As SpaceX redefines rocket economics, Musk eyes next industrial frontier
As Nvidia’s value soars past US$5 trillion and SpaceX cuts launch costs, the next data center boom may not be on Earth at all.
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Nov
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Nov
Apple’s 2026 OLED MacBook launch could revive display market
South Korea’s display industry views Apple’s potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized OLED market. Industry sources indicate that the market for notebook OLED panels has flattened, prompting players to seek a spark.
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Nov
ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook
ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger ASIC foundry business momentum and recognition of Techpoint’s revenue.
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Nov
AMD’s latest product roadmap revealed, Zen 7 debuts
AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC’s 2nm process in 2026. The next-generation Zen 7 architecture also made its first appearance on the roadmap, with industry speculation placing its release between 2027 and 2028. Both core architectures will successively power future EPYC and Ryzen processor series.
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Nov
AEM swings back to profit on strong demand and product mix shift
Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that strong seasonal orders from the traditional electronics sector, coupled with a higher proportion of high-value products, helped the company swing back to profit in the third quarter of 2025.
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Nov
BYD shifts growth focus overseas as capex slows sharply
Facing intense competition in China’s new energy vehicle market, electric vehicle leader BYD has clearly shifted its operational focus toward overseas markets to sustain high growth momentum. However, with global capacity expansion largely in place, the company’s future growth rate is unlikely to replicate past rapid gains.
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Nov
Lianyou Metals’ 3Q25 profit soars sixfold as tungsten and cobalt prices hit new highs
The global rare metals market has been shaken in 2025 by geopolitical tensions and surging structural demand, driving strategic materials such as tungsten and cobalt to new price peaks. Riding this wave, Taiwan’s Lianyou Metals, a major recycler and smelter of these two metals, reported a sixfold year-on-year increase in after-tax profit for the third quarter of 2025.
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Nov
Foxconn’s EV ambitions expand: Luxgen acquisition could reshape Taiwan’s auto market
Taiwanese media have recently reported that Foxconn’s electric vehicle subsidiary, Foxtron, may acquire Luxgen, the homegrown automotive brand under Yulon Motor, in what would mark a significant step for the tech giant’s push into full-vehicle brand operations. According to circulating reports, the two companies reached a preliminary understanding in early November 2025 and are negotiating details, with a potential official announcement expected during Foxconn Technology Day (HHTD25) on November 21.
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Nov
Kakao Mobility eyes role as platform integrator for AI-driven UAM commercialization
Urban air mobility (UAM) is regaining attention with advances in hardware technology, but successful commercial operation hinges on integrating information systems for airspace management, operational scheduling, and ground transfers. Kakao Mobility emphasizes its shift from an operator to a platform integrator, leveraging platform experience, data accumulation, and AI technologies to shape the emerging ecosystem.
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Nov
Nexperia crisis triggers IC design supply chain reshuffle
The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation will demand greater diversification in chip sourcing. In the future, more customers from different application fields are also expected to accelerate the adoption of multiple suppliers.