Taiwan’s ESMT sees memory upturn accelerating as pricing gains roll into 4Q25

Tight memory supply has lifted prices across product lines, allowing Elite Semiconductor Microelectronics Technology (ESMT) to break a two-quarter losing streak in the third quarter of 2025. With wafer cycles running four to six months and contract pricing lagging by a quarter, the real pricing uplift is expected to appear from the fourth quarter of 2025. ESMT is on track to return to core profitability, with gross margin set to rise materially from third-quarter levels.

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South Korea bets on airport GSE to break 90% power chip import lock

South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country’s competitiveness in electric vehicles (EVs), data centers, and emerging mobility markets. Airport ground support equipment (GSE) has emerged as a strategic platform to validate and scale domestic power semiconductor technologies.

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Taiwan emerges as leading supplier of medical displays and X-ray sensors

Taiwan has become the world’s top supplier of medical displays and X-ray sensors as AUO and Innolux accelerate expansion in healthcare technologies and boost shipments to global customers. Shih-Hong Liao, general manager of AUO’s Smart Healthcare Business Group, said Taiwan now holds nearly 60% of the global medical display market and about 70% of the X-ray sensor market.

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Philips 27M2N5500XD and AOC AGON Pro AGP277QK go official with up to 1000Hz refresh rate

Philips 27M2N5500XD from the Evnia series and AOC AGON Pro AGP277QK were officially presented last night in China. These are the world’s first true 1000Hz dual-mode gaming monitors. Obviously, the two sister brands, both operating under TPVision, are using the same display panel for their respective models. The event was humbly mentioned on the Evnia APAC Instagram page. This is a 27-inch display…

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Huawei patent reveals DUV method to replicate 2nm-class chipmaking without EUV

A newly released filing from China’s National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML’s top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei.

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China’s expanding AI talent pool key to global tech rivalry with US

The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country’s ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development.

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CASwell accelerates software-hardware integration drive to boost 2026 growth

CASwell expects steady growth in 2025 despite currency volatility and tight supplies of memory and CPUs. Chairman Steve Chu told investors on December 1 that revenue for the first three quarters rose about 10% in US dollar terms. He said the company will move away from traditional hardware contract manufacturing in 2026 and concentrate on high-end, differentiated platforms and services.

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