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Wednesday 22 October 2025
Taiwan's textile giant Nam Liong rides global defense demand surge
The standoff between China and the US continues, escalating global geopolitical risks and fueling stronger demand for military resources across nations. Nam Liong Global has been...
Wednesday 22 October 2025
Server maker sees no AI bubble amid rising AI computing demand
ASRock Rack, a server-focused subsidiary of Pegatron, is preparing for its upcoming public listing and held a pre-IPO briefing on October 20, 2025. The event was attended by key figures...
Tuesday 21 October 2025
China smartphone industry, 3Q 2025

Introduction

Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun...
Tuesday 21 October 2025
Pegatron's ASRock Rack nears IPO with surging AI server sales as Chairman T.H. Tung signals more spin-offs
Pegatron Group's server subsidiary ASRock Rack is preparing to go public, marking a key milestone in the group's broader transformation. Pegatron Chairman T.H. Tung personally attended...
Tuesday 21 October 2025
SK Hynix hits profit milestone that puts Samsung on notice
SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after...
Tuesday 21 October 2025
Nvidia sparks Taiwan competition with new microchannel cooling technology
Nvidia is planning to promote new cooling technologies in response to increasing demand for AI server cooling. In addition to the Microchannel Lid (MCL), the company is also said...
Tuesday 21 October 2025
Column: Advanced packaging's standardization challenge

While advanced packaging technologies first gained traction in high-end smartphones, it was the supply crunch of AI chips in 2023 that...

Tuesday 21 October 2025
Potens enters AI market with new Hot-Swap MOS
Demand for hot swap power supply in servers is increasing as AI data centers proliferate. Potens Semiconductor Chairman Hsiang-Chi Meng stated that in addition to continuing its expansion...
Monday 20 October 2025
Apple drives OLED adoption in IT panels amid AI demand surge
AI's rise is boosting demand for PC displays and sustaining stable growth across IT panels, including tablets, monitors, and notebooks, with annual panel shipments expected to reach...
Monday 20 October 2025
Holtek eyes double-digit revenue growth in 2025 with CGM medical market push
Targeting the global continuous glucose monitoring (CGM) market, microcontroller IC design house Holtek has unveiled its latest CGM application integrated with edge AI computing to...
Monday 20 October 2025
Taiwan lead frame makers raise prices as metal costs soar
Taiwan's top three lead frame manufacturers are implementing sweeping price increases for the first time in four years. The move comes as surging prices for gold, silver, and copper...
Monday 20 October 2025
Winbond chairman says memory supply-demand will rebalance in 2-3 years
Winbond chairman Arthur Chiao expressed a cautious outlook on the memory industry's current boom, stating that he does not believe this cycle represents a "super cycle." Speaking...
Monday 20 October 2025
iPhone 17 sparks strong upgrade demand with longer wait times and more orders
Apple's iPhone 17 is shaping up to be the best-performing model since the COVID-19 pandemic, according to multiple analysts cited by The Financial Times. The new generation's...
Monday 20 October 2025
Doosan Tesna invests US$120m in testing equipment to support Samsung's Apple CIS push
In a massive strategic bet on the next wave of tech demand, South Korea's leading semiconductor testing provider, Doosan Tesna, is pouring over KRW170 billion (approx. US$120 million)...