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NEWS TAGGED 2025
Sunday 1 March 2026
Exclusive: Phison shifts to prepayments as NAND prices hike 500%

NAND prices continue to climb, and supply remains tight. NAND controller supplier Phison Electronics has notified customers that it will...

Sunday 1 March 2026
Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
Sunday 1 March 2026
BizLink advances modular integration to boost data center interconnect growth
Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized...
Sunday 1 March 2026
BenQ Materials to regain momentum as medical business anticipates double-digit growth
Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business,...
Saturday 28 February 2026
BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push
China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED...
Saturday 28 February 2026
Quanta posts record 2025 profit, eyes AI-led growth in 2026

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

Friday 27 February 2026
Taiwan's patent race heats up: TSMC reigns, records tumble
Taiwan's innovation engine ran hot in 2025. The Taiwan Intellectual Property Office (TIPO) announced on February 26, 2026, that Taiwan Semiconductor Manufacturing Company (TSMC) topped...
Friday 27 February 2026
Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double
US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue,...
Friday 27 February 2026
Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents
Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure...
Friday 27 February 2026
Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

Friday 27 February 2026
Chart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established...

Friday 27 February 2026
Lite-on doubles down on AI power as consumer markets dim
Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...
Thursday 26 February 2026
AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

Thursday 26 February 2026
WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion...
Thursday 26 February 2026
Macronix January profit surges 195%; OSE, Walton earnings rise
Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...