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NEWS TAGGED 2025
Thursday 12 March 2026
Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26
Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx...
Thursday 12 March 2026
Nvidia expands GPU market share as AIB shipments rise despite increased costs
Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...
Thursday 12 March 2026
Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26
Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first...
Thursday 12 March 2026
Qisda bets on AI to drive 2026 turnaround
Qisda's 2025 profit declined to its lowest point in company chairman Peter Chen's 12-year tenure, prompting leadership changes aimed at reversing the trend. The company has appointed...
Thursday 12 March 2026
Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double
Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.
Thursday 12 March 2026
Asia Optical posts strong 2025 profit growth led by tech upgrades
Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...
Thursday 12 March 2026
Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...
Thursday 12 March 2026
Google completes US$32 billion Wiz acquisition, cementing cloud security push
Google has completed its US$32 billion acquisition of cloud security company Wiz, marking the largest deal in the company's history and a significant leap forward in bolstering its...
Thursday 12 March 2026
Clevo leans into high-end notebooks as 2025 results show modest recovery
Clevo reported a high-end pivot in its notebook business, selling 1.39 million units and posting notebook revenue of NT$17.4 billion (approx. US$546 million) in 2025, with consolidated...
Thursday 12 March 2026
TIER reports strong AI-driven demand lifts manufacturing sentiment despite rising caution among some firms
The Taiwan Institute of Economic Research (TIER) reported on March 11 that sectors such as AI servers, networking, and semiconductor testing equipment continued to register strong...
Thursday 12 March 2026
Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
Thursday 12 March 2026
China's space surge: reusable rockets and mega-constellations reshape rivalry with US
China conducted more than 90 orbital launches in 2025 and achieved several milestones, including collecting samples from the far side of the Moon, constructing a low-Earth orbit (LEO)...
Thursday 12 March 2026
Asus launches infrastructure solutions group as AI server revenue surges
Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products...
Thursday 12 March 2026
Chenbro highlights four risk factors amid promising AI server outlook
Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and...
Thursday 12 March 2026
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...