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Wednesday 1 October 2025
Passive component inventories fall in 4Q25 as AI power revolution fuels growth
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...
Tuesday 30 September 2025
LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026
Prices for LCD TV panels stabilized in the third quarter, following months of decline, and remained flat across all sizes in August and September. As the industry moves into the fourth...
Tuesday 30 September 2025
Non-China supply chain pushes 12-inch SiC into advanced packaging, but China stands to gain
The surge in AI chips fueling CoWoS packaging demand has put silicon carbide (SiC), a third-generation semiconductor, on the verge of entering this high-value arena. The shift is...
Sunday 28 September 2025
iPhone 17 drives strong upgrade demand in Taiwan market
With consumers delaying purchases ahead of Apple's launch of the iPhone 17, smartphone sales in Taiwan slowed down in August 2025. However, with new models from Apple and other vendors...
Sunday 28 September 2025
Tokyo Electron revises profit outlook amid China sales slowdown and market shifts
Tokyo Electron has revised downward its net profit forecast for the fiscal year ending March 2026, citing a slowdown in Chinese market sales and customer capital expenditure adjustments...
Sunday 28 September 2025
Taiwan's E-Chem expands footprint in semiconductor chemicals, targets global growth

As global demand for advanced semiconductor packaging surges, Taiwanese specialty chemicals and materials maker E-Chem is investing aggressively...

Friday 26 September 2025
Cheap drones redefine the future of warfare
A new reality of modern warfare is on full display. The recent Taipei Aerospace and Defense Technology Exhibition (TADTE 2025) and DSEI 2025 in London have revealed a dramatic shift...
Friday 26 September 2025
Southern Taiwan Science Park rides AI wave to surpass NT$1 trillion revenue in 1H25
Driven by the global AI boom, the Southern Taiwan Science Park (STSP) surpassed the NT$1 trillion revenue mark in the first half of 2025. The total operating revenue reached NT$1.38...
Friday 26 September 2025
Taiwan-based top auto groups roll out strategies to drive market rebound in 4Q25
Taiwan's auto industry is experiencing a tough 2025, with tariffs and weak consumer demand clouding the outlook. Nevertheless, the country's three leading automotive groups —Yulon,...
Friday 26 September 2025
YMTC joins DRAM arena to ease China's AI memory crunch
China's growing demand for high-bandwidth memory (HBM) is reshaping its chip sector. Yangtze Memory Technologies Co. (YMTC), long centered on NAND flash, is planning to expand into...
Friday 26 September 2025
Micron resumes full price hikes as DDR5 surges amid market demand
The memory market is rapidly warming up, driven by AI, with major memory manufacturer Micron recently resuming its pricing after a temporary pause. Following the release of its financial...
Friday 26 September 2025
Asus and Apple see shipment gains in sluggish PC market; Dell faces sharp decline
Hopes for a strong PC market recovery in 2025 are fading fast. While the market had predicted a surge in sales driven by the end of Windows 10 support and the arrival of new AI-enabled...
Friday 26 September 2025
Global chip sector faces 2026 slowdown: AI growth meets consumer market chill
The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...
Thursday 25 September 2025
Exclusive: Intel raises prices of older CPUs by over 10% in 4Q25 amid AI PC demand shortfall
According to supply chain sources, Intel—the leading PC CPU supplier—is planning to increase prices of its Raptor Lake processors by more than 10%. Industry insiders suggest...
Thursday 25 September 2025
Memory shortage drives BT substrate orders, boosting 4Q25 growth momentum
The memory market shortage has reignited a new wave of price increases. As supply tightens for NAND flash storage memory, traditional hard disk drives (HDD) and solid-state drives...