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Wednesday 7 May 2025
As Qualcomm stalls in China, MediaTek powers up
Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
US Pentagon's trillion-dollar budget surge puts Taiwan defense firms at crossroads
The US is charting a new course for defense spending, with President Donald Trump's administration proposing a 13% increase that would push the Pentagon's 2026 budget to an unprecedented...
Tuesday 6 May 2025
Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn
On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures....
Tuesday 6 May 2025
OpenAI walks back for-profit plan, nonprofit to keep control
OpenAI is backtracking on plans to become a more conventional for-profit company after facing mounting pressure from former employees, academics and rivals, including billionaire...
Tuesday 6 May 2025
OpenAI reaches agreement to buy startup Windsurf for US$3 billion
OpenAI has agreed to buy Windsurf, an artificial intelligence-assisted coding tool formerly known as Codeium, for about US$3 billion, according to people familiar with the matter,...
Monday 5 May 2025
Letenda pioneers innovation in electric bus manufacturing
Letenda, a company with a strong vision to become a major player in the transportation industry, is making significant strides in the electric bus market. With a focus on innovation,...
Monday 5 May 2025
Intel focuses automotive efforts on China with Auto Shanghai debut
Ever since Intel launched its automotive efforts in a high-profile announcement in early 2024, with its automotive business headquartered in China, the chipmaker's ambitions for this...
Monday 5 May 2025
Taiwan’s tech leader urged investment in power infrastructure for AI era

As AI reshapes global industries and geopolitical dynamics, Taiwan's business leaders are sounding the alarm on a critical yet often...

Monday 5 May 2025
Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25
Samsung Electro-Mechanics (Semco) is set to expand its advanced IC substrate business by officially ramping up mass production of IC substrates for artificial intelligence (AI) accelerators...
Saturday 3 May 2025
Rick Tsai bets on AI as MediaTek’s next growth engine
During MediaTek's first-quarter 2025 earnings call, CEO Rick Tsai reaffirmed that artificial intelligence is central to the company's long-term growth. He emphasized that the broader...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Friday 2 May 2025
MediaTek confident in long-term growth potential amid tariff uncertainties
MediaTek CEO Rick Tsai has delivered a strong message to stabilize the market amidst recent tariff-induced volatility. He stated that there have been no significant order adjustments,...
Friday 2 May 2025
Apple says it's TSMC Arizona's largest customer, braces for US$900M tariff impact
In the face of geopolitical turbulence, rising tariffs, and a radically shifting technology landscape, Apple has delivered a quarterly performance that was both steady and strategic...