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Saturday 15 November 2025
Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
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...
Saturday 15 November 2025
Research insight: SpaceX strengthens lead in LEO satellites with reusable rockets, standardized bus, and cost-efficient components
The US satellite industry has evolved over nearly seven decades through sustained investment from NASA and the Department of Defense (DoD). Early NASA commercial resupply and launch...
Friday 14 November 2025
Taiwan's EV market heats up as Luxgen N5 prepares for debut
Taiwan's electric vehicle market (EV) is poised for a wave of new launches in the second half of 2025, with the upcoming Luxgen N5, based on Foxtron's Model B platform, attracting...
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....
Friday 14 November 2025
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...
Friday 14 November 2025
SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious
SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers...
Friday 14 November 2025
China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China's effort to end foreign control...

Friday 14 November 2025
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...
Friday 14 November 2025
SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
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,...
Friday 14 November 2025
Coretronic and Radiant expand beyond displays, betting on drones and advanced optics
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new...
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
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...
Friday 14 November 2025
Edison Opto expects automotive momentum to reboot operations in 2026
LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations...
Friday 14 November 2025
Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover
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...
Friday 14 November 2025
Advantech targets medical and robotics in edge AI
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,...
Friday 14 November 2025
Brinno targets Middle East defense market at Dubai Airshow 2025
Time-lapse camera manufacturer Brinno announced it will participate in the Dubai Airshow 2025, marking its first appearance at the international aerospace and defense exhibition,...