The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme "A Single Tree Cannot Make a Forest: Taiwan's Rising Materials Industry."

Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance on DDI revenue, which currently accounts for 57.34% of total sales, down from a higher proportion earlier this year.

China is using the escalating Nexperia dispute to showcase a new, flexible export strategy that mixes hardline control with selective exemptions. As the Dutch government's takeover of the chipmaker triggered factory shutdowns in China, Beijing countered with both sanctions and relief measures, proving it can retaliate while also managing the global supply chain.

Macronix International is witnessing a strong rebound in demand for its NOR, NAND, and eMMC memory products, with chairman Minin Wu highlighting growing market opportunities as the overall memory sector recovers.

The global boom in artificial intelligence has triggered a severe shortage of essential storage chips, doubling prices in just six months, according to Khein-Seng Pua, CEO of Phison Electronics.

Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions. The company attributes this to strong downstream demand driven by booming cloud AI applications.

Ableprint, a supplier of advanced semiconductor packaging bubble-removal equipment, reported record-high revenue in the third quarter of 2025, underscoring its strong position in the global semiconductor equipment market. The company, which serves major clients including TSMC, posted NT$713 million (US$23 million) in revenue for the third quarter, marking a 15.8% increase quarter-over-quarter.

IC design company PixArt Imaging held its earnings call on November 7, 2025, outlining a cautiously optimistic view for the remainder of 2025. Although the company posted weaker results in the third quarter of 2025, it expects the fourth quarter to show stable performance with potential for modest improvement. Management said the rebound in the New Taiwan dollar exchange rate, combined with strengthening demand for imaging sensors in drones, is likely to support revenue in the final quarter of the year.

Below are the top DIGITIMES Asia stories from November 3 to November 10, 2025.

Malaysia has reiterated its neutral stance on artificial intelligence (AI) chip selection, ensuring that both Nvidia Corporation and Huawei's Ascend unit chips will be adopted. According to Bernama, as Malaysia's data center industry flourishes, government officials have been asked how the country ensures smooth access to AI chips from both the US and China.

Etron Technology chairman Dr. Nicky Lu predicts AI-driven memory demand to enter a peak spring period between 2026 and 2027, but supply and demand will not be balanced for at least another six months to a year. Contrary to popular belief, AI will not become a bubble, and it will continue to grow. According to Dr. Lu, Taiwan should use an AI + NI (Natural Intelligence) strategy to build new advantages and should establish a sovereign R&D research center.