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Thursday 13 November 2025
Rebellions expands US presence with Silicon Valley hires, launches North America entity
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...
Thursday 13 November 2025
Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand
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...
Thursday 13 November 2025
Huawei's new wave of inventions hints at a rewired future for AI computing
Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual...
Thursday 13 November 2025
China's rare earth curbs hinder Hyundai Motor's early development
Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare...
Thursday 13 November 2025
Tesla seeks South Korea partnerships to launch battery production plan
Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials,...
Thursday 13 November 2025
Huawei converts R&D might into patent power and AI momentum
Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications...
Thursday 13 November 2025
Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing...

Thursday 13 November 2025
Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
Thursday 13 November 2025
Elon Musk's secret fab plan: new US chip plant targets 2026 ramp
Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out...
Thursday 13 November 2025
Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026
Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...
Thursday 13 November 2025
Infineon flags China EV headwinds as pricing pressure drags on auto outlook
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
Thursday 13 November 2025
Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026
Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud...
Thursday 13 November 2025
AgiBot's corporate shake-up signals China's humanoid robot listing wave
Chinese humanoid robot developer AgiBot has completed a corporate restructuring that triggered market speculation over a potential IPO plan.
Thursday 13 November 2025
Gogoro 3Q25 gross margin improves with three new models to boost 2026
Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy,...
Thursday 13 November 2025
AI data center power consumption drives SOFC deployment in Taiwan
Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy...