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Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline
Wednesday 12 November 2025
Xiaomi founder leads new architecture department to address safety backlash
Since a major traffic accident in Chengdu in October 2025, Xiaomi Auto has been engulfed in a public relations crisis, prompting founder Jun Lei to personally oversee a strategic organizational overhaul. According to 36Kr, Xiaomi announced an organizational restructuring in late October, establishing a new first-level department called the "Architecture Department," directly led by Lei, underscoring its strategic importance
Tuesday 11 November 2025
Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating the average estimate of JPY1.423 trillion from 22 analysts. Bloomberg and Nikkei attributed the upward revision to stronger semiconductor and music earnings and lower tariff-related costs

Tuesday 11 November 2025
DIGITIMES Asia spotlights three leading innovators at FIX 2025
The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on firms translating forward-looking ideas into deployable, real-world systems
Tuesday 11 November 2025
Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027
Sharp announced on November 10, 2025, that it has lifted its fiscal 2025 (April 2025 to March 2026) net profit outlook to JPY53 billion (US$345.6 million), a 47% annual increase and JPY21 billion above its prior forecast of JPY32 billion. The company also plans to work with its parent Foxconn to start AI server production at its Kameyama No. 2 plant in fiscal 2027 (April 2027 to March 2028)
Tuesday 11 November 2025
YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027

YMTC has begun constructing its third semiconductor plant in Wuhan, with mass production slated for 2027, while ramping up output at its second facility. Despite its strong domestic focus, industry insiders expect the company to rank among the world's top five memory makers within two years

Tuesday 11 November 2025
Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades of rivalry to create an alternative power center in the chip industry
Tuesday 11 November 2025
Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive supplier Aumovio and components manufacturer Bosch have confirmed they have resumed receiving Nexperia chips, marking a turning point after a month of global supply chain crisis
Tuesday 11 November 2025
South Korean battery makers diversify strategies to capture global market
The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also driven by expanding non-automotive applications
Tuesday 11 November 2025
China's Zhejiang University launches FabGPT to bring AI into chip manufacturing
China is advancing its use of artificial intelligence (AI), with a breakthrough from Zhejiang University (ZJU)'s College of Integrated Circuits drawing industry attention. The university introduced FabGPT, a multimodal large model tailored for wafer fabrication that embeds AI into semiconductor manufacturing and process control to boost fab efficiency and lower defect rates
Tuesday 11 November 2025
China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes
China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according to the General Administration of Customs. Exports rose 6.2% to CNY22.12 trillion, while imports remained steady at CNY15.19 trillion
Tuesday 11 November 2025
South Korea launches major probe into alleged Samsung SDI battery tech leaks to China
South Korean prosecutors have launched a sweeping investigation into alleged leaks of Samsung SDI's prismatic battery technology, with suspicions pointing to cooperation between South Korean suppliers and Chinese firms
Tuesday 11 November 2025
ASML tackles AI's 'scissor gap' with dual-track chip strategy
ASML EVP and China head Shen Bo said artificial intelligence is redefining the global semiconductor landscape, pushing chipmakers and equipment suppliers to balance growing computing demand with mounting energy constraints. Speaking at the 8th China International Import Expo, Shen said ASML will pursue a "dual-track strategy," strengthening both 2D scaling and 3D integration to close the gap between AI performance and energy efficiency while expanding its services for Chinese customers
Tuesday 11 November 2025
China's Unicomp targets global expansion with US$37.5M purchase of SSTI semiconductor

Unicomp Technology Group, a Wuxi-based industrial inspection equipment maker, said its wholly owned unit, Ray Tech Singapore, will acquire a 66% stake in Singapore's SCPL Semiconductor Test & Inspection (SSTI) for SGD48.9 million (approx. US$37.54 million). Once the deal closes, SSTI will become a majority-owned subsidiary and be included in Unicomp's consolidated financial results

Tuesday 11 November 2025
Samsung increases in-house parts production with an eye on custom robot and contract manufacturing
Samsung Electronics is seeking to increase in-house production of key robotics components, with an eye on enhancing its adaptability in the robotics market. Industry experts interpret this move as not just a cost-cutting measure but also as preparation for Samsung's entry into the customized robot business, as adaptability will be a key asset in tailoring each device to meet clients' specific needs