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Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Thursday 16 October 2025
TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Semiconductor material distributors post strong revenue growth from AI and HPC demand
Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
Wednesday 15 October 2025
LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
Wednesday 15 October 2025
Nvidia set to overtake Apple as TSMC's biggest customer in 2025
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Wednesday 15 October 2025
Taiwan's strained power grid fuels heavy electrical sector boom
The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy...
Wednesday 15 October 2025
BTL Group expands AI server testing, cybersecurity certification capacity
Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI...
Wednesday 15 October 2025
Apacer partners with IRIS Optronics to power Japan's green transformation
Memory module manufacturer Apacer Technology has, in recent years, been actively expanding into full-color cholesteric liquid crystal electronic paper (ChLCD ePaper). Recognizing...
Tuesday 14 October 2025
OCP Summit: Oracle outlines zettascale AI ambitions, urges open standards to support gigawatt-scale data centers
Oracle Cloud Infrastructure (OCI) is expanding its global footprint with plans to build multiple gigawatt-scale AI supercluster campuses capable of hosting millions of GPUs, as it...
Tuesday 14 October 2025
China raises rare-earth prices 37%, tightens export controls on global tech
China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just...
Tuesday 14 October 2025
Taiwan's drone boom hits US tech monopoly wall
As global demand for drones skyrockets, Taiwan's homegrown industry is rapidly advancing, attracting intense interest from American and European buyers seeking a reliable alternative...
Tuesday 14 October 2025
EU plans mandatory EV quotas for corporate fleets, pressuring carmakers
The European Union is preparing to push its green transition into a new and more forceful phase — one that could spark a contentious standoff with parts of its own automotive...
Tuesday 14 October 2025
Taiwanese robotics firms break records in AI automation boom
Taiwan's leading robotics and automation firms are posting record-breaking revenues this quarter, cashing in on a global surge in demand for smart manufacturing.