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NEWS TAGGED 2025
Tuesday 24 February 2026
Gemini 3.1 Pro raises the bar; when will DeepSeek respond?
After the Lunar New Year holidays, the global AI large model race accelerated again. Google DeepMind released Gemini 3.1 Pro, its new flagship model, posting record results across...
Monday 23 February 2026
SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still...

Monday 23 February 2026
Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge
Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...
Monday 23 February 2026
Samsung Foundry rebounds with utilization above 80% in 1Q26
Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...
Monday 23 February 2026
Stargate delays push OpenAI to seek cloud compute alternatives
OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The...
Saturday 21 February 2026
OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to...

Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Friday 20 February 2026
Taiwan surpasses China in monthly imports to the US for first time in decades
The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...
Thursday 19 February 2026
Singapore holds No. 4 financial hub ranking as assets flow in

Singapore maintained its position as the world's fourth-ranked financial center in the 2025 Global Financial Centres Index (GFCI), reflecting...

Wednesday 18 February 2026
Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
Sunday 15 February 2026
UMC appoints new representative as Unimicron chairman Tseng retires
Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered...
Sunday 15 February 2026
Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...
Sunday 15 February 2026
Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms
The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...
Sunday 15 February 2026
Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes
Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC)...
Saturday 14 February 2026
World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...