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Wednesday 6 August 2025
Intel's server chip dominance erodes as AMD expands market share
Intel's grip on the server CPU market is slipping, with Advanced Micro Devices (AMD) closing the gap at a pace that may soon bring the once-dominant chipmaker to parity. As Intel...
Wednesday 6 August 2025
Exclusive: Cloud giants drive BBU surge, battery module suppliers surf strong momentum
Supply chain sources indicate that Samsung SDI, the leading manufacturer of battery cells for backup battery units (BBUs), plans to expand its production. Even Japan's Murata intends...
Tuesday 5 August 2025
Taiwan pushes for trade market diversification, yet export structure remains vulnerable
The US-China trade war, launched during US President Donald Trump's first term, continues to disrupt global supply chains and reshape Taiwan's export landscape. Concerns about overdependence...
Tuesday 5 August 2025
Taiwan Mobile vows to be at forefront of upcoming AI glasses battle
Meta Platforms Inc. recently released its financial report for the second quarter of 2025, highlighting the impressive sales performance of its AI glasses, while Meta's partner, eyewear...
Monday 4 August 2025
CyberLink reports steady 2Q25 revenue growth, eyes stronger AI PC impact in 2026
On June 30, CyberLink held an online investor conference to announce its financial results for the second quarter of 2025. The company reported revenue of around NT$599 million (approx...
Monday 4 August 2025
Sercomm to raise prices following new 20% US tariff on Taiwan
Taiwanese networking equipment manufacturer Sercomm plans to pass the full impact of newly announced US tariffs onto its customers, following Washington's release of an updated reciprocal...
Monday 4 August 2025
Asia Optical posts record 2Q25 net profit as Philippine plant expansion accelerates
Asia Optical reported record-breaking financial results for the second quarter of 2025, driven by robust revenue growth and expanding operations in Southeast Asia. The company announced...
Monday 4 August 2025
Assessing the 20% reciprocal tariffs on Taiwan's electronics industry
Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness...
Monday 4 August 2025
Silicon Motion reports better-than-expected revenue, anticipates 10–15% growth in 3Q25
Silicon Motion reported second-quarter revenue of about US$199 million, up 19% from the previous quarter and surpassing forecasts of 5–10%. Despite a 6% drop year-over-year,...
Friday 1 August 2025
Tariffs & FX issues trap consumer electronics supply chain in profit-to-loss cycle
The US reciprocal tariff policy has disrupted the shipment patterns of consumer electronics. Piao-Fu Chen, chairman of leading plastic injection and mold manufacturer Nishoku Technology,...
Thursday 31 July 2025
Taiwan's Coretronic sees mixed Q325 outlook on tariff uncertainty, currency volatility
Coretronic Corporation expects a divergence in performance across its two core product segments in the third quarter of 2025, with energy-saving solutions projected to rebound while...
Thursday 31 July 2025
Tariffs & FX hits Everlight Chemical, June revenue drops 15.5%
Everlight Chemical announced its unaudited consolidated revenue for June 2025 was NT$598 million (approx. US$20.1 million), down 15.5% compared to the same period in 2024. The consolidated...
Wednesday 30 July 2025
China unveils first optical-interconnect GPU supernode in AI infrastructure push

As demand for computing power accelerates alongside the rise of large-scale and multimodal AI models, China is ramping up efforts to expand...

Wednesday 30 July 2025
Smart glasses surge powers EssilorLuxottica's growth, signaling eyewear's future in AI and health tech
Eyewear manufacturer EssilorLuxottica reported better-than-expected revenue growth in its second quarter of 2025, led by strong demand in Europe and a sharp rise in smart glasses...
Wednesday 30 July 2025
Foxconn and Teco Electric suspend trading amid speculation of major cooperation
On July 29, Foxconn announced the suspension of its common shares and associated warrants, effective from July 30, pending the disclosure of significant information. Teco Electric...