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Friday 21 November 2025
Audix expands AI testing capacity as rare earth controls hit VCM shipments
Electronics components distributor Audix saw its manufacturing division revenue drop 13% year-on-year in the first three quarters of 2025. Its share of voice coil motor (VCM) products...
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has...
Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated...
Friday 21 November 2025
E Ink positions for sustained highs as expanded e-paper lines ramp

E Ink Holdings chairman Johnson Lee said the company reached its full-year 2025 targets ahead of schedule in the third quarter, setting...

Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter...
Friday 21 November 2025
Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations
Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising...
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese...
Friday 21 November 2025
Simplo Technology expands into drone battery modules with shipments starting late 2025
Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to
Friday 21 November 2025
AMPACS expects 2025 revenue decline amid weak markets but projects improved margins
During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the...
Friday 21 November 2025
Grandsys targets AI expansion in 2026, eyes financial cloud customer surge in 2027
Cloud and customer service provider Grandsys held a pre-IPO performance presentation on November 19, with plans to list on the over-the-counter market by mid-December. MetaAge, a...
Friday 21 November 2025
Eternal reportedly eyes 2026 growth with TSMC supply chain entry
Eternal is accelerating its push into semiconductor materials, expecting significant contributions by 2026. Its precision equipment shipments surged in the fourth quarter of 2025...
Friday 21 November 2025
Huawei lifts Shenzhen to China's No. 2 chip design hub

China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025,...

Friday 21 November 2025
eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments...
Thursday 20 November 2025
Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that...

Thursday 20 November 2025
Ligitek Electronics to invest in silicon photonics in cleanroom facilities with government support
Taiwan-based LED manufacturer Ligitek Electronics announced plans to enter the silicon photonics (SiPh) sector, investing tens of millions of New Taiwan dollars in cleanroom equipment...