with plans to supply locally manufactured equipment for Apple iPhone production and to establish...
Thursday 6 November 2025
Android momentum lifts Qualcomm as Apple dependence fades
Qualcomm's QCT business continued to drive the company's growth in the fourth quarter of fiscal 2025, fueled by rising demand for premium Android smartphones and expanding content...
Wednesday 5 November 2025
Apple's first budget MacBook powered by iPhone chip, set for 2026
Apple Inc. is gearing up to enter the low-cost laptop market for the first time, developing a budget Mac designed to compete with Chromebooks and entry-level Windows PCs. Targeted...