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Tuesday 15 July 2025
Jensen Huang's G2 tango secures Nvidia H20 chip exports to China
Nvidia CEO Jensen Huang announced that the company is preparing to resume shipments of its H20 AI GPU to China, following reassurances from the US government that export licenses...
Tuesday 15 July 2025
Alpha and Omega sells China stake after Huawei export violations
Alpha and Omega Semiconductor (AOS) is repositioning its China strategy while simultaneously grappling with the fallout from a significant US export control violation.
Tuesday 15 July 2025
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector
Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream...
Tuesday 15 July 2025
Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone
Samsung Display is reportedly gearing up to become the exclusive supplier of OLED panels for Apple's first foldable iPhone, signaling a deepening partnership between two of the biggest...
Monday 14 July 2025
E-paper makers E Ink Holdings, Netronix post 30% quarterly revenue surge on tariff rush
E Ink Holdings and Netronix, Taiwan's electronic paper (e-paper) display manufacturers, reported roughly 30% quarter-on-quarter revenue growth in the second quarter as customers accelerated...
Monday 14 July 2025
E-paper chip demand stays strong amid tariff rush
E-paper chip demand remained resilient in the first half of 2025, driven by steady orders and new premium products, though some customers accelerated shipments to avoid US tariffs...
Friday 11 July 2025
Pegatron's June revenue decline tapers, but 2H25 outlook remains uncertain
Pegatron announced on July 10, 2025, that its June revenue reached NT$78.771 billion (US$2.7 billion), a monthly decline of 8.07% and an annual increase of 11.05%. While revenue was...
Friday 11 July 2025
With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025
With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...
Friday 11 July 2025
Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up
Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...
Friday 11 July 2025
Samsung capitalizes on Apple's product gap with new foldable phone pre-orders
Samsung Electronics announced that its new Galaxy Z series foldable smartphones and Galaxy Watch 8 series smartwatches will be available for sale starting July 25, 2025. The company...
Thursday 10 July 2025
Taiwan UMT sees strong satellite orders despite June revenue dip
As the global low-Earth orbit (LEO) satellite industry enters a phase of rapid commercialization, demand for high-frequency communication components continues to climb. Taiwanese...
Thursday 10 July 2025
Foldable smartphone market awaits Apple's entry as growth stalls
Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...
Thursday 10 July 2025
Coretronic sees June revenue surpass NT$4 billion; uncertainties result in conservative July shipments
Taiwanese display solution provider Coretronic reported an unaudited consolidated revenue of NT$4.09 billion (approx. US$140.06 million) for June 2025, up 34% sequentially from NT$3.06...
Thursday 10 July 2025
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained...
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...