Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos partnership, according to reports from SamMyFans and South Korean outlet G-enews.

Originally rooted in heavy industry, South Korea's Doosan Group is expanding into the semiconductor sector and is considering acquiring semiconductor wafer manufacturer SK Siltron. While Doosan is not directly involved in semiconductor fabrication, it is strategically targeting areas such as materials, back-end processes, and design within the semiconductor industry. This strategy allows it to avoid high technical investment risks while still securing industry influence.

Taiwan-based Niching Industrial continues its steady growth trajectory in 2025, buoyed by robust demand from AI servers and automotive electronics. The company's heat spreader and IC substrate businesses have become twin pillars driving revenue expansion.

Taiwan's memory module maker Adata Technology has announced a strategic partnership between its enterprise storage brand TRUSTA, Giga Computing, and South Korea's flash controller architecture developer FADU to jointly develop high-end enterprise-grade SSD solutions tailored for next-generation server platforms.

Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production split with Taiwan, but Taiwan hesitates amid US-China tensions.

AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have recently accelerated the construction of new plants to meet strong demand expected through 2027.

Below are the top DIGITIMES Asia stories from October 6 to 12, 2025.

Leading NAND controller firm Phison Electronics reported NT$6.515 billion (approx. US$213 million) in consolidated revenue for September 2025, marking a nearly 10% month-over-month increase and 47% year-over-year rise to the second-highest monthly figure in company history. The company's self-reported net profit reached NT$843 million (US$27.6 million), soaring by 1,121.7% compared to September 2024 and up 29.7% from August's NT$650 million (approx. US$21.3 million), with profit growth far outpacing revenue gains.

Semiconductor probe card and test equipment maker MPI has approved an overseas acquisition plan to invest EUR14 million (US$16.3 million) to acquire 100% ownership of German semiconductor automation measurement system integrator AutomatisierungsTechnik Voigt GmbH (ATV).

Anthropic and Graphcore plan to tap Indian talents and huge market potential by expanding local presence as Nvidia and OpenAI have shown interest in the country.