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Thursday 2 October 2025
ODM shifts to server demand as 4Q25 consumer market weakens
Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.
Wednesday 1 October 2025
Notebook shipment update, August 2025

Introduction

Wednesday 1 October 2025
China's 12-inch SiC leap: SICC, Jingsheng in spotlight
The global race in third-generation semiconductors is intensifying, with larger silicon carbide (SiC) wafers seen as critical to cutting costs and enhancing power device performance...
Wednesday 1 October 2025
Foxconn marks 50 years at Tucheng Industrial Park with vision for AI-driven, net-zero future
The Ministry of Economic Affairs (MOEA)'s Tucheng Industrial Park marked its 50th anniversary with a tea party on September 26, which featured leading tenants including Hon Hai Precision...
Wednesday 1 October 2025
Passive component inventories fall in 4Q25 as AI power revolution fuels growth
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...
Tuesday 30 September 2025
Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia's strategic vision in detailed podcast interview
In a recent 110-minute discussion on the BG2 Pod podcast, Nvidia Corporation CEO Jensen Huang addressed critical developments in artificial intelligence (AI) and the future...
Tuesday 30 September 2025
TSMC 2025 full-year revenue set to break US$100 billion
Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC's third quarter...
Tuesday 30 September 2025
DB HiTek expands foundry presence in India through SmartSoC partnership
SmartSoC Solutions has entered a strategic partnership with South Korea's DB HiTek to strengthen access to specialty foundry services for India's semiconductor ecosystem. Under the...
Tuesday 30 September 2025
AT&S Highlights AI-Driven Sustainable Manufacturing at CMIA 2025
AT&S, a global leader in high-end IC substrates and printed circuit boards, took part in the 2025 Chongqing Mayor's International Economic Advisory Council (CMIA) conference,...
Tuesday 30 September 2025
Apple device sales drive robust growth in optical manufacturing sector in late 2025
As the global market enters the fourth quarter of 2025, strong new product shipments are catalyzing growth across the optical manufacturing industry. Key suppliers along the optical...
Sunday 28 September 2025
Taiwan's E-Chem expands footprint in semiconductor chemicals, targets global growth

As global demand for advanced semiconductor packaging surges, Taiwanese specialty chemicals and materials maker E-Chem is investing aggressively...

Friday 26 September 2025
Southern Taiwan Science Park rides AI wave to surpass NT$1 trillion revenue in 1H25
Driven by the global AI boom, the Southern Taiwan Science Park (STSP) surpassed the NT$1 trillion revenue mark in the first half of 2025. The total operating revenue reached NT$1.38...
Friday 26 September 2025
Rising defense budgets push Taiwan IPC firms toward aerospace markets
As fighter jets patrol the skies and geopolitical tensions rise worldwide, a new arms race is taking place inside Taiwan's leading technology sector. The island's industrial PC makers—known...
Friday 26 September 2025
China to command 42% of global chipmaking capacity by 2028, SEMI says
The global semiconductor industry is entering an unprecedented growth phase driven by artificial intelligence, with market forecasts projecting the sector to exceed US$1 trillion...
Friday 26 September 2025
Asus and Apple see shipment gains in sluggish PC market; Dell faces sharp decline
Hopes for a strong PC market recovery in 2025 are fading fast. While the market had predicted a surge in sales driven by the end of Windows 10 support and the arrival of new AI-enabled...