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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...
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
Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
Tuesday 9 December 2025
Silver shockwaves push tech suppliers to renegotiate and retrench

Since the start of 2025, silver prices have nearly doubled, far outpacing the roughly 30% rise in copper and the 60% climb in gold. The...

Tuesday 9 December 2025
IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities
IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all...
Tuesday 9 December 2025
Taiwan FPC makers seek AI growth in wearables, high-speed transmission, and robotics
Facing US reciprocal tariffs that have dampened global consumer markets and ongoing price wars from China's PCB industry, flexible printed circuit (FPC) manufacturers relying solely...
Monday 8 December 2025
Cable makers see short-term gains from rising copper prices
Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory...
Monday 8 December 2025
Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability
Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing...
Monday 8 December 2025
Apple poised to overtake Samsung in 2025 smartphone shipments
Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate...
Monday 8 December 2025
Samsung shifts focus from HBM to DDR5 modules for higher profits
Samsung Electronics has shifted its internal strategy in response to intensified HBM market competition**,** reallocating capacity toward DDR5 RDIMM modules and freeing up around...
Saturday 6 December 2025
Alibaba Cloud accelerates on AI; Huawei Cloud enters a pivotal leadership transition
Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among...
Friday 5 December 2025
Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The...
Friday 5 December 2025
Lingsen rides AI-driven memory test surge, expanding capacity and adjusting prices
Taiwan's dedicated chip backend house Lingsen Precision Industries is stepping up capacity expansion and price adjustments as AI-fueled demand for memory chip testing accelerates...
Thursday 4 December 2025
Commentary: Micron exits consumer memory market as structural chip shortage hits
Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory...