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NEWS TAGGED 2025
Thursday 5 March 2026
Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...
Thursday 5 March 2026
Global smartphone industry, 4Q 2025

Introduction

Thursday 5 March 2026
Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
Thursday 5 March 2026
Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027
Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of...
Thursday 5 March 2026
Column: US drone policy reshapes supply chain opportunities for Taiwan
On June 6, 2025, US President Donald Trump signed two executive orders—"Unleashing American Drone Dominance" and "Restoring American Airspace Sovereignty"—mandating that...
Thursday 5 March 2026
WT Microelectronics sees 2026 growth despite memory price hikes
The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
Thursday 5 March 2026
Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers
Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...
Wednesday 4 March 2026
Rising memory prices push Nanya and Winbond into expansion and record revenues
Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...
Wednesday 4 March 2026
Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
Wednesday 4 March 2026
Mitac expands US server capacity, eyes growth in 2026
Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...
Wednesday 4 March 2026
Primax's shift to automotive, AIoT and robotics could reshape revenues within two years
Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face...
Wednesday 4 March 2026
Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits
Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit...
Wednesday 4 March 2026
BYD sales surpass Tesla in 20 countries with vertical integration and local production
Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition...
Wednesday 4 March 2026
Acter Group posts 37% revenue growth in 2025 on Taiwan project surge
Taiwanese cleanroom integration engineering leader Acter reported consolidated revenue of NT$10.98 billion (US$348.84 million) for the fourth quarter of 2025, up 16% year-on-year,...
Wednesday 4 March 2026
Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices...