Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative revenue for the first three quarters declined 9.4% year-over-year to NT$9.93 billion.
National Development Council (NDC) minister Chun-Hsien Yeh has pointed out that shifting global geopolitical risks are disrupting supply chains. To adapt, Taiwan aims to seize the AI trend by advancing its "five trusted industries" that are closely linked with AI development. The government's strategy includes promoting 10 major AI infrastructure projects to generate over NT$15 trillion (US$462 billion) in output value, driving nationwide industrial upgrades through AI commercialization and integration toward becoming a smart nation.
Apple's iPhone 17 series has seen strong sales momentum, lifting expectations for fourth-quarter smartphone demand in 2025. But market attention is shifting to whether Chinese brands like Huawei, Xiaomi, Vivo, and Oppo can collectively counter the iPhone 17's dominance in the mid-to-high-end smartphone segment by year-end.
Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements. The company increased its total senior promotions to 161, up from 137 in the previous year, drawing widespread industry attention and signaling a strategic shift toward bolstering leadership in future growth sectors, according to ET News and Chosun Biz.
Huawei introduced its latest flagship lineup on the 25th, launching the Mate 80 series together with the Mate X7 foldable.
Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.
Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October and November 2025. This surge has led TSMC to modify its production capacity to accommodate Apple's growing device output.
Bengaluru-based electronics brand Wobble has debuted its first smartphone, the Wobble One, marking its entry into India's competitive mid-range smartphone market. The "Made in India" device focuses on performance, battery life, and camera capabilities while complementing Wobble's existing Smart TV and consumer electronics lineup, according to Business Today, Gadget 360, and the Indian Express.
Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The Austin City Council will vote on extending Samsung's eligibility for local tax incentives by November 20, 2025.
China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments to 90 million units, while BOE's contribution is expected to fall below 40 million, highlighting ongoing challenges in the Chinese panel maker's entry into high-end smartphone displays.
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