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Friday 28 November 2025
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
Friday 28 November 2025
Nexperia turmoil upends global auto supply chain, but Taiwan's TSC stands to gain
The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With...
Thursday 27 November 2025
Notebook shipment update, October 2025

Introduction

Thursday 27 November 2025
FOCI advances 1.6T SiPh for AI servers, eyes mass production
Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments...
Thursday 27 November 2025
Samsung poised for memory and foundry gains as Google TPU push accelerates
Google's push to expand its in-house Tensor Processing Unit (TPU) platform is drawing fresh attention across the semiconductor sector, and analysts say Samsung Electronics could emerge...
Thursday 27 November 2025
Apple's 2026 iPad mini to get OLED display, Samsung exclusive supplier
Apple is reportedly set to equip its 2026 iPad mini with an OLED display for the first time, with Samsung Display slated as the exclusive supplier, according to ET News....
Wednesday 26 November 2025
DDR4 supply crunch pressures margins for industrial and consumer electronics
The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins....
Wednesday 26 November 2025
iPhone 17 sales surge lifts market outlook as Chinese flagships intensify pushback
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...
Wednesday 26 November 2025
India's record PC shipments signal broad demand recovery across consumer and commercial segments
India's traditional PC market, encompassing desktops, notebooks, and workstations, experienced a robust 10.1% year-over-year increase in shipments during the third quarter of 2025,...
Tuesday 25 November 2025
Taiwan smartphone shipments hit 560,000 units in October, driven by iPhone 17
Taiwan's smartphone shipments surged to nearly 560,000 units in October 2025, driven primarily by strong sales of Apple's iPhone 17 series, according to local channel operators. The...
Tuesday 25 November 2025
DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments

Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices...

Monday 24 November 2025
Kian Shen projects record 2026 electric bus frame orders, BMW battery box contracts to boost overseas business
Kian Shen Corporation, a vehicle frame supplier under Taiwan's Yulon Motor Group, expects to secure orders for more than 1,000 electric bus frames in 2026 as supply constraints ease,...
Monday 24 November 2025
Lightmatter's silicon photonics solution aims for commercial shipments in 2027
GlobalFoundries (GF) has recently acquired Singapore-based silicon photonics chip company Advanced Micro Foundry. Meanwhile, Lightmatter, a US silicon photonics chip company that...
Monday 24 November 2025
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as...
Monday 24 November 2025
iPhone 17 shipments and key supplier breakdown

Introduction