Weekly News Bulletin Nov 07, 2025
Weekly Semiconductor Industry News Brief
① Hua Hong Semiconductor Undergoes Leadership Change: Tang Junjun Steps Down as Chairman, Bai Peng Takes Over
The announcement states Tang Junjun resigned due to work arrangement without disagreement with the board. The senior management reshuffle took effect on October 31.
② Sino-J Micro’s STAR Market IPO Application Accepted, Targeting RMB 4.8 Billion Raising
Shanghai Stock Exchange shows the IPO application of Sino-J Micro Semiconductor has been formally accepted.
③ MediaTek Releases Latest Financial Report with Revenue of NT
$142 Billion
Driven by strong demand for AI-related products, MediaTek’s consolidated revenue grew year-on-year in Q3 2025. Nevertheless, operating profit and net profit declined quarter-on-quarter amid lower gross margin and fading one-off impacts, with quarterly EPS at NT$15.84 and cumulative nine-month EPS reaching NT$51.76.
④ onsemi Launches Vertical GaN Power Semiconductors
onsemi unveiled vertical GaN (vGaN) power semiconductors setting new benchmarks for power density, efficiency and reliability. Developed and manufactured at its Syracuse plant in New York, the technology is protected by over 130 global patents covering processes, device design, manufacturing and system innovations.
⑤ Superconductive Germanium Material Successfully Fabricated
An international research team published findings in Nature Nanotechnology on superconductive germanium material that conducts electricity with zero resistance. Superconductivity in germanium opens new routes for scalable quantum devices based on mature existing semiconductor processes.
⑥ Xinde Semiconductor Submits Listing Application to Hong Kong Stock Exchange
Jiangsu Xinde Semiconductor filed for Hong Kong IPO with Huatai International as sole sponsor. Founded in 2020, it delivers semiconductor packaging and testing solutions including package design, customized packaging and testing services.
⑦ TSMC Responds to New Price Hike Rumors: Pricing Is Not Opportunistic
When interviewed on November 3, TSMC declined to comment on market rumors regarding pricing. It reiterated its pricing strategy is strategy-oriented rather than opportunistic and will keep close collaboration with customers to deliver value.
⑧ OpenAI Signs USD 38 Billion Cloud Computing Agreement with AWS
On November 3, OpenAI announced a landmark computing capacity procurement deal with AWS worth up to USD 38 billion. OpenAI will immediately utilize AWS infrastructure including hundreds of thousands of NVIDIA GPUs deployed in the U.S. The partnership grants flexibility for infrastructure expansion in 2026 and beyond.
⑨ onsemi: SiC Market Performance Meets Expectations
onsemi’s Q3 2025 financial results recorded revenue of USD 1.5509 billion, rising 6% quarter-on-quarter, with GAAP gross margin at 17.0%.
⑩ Japan’s Ruling Party Plans Annual USD 6.5 Billion Funding for Chips and AI Industry
According to CLS.cn, Yoshihiro Seki, a Liberal Democratic Party lawmaker in charge of chip revitalization, said the party plans to secure roughly JPY 1 trillion (USD 6.5 billion) each year to support domestic semiconductor and AI industries. Most funds will be arranged under the regular budget starting from the new fiscal year next April instead of supplementary budget for the current fiscal year.
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