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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
Investors flock to defense startups amid rising global tensions
Geopolitical conflict is redirecting global investment toward the defense sector, where Silicon Valley-style innovation and cost efficiency are upending the traditional model of slow, expensive military procurement
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
Vietnam’s first wafer fab set for 2026 launch, accelerating push into global chip supply chain

Vietnam plans to bring its first semiconductor manufacturing base online by 2026, Prime Minister Pham Minh Chinh said, underscoring the country's ambition to strengthen its role in the global chip supply chain and position semiconductors as a core driver of economic transformation

Tuesday 11 November 2025
Malaysia strengthens data center ecosystem to advance 2030 'AI Nation' vision
Malaysia is accelerating efforts to build a competitive and sustainable data center ecosystem as part of its national goal to become an "AI Nation" by 2030, supported by clear policy direction and domestic talent development
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
Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments
Microchip Technology and Qualcomm have both expanded their presence in Bengaluru, reinforcing the city's position as India's top semiconductor and technology hub and adding momentum to a wave of recent investments by global chip firms, according to the Economic Times
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