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NEWS TAGGED 2025
Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...
Thursday 7 August 2025
AP Memory optimistic on IoTRAM and IPC growth despite FX losses
Memory IC design house AP Memory reported a net loss for the second quarter of 2025, due to approximately NT$980 million (US$32.7 million) in foreign exchange losses caused by the...
Thursday 7 August 2025
LGES secures major LFP battery contract, challenging China's dominance
Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron...
Thursday 7 August 2025
Global chip giants unleash US$135 billion fab spending spree as AI demand soars
Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...
Thursday 7 August 2025
Rohm's operating profit plunges 80% in 1QFY25; new SiC MOSFET launched early to counter China competition
Japanese manufacturer Rohm experienced a significant drop in operating profit during the first quarter of fiscal year 2025. However, the company has decided to accelerate the launch...
Thursday 7 August 2025
Taiwan’s Scientech posts record 1H25 profit, warns on FX impact as orders surge
Semiconductor equipment provider Scientech posted record revenue, gross margin, and operating profit for the second quarter of 2025. However, a sharp appreciation of the New Taiwan...
Thursday 7 August 2025
UALink, Broadcom spar over Ethernet's role in AI
Despite Nvidia's absence at the 2025 OCP APAC Summit, rival factions within the anti-NVLink camp clashed over competing interconnect strategies for next-generation AI infrastructure...
Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
Thursday 7 August 2025
Chicony Electronics aims for growth in 2H25 driven by Windows 11 and AI PC replacement demand
Chicony Electronics successfully navigated the challenges posed by the New Taiwan Dollar's significant appreciation in the second quarter through effective management of non-operating...
Thursday 7 August 2025
China smartphone AP shipments, 2Q 2025

Introduction

Thursday 7 August 2025
Nintendo sales drive Weblink International's July revenue to record high
Consumer electronics distributor Weblink International reported record monthly revenue of NT$3.56 billion (US$119 million) in July 2025, marking a 65.5% year-over-year increase. The...
Thursday 7 August 2025
AUO pushes strategic shift toward asset-light model amid global realignment
AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese...
Thursday 7 August 2025
LITEON ramps up US, Taiwan production amid tariff headwinds

LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs...

Thursday 7 August 2025
OSAT giants expand in US as Trump pushes for 100% tariff on chip imports
Amkor and ASE, two of the world's top semiconductor packaging and testing providers, are deepening their US presence following the return of Trump-era "Made in America" policies....
Thursday 7 August 2025
Samsung denies HBM3E price-cut rumors amid Nvidia approval delay
Samsung Electronics has secured an order from Tesla for artificial intelligence (AI) chips, offering a renewed boost to its foundry business. However, the company continues to face...