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Wednesday 14 May 2025
Cloud market remains strong as top trio CSPs report capacity constraints
Global enterprise spending on cloud infrastructure reached US$94 billion in the first quarter of 2025, marking a 23% year-over-year increase. Amazon's AWS continues to lead the market,...
Wednesday 14 May 2025
AI and advanced chipmaking drive robust growth in semiconductor materials
With the escalating global trade tensions and fresh US tariffs rattling the semiconductor sector, the underlying momentum in high-performance computing (HPC) and AI applications remains...
Wednesday 14 May 2025
Ennostar ramps up smart sensing, automotive displays to offset global risks
Ennostar Inc., a leading player in Taiwan's optoelectronics industry, reported narrowed losses in the first quarter of 2025, aided by steady demand across its automotive, sensing,...
Wednesday 14 May 2025
As Chinese IDMs climb, Europe's powerhouses lose ground
Driven by new energy vehicle subsidy policies, the localization wave of automotive chips in China is intensifying, accelerating the domestic substitution process. Chinese integrated...
Wednesday 14 May 2025
Asus sees profit surge in 1Q25, forecasts strong growth despite challenges
Asus reported a dramatic profit increase in the first quarter of 2025, primarily due to recovering NT$5.3 billion (US$175 million) in bad debts from Indian customers. This boosted...
Wednesday 14 May 2025
China's chip toolmakers see split fortunes as AMEC, ACM Research ride localization wave
Chinese semiconductor equipment manufacturers benefited from a surge in localization-driven procurement in the first quarter of 2025. Data from CnEVPost and Chinastarmarket.cn...
Tuesday 13 May 2025
Interview: highly complementary AI ecosystems in Singapore and Malaysia—analyzing Microsoft's ASEAN strategy
The world is in the midst of an AI revolution, with data center supply chains becoming central to the electronics industry. As software and hardware converge, the focus on "sovereign...
Tuesday 13 May 2025
LinkCom reports surging revenue and profit, bolstered by Wi-Fi 7 and 5G growth
Taiwan-based magnetic component manufacturer LinkCom announced a stellar first quarter for 2025, with revenues and profits reaching the third-highest level for the period in its history,...
Tuesday 13 May 2025
Taiwan's MPI sees solid start to 2025 despite currency and tariff headwinds

Semiconductor testing interface and equipment provider MPI Corporation delivered a stronger-than-expected first quarter in 2025, driven...

Tuesday 13 May 2025
IntelliEPI projects record 2025 revenue driven by AI, defense demand amid supply challenges
Intelligent Epitaxy Technology (IntelliEPI), a supplier of epitaxial wafers, is positioned for strong performance in 2025, driven by increasing demand in the artificial intelligence...
Tuesday 13 May 2025
Fitipower sharpens edge in OLED DDI, AI as 1Q momentum defies macro headwinds
Taiwan's Fitipower Integrated Technology plans to start mass production of OLED display driver ICs (DDIs) for mobile devices in the second half of 2025, aiming to diversify its portfolio...
Tuesday 13 May 2025
MediaTek bets on cloud applications as 2Q25 outlook remains flat

MediaTek, Taiwan's leading chip design company, reported April 2025 revenue of NT$48.754 billion (approx. US$1.61 billion), up 16% from...

Monday 12 May 2025
Global PMX enters EUV and DUV lithography equipment market, strengthening semiconductor shipments
Global PMX's strategic focus on the semiconductor sector is paying off, as evidenced by a strong increase in shipments. In April 2025, the company saw steady revenue growth, driven...
Monday 12 May 2025
Naver's AI-driven growth contrasts Kakao's struggles in 1Q25
South Korea's leading internet companies, Naver and Kakao, released their first-quarter financial results for 2025, revealing starkly different outcomes driven by their respective...
Monday 12 May 2025
Nvidia RTX 5070 and 5080 launch drives Powerlogic revenue surge
The release of Nvidia's RTX 5070 and 5080 series graphics cards has spurred significant demand for gaming cooling fans, propelling Powerlogic, a Taiwanese fan manufacturer, to a record-high...