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Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
Samsung Semiconductor reshapes strategy from memory to foundry
Samsung Electronics' Device Solutions (DS) Division, responsible for its semiconductor business, is reportedly crafting a new strategic blueprint tailored to each segment's characteristics...
Wednesday 15 October 2025
OCP Summit: Pegatron showcases next-gen AI and HPC server platforms
At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also...
Tuesday 14 October 2025
OCP Summit: BizLink's strategic play for AI infrastructure leadership
At the 2025 OCP Global Summit, Taiwan-based interconnect solutions provider BizLink unveiled a full suite of high-speed connectivity and AI-ready data center solutions, showcasing...
Tuesday 14 October 2025
OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks
Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global...
Tuesday 14 October 2025
A steady quarter for MediaTek, before the chill of winter demand
MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly...
Monday 13 October 2025
Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung
Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos...
Monday 13 October 2025
Smart meter and cable sales drive Tatung September revenue up 8.6% YoY
Tatung's revenue momentum continued to strengthen in September 2025, sustaining the company's overall growth trajectory. The company benefited from strong performance in its electronics...
Monday 13 October 2025
Lianyou Metals gains from rising rare metal prices and technical edge in recycling
Lianyou Metals has benefited from the continued rise in international tungsten and cobalt prices, boosting its performance in the rare metal recycling and smelting market.
Monday 13 October 2025
Adata partners with Giga Computing and FADU to launch enterprise SSDs for AI servers
Taiwan's memory module maker Adata Technology has announced a strategic partnership between its enterprise storage brand TRUSTA, Giga Computing, and South Korea's flash controller...
Thursday 9 October 2025
Applied Materials advances AI chip performance with hybrid bonding and e-beam metrology
To enhance the performance of advanced logic and memory chips required for AI computing, global semiconductor equipment leader Applied Materials has unveiled new semiconductor manufacturing...
Thursday 9 October 2025
TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...
Thursday 9 October 2025
GSEO September revenue rises on seasonal demand; 4Q25 hinges on new device sales
Taiwan-based lens manufacturer Genius Electronic Optical (GSEO) reported a consolidated revenue of NT$2.66 billion (approx. US$86.98 million) in September 2025, down NT$42.53 million...
Thursday 9 October 2025
Lite-On Technology posts strong September revenue driven by cloud and server systems
Lite-On Technology recorded consolidated revenue of NT$15.4 billion (US$504 million) in September 2025, representing a 30% increase year-on-year but a 1.6% decline from August. This...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.