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NEWS TAGGED 2025
Tuesday 30 December 2025
LG battery supply withdrawals signal reassessment of growth expectations in EV sector
LG Energy Solution has ended its battery supply agreement with US module maker FBPS (Freudenberg Battery Power System), following a separate contract termination with Ford Motor Company,...
Tuesday 30 December 2025
Taiwan Mobile's AI data center fully leased, revenue to start in 1Q26
Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's...
Tuesday 30 December 2025
DeepMind founder leads Google's AI strategy focused on world models
Since joining Google, DeepMind co-founder Demis Hassabis has been shaping the company's artificial intelligence development strategy, emphasizing the importance of "world models"...
Tuesday 30 December 2025
Fukuta Electric & Machinery targets January 2026 Innovation Board listing as EV powertrain shift accelerates
Taiwan-based Fukuta Electric & Machinery plans to go public on the Innovation Board in late January 2026 as it accelerates its move from industrial motor manufacturing toward...
Tuesday 30 December 2025
AI infrastructure demand boosts Taiwan exports, while visibility beyond 2025 stays limited
As 2025 concludes, Taiwan's information and communication technology (ICT) and electronics sectors have experienced significant export growth driven by AI-related demand, particularly...
Tuesday 30 December 2025
H200 exports to China point to controlled easing in US semiconductor policy
Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume...
Tuesday 30 December 2025
DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited
Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...
Tuesday 30 December 2025
EU fleet rules force Germany into EV rush, automakers cry foul
At the close of 2025, the European Commission dropped a bombshell on the continent's auto industry with its new Automotive Package, introducing unprecedented uncertainty for manufacturers...
Tuesday 30 December 2025
Taiwan auto suppliers pivot to hybrids, Chinese brands as 2026 outlook turns cautious
The global automotive industry experienced moderate growth in 2025, driven by electrification and smart technologies. But rising geopolitical risks, cost pressures, and uneven regional...
Monday 29 December 2025
Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?
Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...
Monday 29 December 2025
After subsidies end, Germany's EV market hits turning point

In the transformation of automotive electronics and electrification (E/E), subsidies have long been regarded as the fuel propelling the...

Monday 29 December 2025
Taiwan's Wonderful Hi Tech projects double-digit growth in 2026 on AI and satellite demand
Global high-performance transmission cable maker Wonderful Hi Tech offered an optimistic outlook at its investor briefing on November 18, 2025. Despite a slight year-over-year revenue...
Monday 29 December 2025
South Korea expected to reclaim no. 2 in global chip equipment spending by 2026

South Korea is on track to significantly increase semiconductor equipment investment in 2026 as rising demand for high-bandwidth memory...

Monday 29 December 2025
Wingtech seeks full Nexperia control with US$8 billion arbitration threat
On the afternoon of December 26, 2025, Wingtech Technology convened its fifth extraordinary shareholders' meeting of 2025, sending a resolute signal: the company is prepared not only...
Monday 29 December 2025
AMD and Nvidia set to raise GPU prices in early 2026 amid rising memory costs
GPU prices are expected to rise in early 2026 as memory costs surge. AMD may implement hikes starting in January 2026, with Nvidia following in February 2026, according to industry...