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NEWS TAGGED 2025
Friday 16 January 2026
Biwin Storage profit jumps 427% as memory cycle turns
China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices...
Friday 16 January 2026
Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role
US LiDAR company Aeva Technologies has been selected as a partner for Nvidia's next-generation autonomous driving platform, Drive AGX Hyperion, drawing attention to its integration...
Friday 16 January 2026
Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts
Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating...
Friday 16 January 2026
Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics
The petrochemical industry has been stuck in an intensely competitive red ocean market. The Chinese government has begun promoting measures to curb excessive internal competition,...
Friday 16 January 2026
Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years
Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...
Friday 16 January 2026
Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom
Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their...
Friday 16 January 2026
Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...
Friday 16 January 2026
Commentary: TSMC's unstoppable momentum faces one wild card
Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...
Friday 16 January 2026
Taiwan's urban mobility surges on digital platforms and shared transport
Taiwan's urban mobility market has undergone a significant transformation since 2025, driven by the rising adoption of digital platforms and evolving consumer travel habits. LINE GO,...
Friday 16 January 2026
Huawei matches Nvidia in China's AI chip market, 2026 power shift in play
Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
Friday 16 January 2026
US drops China drone proposal; Taiwan suppliers press ahead
The US Department of Commerce has withdrawn a previously proposed plan to restrict imports of Chinese-made drones, a move that some observers view as a goodwill signal ahead of an...
Friday 16 January 2026
Micro LED, robotics, photonics lift LED industry from price wars
The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
Friday 16 January 2026
Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
Friday 16 January 2026
Memory supply shortage to boost secondhand smartphone market growth
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
Thursday 15 January 2026
In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...