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Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Monday 1 September 2025
Taiwan's auto testing sector anchored in exports, resilient to US 'spec-for-tariff' deal
The United States is in talks with the European Union, Japan, and other countries on a proposed "spec-for-tariff" agreement, which would allow US-made vehicles to bypass costly redesigns...
Monday 1 September 2025
DeepMind releases Gemini 2.5 Flash Image for commercial editing applications
Google DeepMind has officially confirmed its advanced image editing AI model, previously known by the codename nano banana, now renamed Gemini 2.5 Flash Image. The model is currently...
Monday 1 September 2025
Commentary: Tesla cuts prices in Taiwan, escalating EV price war as tariffs bite
Since April 2025, tariffs imposed by President Donald Trump have cast a long shadow over Taiwan's car market, dragging down sales for most brands. Premium electric vehicles bore the...
Sunday 31 August 2025
Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum
Nvidia is extending its AI reach beyond hyperscale cloud providers with the launch of the RTX Pro server series, aimed at converting existing enterprise clusters into "AI factories"...
Sunday 31 August 2025
Intel veteran to head ADI’s Oregon fab as leadership exodus deepens

Narahari Ramanuja, a 25-year Intel veteran and former director of advanced packaging technology development, is leaving the company to...

Saturday 30 August 2025
Huawei develops AI SSDs to cut reliance on HBM, putting Korean chipmakers on edge
Huawei is preparing to commercialize solid-state drives tailored for artificial intelligence, a move that industry analysts say could challenge the dominance of high-bandwidth memory...
Friday 29 August 2025
Notebook shipment update, July 2025

Introduction

Friday 29 August 2025
AI data center surge opens new growth avenues for Taiwan heavy electric firms
The global boom in artificial intelligence (AI) is fueling demand for computing power and driving a surge in AI data centers (AIDC), creating fresh opportunities for Taiwan's heavy...
Friday 29 August 2025
Niching's AI-driven cooling technology drives revenue surge amid advanced packaging shifts
On August 28, Niching presented strong growth prospects at its latest investor conference, highlighting the AI-driven opportunities for cooling solutions. The company's improved product...
Friday 29 August 2025
Tex Year Industries to adjust production across Asia and Americas amid geopolitical pressures
Tex Year Industries is set to optimize its manufacturing operations across Taiwan, Vietnam, the US, and other Asian locations in response to ongoing tariffs and geopolitical challenges...
Friday 29 August 2025
Universal Robots introduces Asia-specific collaborative robots amid semiconductor-driven automation surge in Taiwan
The global labor shortage has intensified demand for automation, yet traditional robots still lead the short-term market. Collaborative robots (cobots), however, are gaining steadily,...
Friday 29 August 2025
VMware remains cautious on expanding support for Arm architecture despite growing market interest
VMware has neither confirmed nor denied rumors suggesting imminent large-scale support for Arm architecture in its cloud computing offerings. While acknowledging customer demand for...
Friday 29 August 2025
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...