Iron Force Industrial reports slight revenue decline amid tariff challenges and strategic shifts

Automotive parts supplier Iron Force Industrial disclosed a marginal revenue decline in its first three quarters of 2025 during an earnings call on November 17, citing ongoing tariff impacts and adjustments in its automotive parts division. The company’s automotive segment continues to represent about 85% of its total revenue.

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Samsung ramps up 1c DRAM output in bid to regain edge in memory market

Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand redefines the memory market. This major capacity increase is poised to reshape the competitive landscape and challenge SK Hynix, which has dominated the high-bandwidth memory (HBM) segment over the past two years.

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Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion

Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November 17, 2025. President Sun Yi-Min disclosed that the utilization rate of its subcontracted laser drilling business reached full capacity as of the fourth quarter of 2025, which the company anticipates will set a peak for 2025 operations and begin reducing losses recorded in the first three quarters.

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US non-tariff measures drive Taiwanese firms to accelerate investment pivot

The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance and operational challenges for Taiwanese manufacturers. These tools have become central to Washington’s trade strategy under President Donald Trump and now pose greater business risks than traditional tariff actions, according to insights shared at workshops hosted by Taiwan’s Ministry of Economic Affairs (MOEA).

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When a chip guru switches sides: Taiwan investigates alleged sub-2nm leak to Intel

Taiwanese authorities have launched an investigation into Wei-Jen Lo, a former SVP for corporate development at TSMC, following allegations that he copied advanced process technology data before leaving the company and subsequently joined Intel Corporation. The Ministry of Economic Affairs (MOEA) and the High Prosecutors’ Office are involved in examining whether Lo’s actions violate national security laws.

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ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices

Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer applications next year. Despite the supply constraints, ADATA reports no signs of declining market activity, stating that customers are purchasing only what they can obtain as demand outpaces available inventory.

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Oppo focuses on software to boost smartphone competitiveness

Oppo is ramping up efforts to enhance the global competitiveness of its mobile devices by concentrating not only on hardware research and development but also on optimizing its operating system. The company aims to improve user experience through smoother software control and seamless connectivity, seeking to strengthen the software quality that underpins its smartphones. By prioritizing high-quality software, Oppo hopes to further distinguish itself from rivals in the crowded smartphone market.

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China’s chip play: A threat more dangerous than rare earths, says Chris Miller

China’s rapid advance in legacy semiconductors presents a geopolitical risk that is “more dangerous than rare earths,” warns Chip War author and economic historian Chris Miller. In an interview with Nikkei, Miller said Beijing’s heavy subsidies for mature-node chip production are reshaping global supply chains and increasing worldwide dependence on Chinese suppliers.

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