Taiwan semiconductor materials face three major obstacles, says Sunlit exec
TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
Rebellions secures Silicon Valley backing, closes US$250m round
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.
AI drives shift to memory-centric computing, redefining semiconductor supply chains
China’s memory squeeze deepens: NOR flash prices jump, Puya expands into 2D NAND
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.
China’s Chery faces loyalty test as December German market entry looms
Chenbro eyes automated US factory as AI drives server growth
Taiwan’s October exports hit single-month record high
Wiwynn’s 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand
Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year to NT$266.82 billion (approx. US$8.61 billion), while net profit rose 143.5% to NT$15.41 billion. The company reported gross, operating, and net margins of 8.8%, 7.3%, and 5.8%, respectively, reflecting improved scale and efficiency.