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Dec 10

H200 returns to China's market, but local chipmakers have already built resilience

US President Donald Trump has announced that Nvidia's H200 will be allowed to return to the Chinese market after Jensen Huang's lobbying efforts. Nvidia is expected to resume securing revenue from China.

Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules

Dec 10

Amazon plans more than US$35 billion in new India investments through 2030

Dec 10

AMD taps AWS veteran to power Helios AI platform in challenge to Nvidia

Dec 10

Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge

Dec 10

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AICommentary: China's tech M&A unravels from EDA to compute

Dec 11, 10:42

China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple high-profile mergers either collapsing or failing to advance beyond early talks.

ICT MANUFACTURINGPegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25

Dec 11, 10:22

Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November 2024. The company's cumulative revenue for the first 11 months of 2025 reached NT$1.01 trillion, down 0.55% year-over-year.

AIOracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Dec 11, 09:41

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid expansion in the artificial intelligence (AI) cloud sector, but also rekindles concerns about the company's growing heavy reliance on OpenAI.

SERVER, IPC, CLOUD COMPUTING, IOTOracle warns of rising depreciation strains as AI data-center buildout accelerates

Dec 11, 09:10

Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations as it navigates a costly scale-up phase.

SERVER, IPC, CLOUD COMPUTING, IOTOracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy

Dec 11, 08:57

Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake in chipmaker Ampere. The company highlights multicloud momentum and expanding AI opportunities.

ICT MANUFACTURINGTa Liang PCB and advanced packaging orders surge, equipment lead times hit 6 months

Dec 11, 07:52

PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity, driving demand for high-end CCD back-drilling machines, semiconductor advanced packaging measurement, and automated optical inspection (AOI) equipment to increase in 2025. This pushed cumulative revenue for the first 11 months of 2025 beyond the total for 2024, setting a record.

AIFarEasTone taps satellite tech to bridge Indonesia's healthcare divide

Dec 11, 07:52

FarEasTone (FET) has taken a major step in exporting its telemedicine capabilities abroad, announcing on Dec. 8 that it has signed a memorandum of understanding with Taiwan's Teleport Access Services and Indonesia's state-owned satellite operator Telkomsat. The three parties will jointly develop satellite-based telemedicine services aimed at remote and underserved communities across Indonesia's far-flung islands.

SOFTWARE, BIG DATAWITS breaks revenue record again with strong AI and internet-sector growth

Dec 11, 07:52

WITS, formerly Wistron Information Technology and Services (Wistron ITS), reported consolidated revenue of NT$1.08 billion (approx. US$34.5 million) for November 2025, up 7.2% from the previous month and 18% year-over-year, marking a new monthly record after its peak in September. Consolidated revenue for the first eleven months reached NT$10.43 billion, an 11.5% increase year-over-year and already higher than the full-year total for 2024.

ICT MANUFACTURINGTaiwan home appliance brands shift to commercial, overseas, and rental markets amid downturn

Dec 11, 07:51

Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their focus to energy-saving and smart home products, as well as strengthening their presence in the commercial sector by launching new business models to counter the economic slowdown.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

Dec 11, 07:50

Getac, the Taiwanese maker of rugged industrial computers, reported NT$3.62 billion (approx. US$116.1 million) in revenue for November 2025, an 8.48% increase from the previous month and a 15.6% rise from a year earlier. Revenue for the first 11 months of the year reached NT$36.093 billion, up 10.59% year-over-year.

ICT MANUFACTURINGMiTAC expands factories to meet strong AI order demand

Dec 11, 07:49

Given ODM manufacturers' expansion plans, there are no signs of an AI bubble. MiTAC plans to bring four factories online in 2026. Its new plant at the Linkou headquarters can flexibly adjust production according to its strong customer order demand.

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