TCL科技：杉杉集团重整计划遭债权人否决
TCL科技（000100.SZ）于11月3日晚间发布公告称，公司参与的杉杉集团有限公司重整计划（草案），未获第三次债权人会议审议通过。后续，管理人将继续推进相关重整工作。
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Nov
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Nov
Nvidia’s Huang hosts South Korean ‘trillion-dollar feast’ to boost AI strategy
Amid tense US-China relations, shifting policies under the Trump administration, and growing concerns over an “AI bubble,” Nvidia CEO Jensen Huang has launched an intensive “diplomatic de-escalation” tour to defuse tensions. He recently made consecutive appearances at Nvidia’s GTC conference in Washington, DC, and the Asia-Pacific Economic Cooperation (APEC) Leaders’ Meeting in Gyeongju, South Korea, demonstrating his flexible execution of the “Huang-style” strategy.
03
Nov
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion. However, this figure remains below the market consensus of JPY602.1 billion.
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Nov
Chunghwa Telecom becomes Taiwan’s first carrier with full multi-orbit satellite license
Chunghwa Telecom announced on November 3, 2025, that it has received formal approval from regulators to begin commercial operations using SES’s O3b medium-Earth orbit (MEO) satellite network, completing a 14-month review process. The license, granted on October 30, 2025, makes Chunghwa Telecom the first carrier in Taiwan authorized to operate across all three major satellite orbits—GEO, MEO, and LEO.
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Nov
China’s AI app users hit 700 million as most native apps lose ground
China’s artificial intelligence (AI) mobile app sector has surpassed 700 million monthly active users (MAUs), yet a majority of AI-native apps are facing significant user losses, according to data from QuestMobile cited by the South China Morning Post. As of September 2024, AI-native apps—those built with AI at the core—and in-app services, which provide intelligent AI features, combined reached 729 million MAUs, increasing by nearly 50 million since June 2024. Despite this growth, nearly 60% of native AI apps saw user decline in the third quarter of 2024.
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Nov
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in the country’s fast-growing AI market.
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Nov
Panic-fueled shortage in memory chips worsens as AI demand overwhelms supply
Silicon Motion Technology’s president and CEO, Wallace Kou, has highlighted a severe and ongoing memory shortage, driven by structural changes in the memory industry caused by artificial intelligence (AI) growth. Speaking at a charity event co-hosted with the Chung Yi Social Welfare Foundation, Kou said this shortage surpasses even the semiconductor scarcity seen during the pandemic and is expected to continue through the end of 2026.
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Nov
China’s Big Fund III invests in Nantong Crystal to boost semiconductor materials supply chain
As China’s 15th Five-Year Plan approaches, Big Fund III is accelerating its investments in core semiconductor materials and equipment sectors.
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Nov
Nvidia links compute and network with Nokia in US$1 billion AI infrastructure push
As the AI race intensifies, telecom giant Nokia has reemerged into the global spotlight following a strategic investment by Nvidia. Industry analysts highlight that Nokia’s role as a “key puzzle piece” in Nvidia’s latest capital deployment stems from their complementary strengths in computing power and networking.
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Nov
Humanoid robots and AI drive smart factory transformation in auto industry
With the electric vehicle market approaching maturity and growth momentum slowing, automakers are turning to artificial intelligence and robotics as the “second curve” of manufacturing transformation.