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Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing its market capitalization beyond CNY300 billion at one point....

Corning and Optiemus Infracom have inaugurated a new Gorilla Glass finishing facility in Tamil Nadu, marking a major step in India's push into high-value electronics components. The plant, operated by their joint venture BIG Tech, will produce 30 million cover-glass units annually in its first phase....

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market....

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers....

Taiwan's major castings supplier Yeong Guan Energy Technology Group, a key producer of components for wind turbines, machine tools, and heavy industrial equipment, is deepening its presence in China's rapidly expanding wind power market while advancing its Southeast Asia strategy. The company is set to complete its new Thailand plant by late 2025, with mass production scheduled to begin in 2026....

Samsung Electronics is reportedly gaining momentum across its foundry and memory operations as higher yields on its 4nm process and a broad recovery in DRAM demand position the company for a strong finish to 2025. South Korean analysts expect operating profit to reach as much as KRW19 trillion (US$13 billion) in the fourth quarter of 2025, significantly above market expectations....

Geopolitical realignments are accelerating a reshaping of the global outsourced assembly and test (OSAT) landscape. Industry analysts say that over the next five years, advanced AI-chip packaging capacity will consolidate around two critical hubs: Taiwan and the United States. The key beneficiaries are expected to be ASE Holdings and Siliconware Precision Industries (SPIL) in Taiwan, and Amkor Technology in the US and South Korea....

Tesla, the world's leading electric-vehicle maker, mounted a striking late-2025 comeback in China's battery-electric market — a rebound that stands in sharp contrast to the company's sharp downturn in Europe and underscores the growing complexity of its global strategy....

Samsung Electronics has unveiled its first tri-fold smartphone, the Galaxy Z TriFold, which will go on sale in South Korea starting December 12, 2025. The company plans to expand availability to Taiwan, the US, China, and Singapore by mid to late December....

Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate pressures and soaring component costs. The company is expected to hold its biannual global strategy meetings this month, focusing on high-end product planning, drawing significant attention to its next moves....

Starlink, SpaceX's low-Earth-orbit (LEO) satellite internet service, officially went live in South Korea on December 4, 2025, marking a significant milestone for the country's next-generation communications infrastructure....

SK Hynix has reportedly postponed the mass production timeline for its sixth-generation high bandwidth memory (HBM4) from the end of the second quarter of 2026 to the third quarter of 2026, coinciding with Nvidia Corporation's planned 2026 launch of its "Rubin" AI accelerator that will use HBM4. The delay appears to be a strategic adjustment influenced by ongoing market demand and supply negotiations....

VinFast plans to invest US$500 million in expanding its manufacturing operations in India, marking the second phase of its previously announced US$2 billion commitment to the country....

According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with Foxconn (Hon Hai Precision) maintaining its position as the world's largest contract manufacturer in the third quarter of 2025, driven by growth in artificial intelligence (AI) and its close ties with Apple....

J&V Energy Technology's subsidiary Greenet, Taiwan's leading green electricity retailer, officially launched a 20-year green power wheeling agreement with telecommunications giant Chunghwa Telecom (CHT) on December 5, 2025. The deal runs from 2027 to 2047, with a total volume of 4.6 billion kilowatt-hours (kWh), marking CHT's largest green energy partnership to date and establishing a benchmark for net-zero transformation in Taiwan's ICT industry....

Taiwan's leading construction engineering contractors are on track to post record results in 2026 as TSMC accelerates advanced fab expansion at home and overseas to meet rising demand for artificial intelligence (AI) chips. United Integrated Services (UIS), Marketech International (MIC), L and K Engineering, Yankey Engineering, and Acter Group report strong profit momentum supported by large project backlogs tied to TSMC's new fabs and advanced packaging lines....

As geopolitical tensions between China and multiple countries intensify alongside China's aggressive expansion into overseas automotive markets, supply chain players reveal that customer demands for non-Chinese standards are becoming increasingly stringent. At the same time, more brand vendors require local production, testing suppliers' capabilities, of expanding their global footprints. Clearly, supply chain players need multiple approaches to address current challenges....

India is reviewing a proposal that would require smartphone makers to keep satellite-assisted location tracking permanently enabled on all devices, triggering strong pushback from Apple, Google, and Samsung over privacy risks, Reuters reported. The debate follows the government's recent reversal of a controversial order mandating a state-run cyber safety app....

According to IDC's latest forecast, released on December 5, 2025, China is expected to overtake Taiwan, accounting for the world's second-largest integrated circuit (IC) design revenue starting in 2026. The shift is attributed to China's aggressive pursuit of chip demand autonomy and the rapid emergence of domestic startups focused on edge computing and AIoT markets....

These are the most-read DIGITIMES Asia stories in the week of December 1 to December 7, 2025....