Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on short-term needs. The company is optimistic about revenue growth next year, fueled mainly by strong demand in semiconductor equipment and robotics, which it sees as key drivers for its business.

WPG Holdings has unveiled a comprehensive group restructuring plan that will consolidate its four subsidiaries—World Peace Industrial (WPI), Silicon Application Corporation (SAC), AIT Group, and Yosun Industrial Corp.—into two core business units led by WPI and AIT. The initiative aims to boost operational efficiency and achieve economies of scale, positioning the company for stronger growth.

Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during a podcast interview. The licensing agreement grants Microsoft rights to all system-level innovations and intellectual property (IP) emerging from its collaboration with OpenAI, facilitating faster progress on Microsoft's AI accelerators and computing architectures.

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness in the smartphone market.

South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position in the North American market.

Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous year's level. Executives said the company's leadership across power management technologies and strong partnerships with GPU and server makers position it to capture accelerating AI-driven growth.

Infineon Technologies expects moderate growth in fiscal 2026 as geopolitical uncertainties, tariff risks, and currency fluctuations weigh on near-term performance. CEO Jochen Hanebeck said the company remains well-positioned for long-term growth, driven by structural demand and rising opportunities in AI and energy efficiency.

Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials, anode materials, and copper foil for batteries. This reflects Tesla pursuing vertical integration to boost profitability and establish a self-contained ecosystem. According to the Korea Economic Daily, Tesla has also discussed orders with a South Korean copper foil manufacturer, with supply expected to begin in 2026.

Tanaka Precious Metal Technologies has developed TK-SR, a rhodium-based material for probe pins used in probe cards during semiconductor front-end testing.

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta, and Hon Hai Precision Industry (Foxconn) will handle assembly of Nvidia's next-generation Vera Rubin AI server racks up to Level 10 (L10), after which Nvidia will ship products directly to customers.