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ASML 3Q25 revenue driven by TSMC and China amid tariff impact easing

Tomorrow's Headlines

Taiwan leads global AI adoption with Google Cloud's Gemini Enterprise platform

Tomorrow's Headlines

Apex secures NT$200 million orders for 2025 for optoelectronics business

Tomorrow's Headlines

DBC plans to boost in-house electronic material capacity by more than six-fold

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EU tightens PHEV carbon emission rules, prompting 4Q25 sales surge among local automakers

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Chinese companies push for over 50% adoption of domestic chips

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OCT

16

2025

TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026

TSMC tells clients to order early as downstream demand signals remain strong

Broadcom launches industry's first Wi-Fi 8 chips for AI-powered edge devices

Samsung unveils stock rewards program to retain top talent

In India’s AI gold rush, Big Tech meets local reality

Shinkong Synthetic Fibers charts new growth paths amid global headwinds, expanding into semiconductors and drones

Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era

Qualcomm faces China antitrust probe over Autotalks acquisition

Samsung reportedly to bring in ASML's top lithography tools to take on TSMC

Nanya sees DDR4 price and volume growth; annual contract talks emerge

With Tesla ahead and China rising, Hyundai races to reinvent itself

Taiwan's top three telecom operators report record September revenues with surge in iPhone 17 sales

Taiwan firms now account for more than 70% of local startup funding

TSMC 3Q25 earnings hit a record high with gross margin near 60%

FET eyes Kuiper partnership with 28GHz spectrum in Taiwan

How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope

Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain

India's Sahasra exports packaged memory to Europe, marking OSAT progress

DRAM price surge shows no end, Innodisk chairman says there are surprises every month

Intel pursues open AI architecture and annual GPU updates to catch up

AI drives Southern Taiwan Science Park revenue to near NT$2 trillion

Taiwan tackles semiconductor talent shortage amid demographic challenges

OCP Summit: Taiwan emerges as backbone of global AI supply chain

Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances

HPE posts record quarterly revenue but sees sharp profit decline

China's 10.5 generation panel depreciation to boost TV panel market dominance

Policy shift prompts last-minute rush in China's EV market

Dutch seizure of Nexperia raises stakes for Chinese tech assets abroad

China tightens grip on critical minerals, threatening electronics supply

Apple unveils Vision Pro, MacBook Pro, and iPad Pro powered by the new M5 chip

ASML sees continued growth in EUV demand, confident in High NA progress

Fortune Electric secures second phase of Stargate orders, US market share expected to rise

ASML expects China sales to normalize after exceptional growth cycle

ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch

Foxconn's market value soars 850-fold since 1991 IPO

ASML signals stable 2025 sales outlook as China demand expected to cool

OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration

Apple introduces M5 chip with major AI and performance upgrades

Apple reportedly seeks tax law changes for iPhone machinery in India

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

Nexperia’s crisis shows how supply chain pain can become China’s gain

Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push

Tech giants' circular investments raise concerns of financial imbalances in AI sector

Taiwan offers incentives to boost local startup IPOs amid capital surge

Research Insight: South Korea challenges China's battery dominance with LFP push

Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan

OCT

15

2025

China sanctions Hanwha Ocean US units in dual strike against Washington, Seoul

Jensen Huang hand-delivers Nvidia DGX Spark to Elon Musk

Rare earth controls have limited short-term impact on Foxconn

Broadcom joins AI accelerator race with major OpenAI deal

Samsung unveils 'Moohan' XR headset with Google-Qualcomm AI platform

Apple COO visits China suppliers, launches new clean energy fund

L&T Semiconductor partners with Foxconn's HYS to develop high-voltage power wafers

Carmax upgrades car system with Garmin collaboration

China Mobile to fully adopt domestic AI chips by 2028

Semiconductor material distributors post strong revenue growth from AI and HPC demand

LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop

Samsung ramps up semiconductor talent hiring in India amid global AI design push

OCP Summit: Axiado teams up with Jabil to deliver AI-driven security for OCP modular servers

Korea's TV giants confront crisis as Chinese competitors rise and consumer habits shift

OCP Summit: Arm redefines AI infrastructure with open chiplet collab

OCP Summit: Foxconn Interconnect Technology showcases high-speed and cooling innovations

Exclusive interview: Satellite pact between Taiwan and UK sets stage for deeper aerospace ties

Subsidiary of China's SiCarrier launches home-grown EDA software at SEMiBAY 2025

OCP Summit: Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI market

Beijing rallies support for Wingtech as subsidiary Nexperia faces dual sanctions from US and China

Nvidia set to overtake Apple as TSMC's biggest customer in 2025

Exclusive: Arizona Commerce Authority President says state is ready for semiconductor growth

OCP Summit: Meta warns power scarcity threatens AI scaling ambitions

SiCarrier targets process and measurement tools amid push for local chip equipment

TSMC set to report strong results amid expanding AI chip demand and stable margins

Vivo leads trend to integrate teleconverter lenses in flagship smartphones, with Oppo set to follow

Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel

OCP Summit: Dell highlights role of open collaboration in scaling AI data center infrastructure

Samsung's rebound sparks optimism across South Korean semiconductor supply chain

OCP Summit: AI data centers embrace high-voltage power and liquid cooling

GM and Ford forced to scrap EV incentive plans after Capitol Hill pushback

Egis Technology subsidiary invests in Appro Photoelectron to advance AI vision solutions

Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster

Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation

Taiwan's strained power grid fuels heavy electrical sector boom

MediaTek, Samsung and others boost Vivo X300 to redefine flagship specs

Rare earth export controls hit VCM supply chain

China's lithium battery export controls set to disrupt NB supply chain

BTL Group expands AI server testing, cybersecurity certification capacity

Samsung Semiconductor reshapes strategy from memory to foundry

Taiwan's TASA teams up with Japan's ispace for lunar payload mission

Apacer partners with IRIS Optronics to power Japan's green transformation

OCP Summit: Pegatron showcases next-gen AI and HPC server platforms

Graphcore to invest GBP1 billion in Bengaluru AI engineering campus, creating 500 semiconductor jobs

Tata Electronics reportedly to acquire China-based Justech Precision's India arm for nearly US$100 million

OCT

14

2025

Nexperia becomes the latest casualty of tech geopolitics

Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership

OCP Summit: Supermicro says soaring GPU power demands are forcing shift to rack-scale AI standardization

OCP Summit: Oracle outlines zettascale AI ambitions, urges open standards to support gigawatt-scale data centers

China's Ministry of Commerce vows to 'fight to the end' as hawks rise before 4th plenum

Beyond the rack: how OCP is wiring the world for AI

OCP Summit: Inside Google's plan to make data centers as adaptive as AI itself

OCP Summit: BizLink's strategic play for AI infrastructure leadership

Foxconn partners with Nvidia to deploy 800V DC architecture

OCP Summit: Microsoft expands AI infrastructure by 2 GW, cuts GPT-4 cost by 93%, and backs new power and cooling standards

Apple unveils iPhone Air preorder date in China and launches CNY10 billion renewable energy fund

OCP Summit: AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale

China's rare earth clampdown risks jeopardizing Taiwan's drone expansion

China raises rare-earth prices 37%, tightens export controls on global tech

OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks

Cerebras to establish AI computing infrastructure in UAE to support regional AI growth

Commentary: China weaponizes rare earth dominance, global tech to pay the price

Taiwan's drone boom hits US tech monopoly wall

China's EV fleets dominate as Europe struggles with mandates

EU plans mandatory EV quotas for corporate fleets, pressuring carmakers

OCP Summit: Deepens AI focus with AMD, Arm, and Nvidia joining board

SK Hynix's US$3.87 billion Indiana plant sparks safety backlash

China expands rare earth export controls to midstream and end products

China expands lithium battery export curbs, deepening global supply risks

Taiwanese robotics firms break records in AI automation boom

Lynas and Noveon sign MOU to develop US rare earth magnet supply chain

US economic growth in early 2025 driven largely by AI data centers and IT investments

OCP Summit: Alcor Micro unveils latest Arm CPU platform for AI and HPC servers

Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman

Chinese-owned chipmaker Nexperia caught in G2 tech crossfire

Indian PM meets Qualcomm CEO to discuss AI, semiconductors, and 6G development

Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Foxconn to expand investment in Tamil Nadu for AI-led advanced manufacturing, says Indian official

A steady quarter for MediaTek, before the chill of winter demand

Samsung expected to post strongest profit in over three years on AI-driven chip demand

OpenAI, Broadcom team up on 10GW AI accelerator project

Taiwanese supply chain leader goes all-in on US chip boom

OpenAI's Sora faces backlash over deepfakes, copyright, and mission drift

Chinese memory module makers carve up smartphone market with local alliances

Skepticism clouds Anthropic's AI future despite strong enterprise ties

SAS integrates semiconductor and renewable energy chains to boost long-term growth

China's rare earth exports plunge 30% in September amid tighter controls

YS Tech opens new Taiwan plant to boost AI server cooling capacity

Ubiqconn Technology posts 20% revenue growth in September, driven by maritime, smart mobility

OCT

13

2025

Fatal Xiaomi SU7 crash in Chengdu reignites safety concerns over electronic door design

Closed-loop AI frameworks may help enterprises address trust barriers in GenAI adoption, says research firm

Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung

Smart meter and cable sales drive Tatung September revenue up 8.6% YoY

South Korean panel makers lead surge in monitor OLED shipments for 2025

With Roi acquisition, OpenAI moves deeper into personalized consumer AI

Twoway Communications' AIoT revenue hits 50% with five-year order pipeline

Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem

E-paper industry gains momentum as E Ink and Netronix capitalize on color display demand

Lianyou Metals gains from rising rare metal prices and technical edge in recycling

Russia unveils 10-year roadmap for EUV lithography development

Niching sustains growth momentum in heat spreaders and IC substrates amid AI server and auto electronics demand

Coretronic expects 10% drop in October shipments amid China holiday impact

IISI eyes strong 4Q25 on public sector and smart city growth

Pegatron's iPhone 17 shipments boost September revenue past NT$100 billion

China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation

Panel leaders post slight revenue growth in 3Q25 despite weak outlook

Philippine energy transition sparks surge in Taiwan supply chain opportunities

Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter

Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China

Adata partners with Giga Computing and FADU to launch enterprise SSDs for AI servers

Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?

China's golden week holiday boosts travel, but electronics sales stall

Amkor increases Arizona investment to US$7 billion, highlights TSMC's impact

China sees new smartphone launches spur by holiday season amid market recovery

China's rare earth export ban broadens; US vows strong retaliation

Netherlands seizes control of Nexperia, deepening Europe-China tech rift

Smartphones and robots push Largan towards new optical frontiers

Samsung and SK Hynix drive next memory super cycle

Nvidia GB300 powers strong 4Q25 momentum for server supply chain

Weekly news roundup: China pushes DUV breakthroughs, Intel and AMD weigh partnership, Arm CEO reflects on Nvidia's strategic pivot

Geopolitics and protectionism test China's auto dominance in Russia

Phison Electronics posts strong September profits as NAND supply-demand imbalance emerges

Smart Robot SIG joins 60+ Taiwan companies for application-driven development

TV panel area growth set to slow as screen sizes hit limits

Autopass unveils standardized platform to streamline EV charging in Taiwan

Research insight: How agentic AI is driving the next phase of automotive innovation

OpenAI's South Korean partnerships raise questions over spending sustainability

MPI acquires Germany's ATV to expand precision measurement services in Europe

India roundup: AI firms accelerate R&D expansion in India

OCT

12

2025

Inside Tesla's plan to rewire itself for AI future

OCT

11

2025

Analysis: Larry Ellison overtakes Musk as world's richest man

Tainan pitches semiconductor heartland to Nvidia for Taiwan HQ

Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics

Nemstek targets semiconductor market growth with listing planned for November

Trump's 100% tariff on China jolts global chip supply chain

Intel's Arizona Fab 52 begins production in major advance for US-based chip manufacturing

Intel showcases 18A process at Fab 52 in Arizona