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Tuesday 25 November 2025
Taiwan smartphone shipments hit 560,000 units in October, driven by iPhone 17
Taiwan's smartphone shipments surged to nearly 560,000 units in October 2025, driven primarily by strong sales of Apple's iPhone 17 series, according to local channel operators. The...
Tuesday 25 November 2025
YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight
Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13%...
Tuesday 25 November 2025
China edges toward self-reliant robot compute with Black Sesame's SesameX
Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid...
Tuesday 25 November 2025
ShunSin builds full-stack optical transceiver modules and pilots CSP AI data centers
With the wave of generative AI applications driving rapid upgrades in high-performance computing architectures and data center networks, market demand for ultra-high bandwidth, lower...
Tuesday 25 November 2025
Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...
Tuesday 25 November 2025
Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor
South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating...
Tuesday 25 November 2025
Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply
Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services,...
Monday 24 November 2025
Acer subsidiary Altos Computing lists on Taiwan's Emerging Stock Board, sharpening its AI computing push

Acer subsidiary Altos Computing began trading on Taiwan's over-the-counter market on the 21st, advancing its bid to serve rising enterprise...

Monday 24 November 2025
Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand
Samsung Electronics is reportedly preparing to convert portions of its NAND flash production lines in Pyeongtaek and Hwaseong into DRAM facilities as the company races to meet surging...
Monday 24 November 2025
German automakers scramble to reduce China dependence after Nexperia crisis
Germany's three automotive giants—Volkswagen, BMW, and Mercedes-Benz—are facing an increasingly difficult balancing act. China remains its largest and most profitable...
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Monday 24 November 2025
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...
Monday 24 November 2025
China's LFP price war curb meets industry skepticism
China's Industrial Association of Power Sources (CIAPS) recently issued a Notice on Referencing the Lithium Iron Phosphate Cost Index and Regulating Industry Development, an effort...
Monday 24 November 2025
Foxtron's Bria vehicle model makes its debut
Despite various rumors and external pressures, Foxtron still showcased multiple planned vehicle models at the 2025 Hon Hai Tech Day (HHTD). Among them, the most anticipated was Model...
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...