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NEWS TAGGED 2025
Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
Tuesday 11 November 2025
China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes
China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according...
Tuesday 11 November 2025
The dashboard revolution: how Mini LED and OLED are changing cars
As cars become rolling digital platforms, the display has become one of the most fiercely contested frontiers for screen makers. Much like the evolution of televisions, the auto industry...
Tuesday 11 November 2025
Five nations, ten days: the global race rockets into the final frontier
The final quarter of 2025 brought an unprecedented surge in space activity. Between late October and early November, five nations — Japan, China, India, the United States, and...
Monday 10 November 2025
Taiwan notebooks, 3Q 2025

Introduction

Monday 10 November 2025
South Korea highlights AI push at Daegu Expo as President Lee rallies industry leaders
The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South...
Monday 10 November 2025
Taiwan time-lapse camera maker Brinno sees 3Q25 revenue rise 8.5% on defense push
Time-lapse camera manufacturer Brinno Inc. reported third-quarter 2025 revenue of NT$131 million (US$4.2 million), an 8.5% increase from the same period a year earlier, with net profit...
Monday 10 November 2025
Clevo focuses on high-margin product strategy to hit net profit NT$890 million in 3Q25
Clevo reported a single-quarter after-tax net profit of NT$890 million (US$28.7 million) in the third quarter of 2025, demonstrating steady operational performance. The company plans...
Monday 10 November 2025
ASML says AI boom has yet to lift chip equipment demand
Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects...
Monday 10 November 2025
TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
Monday 10 November 2025
Rebellions secures Silicon Valley backing, closes US$250m round

South Korean AI chipmaker Rebellions announced on November 10, 2025, that it has closed an expanded US$250 million Series C round after...

Monday 10 November 2025
China's Chery faces loyalty test as December German market entry looms
China's Chery Automobile is preparing its most ambitious overseas push yet, planning a December 2025 debut in Germany. Industry watchers are calling the campaign a "Rhine River Crossing,"...
Monday 10 November 2025
Chenbro eyes automated US factory as AI drives server growth
Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in...
Monday 10 November 2025
Taiwan's October exports hit single-month record high
Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first...