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Monday 24 November 2025
Nvidia’s AI lead looks secure for the next five years—bubble or not
Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that...
Monday 24 November 2025
Microsoft taps cloud veteran to map the economics of its AI future
Microsoft is making strategic shifts in response to the AI revolution by appointing Rolf Harms, a key architect of its cloud transformation, as an AI economic strategy advisor. The...
Monday 24 November 2025
Display demand is rising—but OLED’s climb puts LCD makers on edge
The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...
Monday 24 November 2025
NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these...
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs...

Monday 24 November 2025
CMC readies Taiwan launch of next-gen XForce SUV, ET35 double-cab commercial vehicle

CMC, a Yulon Group subsidiary, detailed its 2026 product and market roadmaps during an online investor briefing on November 20, outlining...

Monday 24 November 2025
Handa Pharmaceuticals aims for annual new drug launches with dual growth engines
Handa Pharmaceuticals is pursuing a dual-engine strategy focusing on the development of high-barrier/patentable generics and 505(b)(2) new drugs. From its base in the Southern Taiwan...
Saturday 22 November 2025
Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026
Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around...
Saturday 22 November 2025
South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance
As control of the low-Earth-orbit satellite market consolidates among a small number of global operators, KT Group's satellite arm, KT Sat, has issued a warning that South Korea must...
Friday 21 November 2025
Foxconn unveils Model A EV platform tailored for Japan's mobility market
On the opening day of Hon Hai Tech Day, Foxconn introduced a new reference EV, the Model A—its most concentrated focused push yet to tailor electric vehicles for specific industries...
Friday 21 November 2025
Mitsubishi Fuso charts new course with safety and zero-emission buses
Mitsubishi Fuso Truck and Bus Corporation (MFTBC) is drawing on its nine decades of experience as it seeks new opportunities in the global bus market. According to Katsuto Kora, director...
Friday 21 November 2025
Yulon Motor addresses Luxgen sale rumors and signals cautious outlook for Taiwan's auto market

Yulon Motor held an online investors' briefing on November 19, focusing on three themes: its response to reports that it may sell its...

Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated...
Friday 21 November 2025
Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations
Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising...
Friday 21 November 2025
Simplo Technology expands into drone battery modules with shipments starting late 2025
Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to