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Wednesday 12 November 2025
Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results
Major semiconductor equipment makers in China reported mixed results in the third quarter of 2025. Naura posted the highest revenue in the third quarter of 2025, while Piotech delivered the fastest growth, with sales surging 82% quarter-over-quarter and 124% year-over-year. Other Chinese semiconductor equipment makers reported mixed results amid uneven demand across product segments.
Wednesday 12 November 2025
TSMC's US bet pays off for two quiet suppliers
As construction of TSMC Arizona fabs accelerates, two of its low-profile Taiwanese suppliers, Chang Chun Group and Sunlit Chemical, are emerging as early winners.
Wednesday 12 November 2025
DB HiTek rides power management chip boom to strong 3Q25 growth
South Korean foundry DB HiTek reported provisional results, showing that its revenue for the third quarter of 2025 reached KRW374.7 billion (approx. US$256 million), while operating profit soared to KRW80.6 billion, fueled by robust demand for power management semiconductors.
Wednesday 12 November 2025
ASML opens South Korea campus to deepen Samsung, SK Hynix ties
ASML CEO Christophe Fouquet visited South Korea to mark the opening of the company's new campus in Dongtan, Hwaseong City, Gyeonggi-do province. The facility is designed to accelerate cooperation with local semiconductor giants Samsung Electronics and SK Hynix on next-generation technologies.
Wednesday 12 November 2025
TSMC offloads older tools to VIS as it repurposes fabs for next-gen tech
Taiwan Semiconductor Manufacturing Company (TSMC) approved its third-quarter 2025 business report and financial statements during a board meeting on November 11. The company also finalized plans to sell machinery and equipment to Vanguard International Semiconductor Corporation (VIS), with the transaction valued between US$20 million and US$23 million. This deal coincides with a capital budget of approximately NT$14.916 billion (US$480 million) supporting ongoing operational adjustments.
Wednesday 12 November 2025
Tower Semiconductor tops forecasts, to invest US$300 million in silicon photonics expansion

Israel-based wafer foundry Tower Semiconductor reported third-quarter 2025 results that exceeded market expectations, signaling strong momentum for continued revenue growth. The company also announced an additional US$300 million investment to expand its silicon-germanium (SiGe) and silicon photonics (SiPh) capabilities.

Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline.
Wednesday 12 November 2025
Micron reallocates CHIPS Act funds to Idaho, delaying New York fabs
US memory giant Micron will postpone the commissioning of its first two fabs in Clay, New York, by 2–3 years and will reallocate part of the funding from the CHIPS and Science Act to accelerate construction of a new fab in Boise, Idaho.
Wednesday 12 November 2025
Taiwan accelerates land development to support TSMC's Southern expansion
As the Southern Taiwan Science Park (STSP) becomes more saturated with semiconductor industrial land, the National Science and Technology Council (NSTC) is accelerating land development to meet TSMC's expansion needs. A comprehensive pollution remediation plan has been implemented with an investment of NT$57.011 billion (US$1.8 billion). On November 5, 2025, the Environmental Impact Assessment (EIA) committee approved the project to enter its second phase. The project will transform heavy industrial land into a green, sustainable ecological science park by reactivating contaminated land.
Tuesday 11 November 2025
Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness
While TSMC's October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024.
Tuesday 11 November 2025
Powerlogic eyes strong 4Q25 growth on robust GPU demand
Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's 5000 series GPUs. As chip supply improves and downstream customers ramp up orders, Powerlogic's thermal module shipments surged significantly. The company remains optimistic about growth prospects in high-end gaming, AI PCs, and next-generation graphics card products heading into the fourth quarter.
Tuesday 11 November 2025
Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating the average estimate of JPY1.423 trillion from 22 analysts. Bloomberg and Nikkei attributed the upward revision to stronger semiconductor and music earnings and lower tariff-related costs.

Tuesday 11 November 2025
Astera Labs ships switch chips, expands AI server influence with new standards
AI server high-speed transmission leader Astera Labs delivered strong performance in 2025's first quarter, announcing record results this week alongside a media event in Taiwan outlining its annual development, future technology outlook, and local expansion strategy.
Tuesday 11 November 2025
DIGITIMES Asia spotlights three leading innovators at FIX 2025
The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on firms translating forward-looking ideas into deployable, real-world systems.
Tuesday 11 November 2025
Samsung's Texas expansion spurs formation of a new US semiconductor ecosystem

Samsung Electronics is ramping up its semiconductor foundry expansion in Taylor, Texas, aiming for full operation by 2026. The move has sparked the rapid formation of a South Korean semiconductor cluster in the area, with partners increasing their local investments and intensifying recruitment.

Tuesday 11 November 2025
Vietnam’s first wafer fab set for 2026 launch, accelerating push into global chip supply chain

Vietnam plans to bring its first semiconductor manufacturing base online by 2026, Prime Minister Pham Minh Chinh said, underscoring the country's ambition to strengthen its role in the global chip supply chain and position semiconductors as a core driver of economic transformation.

Tuesday 11 November 2025
Intel CEO takes direct control as former AI chief joins OpenAI
Intel faces a strategic shift in its artificial intelligence (AI) efforts as Sachin Katti, the company's former chief technology and AI officer, has resigned to join ChatGPT developer OpenAI. Katti will lead the design and construction of computing infrastructure to support research and expansion of artificial general intelligence (AGI).
Tuesday 11 November 2025
Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades of rivalry to create an alternative power center in the chip industry.
Tuesday 11 November 2025
Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive supplier Aumovio and components manufacturer Bosch have confirmed they have resumed receiving Nexperia chips, marking a turning point after a month of global supply chain crisis.
Tuesday 11 November 2025
GlobalFoundries signs GaN tech licensing deal with TSMC to expand US production
GlobalFoundries announced on November 10, 2025, that it has signed a technology licensing agreement with TSMC covering 650V and 80V gallium nitride (GaN) process technologies, a move aimed at accelerating the company's development of next-generation power devices for data center, industrial, and automotive applications.
Tuesday 11 November 2025
China's Zhejiang University launches FabGPT to bring AI into chip manufacturing
China is advancing its use of artificial intelligence (AI), with a breakthrough from Zhejiang University (ZJU)'s College of Integrated Circuits drawing industry attention. The university introduced FabGPT, a multimodal large model tailored for wafer fabrication that embeds AI into semiconductor manufacturing and process control to boost fab efficiency and lower defect rates.
Tuesday 11 November 2025
China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes
China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according to the General Administration of Customs. Exports rose 6.2% to CNY22.12 trillion, while imports remained steady at CNY15.19 trillion.
Tuesday 11 November 2025
ASML tackles AI's 'scissor gap' with dual-track chip strategy
ASML EVP and China head Shen Bo said artificial intelligence is redefining the global semiconductor landscape, pushing chipmakers and equipment suppliers to balance growing computing demand with mounting energy constraints. Speaking at the 8th China International Import Expo, Shen said ASML will pursue a "dual-track strategy," strengthening both 2D scaling and 3D integration to close the gap between AI performance and energy efficiency while expanding its services for Chinese customers.
Tuesday 11 November 2025
China's Unicomp targets global expansion with US$37.5M purchase of SSTI semiconductor

Unicomp Technology Group, a Wuxi-based industrial inspection equipment maker, said its wholly owned unit, Ray Tech Singapore, will acquire a 66% stake in Singapore's SCPL Semiconductor Test & Inspection (SSTI) for SGD48.9 million (approx. US$37.54 million). Once the deal closes, SSTI will become a majority-owned subsidiary and be included in Unicomp's consolidated financial results.

Monday 10 November 2025
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.