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.

ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer production as lithography expands into mid- and back-end processes, unlocking new opportunities for 3D heterogeneous integration in the post-Moore era.

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, an increasing number of diverse companies are entering the ASIC market, intensifying the competition. Major clients have begun handling more of their own design work, shifting pricing power towards the customer. Overall profit margins for the ASIC business have shown signs of decline, but IC design companies still race to secure orders.

Taiwan's Foxconn plans to transform Sharp's Kameyama No. 2 factory in Mie Prefecture, Japan, into an AI server production facility, while also pursuing collaborations with Japan's top 10 automakers in the electric vehicle (EV) sector, according to Foxconn chairman Young Liu.

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 and robotics. As this new era unfolds, industry watchers are questioning whether Samsung's robotics division, one of its four strategic pillars, can deliver concrete outcomes.

The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented by President Donald Trump's administration and an extended tariff truce lasting another year, original design manufacturer (ODM) companies are now reconsidering the pace and scale of relocating production lines outside China. Industry sources suggest that the share of manufacturing outside China could decline from 60% to around 40%.

Far EasTone Telecommunications (FET) president Chee Jing has announced that the company expects to begin offering Project Kuiper satellite communication services as early as the beginning of 2027, after FET began negotiations with Amazon during the second quarter of 2025.

Pre-order performance of Vivo's X300 series and Oppo's Find X9 series flagship smartphones has exceeded expectations. To meet user demands for improved performance and telephoto shooting, both brands have offered telephoto lenses as bundled accessories for their top-tier flagship models. This innovation has become a key driver in boosting both Vivo and Oppo flagship sales.

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, then unveiling a EUR1 billion (US$1.15 billion) AI factory in Germany. The rapid-fire announcements signal a deliberate strategy: building sovereign AI capabilities that allow nations to control their own technological destinies.

Bloomberg, citing unnamed sources, reported that Tesla had named Sharad Agarwal, former head of Lamborghini India, as its country head, signaling a shift toward a more localized strategy after a slow start in the world's most populous nation. Agarwal, who begins his tenure this week, will oversee day-to-day operations on the ground, replacing Tesla's prior approach of managing India through a small local team reporting remotely from China and regional hubs.

Chip supply disruptions at Nexperia continue to ripple through Japan's auto industry. Following Honda's partial production halt at some overseas plants on October 28, Nissan has become the latest automaker affected, with plans to scale back output at domestic factories.

In 2025, the autonomous vehicle industry has become the focal point of a technological cold war. The United States and China are engaged in a high-stakes competition where chips, algorithms, and geopolitical factors not only influence market share but also impact national sovereignty and industrial survival.

China's Ministry of Commerce (MOFCOM) has launched its largest recruitment campaign in nearly a decade, planning to add approximately sixty new officials in 2026. According to a MOFCOM announcement, the Bureau of Industry Security, Import and Export Control plans to recruit at least five new staff members in 2026, the highest number since 2022. Despite the current US-China trade war truce, MOFCOM's rare earth control division continues its expansion.

Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers. The deal is valued at about US$725 million in cash plus up to US$58 million in contingent payments tied to future revenue performance.

Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects in North America.

The world's two major aircraft manufacturers are showing sharply contrasting fortunes. Airbus is reportedly facing engine supply bottlenecks that have slowed deliveries, while Boeing has received US regulatory approval to raise monthly production of its 737 series jets to 42 units—a key step toward recovering from past setbacks. Though the short-term momentum differs, long-term demand in the aerospace sector remains robust.

The US and South Korea announced plans this week to revive large-scale shipbuilding cooperation, a move widely seen as a strategic response to global market pressures and geopolitical tensions.

C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.

LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement and sustained downward pressure on large-size panel prices.

Augmented reality (AR) glasses could become the next mainstream computing platform after smartphones. AR glasses are the core hardware of AR technology, but rely heavily on the integration of key components such as display modules, sensors, batteries, and optical lenses. The complex optical design requirements and the need to balance display quality, human visual characteristics, and device miniaturization all contribute to high total production costs. Additionally, if waveguide technology is used, costs may rise even higher.