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Thursday 11 December 2025
Game console EMS accelerates shift from China as US tariffs persist
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...
Thursday 11 December 2025
Samsung's Trifold phone launch in China to challenge Huawei dominance
Samsung Electronics is set to introduce its triple-fold Galaxy Z TriFold in China, aiming to capture a larger share of the premium foldable phone market despite currently holding...
Thursday 11 December 2025
China ITAI PC industry

Introduction

Thursday 11 December 2025
China's tech push reshapes Taiwan's auto supply chain
The global automotive supply chain is experiencing significant restructuring as the divide between China and other major economies widens. China's intensified efforts to achieve full...
Thursday 11 December 2025
Taiwan home appliance brands shift to commercial, overseas, and rental markets amid downturn
Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their...
Thursday 11 December 2025
Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

Getac, the Taiwanese maker of rugged industrial computers, reported NT$3.62 billion (approx. US$116.1 million) in revenue for November...

Thursday 11 December 2025
Yulon Mobility Group focuses on ESG and AI to expand smart mobility
Yulon Mobility Group (YMG) subsidiaries Carplus and Singan, known for their steady operations in automotive, travel, and vehicle services, are pursuing future strategies centered...
Thursday 11 December 2025
Khgears eyes 4Q25 robot gear mass production to boost growth
Precision gear manufacturer Khgears International is accelerating its push into the robotics automation market, with cumulative revenue through November 2025 hitting a new high. Supported...
Wednesday 10 December 2025
Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules
Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may...
Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...
Wednesday 10 December 2025
Planet Technology maintains margins despite rising memory costs
Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent...
Wednesday 10 December 2025
Hygon–Sugon mega merger collapses in China's compute sector
China's biggest planned consolidation in domestic computing power has collapsed, jolting the sector. Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced...
Wednesday 10 December 2025
Tesla restarts solar leasing business, opening opportunities for Taiwanese firms
As the end of 2025 approaches, Tesla has returned to the solar market and relaunched its residential solar leasing business. Active across renewable energy, AI, autonomous driving,...
Wednesday 10 December 2025
TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27
Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...
Wednesday 10 December 2025
South Korea's EV charging industry seeks localization to overcome market challenges
South Korea's electric-vehicle (EV) charging industry has long held a technological edge, with world-class hardware and contributions to international standards. Yet its domestic...