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Wednesday 26 November 2025
Global wafer foundry industry, 2026 and beyond

Introduction

Wednesday 26 November 2025
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the...
Wednesday 26 November 2025
Mitac Computing signs distribution deal with Redington for India market
Taiwan-based Mitac Computing Technology Corporation announced on November 25 that it has signed a new distribution agreement with India-based Redington Limited.
Wednesday 26 November 2025
Vinfast's EV and scooter sales surge, but profitability deteriorates sharply
Vinfast reports widening losses in the third quarter of 2025, despite recording solid year-over-year revenue growth, underscoring the continued financial strain facing the Vietnamese...
Wednesday 26 November 2025
Global data center AI chip packaging market forecast, 2024-2030
Technological Backbone and Future Platforms
Wednesday 26 November 2025
Dell lifts full-year outlook as record 3QFY26 results highlight surging demand for AI servers
Dell Technologies' record fiscal third-quarter results and a sharply higher outlook for AI servers signal strengthening demand for advanced infrastructure, underscoring the company's...
Wednesday 26 November 2025
HP posts revenue growth in fiscal fourth quarter and launches major cost-cutting plan
HP reports stronger-than-expected revenue growth in the fiscal fourth quarter of 2025 while announcing a sweeping cost-reduction initiative that underscores both the opportunities...
Wednesday 26 November 2025
InWin secures Nvidia certification for server assembly, plans production ramp-up amid strong AI demand
Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling...
Wednesday 26 November 2025
Microloops enters CSP supply chain, eyes strong 2026 growth
Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and...
Wednesday 26 November 2025
India's record PC shipments signal broad demand recovery across consumer and commercial segments
India's traditional PC market, encompassing desktops, notebooks, and workstations, experienced a robust 10.1% year-over-year increase in shipments during the third quarter of 2025,...
Tuesday 25 November 2025
Baidu stakes its future on AI-native China, says CEO Robin Li
Baidu CEO Robin Li says AI will become the core of China's "new-quality productive forces," adding that the company will deepen investment in AI infrastructure and model development...
Tuesday 25 November 2025
Identity security delivers double ROI, but 63% of firms still rely on manual processes, says cybersecurity provider
Cybersecurity provider SailPoint released its annual Horizons of Identity Security report on November 20, which noted that identity security now offers the highest return on investment...
Tuesday 25 November 2025
CXMT's growth ceiling arrives early as US export restrictions tighten
China's semiconductor expansion is running into fresh obstacles as the US tightens export controls on advanced chipmaking tools. CXMT and other Chinese chipmakers are likely to face...
Tuesday 25 November 2025
Taiwanese MEMS probe card makers to double capacity in 2026
The growing adoption of advanced processes below 3nm for AI GPUs and AI ASIC chips is driving a surge in test points and shrinking pitch sizes during the chip probing (CP) stage....
Tuesday 25 November 2025
US to ease BVLOS drone regulations, fueling commercial drone growth
The US government is preparing to ease restrictions on beyond-visual-line-of-sight drone operations, a regulatory shift that could unlock large-scale commercial deployments across...