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Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
Tuesday 29 July 2025
Taiwan's semiconductor exports remain steady despite tariff risks
Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or respond...
Monday 28 July 2025
Google's OpenAI partnership heats up global ASIC competition
Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers...
Monday 28 July 2025
AI smartphone boom drives shift to experience-led mobile retail
The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo,...
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 performance...
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 Asia...
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...