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Sunday 9 November 2025
US tech layoffs raise concerns over AI PC and business demand
Backlight module maker Coretronic believes that consumer market momentum in the fourth quarter of 2025 remains weak due to ongoing concerns over tariffs and inflation, both of which...
Sunday 9 November 2025
M31 weathers a costly quarter with eyes on AI-fueled recovery
Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European...
Sunday 9 November 2025
Taiwan's machinery makers under pressure from Korean conglomerates and Chinese capital

As Taiwan's machinery sector enters its 80th year in 2025, the industry is under growing strain from tariffs and currency volatility, forces...

Sunday 9 November 2025
AI bubble concerns mount amid 2026 shipment uncertainty
AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue...
Sunday 9 November 2025
Germany's auto market rebounds as Chinese EVs surge
Germany's automotive market, traditionally the toughest European stronghold for Chinese brands, recorded a V-shaped recovery in October 2025, with cumulative vehicle sales turning...
Saturday 8 November 2025
Sinbon eyes strong growth with orders from AI, robotics, and smart transport sectors in 4Q26
Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies...
Saturday 8 November 2025
WT Microelectronics sees strong 2026 growth on rising AI data center demand
WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.
Saturday 8 November 2025
VIS turns corner after price war, gears up for PMIC-driven growth in 2026
Vanguard International Semiconductor (VIS) anticipates a mild slowdown in the fourth quarter of 2025 as seasonal demand eases and supply chain partners carry out year-end inventory...
Friday 7 November 2025
Twoway Communications reports strong revenue and outlines growth strategy under new COO
Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross...
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
Far EasTone posts record 3Q25 revenue driven by mobile and ICT segment growth
Far EasTone (FET) reported consolidated revenue of NT$26.39 billion (approx. US$851.8 million) in the third quarter of 2025, marking a 6.7% year-on-year increase and setting a new...
Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly...
Friday 7 November 2025
AAEON eyes 3-5 year edge AI surge amid rising NA market challenges
As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next...
Friday 7 November 2025
SanDisk reportedly hikes NAND prices 50% as memory module makers post strong results
Memory prices have sharply rebounded in the third quarter of 2025, supported by increases in both volume and unit prices, boosting financial results for leading memory module manufacturers...
Friday 7 November 2025
Flexium Interconnect nears end of business transformation, eyes 2026 growth
Flexible printed circuit (FPC) manufacturer Flexium Interconnect said its challenging business transformation phase was approaching completion after a difficult 2025. The company...