Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their...
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...
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...
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,...
Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
The US Department of Commerce has withdrawn a previously proposed plan to restrict imports of Chinese-made drones, a move that some observers view as a goodwill signal ahead of an...
The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
Delta Electronics India is set to significantly expand its manufacturing footprint in India, reflecting the company's confidence in the country's growing semiconductor and electronics...
Reliance Industries, led by billionaire Mukesh Ambani, unveiled plans for a new artificial intelligence (AI) platform under its Jio brand on January 11, designed to allow users to...
At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience...
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
Apple Inc.'s service division continued to break records through 2025, with strong performance from the App Store, Apple Pay, Apple Music, and Apple TV supporting the company's expanding...
