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Nov 7 SEMICONDUCTORS

Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu

Nov 12, 10:59 SEMICONDUCTORS

CXMT and Tesla's chip plans challenge South Korea's semiconductor lead

Nov 12, 08:48 SEMICONDUCTORS

TSMC offloads older tools to VIS as it repurposes fabs for next-gen tech

Memory price surge

Recently, memory prices have surged significantly due to supply tightness and increased demand driven by AI computing.

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SEMICONDUCTORS

Nov 12, 16:38

DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output

South Korean foundry DB HiTek is capitalizing on tightening supply in the legacy chip market, posting a 71% year-over-year surge in third-quarter 2025 operating profit.

Nov 12, 15:06

SK Hynix targets 70% DRAM profit margin amid supply crunch

The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices are expected to continue rising as a product of the supply shortage. Analyses indicate that SK Hynix's general-purpose DRAM operating profit margin could reach 70%, drawing attention to its future developments.

Nov 12, 11:11

TSMC's US bet pays off for two quiet suppliers

As construction of TSMC Arizona fabs accelerates, two of its low-profile Taiwanese suppliers, Chang Chun Group and Sunlit Chemical, are emerging as early winners.

ICT

Nov 12, 08:42

Foxconn earnings preview: investors look for proof behind its AI and EV push

Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets and new smartphones. Market enthusiasm has been buoyed by the performance of these products, while anticipation builds around progress in AI hardware and upcoming smartphone orders as the industry moves into the fourth quarter. Investors also await updates on Foxconn's electric vehicle (EV) and robotics projects, as well as collaborative efforts with major partners such as SoftBank Group, Mitsubishi Electric, and TECO Electric.

Nov 12, 11:44

Silicon Valley startups turn to Chinese AI models amid performance and cost benefits

Several Silicon Valley startups and venture capitalists are increasingly adopting Chinese artificial intelligence (AI) models for their products and services, citing practical advantages such as affordability, speed, and effectiveness. This shift marks a subtle realignment in the US-China AI competition, as Chinese open-source models gain traction among American technology firms.

Nov 10

SK Telecom's new CEO outlines AI infrastructure as core growth strategy

South Korea's SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled an AI-centric business vision with plans for SKT to become a national-level AI firm through integrating communication networks, data center construction, and group resources.

TRENDING

COMMUNICATIONS

Nov 12, 10:26

China leads global 6G patent applications

At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global 6G patent applications, ranking first in the world. In the field of AI patents, China also leads globally with a 60% share.

Nov 12, 11:22

EU moves to ban Chinese telecom gear, push unified cybersecurity standards

The EU is actively discussing legislation to prohibit Chinese telecommunications equipment from entering member states, aiming to strengthen regional information security defenses and mitigate potential cyber risks.

Nov 10

Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed momentum in the sector. Taiwan's optical component suppliers, which also released third-quarter results, showed signs of profit recovery after currency headwinds in the previous quarter, with growth expected to accelerate in 2026 as investment in co-packaged optics (CPO) and silicon photonics applications begins to bear fruit.

ELECTRIC VEHICLES

Nov 12, 15:06

BYD shifts growth focus overseas as capex slows sharply

Facing intense competition in China's new energy vehicle market, electric vehicle leader BYD has clearly shifted its operational focus toward overseas markets to sustain high growth momentum. However, with global capacity expansion largely in place, the company's future growth rate is unlikely to replicate past rapid gains.

Nov 12, 09:58

China's EV makers slash prices again, testing the limits of profit and innovation

In this partnership, GAC handles vehicle production, JD.com manages exclusive online sales and data operations, and CATL supplies the batteries and swap technology. The compact sedan features a 2,750 mm wheelbase, comes standard with Huawei's in-car system, Bluetooth key access, and over-the-air (OTA) software updates.

Nov 12, 07:37

China eases EV subsidies, halves purchase tax to cool overheated market

China has announced a major shift in its new energy vehicle (NEV) purchase tax policy, signaling a new phase for the nation's electric vehicle (EV) market. Starting January 1, 2026, NEV buyers will lose full tax exemption but still benefit from a 50% reduction.

SUSTAINABILITY

Nov 12, 07:36

Buima expands green energy push with focus on smart storage systems

Buima reported steady revenue growth in October 2025 as orders for green energy and construction projects advanced. The company is accelerating its expansion into renewable energy, developing next-generation energy storage and management systems to strengthen its market position and capture international opportunities.

Nov 10

Formosa Plastics chief warns of prolonged supply glut from China, accelerates five-pronged transformation

Formosa Plastics Group (FPG) president Chia-chau Wu said China's rapid buildout of large-scale petrochemical plants has caused a lasting supply-demand imbalance that may take years to correct, with recovery expected by 2027. He added that electronic materials are now a key growth driver for the group and are projected to perform even better in 2026.