大尺寸加持，预计全球显示面板需求面积将在2026年同比增长6%
11月12日消息，市场研究机构Omdia昨日发布报告，主要得益于市场对大尺寸屏幕的持续青睐，预测全球显示面板需求面积将在2026年实现同比增长6%。
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Nov
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Nov
China eases EV subsidies, halves purchase tax to cool overheated market
China has announced a major shift in its new energy vehicle (NEV) purchase tax policy, signaling a new phase for the nation’s electric vehicle (EV) market. Starting January 1, 2026, NEV buyers will lose full tax exemption but still benefit from a 50% reduction.
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Nov
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline.
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Nov
Buima expands green energy push with focus on smart storage systems
Buima reported steady revenue growth in October 2025 as orders for green energy and construction projects advanced. The company is accelerating its expansion into renewable energy, developing next-generation energy storage and management systems to strengthen its market position and capture international opportunities.
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Nov
Tower Semiconductor tops forecasts, to invest US$300 million in silicon photonics expansion
Israel-based wafer foundry Tower Semiconductor reported third-quarter 2025 results that exceeded market expectations, signaling strong momentum for continued revenue growth. The company also announced an additional US$300 million investment to expand its silicon-germanium (SiGe) and silicon photonics (SiPh) capabilities.
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Nov
Xiaomi founder leads new architecture department to address safety backlash
Since a major traffic accident in Chengdu in October 2025, Xiaomi Auto has been engulfed in a public relations crisis, prompting founder Jun Lei to personally oversee a strategic organizational overhaul. According to 36Kr, Xiaomi announced an organizational restructuring in late October, establishing a new first-level department called the “Architecture Department,” directly led by Lei, underscoring its strategic importance.
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Nov
Taiwan accelerates land development to support TSMC’s Southern expansion
As the Southern Taiwan Science Park (STSP) becomes more saturated with semiconductor industrial land, the National Science and Technology Council (NSTC) is accelerating land development to meet TSMC’s expansion needs. A comprehensive pollution remediation plan has been implemented with an investment of NT$57.011 billion (US$1.8 billion). On November 5, 2025, the Environmental Impact Assessment (EIA) committee approved the project to enter its second phase. The project will transform heavy industrial land into a green, sustainable ecological science park by reactivating contaminated land.
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Nov
Investors flock to defense startups amid rising global tensions
Geopolitical conflict is redirecting global investment toward the defense sector, where Silicon Valley-style innovation and cost efficiency are upending the traditional model of slow, expensive military procurement.
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Nov
Taiwan’s Nexcom targets tenfold robotics growth, cites G2 divide on safety standards
Taiwan-based industrial computer maker Nexcom is pivoting hard into humanoid robots as artificial intelligence expands into “physical AI.”
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Nov
SK Hynix reportedly developing high-bandwidth storage to boost smartphone AI performance
SK Hynix is reportedly developing a new hybrid memory platform that combines mobile DRAM and NAND flash to accelerate on-device artificial intelligence in smartphones and tablets, according to Korean industry media, including ET News and G-ENews.