In a massive strategic bet on the next wave of tech demand, South Korea’s leading semiconductor testing provider, Doosan Tesna, is pouring over KRW170 billion (approx. US$120 million) into new testing equipment. Industry observers believe this huge capex plan is a direct move to prepare for a sharp surge in orders from its primary customer, Samsung Electronics, which is set to ramp up production of CMOS image sensors (CIS) for Apple.

The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited new capacity additions from major suppliers next year, demand is expected to outpace supply, pressuring memory module makers with potential shortages and soaring procurement costs.

10月17日，华显光电(00334.HK)公布，2025年第三季度，集团销量环比增加39.6%,达到28.5百万片。截至2025年9月30日止九个月，集团实现总销量达62.2百万片，同比增加84.3%，带动营业额增长至人民币5,407.3百万元。