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NEWS TAGGED 2025
Friday 12 December 2025
LCD TV panel market defies 4Q25 slowdown on 2026 demand bets
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...
Friday 12 December 2025
Why replicating Taiwan's science park ecosystem in Arizona is harder than it looks
Taiwan's semiconductor supply chain, which produces over 60% of the world's chips, faces growing pressure to expand overseas amid rising geopolitical tensions. Gudeng Precision Industrial,...
Friday 12 December 2025
UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs
UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers...
Friday 12 December 2025
Taiwan's optical industry gains defense opportunities amid China-free supply chain shift
To avoid getting entangled in US-China relations, many industries have adopted China-free supply chains, often referred to as "non-red" supply chains, especially in sectors involving...
Thursday 11 December 2025
China's auto sector faces major reshuffling as subsidies end and sales slump
Passenger vehicle retail sales in China declined by 8% year-over-year in November 2025, the largest drop in nearly a year and the first negative growth period since 2023, according...
Thursday 11 December 2025
Fed rate cut sparks short-lived market rally, says Pegatron's Tung

Pegatron chairman T.H. Tung said the Federal Reserve's 25-basis-point cut matched market expectations and would inject more liquidity into...

Thursday 11 December 2025
AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices
Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...
Thursday 11 December 2025
Mexico breaks from free-trade tradition with sweeping tariffs on Asian imports
Mexico is preparing a major shift in its trade policy, approving broad tariffs on imports from Asian countries without free-trade agreements, including China, India, and South Korea...
Thursday 11 December 2025
UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge
Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building...
Thursday 11 December 2025
China's steel engine loses steam, rewrites the iron ore trade map

China's slowdown, marked by weak consumption, a deep property slump, deflationary pressure, and softer investment, is weighing on steel...

Thursday 11 December 2025
MediaTek reports November revenue decline but maintains positive annual growth outlook
Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion (approx. US$1.51 billion), reflecting a 9.86% decrease from October but a 3.65% increase...
Thursday 11 December 2025
Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25
Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November...
Thursday 11 December 2025
Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong
Synopsys reported solid revenue growth in the fourth quarter of fiscal year 2025, with sales surging nearly 38% year over year, while issuing an upbeat outlook for the first quarter...
Thursday 11 December 2025
Pentagon drone demand soars as Marines order Teledyne systems, Orqa ramps up production
Teledyne FLIR Defense won a US$42.5 million order for Rogue 1 loitering munitions from the US Marine Corps, while Croatian drone maker Orqa is expanding capacity to meet rising Pentagon...
Thursday 11 December 2025
Ta Liang PCB and advanced packaging orders surge, equipment lead times hit 6 months
PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity,...