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Monday 28 July 2025
AI server demand surge to drive Taiwan's 2H25 export growth
The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump's proposed tariffs are also placing pressure on import and export trade...
Monday 28 July 2025
Darwin Precisions expects 50% revenue growth by 2026 via underdog startups
Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael...
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
Monday 28 July 2025
Apacer profits from DDR4 shortage as memory shift creates supply gaps
Taiwan's Apacer Technology reported 44% revenue growth in the second quarter as DDR4 memory shortages drove demand for the older standard, highlighting how the industry's transition...
Monday 28 July 2025
STMicro swings to loss, scoops up NXP sensors in US$950 million reset
STMicroelectronics posted its first operating loss in over a decade, driven by US$190 million in restructuring and impairment charges amid soft automotive and industrial chip demand...
Monday 28 July 2025
BYD's South Asia play: EV assembly in Pakistan set for 2026 launch
BYD, the world's largest electric vehicle maker, plans to begin assembling electric and plug-in hybrid cars in Pakistan by mid-2026, aiming to capture surging demand across South...
Saturday 26 July 2025
Rapidus unveils 2nm chip prototype in race to challenge TSMC's dominance
Japanese chip startup Rapidus has unveiled its first 2-nanometer chip prototype, marking a symbolic step toward its goal of mass production by 2027. The milestone comes just three...
Friday 25 July 2025
Ezconn hits 12-year revenue high despite FX losses
Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients...
Friday 25 July 2025
SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter
The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...
Friday 25 July 2025
Wolfspeed collapse triggers Renesas's first interim loss in 5 years
Renesas Electronics posted a net loss of JPY175.3 billion (approx. US$1.19 billion) in the first half of 2025, swinging from a JPY139.5 billion profit a year earlier. It was the Japanese...
Friday 25 July 2025
Tech giants ramp up AI spending in heated infrastructure race
Alphabet has raised its 2025 capital expenditure to US$85 billion from US$75 billion as technology companies accelerate artificial intelligence infrastructure investments despite...
Friday 25 July 2025
Auto market instability moves PCB makers toward AI servers & LEO satellites
As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...
Friday 25 July 2025
Flex lifts full-year forecast on record 1Q25 profit, AI data center demand
Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence...
Friday 25 July 2025
The end of blank checks: Intel kills European fabs, doubles down on Vietnam and Malaysia
Intel's era of building first and finding customers later is over.
Friday 25 July 2025
Chromebook sales rebound: Google targets 19.5M units shipped in 2025
Since the pandemic-driven surge ended in mid-2022, Chromebook shipments have steadily declined. According to notebook supply chain sources, Chromebook shipments fell to 17.5 million...