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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
Apple's 2026 foldable debut set to reshape US-China market dynamics
Samsung Electronics currently leads the foldable phone market and holds the largest share of foldable phone sales in the US, alongside Motorola and Google. However, Apple is expected...
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
Samsung launches aggressive price-cut strategy to catch up in HBM competition
HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...
Wednesday 22 October 2025
Taiwan's Tatung expands into EV market with major supply contract

Taiwanese industrial conglomerate Tatung announced on Friday that it has signed a contract to supply its second-generation 250-kilowatt...

Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...
Wednesday 22 October 2025
GenAI gives China’s smartphone market a surprise rebound
China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government...
Tuesday 21 October 2025
China smartphone industry, 3Q 2025

Introduction

Monday 20 October 2025
Apple drives OLED adoption in IT panels amid AI demand surge
AI's rise is boosting demand for PC displays and sustaining stable growth across IT panels, including tablets, monitors, and notebooks, with annual panel shipments expected to reach...
Monday 20 October 2025
Nexperia turmoil deepens as Dutch HQ, China arm clash over control
Tensions are escalating at Nexperia as a dispute between its Dutch headquarters and Chinese subsidiary intensifies. Chinese media reported that Nexperia's China branch claimed in...
Wednesday 15 October 2025
Global server shipment forecast, 2026 and beyond

Introduction

Monday 13 October 2025
Smart meter and cable sales drive Tatung September revenue up 8.6% YoY
Tatung's revenue momentum continued to strengthen in September 2025, sustaining the company's overall growth trajectory. The company benefited from strong performance in its electronics...
Monday 13 October 2025
South Korean panel makers lead surge in monitor OLED shipments for 2025
The mid-to-large size OLED panel market is set for significant growth in 2025, driven primarily by demand from the monitor and notebook segments. South Korean companies Samsung Display...
Monday 13 October 2025
E-paper industry gains momentum as E Ink and Netronix capitalize on color display demand
The global e-paper industry is entering a new growth phase, fueled by rising demand for color displays and the proliferation of consumer and commercial applications. Leading players—Taiwan's...
Monday 13 October 2025
Coretronic expects 10% drop in October shipments amid China holiday impact
Coretronic has reported consolidated revenue of about NT$3.461 billion (US$113.4 million) for September 2025, up 4% from August's NT$3.342 billion and 1% from that of the same month...