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NEWS TAGGED 2025
Tuesday 4 November 2025
Nvidia Blackwell chips expose policy-corporate divide on China exports
During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion....
Monday 3 November 2025
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in...
Monday 3 November 2025
Korean National Assembly to Host Global AI and Semiconductor Cooperation Strategy Seminar
As artificial intelligence (AI) and semiconductors become central to the intensifying U.S.–China tech rivalry, and rare earth resource challenges elevate their strategic importance,...
Monday 3 November 2025
Asia Optical shows strong growth in 3Q25, advancing three key growth areas in 4Q25
Asia Optical announced its third-quarter 2025 financial results, reporting consolidated revenue of NT$7.15 billion (US$232.35 million), up 4% from the previous quarter and 5% year-over-year...
Monday 3 November 2025
Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple
Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal...
Monday 3 November 2025
Can a new US-China deal reset global trade tensions?
The US and China reached a wide-ranging trade and economic agreement in the Republic of Korea. The deal addresses fentanyl precursors, rare earth export controls, tariffs, and semiconductor...
Monday 3 November 2025
TSMC unveils four-year price hike for advanced chips starting 2026
Industry sources revealed TSMC had introduced a rare multi-year price increase strategy for its advanced semiconductor processes, effective starting in 2026. The company will implement...
Monday 3 November 2025
MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth
Taiwanese integrated circuit (IC) design firm MediaTek reported third-quarter 2025 revenue at the high end of its guidance, driven by robust sales of its Dimensity 9500 chip. On a...
Monday 3 November 2025
Yageo reports AI-driven revenue growth and steady outlook for 4Q25
Taiwan-based passive components manufacturer Yageo Group announced that its third-quarter 2025 operations were primarily driven by strong demand in artificial intelligence (AI) and...
Monday 3 November 2025
Tong Hsing Electronics eyes growth engines to revive 2026 operations
Tong Hsing Electronic, a CMOS image sensor (CIS) packaging and semiconductor assembly company, reported NT$2.85 billion (US$93 million) in consolidated revenue for the third quarter...
Monday 3 November 2025
Advanced Power Electronics sees strong DC fan MOSFET demand
Production disruptions at Dutch power device maker Nexperia have drawn speculation about a supply chain shift where Taiwan-based makers may benefit. But Advanced Power Electronics...
Monday 3 November 2025
Supply disruptions push Nissan into fiscal-year deficit

Nissan Motor on October 30 announced it expects an operating loss of JPY275 billion (approx. US$17.8 billion) for the 2025 fiscal year...

Monday 3 November 2025
Radiant builds unprecedented team, eyes 2027 for meta-optics launch
Backlight module leader Radiant Opto-Electronics has completed three acquisitions within two years, forming what Chairman Justin Wang calls an unprecedented team. With key technologies...
Monday 3 November 2025
BenQ Materials eyes steady medical growth, turns cautious on display market
Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the...