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.

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.

SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency, set against sharpening US-China competition in AI, continued to support demand across both advanced and mature manufacturing nodes.

As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation is driving significant expansion in the backend chip testing market. With increasingly complex AI chip architectures, advanced testing durations and complexities have risen sharply compared to before.

Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season effect in the second half of 2025. GMT reported a significant gross margin decline in the third quarter due to reduced inventory write-back gains and currency headwinds.

Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor, showcased a range of edge AI application solutions.

By accelerating customer orders, advanced semiconductor process Airborne Molecular Contamination (AMC) nano-monitoring equipment supplier Tricorntech reported third-quarter 2025 revenue of NT$120 million (US$3.9 million), up 38.61% from the previous quarter, turning profitable and reversing its losses from the first half of the year.

Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence. The company aims to expand its presence in sectors such as agriculture, aquaculture, and livestock management, while also targeting emerging opportunities in maritime logistics and defense-related unmanned systems. Microip projects more than 40% revenue growth in the North American market by 2026.

SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026.

President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle East. Washington framed the trip as a push to promote US AI software and hardware and strengthen its influence in fast-growing regional compute markets.