CXL development and hardware adoption
CXL officially enters a restart phase, with the interconnect tech expected to achieve a 90% penetration rate in new server models by 2028.
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Nov
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Nov
Taiwan’s EV market heats up as Luxgen N5 prepares for debut
Taiwan’s electric vehicle market (EV) is poised for a wave of new launches in the second half of 2025, with the upcoming Luxgen N5, based on Foxtron’s Model B platform, attracting the most attention. Rumors have circulated that the N5’s launch schedule could be altered. In response, Luxgen’s public relations team told DIGITIMES that future product plans will be officially announced at the appropriate time.
14
Nov
SK Hynix reportedly to order HBM4 equipment, accelerate mass production
SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule of its Cheongju M15X plant in South Korea, the equipment is expected to start being installed gradually in early 2026.
14
Nov
Coretronic and Radiant expand beyond displays, betting on drones and advanced optics
Taiwan’s leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new ventures range from unmanned aerial vehicles to advanced optical systems.
14
Nov
SMIC’s AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
SMIC posted stronger-than-expected third-quarter results as China’s surging AI investment and state-backed chip localisation fuelled earnings. Beijing’s push for semiconductor self-sufficiency, set against sharpening US-China competition in AI, continued to support demand across both advanced and mature manufacturing nodes.
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Nov
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India’s smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The rise was fueled by strong demand for premium models, boosted by new and earlier releases, while weaker entry-level Android sales and higher average prices reflected a shift toward higher-value devices.
14
Nov
China’s Maxone steps into the global probe-card elite with IPO approval, Huawei support
Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China’s effort to end foreign control of the wafer-test hardware market. It is the only Chinese supplier in the global top 10 and has risen to sixth place in 2024, underscoring a broader shift in the semiconductor test supply chain.
14
Nov
SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious
SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers have become more cautious about first-quarter 2026 orders because they are unsure they can secure sufficient memory. Rising demand from AI workloads is expected to push memory prices higher and add to market uncertainty.
14
Nov
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC), according to the company’s general manager Ying-Shuo Lin.
14
Nov
Edison Opto expects automotive momentum to reboot operations in 2026
LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations. The company posted a net loss of NT$23.11 million (US$0.74 million) for the quarter, while automotive product shipments remained stable.