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Thursday 30 October 2025
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing...
Thursday 30 October 2025
Pony.ai, WeRide duel for Hong Kong's first robotaxi stock in twin IPOs
The race is heating up. Two of China's top autonomous-driving firms — Pony AI Inc. (Pony.ai) and WeRide Inc. (WeRide) — have filed to go public on the Hong Kong Stock Exchange...
Wednesday 29 October 2025
OpenAI restructures for independence, secures Microsoft stake through 2032
After nearly a year of negotiation, OpenAI has finalized a sweeping corporate restructuring that transforms its hybrid nonprofit model into a fully for-profit enterprise while granting...
Wednesday 29 October 2025
Skyworks–Qorvo tie-up signals new phase of US semiconductor consolidation
Skyworks Solutions and Qorvo have agreed to merge in a cash-and-stock transaction valued at about US$22 billion, forming a US-based leader in high-performance radio frequency (RF),...
Wednesday 29 October 2025
Digital transformation specialist IISI set for November IPO, drives SaaS shift and global expansion
Digital transformation solutions integrator International Integrated Systems (IISI) held a pre-IPO performance briefing on October 28, announcing plans to list in November. The company...
Wednesday 29 October 2025
Chinese panel makers' low prices win over shipments but lose out on revenue
Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean...
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. The...
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 million...