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NEWS TAGGED 2025
Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication...
Friday 17 October 2025
Alibaba Cloud deepens Middle East bet with new AI-powered Dubai data center
Alibaba Cloud, the cloud unit of Alibaba Group, has opened its second data center in the United Arab Emirates (UAE) — its first in nearly a decade — as the Chinese tech...
Friday 17 October 2025
Jabil chairman Mark Mondello to step down in major board shakeup
Jabil announced a significant leadership transition on October 16, stating that Executive Chairman Mark T. Mondello and two other directors will not seek re-election to the board....
Friday 17 October 2025
Apple plans touch-screen MacBook Pro for 2026, marking a major shift in strategy

Apple is reportedly preparing to break with decades of internal doctrine by introducing a touch-screen MacBook Pro, reversing a posture...

Friday 17 October 2025
Why Google Cloud's AI fightback starts in Taiwan
Mike Chen, Country Director of Google Cloud Taiwan, said Taiwan ranked first worldwide in Gemini Enterprise subscriptions in the third quarter of 2025. He noted that Google Cloud is...
Friday 17 October 2025
ASML stands strong despite tariffs, fueled by China and TSMC orders
Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...
Friday 17 October 2025
Commentary: TSMC chairman adopts cautious tone despite AI optimism
TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...
Friday 17 October 2025
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach...
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Thursday 16 October 2025
TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Thursday 16 October 2025
In India’s AI gold rush, Big Tech meets local reality
At the 2023 World Economic Forum in Davos, Microsoft CEO Satya Nadella shared an illustrative story about a rural Indian farmer using ChatGPT to apply for government subsidies. Nadella...
Thursday 16 October 2025
Shinkong Synthetic Fibers charts new growth paths amid global headwinds, expanding into semiconductors and drones
At the opening of the 2025 Taipei Innovative Textile Application Show (TITAS) on October 14, Tong-sheng Wu, chairman of Shinkong Synthetic Fibers Corporation (SSFC)—a subsidiary...
Thursday 16 October 2025
Qualcomm faces China antitrust probe over Autotalks acquisition
Ten years ago, Qualcomm paid the largest antitrust fine in China's market regulation history. It has yet again violated China's policies, this time because its acquisition case was...
Thursday 16 October 2025
Nanya sees DDR4 price and volume growth; annual contract talks emerge
Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs) rose...