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NEWS TAGGED 2025
Sunday 18 January 2026
Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets
On December 10, 2025, Qualcomm Inc. disclosed its acquisition of Ventana Micro Systems in the US without revealing the deal's financial terms or completion date. The company highlighted...
Sunday 18 January 2026
MGC expands into AI liquid cooling market
Meta Green Cooling (MGC) is making a comprehensive push into the AI liquid cooling sector, leveraging its unique full-spectrum capabilities. MGC chairman James Chen noted that, unlike...
Saturday 17 January 2026
TSMC speeds up US expansion while keeping FX strategy simple
TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...
Saturday 17 January 2026
Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split
Taiwan's IC design segment posted a visibly divergent finish in December 2025, with AI/HPC, data center, and enterprise storage-related suppliers closing the year strongly, while consumer...
Saturday 17 January 2026
US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector
The US Department of Commerce recently revoked restrictions imposed by the Federal Communications Commission (FCC) in late December 2025 that banned imports of new drones and components...
Saturday 17 January 2026
Apple's LCD demand gives Radiant room to expand into AR and OLED
Radiant, a key supplier of Apple's backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED...
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,...