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Tuesday 26 August 2025
Taiwan's optical makers bet on AI wearables, but profits remain out of sight
A wave of AI-powered products—particularly smart glasses—is sweeping across the tech landscape, and Taiwan's optical component makers are rushing to stake their claim...
Tuesday 26 August 2025
Samsung unveils new 37- and 40-inch gaming monitors to expand market presence
Samsung Electronics announced on August 25 that it will launch new 37-inch 16:9 UHD and 40-inch 21:9 WUHD gaming monitors, aiming to capitalize on growing demand and strengthen its...
Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...
Tuesday 26 August 2025
NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

After months of sluggish demand and weakened pricing, the NOR Flash memory market appears poised for a significant turnaround, particularly...

Tuesday 26 August 2025
From polyester to AI: Shinkong's reinvention in the post-textile era
Long seen as a traditional industry, Taiwan's textile sector is finding new relevance in the AI era. As demand grows for lightweight electric vehicles, heat-dissipating components,...
Tuesday 26 August 2025
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...
Monday 25 August 2025
Taiwan's Walrus Pump rides AI liquid cooling wave, fast-tracks revenue growth in technology pumps
Taiwan's largest water pump brand, Walrus Pump, is seeing a sharp rise in inquiries from ODMs and cooling module makers for liquid cooling and immersion cooling systems. The company...
Monday 25 August 2025
Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
Monday 25 August 2025
China's AI drive accelerates: data centers power 40% jump in computing capacity
China's computing power for artificial intelligence is expanding at a blistering pace, with capacity expected to rise more than 40% this year, according to the Ministry of Industry...
Monday 25 August 2025
Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
Monday 25 August 2025
ADATA hits 15-year revenue high as memory market shifts
ADATA, a memory module manufacturer, recorded its best quarterly performance in more than 15 years during the second quarter of 2025. Despite an adjustment period in DDR4 shipments...
Monday 25 August 2025
New chipmakers face uphill battle despite surging ASIC demand
Nvidia currently holds a dominant position in the cloud AI GPU computing market. However, there is a growing demand for specialized chips known as application-specific integrated...
Sunday 24 August 2025
China's data center power supply outpaces US amid growing AI demand
As artificial intelligence infrastructure expands worldwide, China has effectively addressed power supply challenges for its data centers, while the US continues to face grid limitations,...