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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...
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Thursday 28 August 2025
Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits...

Thursday 28 August 2025
Cross-industry rivalry heats up as DJI, Insta360, and Dreametech diversify product portfolios
As the consumer electronics market matures, leading companies are exploring new growth by entering each other's sectors. Recently, DJI Technology, Insta360, and Dreametech have expanded...
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Wednesday 27 August 2025
Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects...
Wednesday 27 August 2025
Semiconductor and defense sectors drive ChenFull Precision's optimistic outlook for 2026 operations
ChenFull Precision has disclosed that thanks to momentum from the semiconductor and defense industries, revenue in the second half of 2025 is expected to achieve double-digit growth...
Wednesday 27 August 2025
Vivo V60 and foldable X series set to drive 40% sales growth in Taiwan mid-to-high-end segment
Vivo Taiwan is aggressively expanding its presence in the smartphone market. Following the recent debut of its first foldable device, the X Fold5, which marked a major step in strengthening...
Wednesday 27 August 2025
Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming...

Wednesday 27 August 2025
China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power.
Wednesday 27 August 2025
Taiwan chipmakers see non-humanoid robots reaching mass market within 3 years
Nvidia's launch of the Jetson AGX Thor platform has reignited debate in the robotics industry, with humanoid robots drawing intense attention. Despite that, Taiwanese chipmakers contend...
Tuesday 26 August 2025
Southern Taiwan emerges as global semiconductor and AI hub with 300 international startups
The 2025 Meet Greater South, held August 22-23 at the Kaohsiung Exhibition Center, brought together 300 startup teams from nine countries. Centered on the themes of semiconductors,...
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
Samsung's DX chief TM Roh unveils AI-centric 2030 strategy at first town hall
Samsung Electronics' Device eXperience (DX) Division acting chief Roh Tae-moon unveiled a new AI-focused "2030 Strategy," pledging to reshape the unit into a fully AI-driven company...