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10 Nov

Taiwan time-lapse camera maker Brinno sees 3Q25 revenue rise 8.5% on defense push

November 10, 2025
By jeff

Time-lapse camera manufacturer Brinno Inc. reported third-quarter 2025 revenue of NT$131 million (US$4.2 million), an 8.5% increase from the same period a year earlier, with net profit after tax of NT$7.34 million. For the first three quarters of 2025, cumulative revenue reached NT$410 million, up 5.7% year-over-year, with net profit after tax of NT$1.79 million.

10 Nov

Latest News and Trends

As AI advances, DeepSeek calls for moral accountability

November 10, 2025
By jeff

At a rare public appearance, Chinese artificial intelligence (AI) startup DeepSeek issued a stark warning: the long-term advance of AI could upend jobs and disrupt social structures, and companies must act by openly disclosing which professions are likely to disappear.

10 Nov

Latest News and Trends

Snapchat drops US$400 million on Perplexity to integrate AI search

November 10, 2025
By jeff

Snapchat has announced a one-year, US$400 million agreement with AI search startup Perplexity to integrate its AI search engine into Snapchat’s chat functionality. The partnership aims to boost advertising and subscription growth, enhance user experience, and compete with social platforms like TikTok and Meta.

10 Nov

Latest News and Trends

Clevo focuses on high-margin product strategy to hit net profit NT$890 million in 3Q25

November 10, 2025
By jeff

Clevo reported a single-quarter after-tax net profit of NT$890 million (US$28.7 million) in the third quarter of 2025, demonstrating steady operational performance. The company plans to continue improving operational quality and profitability, ensuring long-term stable growth through a solid strategy and high-margin products.

10 Nov

Latest News and Trends

ASML says AI boom has yet to lift chip equipment demand

November 10, 2025
By jeff

Nvidia and TSMC are surging ahead in the AI boom, but ASML’s growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects a 36% revenue increase and Nvidia sees a 114% jump. The gap shows that chip equipment demand is still catching up with AI’s rapid expansion.

10 Nov

Latest News and Trends

Taiwan semiconductor materials face three major obstacles, says Sunlit exec

November 10, 2025
By jeff

The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme “A Single Tree Cannot Make a Forest: Taiwan’s Rising Materials Industry.”

10 Nov

Latest News and Trends

TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue

November 10, 2025
By jeff

TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company’s continued strength, driven by AI chip demand and robust advanced process output.

10 Nov

Latest News and Trends

Rebellions secures Silicon Valley backing, closes US$250m round

November 10, 2025
By jeff

South Korean AI chipmaker Rebellions announced on November 10, 2025, that it has closed an expanded US$250 million Series C round after securing new funding from prominent Silicon Valley investors.

10 Nov

Latest News and Trends

AI drives shift to memory-centric computing, redefining semiconductor supply chains

November 10, 2025
By jeff

The evolution of artificial intelligence (AI) is transforming the semiconductor industry, shifting the focus from sheer compute power to memory-centric architectures. As AI models grow to handle longer contexts, multi-turn dialogues, multimodal inputs, and advanced tool integration, the primary bottlenecks are no longer processing speed but memory bandwidth and latency, according to industry experts.

10 Nov

Latest News and Trends

China’s memory squeeze deepens: NOR flash prices jump, Puya expands into 2D NAND

November 10, 2025
By jeff

Following back-to-back price increases for DRAM and NAND, NOR flash has become the next segment to spike. Prices are up by at least 10% this quarter, with certain models surging over 30% in under a month, signaling a new round of broad-based memory price escalation.

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