Automotive chip demand rebounds despite supply chain headwinds

Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor demand and inventory restocking. This trend offers a cautiously optimistic outlook for the global automotive sector despite persistent challenges, including tariffs, geopolitical tensions, and regional economic disparities.

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Dawn of the self-driving age: Stellantis, Nvidia, Foxconn, and Uber forge global robotaxi alliance

A powerful new alliance among Stellantis, Nvidia, Foxconn, and Uber is reshaping the global self-driving landscape, marking the rise of an L4-level robotaxi super alliance that reflects how the autonomous vehicle race has evolved from a contest between individual carmakers into a battle between full-scale industrial ecosystems.

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Commentary: Jensen Huang’s South Korea charm offensive signals Nvidia’s Asia pivot

When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung’s Lee Jae-yong and Hyundai’s Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia’s calculated pivot toward Asia’s most agile technology hub.

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SK Hynix redefines AI memory architecture with 2031 ‘full stack’ vision

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.

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Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push

Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia’s next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.

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Mediatek’s subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth

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.

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Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026

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.

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