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Monday 24 March 2025
Trans-Sun breaks into AI servers & robotics, zeroes in on advanced electronic materials
Trans-Sun Materials Technology has been shifting its focus from distribution to high-value electronic functional materials while expanding into niche markets such as AI servers and...
Monday 24 March 2025
Baidu, Alibaba, Tencent flex financial muscle as billions pour into AI race
China's tech titans—Baidu, Alibaba, and Tencent (collectively known as BAT)—are dramatically scaling up investments in artificial intelligence (AI) and capex, signaling...
Monday 24 March 2025
Satellite component maker UMT projects 50% revenue share for LEO components by 2025
Universal Microwave Technology (UMT) is accelerating production capacity to meet surging global demand for low-Earth orbit (LEO) satellite components, with the Taiwan-based manufacturer...
Monday 24 March 2025
VS Industry reports quarterly revenue rise but six-month figures show concerning decline
VS Industry, a Malaysia-based EMS provider, reported a quarterly revenue increase alongside a rise in profit before tax from the previous quarter. However, a decline in six-month...
Monday 24 March 2025
Browave fast-tracks CPO rollout: 2025 shipments, 2026 breakout growth
The rise of AI data centers is fueling demand for co-packaged optics (CPO) and silicon photonics (SiPh), compelling optical communications firm Browave to fast-track its CPO development...
Monday 24 March 2025
Avalue forecasts growth driven by healthcare and industrial orders
Avalue anticipates improved revenue and gross margins as project orders grow. With stable growth in vertical markets like healthcare and the order shipment ratio exceeding 1, Avalue...
Monday 24 March 2025
Qisda fuels pharmacy chain M&A amid convenience store-style retail takes over
Qisda is expanding its healthcare business as Taiwan's pharmacy sector shifts toward a chain-store model. Chairman Peter Chen plans to accelerate mergers and acquisitions (M&A),...
Saturday 22 March 2025
Taiwan to subsidize smart pole rollout as costs and business models remain challenging
Taiwan's Ministry of Economic Affairs plans to introduce new subsidies in 2025 to accelerate smart pole deployment across municipalities, with each local government targeting 1,000...
Friday 21 March 2025
Taiwan IPC industry and influence of US tariffs

Introduction

Friday 21 March 2025
Jabil reports strong 2Q25 results, anticipating continued growth despite global geopolitical challenges
Jabil, a leading global manufacturing services provider, reported preliminary, unaudited financial results for its second quarter of fiscal year 2025. The company posted net revenue...
Friday 21 March 2025
Xiaomi's ambitious plans for 2025: Challenging Apple and Tesla
Xiaomi is undergoing a remarkable transformation, with 2025 set to be a pivotal year as it aims to challenge industry giants Apple and Tesla in both the smartphone and electric vehicle...
Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Friday 21 March 2025
Huawei's US$119B boom: Enterprise business takes the lead in 2024
Huawei hosted the Huawei China Partner Conference 2025 at the Shenzhen Convention and Exhibition Center, bringing together industry leaders and business partners under the theme "Born...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.