杉杉股份：重整投资协议解除 继续招募意向投资人
管理人现继续招募意向投资人，并于2025年11月7日发布公告，明确了报名条件、时间、资料、尽职调查安排及遴选流程。目前公司生产经营正常，控股股东不存在非经营性资金占用、违规担保等侵害上市公司利益的情形。杉杉集团持有公司14.24%股份，朋泽贸易持有9.13%股份，均存在被质押、司法冻结等情况。后续重整成功存在不确定性，可能影响公司控制权。
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Nov
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Nov
维信诺控制权将变更 合肥国资拟入主
1月9日晚，维信诺公告称，公司股票自2025年11月10日起复牌。公司正在筹划向特定对象发行A股股票，可能导致公司控制权变更。
10
Nov
Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain
US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed momentum in the sector. Taiwan’s optical component suppliers, which also released third-quarter results, showed signs of profit recovery after currency headwinds in the previous quarter, with growth expected to accelerate in 2026 as investment in co-packaged optics (CPO) and silicon photonics applications begins to bear fruit.
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Nov
Etron chairman outlines vision for Taiwan’s next competitive edge
Etron Technology chairman Dr. Nicky Lu predicts AI-driven memory demand to enter a peak spring period between 2026 and 2027, but supply and demand will not be balanced for at least another six months to a year. Contrary to popular belief, AI will not become a bubble, and it will continue to grow. According to Dr. Lu, Taiwan should use an AI + NI (Natural Intelligence) strategy to build new advantages and should establish a sovereign R&D research center.
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Nov
Taipower chairman highlights power supply-demand synergy and power matching as key to future development
Data center power consumption has become a critical issue as global energy demand surges due to AI computing. The Trump administration has recently pushed through major energy regulatory reforms, aimed at shortening the review period for AI data centers connecting to the grid, with the goal of maintaining competitiveness and accelerating growth in the AI sector.
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Nov
BMW’s Neue Klasse iX3 launch bolsters EV strategy in 3Q sales
German luxury automaker BMW is approaching a critical milestone in its electric transformation as it prepares to launch the iX3, the first model built on its next-generation Neue Klasse platform. Together with a strong showing in its third-quarter 2025 earnings, the results underscore BMW’s growing strength in vehicle electronics and electrification.
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Nov
Taiwan’s JPP steps out of obscurity as AI demand outpaces supply
JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond major US cloud service providers (CSPs), JPP has also gained orders from top Taiwanese AI firms, expecting double-digit growth next year.
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Nov
SK Telecom’s new CEO outlines AI infrastructure as core growth strategy
South Korea’s SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled an AI-centric business vision with plans for SKT to become a national-level AI firm through integrating communication networks, data center construction, and group resources.
10
Nov
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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Nov
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.