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Wednesday 19 November 2025
Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion
Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx. US$270 million). The investments include rebuilding an old factory in Taoyuan acquired from CMC Magnetics and expanding its plant in Thailand
Wednesday 19 November 2025
Samsung unveils first 2nm results, stepping up challenge to TSMC
Samsung Electronics confirmed the first performance results from its upcoming 2nm chip process, signaling a more aggressive push into next-generation foundry manufacturing as it tries to narrow the gap with market leader TSMC
Wednesday 19 November 2025
Samsung Display and BOE reportedly end OLED patent dispute with licensing agreement
After three years of legal battles over OLED patents, Samsung Display and Beijing Oriental Electronics (BOE) have settled. According to several South Korean media outlets, including ET News and The Elec, BOE will pay patent royalties to Samsung Display as part of a licensing contract
Wednesday 19 November 2025
RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center workloads. StarFive Technology has entered this space with the Lion Rock chip, its first RISC-V–based data-center management processor and one of the earliest large-scale commercial deployments of the ISA in China's server market

Wednesday 19 November 2025
As protectionism rises, Toyota deepens its US ties with symbolic and strategic moves

Amid an era defined by geopolitical friction and resurgent trade protectionism, the world's largest automaker, Toyota Motor, is maneuvering to secure what it considers its most crucial stronghold: the US. A recent series of high-profile moves by Chairman Akio Toyoda has been widely interpreted as a masterclass in navigating today's fraught trade environment

Wednesday 19 November 2025
Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Hygon Information Technology delivered another solid revenue quarter but noted that profit growth slowed due to higher R&D spending and increased material costs. At the November 17 earnings call, GM and director Sha Chaoqun said order momentum remains strong and that recent memory-price increases mainly reflect an "explosive" rise in AI-server demand rather than structural supply shortages

Wednesday 19 November 2025
Acer CEO flags China's role in prolonging global memory shortage
Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current inventories will last through the fourth quarter of 2025, but competition for components is expected to intensify in early 2026
Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across the supply chain, pushing SMIC back into a prominent role as a foundry
Wednesday 19 November 2025
Xiaomi warns of deeper margin pressure from rising memory costs as EV business posts record deliveries
Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability. Executives said the company is balancing cost challenges in smartphones with strong performance in EVs and IoT, while preparing for continued volatility into 2026
Wednesday 19 November 2025
Xiaomi posts first EV profit in Q3, setting records as China’s price war nears
Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle products. The period, which ended on September 30, marked a significant milestone for the company as its EV division delivered its first quarterly profit. However, intensifying competition in the smartphone market and rising component costs continued to cloud its near-term outlook
Wednesday 19 November 2025
Huawei weighs domestic memory for Mate 80 as global chip prices jump
Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands have halted new procurement rounds as suppliers request increases approaching 50%
Wednesday 19 November 2025
South Korea risks losing edge to China in all key exports by 2030, survey shows
South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics and SK Hynix to multi-year lows
Tuesday 18 November 2025
GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore

GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world's largest pure-play silicon photonics (SiPh) foundry and expanding its reach across next-generation AI datacenter infrastructure. Announced on November 17, the deal strengthens GF's manufacturing scale, technology capabilities, and R&D footprint across Asia and the US, while underscoring Singapore's growing role as a strategic semiconductor hub. The companies did not disclose financial terms

Tuesday 18 November 2025
South Korea solar growth lags government target; agrivoltaics seen as key solution
South Korea is seeking to expand renewable energy capacity to 100GW by 2030 as part of its accelerated decarbonization plans, with solar power positioned as a central pillar. Yet solar deployment has slowed in recent years, and industry estimates suggest the country will add only around 3GW of new capacity annually through 2028, half the level required to stay on track for 2030 targets. The gap reflects longstanding structural challenges, including limited land availability, grid bottlenecks, and persistent local resistance
Tuesday 18 November 2025
Panjit acquires Torex Vietnam to boost global packaging and testing capacity
Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor, on November 17. The acquisition aims to expand product lines and introduce automotive-grade power semiconductor packaging and testing production lines, further strengthening Panjit's presence in the artificial intelligence (AI), automotive, power supply, and green energy sectors