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Nov
Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C purchasing power, companies are turning to new business models and strategic alliances to sustain growth in the commercial market, seeking to offset the shortfall from shrinking consumer spending.
11
Nov
Samsung’s Texas expansion spurs formation of a new US semiconductor ecosystem
Samsung Electronics is ramping up its semiconductor foundry expansion in Taylor, Texas, aiming for full operation by 2026. The move has sparked the rapid formation of a South Korean semiconductor cluster in the area, with partners increasing their local investments and intensifying recruitment.
11
Nov
Whetron Electronics sees 3Q25 margin rise as Thailand plant readies for 2026 production
Taiwan’s Whetron Electronics reported stable operations through the first three quarters of 2025, leveraging its position as one of Taiwan’s few Tier 1 automotive electronics suppliers serving passenger cars, commercial vehicles, and motorcycles. The company continues to advance smart driving and safety applications, demonstrating long-term technical expertise and deep market penetration.
11
Nov
Vietnam’s first wafer fab set for 2026 launch, accelerating push into global chip supply chain
Vietnam plans to bring its first semiconductor manufacturing base online by 2026, Prime Minister Pham Minh Chinh said, underscoring the country’s ambition to strengthen its role in the global chip supply chain and position semiconductors as a core driver of economic transformation.
11
Nov
Meta faces scrutiny as 10% of 2024 revenue reportedly stems from scam ads
Meta’s internal documents reveal that approximately 10% of the company’s 2024 revenue—around US$16 billion—originates from fraudulent and prohibited advertisements, raising concerns over Meta’s effectiveness in combating scams. The social media giant is accused of profiting by charging higher rates for suspicious ads instead of fully blocking them.
11
Nov
Gemtek’s 3Q25 gross margin rises despite revenue pressure from transformation
Networking firm Gemtek reported consolidated revenue of NT$3.557 billion (US$114.7 million) in the third quarter of 2025, with a gross margin of 16.3%, up from 13% in the same period last year. The company attributed the margin improvement to its business model shift toward direct supply and shipments of higher-margin products.
11
Nov
京东方荣获第四届“纪念彼得•德鲁克中国管理奖”
BOE(京东方)凭借其融合战略引领、创新驱动、卓越运营与文化支撑为一体的创新管理模式,在长期产业实践中成效卓著,并从近百家参选企业中脱颖而出,荣获第四届“纪念彼得•德鲁克中国管理奖”。
11
Nov
机构:三季度GenAI智能手机全球累计出货量突破5亿部
近日,市调机构Counterpoint Research在报告中指出,2025年第三季度,搭载GenAI技术的智能手机全球累计出货量突破5亿部,距离其2023年底首次亮相还不到两年。早期普及主要得益于高端智能手机(批发价超过600美元),GenAI已成为这些手机的标配功能。苹果和三星凭借其在高端市场的统治地位,合计占据了超过70%的总出货量。
11
Nov
韩媒:DK联盟将在韩国京畿道地区建立半导体玻璃基板生产基地
11月6日,韩媒etnews报道,DK联盟将在京畿道地区建立半导体玻璃基板生产基地,并于年内开始订购加工设备。目前,该联盟正与全球客户协调细节。目标是在明年第三季度完成生产线搭建,并在第四季度开始运营。
11
Nov
三星电机、住友化学成立合资公司,抢占半导体玻璃基板市场
近日,三星电机正式宣布与住友化学集团签署谅解备忘录,双方计划成立合资企业,共同探索玻璃芯材料的规模化生产与市场化应用。