Global smartphone shipment forecast, 2026 and beyond
The global smartphone shipment volume from 2025 to 2030 is estimated to record a compound annual growth rate (CAGR) of 3.06%.
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Nov
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Nov
Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule.
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Nov
Foxconn chairman responds to Luxgen acquisition rumors
Foxconn chairman Young Liu addressed recent market speculation about Foxtron’s interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales of quality products is Foxtron’s goal. However, he noted that how this will be achieved requires discussions with brand owners and channel partners. Liu emphasized that Foxtron and Luxgen share consistent objectives focused on broadening sales and market presence. When pressed about next steps, Liu deflected, saying, “You will have to ask Foxtron.”
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Nov
Samsung vice chair exit triggers major leadership overhaul
Samsung Chairman Lee Jae-yong’s right-hand man, Chung Hyun-ho, has suddenly retired. Chung led the Business Support Task Force (TF), and Lee is expected to take full control of Samsung’s personnel and outline a new blueprint for the company’s future to restore its former glory.
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Nov
DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output
South Korean foundry DB HiTek is capitalizing on tightening supply in the legacy chip market, posting a 71% year-over-year surge in third-quarter 2025 operating profit.
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Nov
Global PMX turns profit in 3Q25 as semiconductor business surges
Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production capacity. The company, which manufactures and processes precision metal components, expects strong growth momentum going forward.
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Nov
ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook
ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger ASIC foundry business momentum and recognition of Techpoint’s revenue.
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Nov
Apple’s 2026 OLED MacBook launch could revive display market
South Korea’s display industry views Apple’s potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized OLED market. Industry sources indicate that the market for notebook OLED panels has flattened, prompting players to seek a spark.
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Nov
As SpaceX redefines rocket economics, Musk eyes next industrial frontier
As Nvidia’s value soars past US$5 trillion and SpaceX cuts launch costs, the next data center boom may not be on Earth at all.
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Nov
Samsung Pyeongtaek P4 shifts to 1c DRAM production
Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is estimated at 80,000 wafers. Additionally, the previously postponed Phase 2 (Ph2) line is expected to resume investment in 2026 as a foundry production line.