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Tuesday 9 September 2025
Research Insights: Global auto market forms multi-track pattern
The global automotive market reached total sales of 44.42 million units in the first half of 2025, marking a year-over-year increase of 2.7%. Among these, the combined sales volume...
Tuesday 9 September 2025
Google's Nano Banana AI tool surges to 200M images, testing cloud infrastructure limits
Google's new AI image generator, codenamed Nano Banana, has drawn massive global uptake, generating or editing more than 200 million images in under two weeks. The speed of adoption...
Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...
Monday 8 September 2025
Auto connector maker ACTT expands into robot cable assemblies and biomedicine
Connector and cable maker ACTT has maintained steady operations amid the ongoing trend of automotive electrification. Beyond its core focus on the automotive market, the company has...
Monday 8 September 2025
Taiwan manufacturing hits recession: industry on high alert amid tariff storm
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate signals for July 2025 on September 2, 2025, revealing that out of 21 manufacturing sectors,...
Monday 8 September 2025
AI data centers spark power squeeze: Taiwan's heavyweights race to deliver faster
The explosive growth of artificial intelligence (AI) is fueling a global boom in AI data centers, driving electricity demand to record highs. Taiwanese heavy electrical firms —...
Monday 8 September 2025
South Korea's MCP exports to Taiwan surge, debunking AI bubble concern and boosting SK Hynix outlook
South Korea's multi-chip packaging (MCP) exports continued to climb sharply in August 2025, with the share of high-bandwidth memory (HBM) exports to Taiwan steadily increasing.
Saturday 6 September 2025
GCE plans to expand Taiwan capacity with NT$1.6B purchase of CMC Zhongli plant
As demand for AI servers drives full production capacity, PCB manufacturer Gold Circuit Electronics (GCE) announced on September 5, 2025, that its board of directors approved a NT$1.6...
Saturday 6 September 2025
Imperfect AI creates more editing business opportunities
Many believe that generative AI will replace various creative jobs, but AI-generated content often contains flaws, which has unexpectedly given rise to a new gig economy focused on...
Saturday 6 September 2025
Airtac confident in 2025 growth as demand outpaces shipments despite tariff headwinds
Taiwan's pneumatic component maker Airtac International Group reported August 2025 revenue that showed steady year-over-year growth despite month-over-month fluctuations. Management...
Saturday 6 September 2025
Why integration decides winners in Taiwan's AI server supply chain
Global demand for artificial intelligence (AI) is surging, driving parallel growth in AI server deployment. Taiwanese firms, once regarded mainly as component suppliers, have moved...
Friday 5 September 2025
Digital still camera demand resurges with retro trend; Taiwan optical manufacturers see mixed results
As the retro wave sweeps in, digital still camera (DSC) demand is rebounding. Companies like Asia Optical and Ability have reported positive news, but while some celebrate, others...
Friday 5 September 2025
Exclusive: NAND flash rally gains steam with SanDisk's 10% price hike
SanDisk is spearheading a fresh round of NAND flash price hikes, issuing an exclusive notice of a 10% increase across all channels and consumer products starting September 4. The...
Friday 5 September 2025
Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar
Japan's semiconductor materials suppliers are racing to expand capacity as the AI data center build-out drives unprecedented demand for advanced chips and packaging inputs. Nikkei...