Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8% year-over-year, marking the first month in 2025 in which revenue slipped below NT$9 billion (approx. US$288 million).
Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia's H200 AI chips to China is Huawei's rapid rise in AI computing. Bloomberg cites multiple sources, stating that after White House officials reviewed Huawei's Ascend series chips and its CloudMatrix 384 AI-native cloud infrastructure platform, they concluded that Huawei's overall performance is now approaching Nvidia's advanced Blackwell-based NVL72 platform. This significantly reduces the need for a total ban on AI chip exports to China.
China has reportedly added domestic artificial intelligence processors to its official government procurement list for the first time, according to the Financial Times. The move signals a major effort to accelerate semiconductor self-reliance even as the US authorizes limited exports of Nvidia's advanced H200 chips to the country. The policy shift raises questions over how China will balance its push for indigenous development with continued demand for high-end US hardware.
Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may edge out GPUs in some LLM workloads, yet Nvidia's end-to-end stack, from CUDA to silicon to systems, keeps its lead firmly intact, reinforced further by the Jetson Thor platform for edge AI.
Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters report, as US authorities simultaneously dismantled a China-linked network accused of smuggling more than US$160 million worth of GPUs to restricted markets, CNBC reported, citing newly unsealed court documents and a statement from the US Attorney’s Office for the Southern District of Texas.
Taiwan's 2026 central government budget has stalled in the Legislative Yuan amid partisan gridlock and the ruling party's loss of a parliamentary majority, raising concerns over funding for the nation's most critical science and technology programs. Premier Jung-tai Cho urged lawmakers to accelerate the budget review, warning that prolonged delays could disrupt major R&D subsidies, semiconductor
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure. Benefiting from its two major product lines—protection & energy storage components and semiconductors—revenue contributions from networking and consumer electronics have grown significantly, turning operations from a loss to profit in the third quarter of 2025. The company is optimistic about 2026 revenue growth.
Advanced packaging equipment and wafer reclaim solutions provider Scientech reported consolidated revenue of NT$958 million (US$30.77 million) in November 2025, up 9% sequentially and 7% year over year. Cumulative consolidated revenue for the first 11 months of 2025 reached NT$10.39 billion, a 17% increase from the same period in 2024, surpassing the NT$10 billion mark for the first time and setting a new annual record ahead of schedule.
Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent memory price increases are expected to have little impact on the company because memory accounts for a small portion of its overall cost structure.
The Trump Administration has cleared Nvidia's H200 chips for export to China, imposing a 25% revenue share and restricting sales to "approved customers". Even with those limits, the move marks the most significant loosening of US semiconductor export controls since 2022.
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their use as part of China's ongoing strategy to boost domestic semiconductor self-sufficiency. Chinese authorities remain cautious while evaluating how these imports fit within national technology goals.
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