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Thursday 7 August 2025
HDRE partners with TTE to tap into SEA's solar PV market
Smart energy brand HD Renewable Energy's (HDRE) business footprint covers Taiwan, Japan, Australia, and the Philippines, with an overseas total target capacity reaching 6GW. As the...
Thursday 7 August 2025
Micron launches AI-focused SSD line featuring world's first Gen6 NVMe drive
Micron Technology has launched three data center SSDs aimed at the AI application market, featuring 232-layer stacked G9 NAND technology and introducing the world's first PCIe Gen6...
Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...
Thursday 7 August 2025
AP Memory optimistic on IoTRAM and IPC growth despite FX losses
Memory IC design house AP Memory reported a net loss for the second quarter of 2025, due to approximately NT$980 million (US$32.7 million) in foreign exchange losses caused by the...
Thursday 7 August 2025
LGES secures major LFP battery contract, challenging China's dominance
Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron...
Thursday 7 August 2025
Rohm's operating profit plunges 80% in 1QFY25; new SiC MOSFET launched early to counter China competition
Japanese manufacturer Rohm experienced a significant drop in operating profit during the first quarter of fiscal year 2025. However, the company has decided to accelerate the launch...
Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
Thursday 7 August 2025
China smartphone AP shipments, 2Q 2025

Introduction

Thursday 7 August 2025
Nintendo sales drive Weblink International's July revenue to record high
Consumer electronics distributor Weblink International reported record monthly revenue of NT$3.56 billion (US$119 million) in July 2025, marking a 65.5% year-over-year increase. The...
Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...
Thursday 7 August 2025
Samsung denies HBM3E price-cut rumors amid Nvidia approval delay
Samsung Electronics has secured an order from Tesla for artificial intelligence (AI) chips, offering a renewed boost to its foundry business. However, the company continues to face...
Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist,...
Thursday 7 August 2025
Zettabyte secures strategic investment from Lam Research to expand global AI data center footprint
Zettabyte, an AI data center service provider, has secured a strategic investment from Lam Capital, part of Lam Research Corporation. The funding round also saw involvement from Taiwanese...
Wednesday 6 August 2025
Monitor & NB panel prices remain stable through August
Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.
Wednesday 6 August 2025
RichWave turns to non-China markets amid sluggish Wi-Fi 7 growth
Radio frequency front-end chipmaker RichWave held its earnings call on August 1, 2025, and shared its outlook for the coming months. In the second quarter, RichWave posted a loss...