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Tuesday 21 October 2025
China smartphone industry, 3Q 2025

Introduction

Tuesday 21 October 2025
CATL 3Q25 earnings surge 41% on energy storage, commercial EV momentum
CATL posted a 41% year-over-year rise in third quarter 2025 net profit, supported by its leading share in China's battery market and continued international expansion. The company...
Tuesday 21 October 2025
ASRock server unit ASRock Rack accelerates B200/B300 server shipments
ASRock Rack, the server motherboard and system development subsidiary of major motherboard manufacturer ASRock, is set to go public in November 2025. ASRock Rack chairman Lung-lun...
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...
Tuesday 21 October 2025
United Renewable Energy launches new leadership to upgrade governance and transformation
Taiwan's low-carbon energy solution provider United Renewable Energy (URE) announced on October 20 a new senior management structure, initiating an upgraded corporate governance and...
Tuesday 21 October 2025
AI boom revives ASML's confidence for 2026 growth
AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...
Monday 20 October 2025
Huawei Cloud CEO demoted over data falsification scandal
On October 18, 2025, Huawei's internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering "data...
Monday 20 October 2025
Apple drives OLED adoption in IT panels amid AI demand surge
AI's rise is boosting demand for PC displays and sustaining stable growth across IT panels, including tablets, monitors, and notebooks, with annual panel shipments expected to reach...
Monday 20 October 2025
Holtek eyes double-digit revenue growth in 2025 with CGM medical market push
Targeting the global continuous glucose monitoring (CGM) market, microcontroller IC design house Holtek has unveiled its latest CGM application integrated with edge AI computing to...
Monday 20 October 2025
Taiwan lead frame makers raise prices as metal costs soar
Taiwan's top three lead frame manufacturers are implementing sweeping price increases for the first time in four years. The move comes as surging prices for gold, silver, and copper...
Monday 20 October 2025
Winbond chairman says memory supply-demand will rebalance in 2-3 years
Winbond chairman Arthur Chiao expressed a cautious outlook on the memory industry's current boom, stating that he does not believe this cycle represents a "super cycle." Speaking...
Monday 20 October 2025
Intel CEO courts Saudi Arabia for chip manufacturing partnership
Intel CEO Lip-Bu Tan met recently with Saudi Arabia's Minister of Communications and Information Technology, Abdullah Al-Swaha, to discuss potential collaborations in semiconductor...
Monday 20 October 2025
Winbond eyes record revenue of NT$100B in 2026 amid memory market rebound
Memory giant Winbond aims to surpass the NT$100 billion (US$3.3 billion) mark in 2026 for consolidated revenue. President Pei-Ming Chen said the memory market has emerged from a downturn,...
Monday 20 October 2025
Exclusive: SEMI president says semiconductor future extends beyond US-China rivalry
DIGITIMES attended SEMICON West 2025 in Phoenix, Arizona, where the event set an 18-year record for both attendance and exhibitor participation. In an exclusive interview,...
Monday 20 October 2025
Dixon sees strong growth across mobile, telecom, and IT hardware segments
Dixon Technologies reported strong growth across its mobile, telecom, and IT hardware divisions in the second quarter of fiscal 2026, driven by new joint ventures, expanding production...