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Nov 7 SEMICONDUCTORS

Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu

Nov 10, 16:02 SEMICONDUCTORS

TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue

Nov 10, 10:34 SEMICONDUCTORS

Memory module makers expect supply shortage and price surge to extend into 2026

Memory price surge

Recently, memory prices have surged significantly due to supply tightness and increased demand driven by AI computing.

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SEMICONDUCTORS

Nov 10, 16:43

ASML says AI boom has yet to lift chip equipment demand

Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects a 36% revenue increase and Nvidia sees a 114% jump. The gap shows that chip equipment demand is still catching up with AI's rapid expansion.

Nov 10, 15:36

AI drives shift to memory-centric computing, redefining semiconductor supply chains

The evolution of artificial intelligence (AI) is transforming the semiconductor industry, shifting the focus from sheer compute power to memory-centric architectures. As AI models grow to handle longer contexts, multi-turn dialogues, multimodal inputs, and advanced tool integration, the primary bottlenecks are no longer processing speed but memory bandwidth and latency, according to industry experts.

Nov 10, 14:58

China's memory squeeze deepens: NOR flash prices jump, Puya expands into 2D NAND

Following back-to-back price increases for DRAM and NAND, NOR flash has become the next segment to spike. Prices are up by at least 10% this quarter, with certain models surging over 30% in under a month, signaling a new round of broad-based memory price escalation.

ICT

Nov 10, 12:38

Google reportedly doubles down on Anthropic as AI startup nears US$350B valuation

Google is reportedly in early talks to expand its investment and deepen collaboration with AI startup Anthropic, which could see its valuation surpass US$60 billion after a new funding round. According to Business Insider, the partnership may involve strategic investments, including additional computing power, convertible debt, or launching a fresh financing round in early 2026.

Nov 10, 10:24

China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on November 9 that it would suspend export controls on critical minerals like gallium, germanium, antimony, and graphite, signaling eased US-China tensions and a gradual restoration of technology and raw material supply chains.

Nov 10, 07:26

SK Telecom's new CEO outlines AI infrastructure as core growth strategy

South Korea's SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled an AI-centric business vision with plans for SKT to become a national-level AI firm through integrating communication networks, data center construction, and group resources.

TRENDING

COMMUNICATIONS

Nov 10, 07:33

Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed momentum in the sector. Taiwan's optical component suppliers, which also released third-quarter results, showed signs of profit recovery after currency headwinds in the previous quarter, with growth expected to accelerate in 2026 as investment in co-packaged optics (CPO) and silicon photonics applications begins to bear fruit.

Nov 7

Samsung targets 2026 'second peak' with AI, foldables amid chip rebound

Samsung Electronics is betting big on artificial intelligence and foldable phones. The company hopes these technologies will drive what it calls a "second peak" in its smartphone business by 2026. This strategy comes as Samsung posts a sharp earnings rebound, fueled by surging demand for high-end memory chips.

Nov 9

Twoway appoints former head of sales as new COO

Twoway Group announced on November 5, 2025, that Chia-Hsin Tai, formerly the head of sales, has been appointed as the company's new chief operating officer (COO). Tai will be responsible for operations management, product innovation, strategic planning, and global market expansion within the broadband network sector.

ELECTRIC VEHICLES

Nov 10, 08:40

China eases chip export curbs as it pressures EU over Nexperia dispute

China called on the EU to step up efforts to persuade the Netherlands to withdraw its restrictive measures against Nexperia, saying the Dutch side is responsible for recent disruptions in the global semiconductor supply chain.

Nov 10, 14:00

China's Chery faces loyalty test as December German market entry looms

China's Chery Automobile is preparing its most ambitious overseas push yet, planning a December 2025 debut in Germany. Industry watchers are calling the campaign a "Rhine River Crossing," an attempt to break through Europe's toughest and most symbolically significant automotive market.

Nov 10, 12:27

Taiwan auto parts brace for 4Q25 peak: SuperAlloy expands recycled aluminum, Tsang Yow targets AM/OES growth

As Taiwan's automotive parts industry enters its traditional fourth-quarter peak, forged aluminum wheel maker SuperAlloy Industrial reports stable shipments of recycled aluminum after signing annual contracts with domestic aftermarket wheel manufacturers in October. Tsang Yow Industrial is also reinforcing its presence in automotive applications while expanding its reach in the aftermarket (AM) and original equipment service (OES) markets to support long-term growth.

SUSTAINABILITY

Nov 10, 07:30

Taipower chairman highlights power supply-demand synergy and power matching as key to future development

Data center power consumption has become a critical issue as global energy demand surges due to AI computing. The Trump administration has recently pushed through major energy regulatory reforms, aimed at shortening the review period for AI data centers connecting to the grid, with the goal of maintaining competitiveness and accelerating growth in the AI sector.

Nov 10, 12:43

Formosa Plastics chief warns of prolonged supply glut from China, accelerates five-pronged transformation

Formosa Plastics Group (FPG) president Chia-chau Wu said China's rapid buildout of large-scale petrochemical plants has caused a lasting supply-demand imbalance that may take years to correct, with recovery expected by 2027. He added that electronic materials are now a key growth driver for the group and are projected to perform even better in 2026.

Nov 10, 11:39

Formosa Plastics reports softer October sales, AI-driven materials boost continued growth

Formosa Plastics Group's four core subsidiaries posted lower revenue in October 2025, showing both monthly and annual declines. Combined sales from Formosa Plastics Corporation (FPC), Nan Ya Plastics Corporation, Formosa Chemicals & Fibre Corporation (FCFC), and Formosa Petrochemical Corporation (FPCC) reached NT$100.85 billion (US$3.26 billion), down 9.8% from the previous month and 8.9% from a year earlier.

AEROSPACE

Nov 10, 07:22

Research insight: Direct-to-device poised to redefine mobile-satellite integration

As low Earth orbit (LEO) satellite deployments accelerate and 5G standards continue to evolve, direct-to-device (D2D) technology is emerging as the cornerstone for integrating mobile and satellite communications. The architecture extends terrestrial network coverage into space, addressing connectivity gaps in remote, maritime, and disaster-stricken regions, while also creating new business opportunities for telecom operators and satellite providers.

Nov 10, 16:55

Taiwan time-lapse camera maker Brinno sees 3Q25 revenue rise 8.5% on defense push

Time-lapse camera manufacturer Brinno Inc. reported third-quarter 2025 revenue of NT$131 million (US$4.2 million), an 8.5% increase from the same period a year earlier, with net profit after tax of NT$7.34 million. For the first three quarters of 2025, cumulative revenue reached NT$410 million, up 5.7% year-over-year, with net profit after tax of NT$1.79 million.

Nov 9

Taiwan takes its first turn hosting Asia’s satellite summit

The Asia-Pacific Space Community Council (APSCC) held its annual meeting in Taipei this week, marking both Taiwan's first time hosting the international gathering and APSCC's inaugural visit to the island in its 31-year history. APSCC President Terry Bleakley said that although Taiwan's visibility in the satellite industry has historically been limited, its strong supply chain is gaining recognition as the sector moves into mass production.

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