小米：中国大陆地区4,000–6,000元价位段的智能手机销量市占达18.9%
11月18日，小米集团公告，根据第三方数据，2025年第三季度，小米在中国大陆地区的高端智能手机销量在整体智能手机销量中的占比为24.1%，同比提升4.1个百分点
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Nov
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Nov
Switch 2 hardware and competition status
The Switch 2 launches strongly, shaking up the industry landscape as Nintendo takes on the dual giants Sony and Microsoft
18
Nov
Lagis opens second plant with triple capacity, targets own-brand and OEM growth
Taiwan’s minimally invasive surgical device maker Lagis Enterprise has completed its second factory, three times the size of its original facility. Chairman Cheng-hung Chen said the plant has completed setup and is undergoing GMP certification, with production slated to begin by late November. The expanded capacity is expected to be a key growth driver in 2026.
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Nov
GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore
GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world’s largest pure-play silicon photonics (SiPh) foundry and expanding its reach across next-generation AI datacenter infrastructure. Announced on November 17, the deal strengthens GF’s manufacturing scale, technology capabilities, and R&D footprint across Asia and the US, while underscoring Singapore’s growing role as a strategic semiconductor hub. The companies did not disclose financial terms.
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Nov
South Korea solar growth lags government target; agrivoltaics seen as key solution
South Korea is seeking to expand renewable energy capacity to 100GW by 2030 as part of its accelerated decarbonization plans, with solar power positioned as a central pillar. Yet solar deployment has slowed in recent years, and industry estimates suggest the country will add only around 3GW of new capacity annually through 2028, half the level required to stay on track for 2030 targets. The gap reflects longstanding structural challenges, including limited land availability, grid bottlenecks, and persistent local resistance.
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Nov
3D DRAM steps into AI inference: d-Matrix links with Alchip, Andes for Raptor build-out
d-Matrix completed a US$275 million Series C round in early November, raising its valuation to US$2 billion, and is speeding up the commercialisation of its 3D In-Memory Compute (3D IMC) technology and its next-generation Raptor inference accelerator for data centres as generative AI inference chips evolve quickly.
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Nov
Panjit acquires Torex Vietnam to boost global packaging and testing capacity
Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor, on November 17. The acquisition aims to expand product lines and introduce automotive-grade power semiconductor packaging and testing production lines, further strengthening Panjit’s presence in the artificial intelligence (AI), automotive, power supply, and green energy sectors.
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Nov
Pat Gelsinger leads Silicon Valley startups to Taiwan
Silicon Valley venture capital firm Playground Global visited Taiwan on November 18, 2025, led by partner and former Intel CEO Pat Gelsinger, bringing seven portfolio companies to announce multiple technological breakthroughs and strategic collaborations. Spanning power management, optical communications, interconnects, and lithography technologies, these developments highlight how Taiwan’s ecosystem transforms cutting-edge innovations into global-scale production, reinforcing Taiwan’s role as a key accelerator for next-generation computing.
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Nov
Why China’s AI boom now favors power systems over silicon
China’s AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling, storage, and grid-scale hardware. The move reflects concern over inflated tech valuations and recognition that data-center growth is driving lasting demand for electricity and materials.
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Nov
Panjit’s MOSFET becomes top 3Q25 revenue contributor
Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue declined slightly, the company’s profitability improved due to product mix optimization, specifically increased contributions from automotive electronics and MOSFET product lines.