华兴源创：董事潘铁伟辞任
11月19日晚间，华兴源创发布公告称，公司董事会于2025年11月19日收到董事潘铁伟先生递交的书面辞任报告。潘铁伟先生因工作调整原因，申请辞去公司非独立董事、董事会战略委员会委员职务，原定任期到期日为2027年5月19日。潘铁伟先生辞任后将继续担任公司副总经理职务。
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Nov
Philips 27M2N6501L is launched with a 240Hz QD-OLED display and AI Ambiglow
The Philips 27M2N6501L is an Evnia gaming monitor designed to deliver blistering speed and premium image quality. It is built around a 26.5-inch QD-OLED display panel with a QHD resolution of 2560 x 1440, bringing a crisp, highly detailed canvas that flatters modern games and creative workflows alike. VESA HDR400 True Black and HDR10 certifications elevate dynamic range. The RGB Q-Stripe-type…
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Nov
LG Display expects profit surge as panel prices rise and new automotive orders arrive
LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average unit area selling prices and increased area demand, which has thus also raised expectations for improved profits at LGD.
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Nov
Taiwan’s precision components drive humanoid robot development
Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22, 2025. Although the global humanoid robot market has not yet reached mass production, Taiwanese manufacturers have advanced in manufacturing complete machines and key components, particularly in the second half of 2025. Industry observers expect these developments to substantially increase revenue contributions by 2026.
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Nov
Sakana AI tops Japan startup valuations with funding led by Mitsubishi UFJ and CIA-linked VC
Tokyo-based AI developer Sakana AI announced in November 2025 the completion of a JPY20 billion (approx. US$135 million) Series B funding round that doubled its valuation to around JPY400 billion (approx. US$2.635 billion), making it the highest-valued unlisted startup in Japan, surpassing previous leaders like Preferred Networks and SmartNews.
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Nov
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation AI factory. It will be based on Nvidia platforms, including Pegatron-developed Nvidia GB300 and B200 server racks.
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Nov
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.
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Nov
Samsung’s leadership shift sparks fresh scrutiny of its finance-first management model
Chung Hyun-ho, long regarded as Samsung Electronics’ “second-in-command,” stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within Samsung Group’s top decision-making structure.
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Nov
Edom says memory price hikes impact demand, but high-value-added products are less affected
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds strong opportunities during transitions to new standards. According to Edom, high-value-added products are less affected by memory price surges because customers willing to support higher prices will be prioritized. The market may need some time to return to a supply–demand balance.
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Nov
DRAM shortages prompts shift to six-month contracts to secure supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted to long-term supply contracts of six months or more. DRAM supply in 2026 may also be difficult to secure, prompting discussions among suppliers about contracts extending into 2027.