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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...
Thursday 23 October 2025
Global top-3 memory maker status, 3Q25

Introduction

Thursday 23 October 2025
Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion,...
Thursday 23 October 2025
Tesla's record sales can't mask rising costs and delayed innovation
Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much...
Thursday 23 October 2025
MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai
MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have...
Thursday 23 October 2025
Nexperia's turmoil opens door for Taiwan's Panjit in EU auto market
As export restrictions tighten on Dutch chipmaker Nexperia, a key supplier of power semiconductors, global auto supply chains are feeling the strain—and competitors are moving...
Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...