At the SK AI Summit 2025 in Seoul on November 3, 2025, SK Hynix CEO Kwak Noh-jung announced a major strategic overhaul, revealing plans to transform the South Korean memory maker from a traditional component supplier into a “Full Stack AI Memory Creator.” The company outlined a roadmap through 2031 that details next-generation HBM, DRAM, and NAND solutions designed for artificial-intelligence applications.

MediaTek’s subsidiary Airoha reported a steady financial performance for the third quarter of 2025, with revenue reaching NT$5.63 billion (US$182.5 million), marking a 2% sequential increase and a 1.2% rise year-over-year. The company highlighted its strong presence in networking infrastructure products and the high-end AI IoT segment as key revenue drivers amid mixed market conditions. Gross margin improved by 1.7% quarter-on-quarter and year-over-year to 52.2%. Operating profit increased by 7.5% sequentially to NT$877 million but declined 6% compared to the same period last year.

MediaTek’s subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue by 2026, according to its November 4, 2025, earnings call. While the company has not finalized its 2026 budget or provided detailed forecasts, it confirmed these areas as core to its expansion plans.

Nvidia and Qualcomm Ventures have joined a growing consortium of US and Indian investors backing India’s deep-tech ecosystem, underscoring rising global interest in the country’s push toward technological self-reliance, according to Reuters, TechCrunch, and PR Newswire.