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Wednesday 12 November 2025
DB HiTek rides power management chip boom to strong 3Q25 growth
South Korean foundry DB HiTek reported provisional results, showing that its revenue for the third quarter of 2025 reached KRW374.7 billion (approx. US$256 million), while operating profit soared to KRW80.6 billion, fueled by robust demand for power management semiconductors
Wednesday 12 November 2025
CXMT and Tesla's chip plans challenge South Korea's semiconductor lead
South Korea's semiconductor industry, boosted by AI-driven HBM memory demand, faces challenges as China's CXMT speeds up HBM3 production and Tesla plans to create its own wafer fab for chip self-sufficiency
Wednesday 12 November 2025
ASML opens South Korea campus to deepen Samsung, SK Hynix ties
ASML CEO Christophe Fouquet visited South Korea to mark the opening of the company's new campus in Dongtan, Hwaseong City, Gyeonggi-do province. The facility is designed to accelerate cooperation with local semiconductor giants Samsung Electronics and SK Hynix on next-generation technologies
Wednesday 12 November 2025
China leads global 6G patent applications
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
Wednesday 12 November 2025
Luxshare speeds into AI server market with 800G SiPh, liquid cooling rollout
Luxshare Precision Industry Co., a major Chinese electronics manufacturer, is fast-tracking its expansion into the AI server supply chain. On November 11, 2025, the company announced that its 800G silicon photonics (SiPh) modules have entered mass production, while 1.6T-class versions are under customer validation, reflecting stronger momentum in high-speed interconnects and AI data center applications
Wednesday 12 November 2025
China's EV makers slash prices again, testing the limits of profit and innovation

In this partnership, GAC handles vehicle production, JD.com manages exclusive online sales and data operations, and CATL supplies the batteries and swap technology. The compact sedan features a 2,750 mm wheelbase, comes standard with Huawei's in-car system, Bluetooth key access, and over-the-air (OTA) software updates

Wednesday 12 November 2025
China eases EV subsidies, halves purchase tax to cool overheated market
China has announced a major shift in its new energy vehicle (NEV) purchase tax policy, signaling a new phase for the nation's electric vehicle (EV) market. Starting January 1, 2026, NEV buyers will lose full tax exemption but still benefit from a 50% reduction
Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline
Wednesday 12 November 2025
Xiaomi founder leads new architecture department to address safety backlash
Since a major traffic accident in Chengdu in October 2025, Xiaomi Auto has been engulfed in a public relations crisis, prompting founder Jun Lei to personally oversee a strategic organizational overhaul. According to 36Kr, Xiaomi announced an organizational restructuring in late October, establishing a new first-level department called the "Architecture Department," directly led by Lei, underscoring its strategic importance
Tuesday 11 November 2025
Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating the average estimate of JPY1.423 trillion from 22 analysts. Bloomberg and Nikkei attributed the upward revision to stronger semiconductor and music earnings and lower tariff-related costs

Tuesday 11 November 2025
DIGITIMES Asia spotlights three leading innovators at FIX 2025
The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on firms translating forward-looking ideas into deployable, real-world systems
Tuesday 11 November 2025
Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027
Sharp announced on November 10, 2025, that it has lifted its fiscal 2025 (April 2025 to March 2026) net profit outlook to JPY53 billion (US$345.6 million), a 47% annual increase and JPY21 billion above its prior forecast of JPY32 billion. The company also plans to work with its parent Foxconn to start AI server production at its Kameyama No. 2 plant in fiscal 2027 (April 2027 to March 2028)
Tuesday 11 November 2025
YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027

YMTC has begun constructing its third semiconductor plant in Wuhan, with mass production slated for 2027, while ramping up output at its second facility. Despite its strong domestic focus, industry insiders expect the company to rank among the world's top five memory makers within two years

Tuesday 11 November 2025
Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades of rivalry to create an alternative power center in the chip industry
Tuesday 11 November 2025
Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive supplier Aumovio and components manufacturer Bosch have confirmed they have resumed receiving Nexperia chips, marking a turning point after a month of global supply chain crisis