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Wednesday 4 June 2025
South Korea maintains HBM chip lead while China faces tech and trade hurdles
The global HBM market is undergoing a seismic shift, propelled by surging demand for AI and high-performance computing. South Korea's memory heavyweights—Samsung Electronics...
Tuesday 3 June 2025
Global smartphones, 1Q 2025

Introduction

Tuesday 3 June 2025
Exclusive: Cooler Master's Vietnam plant sees surge in liquid cooling demand before mass production
Cooling module manufacturer Cooler Master revealed that its Taiwan factory is already operating at full capacity and is actively seeking new sites to expand production. Additionally,...
Tuesday 3 June 2025
TSMC denies Middle East fab rumors, stays mum on potential price hikes
Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei firmly denied speculation that the company is considering setting up a fab in the Middle East.
Tuesday 3 June 2025
Taiwan AI export surge faces 2H25 reality check after tariff-driven rush
As much of the world's manufacturing sector stalls under macroeconomic strain and geopolitical uncertainty, Taiwan is experiencing an extraordinary export boom—driven not by...
Tuesday 3 June 2025
Taiwan's EZconn secures major US data center contract, eyes expansion in ASEAN
Taiwan-based optical communications manufacturer EZconn is poised to leverage the global rise in artificial intelligence and continued US infrastructure spending to drive growth across...
Tuesday 3 June 2025
Chip packaging material shortage deepens as top supplier raises prices 20%
Rising artificial intelligence chip demand has strained supplies of critical materials used in advanced semiconductor packaging, with Japan's Nittobo announcing price increases of...
Tuesday 3 June 2025
Exclusive: Renesas to sell near-new SiC gear as EV pivot clouds Taiwan partnerships
Renesas Electronics is reportedly exiting its silicon carbide (SiC) initiative, with Japanese media confirming the company has canceled plans for mass production in early 2025 and...
Tuesday 3 June 2025
South Korean exports to the US and China fall sharply, but semiconductor sales hit record high

South Korea's exports to the US and China tumbled by more than 8% in May, reflecting growing pressures from global trade tensions and...

Monday 2 June 2025
Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented...
Monday 2 June 2025
Cloud Ninjas builds assistant robots with GenAI and creates new framework for AI smart manufacturing
Smart manufacturing has become a global consensus in the manufacturing industry due to the rapid changes in consumer market demand. The implementation scenarios that incorporate generative...
Monday 2 June 2025
Sercomm pushes globalization strategy; expanding in SEA, Latin America, the Middle East
Sercomm, a networking equipment manufacturer, released its 2024 business report and financial statements during a shareholders meeting held on May 29, 2025. Company Chairman James...
Monday 2 June 2025
Novatek leans into 6nm ASICs while tariff clouds second-half visibility
Novatek Microelectronics Corp., a top display driver IC supplier, reported no surprises at its annual shareholder meeting. Vice Chairman and President Steve Wang said the company's...
Monday 2 June 2025
China’s AI shift favors inference—and domestic players
At Computex 2025, Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms race in AI infrastructure. According...
Saturday 31 May 2025
Everlight maintains cautious outlook for first half of 2025, eyes second half recovery
Everlight Electronics, a leading Taiwanese LED manufacturer, is adopting a cautious stance for the first half of 2025, projecting that second-quarter revenues will remain close to...