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Tuesday 18 November 2025
GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore

GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world's largest pure-play silicon photonics (SiPh) foundry and expanding its reach across next-generation AI datacenter infrastructure. Announced on November 17, the deal strengthens GF's manufacturing scale, technology capabilities, and R&D footprint across Asia and the US, while underscoring Singapore's growing role as a strategic semiconductor hub. The companies did not disclose financial terms.

Tuesday 18 November 2025
Panjit acquires Torex Vietnam to boost global packaging and testing capacity
Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor, on November 17. The acquisition aims to expand product lines and introduce automotive-grade power semiconductor packaging and testing production lines, further strengthening Panjit's presence in the artificial intelligence (AI), automotive, power supply, and green energy sectors.
Tuesday 18 November 2025
Samsung creates first standalone M&A team, signals incoming major deals
Samsung Electronics has created its first standalone mergers and acquisitions team within its newly reorganized Business Support Office, a move sparking speculation that the company is preparing for large transactions as it enters 2025.
Tuesday 18 November 2025
Taiwan's new laws cripple solar industry, with impacts rippling across supply chains
Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.
Tuesday 18 November 2025
Taiwan applies chip-making prowess to satellite manufacturing, eyes global space supply chain
As the global space race intensifies, Taiwan's ambitions in orbit are evolving rapidly. What began as an industry focused primarily on supplying components is now advancing toward full satellite system design and integration. The Taiwan Space Agency (TASA) has been central to this shift. Over more than three decades, the agency has progressed from purchasing foreign-built satellites to absorbing external technologies and, eventually, to designing spacecraft independently—an effort to translate Taiwan's strengths in semiconductors and ICT into an entry point to the global space supply chain. Its latest mission, Formosat-8, stands as a pivotal test of that strategy.
Tuesday 18 November 2025
Samsung reportedly achieves 60% yield rate for Exynos 2600 chip, plans competitive pricing
Samsung Electronics Co. has reportedly reached a 60% yield rate in producing its next-generation mobile application processor (AP), the Exynos 2600, using its 2nm GAA process technology. The company aims to price the chip US$20 to US$30 lower than Qualcomm's Snapdragon equivalent.
Tuesday 18 November 2025
Etron benefits from booming edge AI market, shortages extend through 2026
AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3 shortages will be difficult to ease in the short term, and are expected to persist into the second half of 2026—2027.
Tuesday 18 November 2025
Samsung revives P5 fab construction for memory supercycle
Samsung's P5 plant at the second campus in Pyeongtaek, South Korea, will begin construction, with operations expected to start in 2028. Due to the weak memory market, P5 was previously put on hold. With the memory supercycle emerging, analysts state that the start of P5 construction means subsequent investment plans have also begun to take shape.
Tuesday 18 November 2025
Samsung's glass substrate samples fall short of requirements
Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor glass substrates. However, reports indicate that they have not yet advanced to formal sample evaluation because of Samsung's assessment of the technology and market potential of glass substrates.
Tuesday 18 November 2025
The Intel-TSMC talent tug-of-war just escalated, now with a familiar name

When Dr. Wei-Jen Lo, the former senior vice president for corporate strategy development at TSMC, retired in July at the age of 75, many in the chip industry assumed his career had drawn to a close. Lo, an architect of several major process breakthroughs at TSMC and a key figure in the company's rise to technological dominance, was widely expected to honor strict noncompete commitments after stepping down.

Tuesday 18 November 2025
Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

Samsung Electronics has released its regulatory filing for the third quarter of 2025, revealing that Google—whose parent company is Alphabet—has once again reappeared on Samsung's list of top five customers. The company's report also formally incorporates the $16.5 billion chipmaking contract that Samsung was reported to have secured with Tesla in July.

Tuesday 18 November 2025
OSE plans price hikes and capacity expansion as memory market tightens
Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and accelerate capacity expansion.
Tuesday 18 November 2025
China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
Tuesday 18 November 2025
Why TSMC's procurement star took a downscaled role at Nvidia
Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her resignation for personal reasons on July 11, 2025. Industry sources now say she has joined Nvidia as a vice president in its World Wide Field Operation (WWFO) Group, where she will also oversee Taiwan sales, a role previously held by retired Nvidia executive Eunice Chiu.
Monday 17 November 2025
Samsung reportedly secures 2nm chip orders from crypto miners MicroBT and Canaan
Samsung Electronics has reportedly secured 2nm chip orders from two major Chinese cryptocurrency mining firms, MicroBT and Canaan. This marks a notable, though unconfirmed, client win for Samsung's foundry business as it attempts to gain ground on the industry's dominant leader, TSMC.
Monday 17 November 2025
Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton Technology recently introduced an integrated baseboard management controller (BMC). Additionally, Holtek is upgrading server-fan solutions and expects major growth in brushless DC motor (BLDC) applications.
Monday 17 November 2025
Korean startup Stratio tackles recycling crisis with new infrared sensor
Stratio, a Korean deep-tech startup founded by three Stanford Ph.D. graduates, is introducing what it claims is the first germanium-based short-wave infrared sensor designed for large-scale commercial use. During a live pitch session in Pangyo, the company said its "infrared AI" can solve problems that traditional vision AI and standard cameras cannot, including identifying mixed plastics inside recycling facilities, detecting narcotics, and enabling new capabilities inside future smartphones.
Monday 17 November 2025
Hiwin Mikrosystem secures strong semiconductor advanced packaging orders
Hiwin Mikrosystem, leveraging years of expertise in nanometer-level high-precision positioning platforms and direct-drive motors, has successfully penetrated the semiconductor and automation markets. On November 13, 2025, during an online investor conference, the company announced that its nanometer-level positioning systems meet the increasingly stringent demands of semiconductor wafer processing.
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory.
Monday 17 November 2025
Tata Electronics partners with NIELIT Kohima to develop semiconductor skilling programs in Northeast India
Tata Electronics has signed a Memorandum of Understanding with the Kohima unit of the National Institute of Electronics and Information Technology (NIELIT) to collaborate on semiconductor-related skilling initiatives. The agreement focuses on training for assembly, testing, marking, and packaging (ATMP), aiming to expand the talent pipeline for India's semiconductor sector.
Monday 17 November 2025
TSMC accelerates CoPoS mass production to 2029, Taiwan suppliers win first orders
The market is focusing on rising demand for Nvidia AI GPUs and various ASICs, with optimism growing as TSMC plans to expand its CoWoS capacity and sees OSAT partners joining the race. Meanwhile, TSMC is quietly speeding up the mass production schedule of Chip-on-Panel-on-Substrate (CoPoS).
Monday 17 November 2025
Weekly news roundup: Musk advances US chip-fab plans; SpaceX shifts industry economics; memory shortages continue into 2026
These are the most-read DIGITIMES Asia stories in the week of November 10 to November 16, 2025.
Monday 17 November 2025
Samsung commits US$31 billion to AI and semiconductor production in South Korea over five years
Samsung Group has unveiled plans to invest around KRW450 trillion (approx. US$309.10 billion) in manufacturing and R&D across South Korea over the next five years. This investment aims to bolster the country's position in the global semiconductor industry while expanding operations in AI data centers, batteries, and display technologies through its subsidiaries, also supporting balanced regional development.
Friday 14 November 2025
SK Hynix reportedly to order HBM4 equipment, accelerate mass production
SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule of its Cheongju M15X plant in South Korea, the equipment is expected to start being installed gradually in early 2026.
Friday 14 November 2025
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast. The company warned that widening US export controls could curb China's semiconductor equipment spending in 2026, creating the largest risk to its growth outlook.