SoftBank Group will be the first to build a supercomputer with chips using Nvidia's new Blackwell design, a demonstration of the Japanese company's ambitions to catch up on AI.

In the ongoing patent dispute over wide bandgap GaN technology, the US-based EPC announced on November 8 that the International Trade Commission (ITC) confirmed its preliminary ruling, concluding that Innoscience infringed on EPC's core GaN technology patents.

Grand Process Technology Company (GPTC), a Taiwan-based semiconductor equipment company involved in the supply chain for TSMC's CoWoS packaging, aims to leverage the rising demand.

Phison Electronics faced a 70% profit drop in the third quarter due to declining consumer demand and a substantial one-time loss. The company saw stable enterprise demands and a weak consumer market. As upstream NAND providers are expected to reduce production, the market will see tight supply in the second half of 2025.

Machvision's board has approved a NT$274 million (US$8.6 million) strategic investment to acquire 13% of Hye Technology's common shares. The investment will represent 11.5% of Hye's outstanding shares post-placement and secure Machvision two board seats, strengthening the collaboration between both companies in operational strategies and product development.

Audix Group chairman and president Yuan-kai Chung anticipates significant tariff changes in the US-China trade war once US President-Elect Trump assumes office. Additionally, overcapacity in China is expected to drive more aggressive price competition.

Global Mixed-mode Technology (GMT), a supplier of power management IC (PMIC), has expanded into non-consumer electronics to avoid competition in mass-market applications.

Rising AI server shipments are reportedly prompting peripheral chip manufacturers to project substantial operational growth in 2025.

Touch panel manufacturer GIS has faced significant operational challenges in 2024. Despite a rebound in consolidated revenue during the third quarter, the company's product mix resulted in a reduced gross profit margin. As GIS's market share in fingerprint recognition continues to expand, the company expects overall performance in 2025 to surpass that of 2024, with fingerprint recognition revenue projected to exceed 10% for the first time.

Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of high-end manufacturing processes, broaden their product lines, and establish platforms incorporating their tools and systems.

As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson Chia-Yu Chen reports that clients are experiencing increased orders from AI-related applications, helping to offset declining PC market demand. For 2025, Podak expects AI-related revenue to grow by up to 15%, though the company maintains a cautious outlook and anticipates stable operations throughout the year.