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Tuesday 2 September 2025
Foxconn leads US$1 trillion sovereign AI boom
Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn...
Tuesday 2 September 2025
South Korea's Nextin lands SK Hynix deal, plans expansion in Japan, US, and Europe
South Korea-based optical wafer inspection equipment manufacturer Nextin has made strides in the high-bandwidth memory (HBM) segment, gaining traction after launching its dedicated...
Monday 1 September 2025
Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook
Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin...
Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Tuesday 26 August 2025
Taiwan to keep advanced chip tech domestically, sounds alarm on U.S. tariff plans

Taiwan's Premier Cho Jung-tai says the government and industry are united in their commitment to keep the country's most advanced semiconductor...

Thursday 21 August 2025
Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain
Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...
Thursday 21 August 2025
Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook
Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...
Monday 18 August 2025
LGD showcases new generation of in-car interactive displays
LG Display (LGD), optimistic about the automotive market outlook, showcased a fully autonomous driving concept car equipped with various innovative display solutions at K-Display...
Friday 15 August 2025
ASC emerges from July slump as semiconductor manufacturers continue global expansion
ASC, a key supplier of fluororesin equipment and materials for the semiconductor industry, currently holds orders worth over NT$4 billion (US$133.6 million), reflecting a recovery...
Wednesday 13 August 2025
Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
Tuesday 12 August 2025
Micron raises outlook on strong DRAM pricing, AI demand
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Monday 11 August 2025
Formosa Plastics optimistic about market rebound despite capacity dip in 3Q25
Formosa Plastics released its outlook for the third quarter of 2025 on August 7. Despite a slight reduction in production capacity due to scheduled maintenance, the company remains...
Monday 11 August 2025
Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...