d-Matrix completed a US$275 million Series C round in early November, raising its valuation to US$2 billion, and is speeding up the commercialisation of its 3D In-Memory Compute (3D IMC) technology and its next-generation Raptor inference accelerator for data centres as generative AI inference chips evolve quickly.

Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue declined slightly, the company's profitability improved due to product mix optimization, specifically increased contributions from automotive electronics and MOSFET product lines.

WT Microelectronics announced on November 17 that it has completed the simultaneous pricing of its global depositary receipts (GDRs) and unsecured convertible bonds, expecting to raise a total of approximately US$739 million. The funds will primarily support foreign currency purchases needed to meet business growth demands.

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.

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.

Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale. Companies across the sector are prioritizing "intelligence per watt," as power constraints increasingly limit data center capacity and performance.

Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully leveraged by Microsoft, which can implement these designs first for OpenAI and then extend or adapt them to its own purposes. Going forward, Microsoft will be able to share OpenAI's proprietary chip-related technologies and use them as a foundation to adjust or expand its own application-specific integrated circuit (ASIC) chip development.

Taiwan's Academia Sinica has unveiled its quantum chip fabrication platform (QC-Fab) and quantum computing test platform (QC-Test), marking a major step in the nation's push into quantum technology. QC-Fab began trial operations in September 2025, while QC-Test is expected to open for trials in 2026. A 10-qubit quantum computer chip under in-house development is slated for deployment in the first half of 2026.

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.

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.

Hunan Heshun Petroleum Co. announced a controlling acquisition of MSquare Technology, a Shanghai-based semiconductor IP and chiplet-interconnect developer. The November 16, 2025, disclosure marks the fuel distributor's move beyond its energy roots and into China's high-performance computing and advanced chip-design landscape.

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.

Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across its manufacturing sites in China, Vietnam, and Taiwan based on customer demand.

As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall Street and across China's tech and investment circles, comparisons with the 2000 dot-com bubble have intensified. With China now a central participant in the AI landscape rather than an observer, the debate has gained broader industry attention.

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.

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.

Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans to expand from silicon to large-model infrastructure. Li addressed renewed debate over an "AI bubble," while Shen outlined Baidu's latest Kunlun chips and a five-year roadmap pointing to a deeper, end-to-end build-out of China's AI stack.

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.

Tesla is extending its in-house chip roadmap beyond vehicles and humanoid robots, with CEO Elon Musk signaling that the company's forthcoming AI8 processor could power orbiting data centers for SpaceX, even as its promised Full Self-Driving (FSD) capabilities remain incomplete.

WPG Holdings has unveiled a comprehensive group restructuring plan that will consolidate its four subsidiaries—World Peace Industrial (WPI), Silicon Application Corporation (SAC), AIT Group, and Yosun Industrial Corp.—into two core business units led by WPI and AIT. The initiative aims to boost operational efficiency and achieve economies of scale, positioning the company for stronger growth.

Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during a podcast interview. The licensing agreement grants Microsoft rights to all system-level innovations and intellectual property (IP) emerging from its collaboration with OpenAI, facilitating faster progress on Microsoft's AI accelerators and computing architectures.

South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position in the North American market.

Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous year's level. Executives said the company's leadership across power management technologies and strong partnerships with GPU and server makers position it to capture accelerating AI-driven growth.

Infineon Technologies expects moderate growth in fiscal 2026 as geopolitical uncertainties, tariff risks, and currency fluctuations weigh on near-term performance. CEO Jochen Hanebeck said the company remains well-positioned for long-term growth, driven by structural demand and rising opportunities in AI and energy efficiency.