面板厂友达、群创10月营收均创近期低点
面板大厂友达、群创10日同步公告今年10月合并营收，均写近期新低点，友达单月合并营收209.16亿元（新台币，下同），月减14.4%，年增0.2%；群创182.07亿元台币，月减8.3%，年增7.8%。
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As AI advances, DeepSeek calls for moral accountability
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.
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Taiwan time-lapse camera maker Brinno sees 3Q25 revenue rise 8.5% on defense push
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.
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South Korea highlights AI push at Daegu Expo as President Lee rallies industry leaders
The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South Korea’s ambitions in artificial intelligence, robotics, and future mobility. South Korea’s President Lee Jae-Myung made a surprise visit on the event’s third day, energizing participants and underscoring his administration’s push to make the country a global AI powerhouse.
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Taiwan notebooks, 3Q 2025
Apple??s fourth-quarter 2025 notebook shipments will be strongly driven by new products, but overall notebook shipments worldwide are expected to decline by 6% quarter-on-quarter during the period.
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Snapchat drops US$400 million on Perplexity to integrate AI search
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.
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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.
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TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
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.
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Taiwan semiconductor materials face three major obstacles, says Sunlit exec
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.”
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ASML says AI boom has yet to lift chip equipment demand
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.