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Wednesday 29 October 2025
LCD supply chain shift to Vietnam, but still lags behind China
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...
Wednesday 29 October 2025
Intel's 18A and advanced packaging boost Taiwanese IP design firms
Intel, a leader in semiconductor integrated device manufacturing (IDM), is advancing its cutting-edge processes, such as 18A and 2.5D/3D advanced packaging. Taiwanese design service...
Tuesday 28 October 2025
CATL's dominance puts squeeze on South Korean battery rivals
Leading Chinese battery maker CATL's 2024 revenue was more than four times the average of South Korea's three major battery firms, highlighting a structural gap in the global battery...
Tuesday 28 October 2025
Cadence reports strong 3Q25 results as AI and HPC demand fuel growth
US electronic design automation (EDA) software company Cadence Design Systems posted third-quarter 2025 revenue of US$1.34 billion, up 10% from a year earlier and slightly above analysts'...
Tuesday 28 October 2025
UMT sees satellite order visibility improve, 4Q25 gross margin targets record high
High-frequency communication component manufacturer Universal Microwave Technology (UMT) has announced its operating results for the third quarter of 2025. The company reported NT$484...
Tuesday 28 October 2025
Commentary: Intel's ASIC play fails to impress chipmakers
Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs....
Tuesday 28 October 2025
NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound
NXP Semiconductors posted third-quarter revenue of US$3.17 billion, down 2.4% year-on-year but above the midpoint of its guidance, reflecting steady demand across key end markets...
Tuesday 28 October 2025
Anthropic looks to Seoul as Asia becomes its biggest growth engine
AI startup Anthropic plans to open an office in Seoul, South Korea, by early 2026 to bolster its footprint across the Asia-Pacific region, where it has seen revenue soar more than...
Tuesday 28 October 2025
Young Optics' 3Q25 earnings fall back into the red, outlook remains subdued
Young Optics booked profits for two straight quarters in 2025 on non-operating gains from fire insurance claims, but returned to a net loss in the third quarter, posting NT$10.08...
Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
Monday 27 October 2025
Taiwan firm turns to smart server locks as AI data centers demand tighter security
Electronic component distributor WFE Technology is set to list on the Taipei Exchange (TPEx) in mid-to-late November 2025, positioning itself to benefit from rising cybersecurity...
Saturday 25 October 2025
Lightel rides the laser boom as satellite demand lifts revenue and margins
Lightel Technologies, a fiber optic component maker headquartered in Seattle, has emerged as a key supplier in the rapidly expanding satellite laser communications market, as rising...
Saturday 25 October 2025
Intel returns to profit as foundry business loss narrows
On October 24, Intel reported a return to profitability in the third quarter of 2025, posting net income of US$4.06 billion compared with a loss of US$2.92 billion in the previous...
Thursday 23 October 2025
Dong Fang Offshore expands fleet to tap AI-driven undersea cable boom, set for mainboard listing
Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November...