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Monday 20 October 2025
TSMC sees strong AI chip demand as GPU, ASIC orders surge
All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...
Sunday 19 October 2025
Foxconn relaunches energy arm to target China's energy storage market
Foxconn has officially rebranded its energy storage business in China as Fox EnerStor, marking a key milestone in its expansion across the new energy sector. The upgraded brand will...
Sunday 19 October 2025
JVs reclaim ground in China's auto market as local EV makers falter
China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers...
Saturday 18 October 2025
Huawei's Taiwan wearable sales grow 50% in AI-powered comeback
On October 16, 2025, Huawei launched several new products in Taiwan, including the WATCH GT 6 Pro, GT 6, and FreeBuds SE 4 ANC. Yong Hai, general manager of Xunwei Technology, Huawei's...
Friday 17 October 2025
Garmin expands Taiwan investment amid record 2Q25 revenue
Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year...
Friday 17 October 2025
Micron's alleged China exit signals accelerating G2 chip decoupling
Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two...
Friday 17 October 2025
U-Best targets defense market with bulletproof coating passing client validation
The Sun Yad Group, known for its subsidiary Myson Century, which aims to become Taiwan's answer to DJI, also includes U-Best Innovative Technology, an upstream PU resin supplier that...
Friday 17 October 2025
Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market
Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass...
Friday 17 October 2025
With EV credits expired and tariffs mounting, US automakers shift costs to buyers

As the Trump administration lets key electric vehicle tax credits expire and former President Donald Trump's legacy tariffs continue...

Friday 17 October 2025
Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges
The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating...
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...
Friday 17 October 2025
Samsung, Vivo reignite MR market with new releases
As the topic of artificial intelligence (AI) glasses continues to heat up, a new wave of sales is expected to emerge, driven by recent launches of augmented reality (AR) glasses and...
Friday 17 October 2025
Memory chip prices signal onset of a new supercycle
Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
Friday 17 October 2025
SenseTime links up with Cambricon to tighten China's AI supply chain
SenseTime has signed a strategic partnership with Cambricon Technologies to enhance software-hardware integration, boost chip compatibility, and advance the development of China's...
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...