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Wednesday 5 November 2025
Trump prepares Plan B as world awaits Supreme Court hearing
In Learning Resources v. Trump, the administration states that the International Emergency Economic Powers Act (IEEPA) of 1977 authorizes the president to impose tax rates on any country at any level. On November 5, 2025, the US Supreme Court will hear arguments on whether US President Donald Trump has overstepped federal law with his tariff impositions. Both the US Court of International Trade (CIT) and the Court of Appeals for the Federal Circuit (CAFC) have previously ruled that Trump did not have power under the IEEPA to set tariffs under the alleged national emergency.
Wednesday 5 November 2025
Largan reports stable operations with 5% revenue growth through October 2025
Largan announced on November 5, 2025, that its self-calculated consolidated revenue for October reached NT$6.261 billion (US$202.7 million), remaining flat compared to September but down 5% from the same period a year ago. The company's cumulative consolidated revenue for the first ten months of 2025 totaled NT$50.19 billion, marking a 5% increase from a year earlier.
Wednesday 5 November 2025
Jabil to acquire Hanley Energy for US$725M in data center power move
Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers. The deal is valued at about US$725 million in cash plus up to US$58 million in contingent payments tied to future revenue performance.
Wednesday 5 November 2025
Nintendo raises global sales forecast for Switch 2 following strong early performance
Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units. The revised projection, announced on November 4, accompanies upgraded revenue and profit expectations for the period spanning April 2025 to March 2026.
Wednesday 5 November 2025
Apple’s MacBooks shine in a dull PC market
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive further growth beyond Apple's strong sales.
Wednesday 5 November 2025
SoftBank returns to robotics with US$5.4B ABB acquisition despite Pepper, Boston Dynamics setbacks
SoftBank announced in early October 2025 that it has agreed to acquire Swiss industrial giant ABB's robotics business for US$5.375 billion, with the deal expected to close in the second half of 2026. This move signals SoftBank's renewed commitment to leading the robotics sector following the failure of its Pepper robot and the sale of Boston Dynamics.
Wednesday 5 November 2025
Foxconn's Young Liu calls for regional supply chains and 'game-changing' AI strategy

At the Nikkei Forum in Tokyo, Young Liu, chairman of Foxconn Technology Group, said that rising geopolitical tensions between the US and China are forcing global manufacturers to rethink their business models and embrace new regional production strategies. He also urged companies to make generative AI a core part of their long-term strategy, calling it a "game changer" for the global industry.

Wednesday 5 November 2025
Star Fusion pivots from gaming to semiconductors and energy
Softstar Entertainment has actively pursued diversified transformation in recent years, expanding its business scope from gaming into semiconductors, IC design, and the food and beverage industry. The core gaming business now accounts for a gradually decreasing share of overall operations.
Tuesday 4 November 2025
Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal
Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum from its newly closed ZT Systems acquisition.
Tuesday 4 November 2025
Merry Electronics drives growth with headsets, medical products in 3Q25
Acoustics specialist Merry Electronics delivered solid operational results in the third quarter of 2025, with revenue reaching a nearly three-year high for the same period. This reflects the gradual benefits of its diversified portfolio in acoustics and medical products.
Tuesday 4 November 2025
US govt partners with two local firms to scale domestic rare earth magnet production
Vulcan Elements and ReElement Technologies announced a US$1.4 billion partnership with the US government to scale a fully domestic rare earth magnet supply chain. The agreement includes the construction of a 10,000-metric-ton magnet production facility in the US and the expansion of ReElement's recycling and processing capabilities.
Tuesday 4 November 2025
SoftBank's acquisition of ABB's robot business reshuffles competition
Following SoftBank's acquisition of ABB's robotics business, the global industrial robot landscape has shifted from a European-Japanese balance to dominance by Japanese firms and China's Midea Group. This move reflects a critical turning point in automation, challenging traditional giants like Fanuc and Yaskawa amid rising Chinese market share and accelerating AI integration.
Tuesday 4 November 2025
Taiwan rolls out new measures to sustain manufacturing edge amid labor shortages
Following multiple rounds of negotiation and the successful "Trump–Xi summit," US–China trade tensions have eased, reflecting a cautiously resilient yet competitive relationship. Nonetheless, Washington's stringent technology sanctions and containment policies toward Beijing remain firmly in place. Consequently, Taiwanese firms operating between the two powers must navigate carefully to avoid falling under US extraterritorial jurisdiction.
Tuesday 4 November 2025
Quantum computing hits key turning point as Nvidia and partners drive real-world applications
The quantum computing industry is at a critical inflection point, shifting from "scientific fantasy" to practical industrial application, driven by major breakthroughs in quantum error correction (QEC) technology. This shift was a focal theme of Nvidia CEO Jensen Huang's keynote at the recent GTC conference in Washington.
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors (MLCCs), and inductors to US data centers as part of a US-Japan government initiative announced on October 28, 2025.
Tuesday 4 November 2025
China's carmakers turn to AI robots to reinvent the factory floor
As automakers worldwide accelerate toward smarter factories, China's carmakers are moving at an unprecedented pace to deploy artificial intelligence-powered robots across their production lines. Their efforts fall broadly into three strategic categories—future warriors, digital sentinels, and logistics troops—all sharing a single goal: to harness general intelligence to enhance production speed, industrial efficiency, and scalable manufacturing power.
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion. However, this figure remains below the market consensus of JPY602.1 billion.
Monday 3 November 2025
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in the country’s fast-growing AI market.
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.
Monday 3 November 2025
India triples rare-earth incentives as China eases export curbs
India is preparing to nearly triple incentives for rare-earth magnet manufacturing to over INR70 billion (US$788 million) as part of efforts to reduce reliance on China. The move comes just days after Beijing agreed to relax export restrictions following the latest US-China trade deal, easing immediate supply pressures.
Monday 3 November 2025
US signs critical minerals cooperation MOUs with Thailand and Malaysia amid domestic concerns
The ASEAN summit concluded on October 28 with US President Donald Trump signing memorandums of understanding (MOUs) on critical minerals cooperation with Thailand and Malaysia. The agreements have raised concerns domestically in both countries, prompting official responses to clarify their implications.
Monday 3 November 2025
Radiant builds unprecedented team, eyes 2027 for meta-optics launch
Backlight module leader Radiant Opto-Electronics has completed three acquisitions within two years, forming what Chairman Justin Wang calls an unprecedented team. With key technologies secured, the company plans to focus on integration and aims to begin mass production of meta-optic products by 2027.
Monday 3 November 2025
US becomes largest production base for South Korean's top conglomerates
South Korea's major corporate groups have significantly expanded their production assets in the US over the past eight years, overtaking China and Vietnam as the leading overseas manufacturing hub. Data from CEO Score, cited by CEO Score Daily and Newsis, shows the top ten conglomerates increased their combined overseas production assets from KRW209.2 trillion (US$146.27 billion) in 2016 to KRW490.7 trillion by the end of 2024.
Sunday 2 November 2025
Research Insight: LiDAR goes mainstream as prices plunge and China tightens grip on market

Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry's transition from early validation to large-scale commercialization.

Saturday 1 November 2025
China’s rare earth squeeze reaches a turning point in the global tech standoff
Rare earth elements (REEs), comprising 17 chemical elements including the 15 lanthanides from lanthanum (La, atomic number 57) to lutetium (Lu, 71), plus scandium and yttrium, are essential materials with unique optical, electrical, magnetic, and catalytic properties. Often called "industrial vitamins" or "industrial gold," REEs are indispensable in many high-tech industries.