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Thursday 9 October 2025
Lite-On Technology posts strong September revenue driven by cloud and server systems
Lite-On Technology recorded consolidated revenue of NT$15.4 billion (US$504 million) in September 2025, representing a 30% increase year-on-year but a 1.6% decline from August. This...
Thursday 9 October 2025
Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25
Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Thursday 9 October 2025
SoftBank acquires ABB robotics business, targets AI-driven industrial growth
Japan's SoftBank Group (SBG) and Swiss heavy electrical firm ABB have signed an agreement for SoftBank to acquire ABB's robotics business for US$5.375 billion. According to reports...
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Wednesday 8 October 2025
OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
Wednesday 8 October 2025
Planet Technology reports decline in September revenue, accelerates AI edge and 5G private network push
Networking firm Planet Technology has reported consolidated revenue of NT$132.23 million (approx. US$4.36 million) for September 2025, down 18.8% year-over-year. The company's cumulative...
Wednesday 8 October 2025
UMT secures NT$400 million in LEO satellite orders as 4Q25 shipments set to surge
Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement...
Wednesday 8 October 2025
Samsung, SK Hynix step up recruitment to secure edge in AI-driven chip supercycle
The rapid rise of artificial intelligence (AI) is fueling a new semiconductor supercycle, prompting Samsung Electronics and SK Hynix to ramp up recruitment efforts in a bid to secure...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion
OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...
Wednesday 8 October 2025
The second life of DDR4: how an old memory standard is driving a new upcycle
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
Wednesday 8 October 2025
Taiwan's Ample Electronic breaks monthly revenue record as AI boosts component demand

Taiwanese electronic materials supplier Ample Electronic posted record-high revenue in September 2025, marking its 29th consecutive month...

Wednesday 8 October 2025
70% local manufacturing supports India-based boAt's growth and IPO plans
IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous...
Wednesday 8 October 2025
GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026
The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...