Elan Microelectronics, a leading Taiwanese maker of touch-controller chips, posted NT$946 million (approx. US$30 million) in revenue for November 2025, a decline of 3.5% from a year earlier and 5.1% from October. The company attributed the slowdown to the fourth quarter's traditional weak season for consumer electronics and to rising global uncertainty driven by trade-policy shifts and geopolitical tensions, which have made brand customers more cautious in both marketing and procurement.
At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry is in bubble territory, she responded, "Emphatically, from my perspective, no."
The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands and supply chain players face the same five major barriers that must be addressed.
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects the industry's pivot toward high-margin DDR5 and HBM for AI applications, driven by surging GPU and AI chip demands.
At the opening day of the Healthcare+ Expo in Taipei, HiMEDt—co-founded by Foxconn and the Industrial Technology Research Institute (ITRI)—held its fourth annual symposium, outlining a new blueprint for healthcare in Taiwan. The event highlighted progress in next-generation hospital information systems, digital-twin-driven multimodal medical models, and real-world applications of collaborative robots.
The annual Healthcare+ Expo in Taipei opened with a breakthrough: the Czech Republic has agreed to purchase EUR200 million (US$233 million) worth of Taiwanese medical devices, marking the largest procurement deal ever reported at the event.
India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional and global supply chains. DIGITIMES' latest data for the third quarter of 2025 shows Dixon climbing to 22nd in global EMS/ODM revenue rankings, up from 31st in the first quarter of 2024, signaling an unprecedented growth trajectory.
Murata Manufacturing introduced its latest smart wearable module at the Healthcare+ Expo Taiwan. The company showcased several next-generation medical solutions, including Picoleaf piezoelectric film sensors, wearable platforms, and ultrasonic micro air pumps, as it seeks to expand from component-level offerings to full system applications.
Brightek's newly opened Nantong plant in China is set to drive revenue growth with smart sensing, automotive lighting, and integrated chip LEDs (IC LED). According to general manager CH Tseng, these three core product lines combined accounted for roughly 56% of revenue in 2025, and are expected to contribute to 65% of revenue in 2026. Thirty clients will complete validation at this new facility before the Lunar New Year holiday, with overall operations next year set to outperform 2025.
Nvidia has made another major move by investing US$2 billion in Synopsys, one of the world's largest chip design and engineering software companies. The investment will expand Nvidia's reach into software, chip design automation, and AI-driven engineering.
Since its launch on November 30, 2022, OpenAI's ChatGPT has reshaped global technology, productivity, and capital markets, becoming the world's most popular AI chatbot. Despite its continued dominance, ChatGPT now faces significant challenges from Google's Gemini 3 and Anthropic's rapidly growing presence in enterprise AI.
More coverage
