TCL Technology and Samsung Electronics have announced a significant change to their long-standing display industry partnership, with Samsung Electronics set to become a direct shareholder in TCL China Star Optoelectronics Technology Co., Ltd. (TCL CSOT). The move follows Samsung Display’s decision to transfer its entire 10.16% stake in TCL CSOT to its parent company, Samsung Electronics, in a…

GlobalFoundries’ third quarter showed the contract chipmaker’s revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue rose 13% from a year earlier to US$1.9 billion for the three months ended September 30, according to the company’s November 4 earnings release, while IFRS gross margin widened to 30.1%.

Qualcomm’s fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business. Revenue fell 8% from a year earlier to US$10.3 billion for the three months ended September 27, according to the company’s November 4 earnings release, as a memory-driven downturn in phone demand weighed on its largest product line while automotive chips grew sharply.

Arm’s September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44 billion for the fiscal second quarter ended September 30, according to the company’s November 4 shareholder letter. Still, the gain came mostly from licensing deals rather than from the per-chip royalties that make up Arm’s recurring income.

Taiwan and the Netherlands announced four joint research and development collaborations on November 4 under their bilateral Technology Bridge Program, targeting photonic packaging, 5G and 6G communications, AI data center connectivity, and quantum computing. The agreements were unveiled during PIC Summit Europe as both sides sought to deepen semiconductor cooperation and strengthen supply chain resilience despite having no formal diplomatic relations.

As the Physical Intelligence and autonomous vehicle markets heat up, oToBrite is partnering with Yuan High-Tech Development to integrate its 3D binocular stereo vision camera module with NVIDIA Jetson Thor, delivering an end-to-end vision solution for robots and unmanned vehicles. The collaboration addresses the need for precise depth perception and low-latency image transmission in complex environments.