ZEITEC Semiconductor targets TDDI expansion in mobile phone aftermarket

Founded in 2010, ZEITEC Semiconductor recently held a pre-listing media briefing to outline its strategy for the mobile phone aftermarket, focusing on display bridge ICs, touch chips, and display driver integration (TDDI) products. The company noted that aftermarket growth has recently outpaced that of new devices. Currently, display bridge ICs developed under an application-specific integrated circuit (ASIC) model are the main revenue driver, enabling screen module makers to recombine different display specifications with phones. ZEITEC holds a dominant position in this segment, accounting for over 50% of the market, thanks to its ASIC-based development favored by customers.

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Amazon accuses Perplexity of unauthorized access through Comet AI browser

Amazon has accused AI search startup Perplexity of unauthorized access and disrupting the shopping experience on its platform. The e-commerce giant specifically targeted Comet, Perplexity’s AI-powered browser, claiming Comet failed to deliver personalized recommendations or fastest delivery options. This has been interpreted as Amazon’s attempt to protect its advertising and referral revenue while promoting its own AI offerings.

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SDI partners with Infineon to develop lead frame technology for AI and third-gen semiconductors

Taiwan-based lead frame manufacturer SDI announced it has signed a right of first offer (ROFO) agreement with Infineon Technologies to jointly advance the development of lead frame technology for artificial intelligence (AI) accelerators and expand into third-generation semiconductor applications, including silicon carbide (SiC) and gallium nitride (GaN), targeting AI processors used in hyperscale data centers.

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E Ink and Wistron extend smart dialysis solutions to Taiwan’s primary care clinics

E Ink Holdings and Wistron Medical Technology, together with industry partners, have introduced smart medical cross-domain solutions into newly opened primary care clinics. Traditionally focused on large hospitals, smart display technology is now reaching the community level, embedding digital healthcare directly into the frontline of everyday patient care.

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Technical challenges loom over Google’s orbital AI data center plans

Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company’s AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped with Google’s custom Tensor Processing Unit (TPU) chips, these satellites are intended to form a distributed orbital AI data center, enabling scalable AI computation beyond the constraints of terrestrial infrastructure.

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Research insight: Direct-to-device poised to redefine mobile-satellite integration

As low Earth orbit (LEO) satellite deployments accelerate and 5G standards continue to evolve, direct-to-device (D2D) technology is emerging as the cornerstone for integrating mobile and satellite communications. The architecture extends terrestrial network coverage into space, addressing connectivity gaps in remote, maritime, and disaster-stricken regions, while also creating new business opportunities for telecom operators and satellite providers.

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Systex posts profit growth in 3Q25 driven by enterprise AI transformation

Systex announced it will continue focusing on AI platformization and software AI integration to enable practical AI applications as a core driver of enterprise transformation. The company reported record-high revenue for the third quarter of 2025, fueled by rising demand for enterprise cloud services and AI transformation, stable contract renewals with key clients, and sustained momentum from agency distribution and overseas expansion.

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Auden Techno turns profitable

RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter and 2.66% year-over-year. The company said it returned to profitability in the first three quarters of 2025, benefiting from traditional seasonal demand and a rebound in the US dollar exchange rate.

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