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Thursday 6 November 2025
Arm raises forecast after record quarter fueled by soaring AI demand
Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
Thursday 6 November 2025
Arm surges past US$1.1 billion for third consecutive quarter on AI and cloud demand
Arm Holdings reported robust growth for the third consecutive quarter, with revenue exceeding US$1.1 billion, driven by strong demand for its chip designs in AI and data center mar...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Thursday 6 November 2025
Android momentum lifts Qualcomm as Apple dependence fades
Qualcomm's QCT business continued to drive the company's growth in the fourth quarter of fiscal 2025, fueled by rising demand for premium Android smartphones and expanding content...
Thursday 6 November 2025
Taiwan suppliers fill gap as Boeing recovers, Airbus stalls
The world's two major aircraft manufacturers are showing sharply contrasting fortunes. Airbus is reportedly facing engine supply bottlenecks that have slowed deliveries, while Boeing...
Thursday 6 November 2025
TV panel prices continue to fall: production cuts fail to boost weak peak season
LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...
Thursday 6 November 2025
Taiwan machinery exports to rebound in 2Q26 as trade tensions ease
Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI...
Thursday 6 November 2025
Early orders and tariff fears cool NB demand in holiday quarter

The traditional year-end peak for notebook shipments has failed to materialize in the fourth quarter of 2025, with demand weaker than...

Wednesday 5 November 2025
Automotive chip demand rebounds despite supply chain headwinds
Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...
Wednesday 5 November 2025
Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix
Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until...
Wednesday 5 November 2025
Jinpao hits 6th straight monthly revenue record on AI, energy, aerospace push
Jinpao Precision Industry (JPP) saw record-high revenue for October 2025, driven by strong shipments of AI server power supply components, server cases, and racks. The company remains...
Wednesday 5 November 2025
Nuvoton posts second straight loss on Japan plant woes, automotive slump
Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235...
Wednesday 5 November 2025
Nanya Technology and Winbond Electronics report strong financial results amid rising DDR4 demand
Taiwanese DRAM manufacturer Nanya Technology recorded its highest single-month revenue in four years in October 2025, reporting NT$7.908 billion (approx. US$256 million). This marked...
Wednesday 5 November 2025
New car registrations in Taiwan rise in October, as Tesla stumbles and Luxgen returns to the top
Taiwan recorded 34,511 new car registrations in October, marking a 7.1% month-over-month and 3.9% year-over-year increase. Although still below earlier market expectations, this was...
Wednesday 5 November 2025
SK Group, backed by OpenAI's Sam Altman, puts efficiency at the core of its AI expansion
SK Group held the SK AI Summit 2025 to demonstrate its AI strengths in semiconductors, energy solutions, AI data centres, and AI agent services. Chairman Chey Tae-won said that as...