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REALTIME NEWS
Can a new US-China deal reset global trade tensions?
Geopolitics
12min ago
India triples rare-earth incentives as China eases export curbs
ICT
16min ago
TSMC unveils four-year price hike for advanced chips starting 2026
Semiconductors
27min ago
MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth
Semiconductors
29min ago
Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan
Electric Vehicles
32min ago
7 days
14 days
NOV
3
2025
RichWave sees strong growth in Wi-Fi 7 shipments, driving improved margins and revenue
Weekly news roundup: Samsung launches aggressive price-cut strategy to catch up in HBM; Intel shifts assembly and testing to Vietnam
Yageo reports AI-driven revenue growth and steady outlook for 4Q25
Tong Hsing Electronics eyes growth engines to revive 2026 operations
Advanced Power Electronics sees strong DC fan MOSFET demand
US signs critical minerals cooperation MOUs with Thailand and Malaysia amid domestic concerns
From protest to persuasion: how Silicon Valley learned to talk to Trump
Tongfu Microelectronics taps AMD synergy to command the AI packaging frontier
Supply disruptions push Nissan into fiscal-year deficit
Samsung’s 2nm Tesla gamble: a long shot or a long-awaited comeback?
Radiant builds unprecedented team, eyes 2027 for meta-optics launch
BenQ Materials eyes steady medical growth, turns cautious on display market
US becomes largest production base for South Korean's top conglomerates
AI chip packaging complexity drives surge in equipment orders
Silicon Motion beats guidance with strong revenue on growing NAND demand
Win Semiconductor back in the black on US smartphone, 3D sensor demand
Battle for the sky: Taiwan’s top carriers vie to bring Amazon’s Kuiper online
Moore Threads secures CSRC approval for IPO, set to become China's first AI GPU listing
Huawei server spin-off xFusion eyes IPO after four years of rapid growth
Parade sees strong 3Q25 growth, braces for 4Q25 dip on tariffs
Realtek reports revenue decline, maintains cautious outlook amid tariff concerns
Taiwan crafts balanced AI regulations as EU enforces strict AI Act and global frameworks diverge
NOV
2
2025
Research Insight: LiDAR goes mainstream as prices plunge and China tightens grip on market
Energy storage demand surges, driving new growth for Taiwan’s power technology sector
AI, satellites, and 6G drive Taiwan’s next wave of telecom innovation
Samsung's Exynos 2600 chips challenge Apple and Qualcomm in early benchmarks
OpenAI and Oracle partner to build 1GW data center campus in Michigan
LG AI Research sees low risk of AI bubble, accelerates business transformation with EXAONE model
Nvidia strengthens South Korea ties, turning AI drive into geopolitical strategy
Taiwan energy firms shift from equipment to integrated solutions in net-zero push
NOV
1
2025
China signals conditional easing on Nexperia exports as Washington moves to broker deal
Siemens turns to software to manage AI’s power surge
Jensen Huang's Seoul dinner with Samsung, Hyundai chiefs sparks 'AI Korea' speculation
Taiwan researchers develop tool to block harmful GenAI content
Dell Taiwan sees 2025 as AI’s long-awaited turning point after years of mixed results
AUO pushes integrated solar-storage solutions amid surging post-grid demand
Taiwan solar maker pushes storm-proof technology and niche strategy in U.S. and Japan markets
LandMark eyes strong SiPh growth with rising long-term orders
U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers
AI-driven energy integration gains momentum across Taiwan, Japan, and Southeast Asia
Japan accelerates HAPS and Ka-band networks as South Korea eyes LEO self-reliance
China’s rare earth squeeze reaches a turning point in the global tech standoff
Nvidia emerges as TSMC's first A16 customer, while Apple may skip to A14
Taiwan’s quantum talent gap widens as Dutch model highlights what’s missing
Taiwan analytics firm wins Canadian telecom deal, marking North American debut
OCT
31
2025
Why SK Hynix skipped the fried chicken and beer summit
Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026
Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier
Linde LienHwa drives Taiwan into the hydrogen era with first fuel cell truck
Massive US investment highlights Texas Instruments' push for manufacturing resilience
50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing
Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market
Yageo sees 12.9% profit rise in 3Q25 driven by AI demand
AUO adopts conservative 4Q25 outlook but optimistic for 2026
Europe braces, Honda halts output in widening Nexperia crisis
Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges
Column: How Taiwan recyclers gain from China's rare earth curbs?
China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix
AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings
What US-China trade breakthrough was reached in Busan?
Elan Microelectronics advances AI strategy with new smart campus, expanding product lines
ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026
Shennan Circuits and China’s PCB sector gear up for the space economy
Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside
Onsemi introduces vertical GaN semiconductors for AI and electrification applications
BYD profit plunges 33% as China EV price war squeezes margins
STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips
Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals
Samsung's 3Q25 home appliance and TV units show weakness, eyes AI formula from mobile success
Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure
Samsung mobile business sees nearly 30% profit rise in 3Q25, boosted by foldable sales
ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25
TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue
MCU maker Holtek rebounds strongly, riding security and health momentum into 2026
SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter
Trump-Xi Busan deal pauses G2 trade war, but doubts linger
AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta
Acoustoelectric maker Primax maps global expansion with AI sensor tech
Taiwan advances vehicle safety standards with upgraded crash testing program
HDRE pivots to Japan, Australia energy storage as Taiwan market stalls
CWTC sees stable 4Q25 operations as IC and LED leadframe price hikes take effect
CHPT eyes 2026 US orders amid slight 4Q25 revenue dip
LGD posts profit in 3Q25, eyes full-year turnaround
UMC and Samsung present advanced packaging trends at APDC 2025
Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
Apple posts record iPhone revenue despite supply constraints
China's high-end lithography imports shrink, unit prices soar
Lam Research ramps up ultra-low temperature etching for next-generation 1,000-layer NAND
Google offers 18-month free Gemini AI access to Jio users in India
Intel eyes SambaNova in potential AI chip deal
Compal to expand server manufacturing in Texas
Delta Electronics sees AI boom stretch power and cooling capacity to the limit
Samsung Foundry rebounds on Tesla, Qualcomm orders
Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy
Tim Cook sees China growth returning on strong iPhone 17 momentum
Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions
Apple eyes record holiday quarter as iPhone and services momentum build
Amazon’s Q3 results reveal an AI-powered rebound in the cloud
Beijing’s orbit of influence expands with Pakistan’s latest satellite launch
Taiwan's hydrogen truck debut marks progress; points to policy hurdles still ahead
Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand
Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion
Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths
Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute
What India's latest PCB drive means for its semiconductor supply chain growth
Taiwan's Coretronic ramps up drone production as rare earth risks loom
StellarLink taps into e-paper signage market with support from E Ink, AUO Display Plus
OCT
30
2025
Trump concludes Asia tour with rare earth and tech deals
UMC reports Q3 gains as specialty and 22nm platforms boost growth
Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026
Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development
Primax Electronics eyes new growth phase in 2027 driven by automotive and AIoT
Taiwan approves funding for local IC design houses to advance AI and chip innovation
MXIC chair vows comeback after ninth straight quarterly loss
AMEC reports 46% sales jump on strong etching, thin-film tool momentum
Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable
Arm, AMD, and Nvidia join OCP board as AWS remains absent
Samsung 3Q25 marks the reset of the global memory hierarchy
South Korea agrees to US energy investments in exchange for tariff reductions
OpenAI reportedly prepares for IPO as new Microsoft partnership and regulatory agreements finalize
Singapore leverages advanced packaging to capture share of US$1 trillion chip market
STATS ChipPAC targets 600mm panel-level packaging in roadmap for next-generation AI chips
'Semiconductor paradox' defines next chip boom, says director of Singapore's SSIA
Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
TPSC unveils Taiwan's largest perovskite solar window
Hanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent dispute
Microsoft's AI engine accelerates with record growth and expanding partnerships
Wingtech urges the Netherlands to reverse takeover of Nexperia through Dutch public media
STATS ChipPAC CTO: Scaling innovation defines AI and HPC's next era
Lite-On projects double growth in 4Q25, eyes full-year rebound
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facility
OpenAI to offer free one-year ChatGPT Go subscription in India
Samsung 3Q25 profit surges on AI chip demand, beats estimates
Solar supplier Motech targets high-margin niches with differentiated technology
Flex posts record quarter as it pivots toward higher-margin, AI-focused business
AMD completes divestiture of ZT Systems manufacturing business to Sanmina
China's 15th Five-Year tech doctrine to tilt global industry balance
Commentary: China's JCET bets on AI to challenge global packaging giants
Palantir integrates Nvidia AI chips to enhance operational decision-making
Jensen Huang kills three birds with one stone at GTC DC
Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026
JCET unveils Singapore blueprint for next-gen semiconductor packaging
Delta Electronics to acquire majority stake in Japanese RF power systems firm Noda RF Technologies
Meta posts strong quarter, but rising AI spend signals tougher road ahead
Meta’s headset slump clouds short term, but AI glasses point to brighter future
Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale
Pichai outlines Alphabet’s next act: scaling AI from cloud to cars
Google’s record quarter fuels an infrastructure binge for the AI age
Egis Technology unveils AI vision, robotics, and 3nm computing platforms at 2025 Tech Day
Shinkong InnovHub launch to boost Taiwan's drone and tech industries
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
Nexperia's export ban sparks Brazil auto shutdown fears
A hundred years of quantum physics — and Taiwan wants in
Wistron, Nvidia bring digital twin manufacturing to the US AI supply chain
Glass substrates edge toward prime time in PCB and chip packaging sector
Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers
Taiwan's 1H25 drone exports surge sevenfold as EU certification hurdles persist
Pony.ai, WeRide duel for Hong Kong's first robotaxi stock in twin IPOs
OCT
29
2025
OpenAI restructures for independence, secures Microsoft stake through 2032
Skyworks–Qorvo tie-up signals new phase of US semiconductor consolidation
BYD reignites price war after smart driving campaign fails to spark demand
South Korean tycoons meet Nvidia CEO as part of APEC corporate diplomacy
Taiwan semiconductor industry demands govt action over imminent energy crisis
WPG launches smart warehousing to strengthen semiconductor supply chain services
Pegatron pours NT$700 million into Kaohsiung expansion
Taiwan's green energy growth exceeds expectations, boosting industrial resilience
Apple's foldable shadow looms over the market Samsung built
SK Hynix unveils new NAND line featuring HBF for AI
Unified packaging standards seen as key to meeting AI and automotive demands
Apple and Tesla orders fuel Samsung's recovery
Intel shifts assembly and testing to Vietnam, plans tech talent recruitment
Commentary: Lessons from Arm China and Nexperia’s unraveling
Digital transformation specialist IISI set for November IPO, drives SaaS shift and global expansion
A-SSCC to take place in South Korea, with 6 papers from Taiwan accepted
Powertech secures full FOPLP bookings ahead of US$1B expansion
Trump's barriers reshape solar power sector; Chinese exits create US-Taiwan resurgence
Chinese panel makers' low prices win over shipments but lose out on revenue
Samsung secures Tesla AI5 chip order as 3nm yield gains boost profit outlook
Bloom Energy offers 800V DC power solutions for AI data centers
Hanmi eyes AI chip packaging amid HBM market challenges
Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud
Europe's aerospace giants unite to challenge SpaceX's Starlink
Taiwan drone maker CBT expands capacity with military UAV delivery to defense institute
High smartphone panel utilization drives mixed price trends
LCD supply chain shift to Vietnam, but still lags behind China
AI server liquid cooling demand surges, heat dissipation firms race to expand capacity
CPCA Show Plus 2025: China's PCB industry rallies around the AI boom
Samsung to limit tri-fold smartphone launch to Asia, excludes US market
International firms join Taiwan supply chain to launch AI accelerator platform
Drone startup Earthbook aims for true unmanned operations
SK Hynix's AI hot streak: record earnings, HBM4 next
Intel's 18A and advanced packaging boost Taiwanese IP design firms
Huawei Cloud on the back foot in China's AI race
Column: How China's rare earth chokehold is reshaping the global tech landscape
Foxconn expands US AI server buildout, joins Nvidia-Stellantis-Uber robotaxi effort
Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers
Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly
Samsung reorganizes memory line by accelerating HBM4 production at P4 plant
Taiwan EV market gears up for showdown: Toyota, Hyundai, and Luxgen lead new wave of BEVs
Taiwan’s Joules Miles powers up for the satellite-drone era
KES 2025: LG CEO shows interest in Giga Computing's liquid cooling
Samsung rides AI memory wave to record valuation
TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy
Column: Niche markets and circular economy drive Taiwan battery industry's new growth strategy
Nvidia stakes US$1 billion in Nokia to build AI-native 6G networks
OCT
28
2025
Intel CEO calls US govt 10% stake TSMC-inspired supply-chain model
Former TSMC SVP reportedly recruited by Intel to lead R&D division
SK chair hosts largest APEC CEO Summit, paving way for Nvidia CEO's return after 15 years
Korean startup builds cardboard drones, deploys pollution trackers for combat and environmental monitoring
US-Japan summit signs rare earths deal and promises golden age alliance
Power crunch threatens Taiwan's semiconductor supply chain
South Korea's Incheon turns city infrastructure into startup testbed, hosts festival to highlight unicorn pipeline
Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26
CATL's dominance puts squeeze on South Korean battery rivals
Toyota launches new bZ4X in Taiwan; Hotai Motor forecasts 40,000 BEV registrations in 2025
AMD MI355X to power US Department of Energy's new supercomputers
Cadence reports strong 3Q25 results as AI and HPC demand fuel growth
Foxconn-backed Smart Mobility showcases homegrown EV charging management system at Riyadh Auto Show
UMT sees satellite order visibility improve, 4Q25 gross margin targets record high
India shifts electronics focus from assembly to component manufacturing
Applied Digital secures US$15 billion lease to expand computing capacity at Polaris Forge 2 campus
India's semiconductor ecosystem expands beyond fabs with software-IP firms
SK Hynix M15X completion expected by end of 2025
Chunghwa Precision, Yokowo sign investment deal to deepen Taiwan-Japan testing industry ties
Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%
Lip-Bu Tan steers Intel toward custom silicon with new engineering arm
Winbond boosts memory production capex over fivefold amid tight supply
Foxconn commits US$1.37 billion to build AI supercomputing center and expand cloud infrastructure
Apple's 2026 foldable debut set to reshape US-China market dynamics
Trump turns a blind eye to US's AI power grid problem
Commentary: Intel's ASIC play fails to impress chipmakers
China's CXMT, YMTC power into AI memory super cycle
Hybrid, not pure electric, may drive Taiwan’s next scooter wave, says SYM
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
Taiwan display module maker bets on India as factories move out of China
OpenAI acquires Apple-veteran startup to build next-gen AI assistant for ChatGPT
MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices
Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure
NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound
Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’
Samsung and LG showcase AI-driven living and retail tech as Chinese rivals close in
Pegatron chairman: Taiwan’s chip success can’t last without high-end services
Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest
India kicks off domestic PCB supply chain drive; Tamil Nadu takes the lead
Anthropic looks to Seoul as Asia becomes its biggest growth engine
China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency
TSMC breaks ground on second Kumamoto chip plant, expanding Japan footprint
Young Optics' 3Q25 earnings fall back into the red, outlook remains subdued
Apple ships first AI servers from Houston to power US-made cloud and AI expansion
Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC
Korean humanoid robots move from lab to factory floor
BIZ FOCUS
Oct 2, 10:32
SK Group partners with OpenAI to advance global AI infrastructure
Thursday 30 October 2025
Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
Thursday 30 October 2025
BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
Thursday 23 October 2025
Rising Bitcoin Swings Signal Shifting Priorities For Global Tech Markets
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