Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule.
Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales of quality products is Foxtron's goal. However, he noted that how this will be achieved requires discussions with brand owners and channel partners. Liu emphasized that Foxtron and Luxgen share consistent objectives focused on broadening sales and market presence. When pressed about next steps, Liu deflected, saying, "You will have to ask Foxtron."
Samsung Chairman Lee Jae-yong's right-hand man, Chung Hyun-ho, has suddenly retired. Chung led the Business Support Task Force (TF), and Lee is expected to take full control of Samsung's personnel and outline a new blueprint for the company's future to restore its former glory.
Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production capacity. The company, which manufactures and processes precision metal components, expects strong growth momentum going forward.
ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger ASIC foundry business momentum and recognition of Techpoint's revenue.
China's humanoid robotics market is accelerating, as Ubtech Robotics reported that the total 2025 orders for its Walker S2 industrial humanoid robot have exceeded CNY800 million (approx. US$112 million).
AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen 7 architecture also made its first appearance on the roadmap, with industry speculation placing its release between 2027 and 2028. Both core architectures will successively power future EPYC and Ryzen processor series.
Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven demand that continues to power growth across the semiconductor distribution sector.
BizLink recently announced its financial results for the third quarter of 2025, reporting record-breaking operational performance. The company also disclosed the acquisition of 100% equity in XFS to enhance its high-speed transmission technology landscape. In addition, BizLink adjusted its global investment structure to optimize group governance and capital utilization.
MediaTek's latest October 2025 revenue slightly declined from September but remained higher than the same period in 2024, maintaining a peak level. The company previously stated at its earnings call that Dimensity 9500 shipments would stay robust during this period, confirming that flagship smartphone SoCs continue to be MediaTek's key operational pillar in the fourth quarter of 2025.
At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global 6G patent applications, ranking first in the world. In the field of AI patents, China also leads globally with a 60% share.
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