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Nov
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Nov
Shipping firms hesitate to return to Suez Canal despite Red Sea crisis easing
With military conflicts in areas around the Gulf of Aden and the Red Sea easing, Egypt aims to restore the Suez Canal’s former traffic levels to boost its fiscal revenue. However, two major factors continue to deter shipping companies from resuming passage through this strategic waterway, opting instead to reroute around the Cape of Good Hope.
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Nov
Meta Platforms accelerates robotics efforts with leadership changes and expanded hiring
Meta Platforms is intensifying its robotics initiatives by appointing Li-Chen Miller, formerly head of its smart glasses division, as the first product manager for its Reality Labs robotics team while actively recruiting AI and robotics experts.
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Nov
Iron Force Industrial reports slight revenue decline amid tariff challenges and strategic shifts
Automotive parts supplier Iron Force Industrial disclosed a marginal revenue decline in its first three quarters of 2025 during an earnings call on November 17, citing ongoing tariff impacts and adjustments in its automotive parts division. The company’s automotive segment continues to represent about 85% of its total revenue.
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Nov
Samsung ramps up 1c DRAM output in bid to regain edge in memory market
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand redefines the memory market. This major capacity increase is poised to reshape the competitive landscape and challenge SK Hynix, which has dominated the high-bandwidth memory (HBM) segment over the past two years.
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Nov
SK Hynix projected to dominate Nvidia’s HBM4 demand amid rising prices
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation’s sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning is expected to deliver a significant boost to the company’s earnings and operating profit, potentially surpassing Taiwan Semiconductor Manufacturing Company (TSMC).
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Nov
Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion
Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November 17, 2025. President Sun Yi-Min disclosed that the utilization rate of its subcontracted laser drilling business reached full capacity as of the fourth quarter of 2025, which the company anticipates will set a peak for 2025 operations and begin reducing losses recorded in the first three quarters.
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Nov
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance and operational challenges for Taiwanese manufacturers. These tools have become central to Washington’s trade strategy under President Donald Trump and now pose greater business risks than traditional tariff actions, according to insights shared at workshops hosted by Taiwan’s Ministry of Economic Affairs (MOEA).
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Nov
Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion
Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx. US$270 million). The investments include rebuilding an old factory in Taoyuan acquired from CMC Magnetics and expanding its plant in Thailand.
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Nov
When a chip guru switches sides: Taiwan investigates alleged sub-2nm leak to Intel
Taiwanese authorities have launched an investigation into Wei-Jen Lo, a former SVP for corporate development at TSMC, following allegations that he copied advanced process technology data before leaving the company and subsequently joined Intel Corporation. The Ministry of Economic Affairs (MOEA) and the High Prosecutors’ Office are involved in examining whether Lo’s actions violate national security laws.