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NEWS TAGGED 2025
Thursday 29 January 2026
Analysis: ASML earnings prove AI demand is hitting the factory floor
The artificial intelligence boom has moved from cloud infrastructure to the factory floor, and ASML Holding NV's latest earnings prove it.
Thursday 29 January 2026
In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
Thursday 29 January 2026
Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
Thursday 29 January 2026
UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
Thursday 29 January 2026
Meta targets 2026 for massive AI infra push following solid earnings
Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...
Thursday 29 January 2026
Taiwan tops auto display revenue while China dominates volume
China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers...
Thursday 29 January 2026
Scientech's growth signals shift in semiconductor investment toward packaging and system integration
As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...
Thursday 29 January 2026
Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
Thursday 29 January 2026
Taiwan and Germany expand trade ties as demand for chips and green tech rises

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

Wednesday 28 January 2026
Earnings call summary: ASML executives bet on chip demand strength past 2025
ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...
Wednesday 28 January 2026
Toppan keeps legal options open for Giantplus Technology's share transfer dispute
Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally...
Wednesday 28 January 2026
SK Hynix reports record-breaking 2025 earnings driven by AI memory boom
SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
Wednesday 28 January 2026
SK hynix Announces FY25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

Wednesday 28 January 2026
MetaX revenue more than doubles to US$230 million as losses narrow
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
Wednesday 28 January 2026
Earnings call summary: ASML posts record 2025 results on surging orders
ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...