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Friday 14 November 2025
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast....
Friday 14 November 2025
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...
Friday 14 November 2025
SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious
SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers...
Friday 14 November 2025
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...
Friday 14 November 2025
SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency,...
Friday 14 November 2025
Coretronic and Radiant expand beyond displays, betting on drones and advanced optics
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new...
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
Friday 14 November 2025
Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover
Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season...
Friday 14 November 2025
H2 peak season fuels Tricorntech 4Q25 performance
By accelerating customer orders, advanced semiconductor process Airborne Molecular Contamination (AMC) nano-monitoring equipment supplier Tricorntech reported third-quarter 2025 revenue...
Friday 14 November 2025
Brinno targets Middle East defense market at Dubai Airshow 2025
Time-lapse camera manufacturer Brinno announced it will participate in the Dubai Airshow 2025, marking its first appearance at the international aerospace and defense exhibition,...
Friday 14 November 2025
Microip expands into North America, eyes growth in agriculture and defense tech
Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence...
Friday 14 November 2025
Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
Friday 14 November 2025
Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
Friday 14 November 2025
AI backlog to 2027 propels Quanta into its fastest expansion cycle yet
Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to...
Friday 14 November 2025
DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market
The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...