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Nov 18
Samsung reportedly achieves 60% yield rate for Exynos 2600 chip, plans competitive pricing
Samsung Electronics Co. has reportedly reached a 60% yield rate in producing its next-generation mobile application processor (AP), the Exynos 2600, using its 2nm GAA process technology. The company aims to price the chip US$20 to US$30 lower than Qualcomm's Snapdragon equivalent.
Oppo is ramping up efforts to enhance the global competitiveness of its mobile devices by concentrating not only on hardware research and development but also on optimizing its operating system. The company aims to improve user experience through smoother software control and seamless connectivity, seeking to strengthen the software quality that underpins its smartphones. By prioritizing high-quality software, Oppo hopes to further distinguish itself from rivals in the crowded smartphone market.
Vivo's smartphone sub-brand iQOO is set to debut in Taiwan on November 28, introducing its iQOO 15 flagship model. Industry analysts project limited overall market growth due to Taiwan's saturated smartphone market and longer device replacement cycles, but foresee notable competition shifts affecting established players such as Redmi, Poco, Realme, and Asus' ROG gaming phones.
Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands have halted new procurement rounds as suppliers request increases approaching 50%.
Samsung Electronics has reportedly set its sales targets for the next-generation foldables—Galaxy Z Fold8 and Flip8—aiming for roughly a 10% increase over the Galaxy Z Fold7 and Flip7 lineup. With Apple expected to introduce its first foldable iPhone in 2026, Samsung is accelerating efforts to defend its leadership in the segment.
Former DeepSeek researcher Fuli Luo has officially confirmed her move to Xiaomi, marking a significant development for the Chinese tech giant's AI ambitions. Luo's recruitment is viewed as a strategic asset for Xiaomi, which has consistently prioritized lightweight AI models and edge computing over competing directly in large-parameter model scales.
The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry associations, with extensive membership and investments. At the event, CNFI's Rock Hsu and chairman Chun-jung Pan presented the 2025 CNFI white paper to President William Ching-te Lai.
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 rise was fueled by strong demand for premium models, boosted by new and earlier releases, while weaker entry-level Android sales and higher average prices reflected a shift toward higher-value devices.

Veon's move into satellite-powered mobile services began during the Russia-Ukraine war, when its Ukrainian unit Kyivstar relied on Starlink's orbital network to restore connectivity after Russian attacks damaged cellular infrastructure.

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion.

As low-Earth-orbit (LEO) satellite networks move from development into full commercial deployment, major operators are racing to expand and secure their global supply chains. Among them, Eutelsat OneWeb is deepening its footprint in Taiwan, now treating the island as an essential pillar of its worldwide ecosystem.

Taiwan Mobile reported its financial results for the third quarter of 2025 on November 12, posting consolidated revenue of NT$46.34 billion (US$1.5 billion), operating income of NT$5.12 billion, and net profit after tax of NT$3.61 billion, marking a 10% increase from the previous quarter, while earnings before interest, taxes, depreciation, and amortization (EBITDA) reached NT$10.63 billion. For the first nine months of 2025, cumulative revenue totaled NT$141.98 billion, operating income reached NT$15.44 billion, and net profit after tax grew by 2% year-over-year to NT$10.56 billion.