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Thursday 14 August 2025
Taiwan's Fitipower eyes PMIC expansion as DDI market softens
Taiwanese IC design house Fitipower Integrated Technology expressed cautious optimism for the remainder of 2025 during its earnings call on Thursday, pointing to continued strength...
Thursday 14 August 2025
Rubin testing supply chain takes shape: Taiwanese firms invest heavily in AI accelerator opportunities
With Nvidia's Rubin GPUs powering the next generation of AI servers scheduled to enter the market in the second half of 2026, recent developments show an accelerated expansion in...
Thursday 14 August 2025
Tencent widens AI chip sourcing as Beijing puts H20 under the microscope
Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...
Thursday 14 August 2025
Taiwan warns of higher US semiconductor tariffs under Section 232
The Trump administration has already imposed tariffs on specific imports under Section 232 of the Trade Expansion Act, citing national security concerns. These tariffs cover steel...
Thursday 14 August 2025
Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
Thursday 14 August 2025
Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth

Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13,...

Thursday 14 August 2025
GMT warns of slower 2H25 growth as tariff uncertainty persists
Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
Thursday 14 August 2025
ADATA reports triple growth in 2Q25, profit doubles; optimistic outlook for 2H25
ADATA posted strong second-quarter 2025 results, driven by rising DDR4 prices and increased customer stocking. Operating profit nearly doubled from the previous quarter, with pre-tax...
Thursday 14 August 2025
China's leading SiC epitaxy plants see quarterly order surge, signaling market bottom
China's SiC industry faces oversupply as 6-inch substrate prices plunge, prompting a strategic pivot to 8-inch wafers
Thursday 14 August 2025
US chip-gear maker sued in China over alleged trade secret theft
Top US chip-equipment supplier Applied Materials Inc. was sued by a rival in China over what that company characterized as trade secret theft, a further escalation in the technology...
Thursday 14 August 2025
Former Intel chief architect launches RISC-V GPU startup
Raja Koduri, former chief architect at Intel, has founded Oxmiq Labs, a GPU startup focused on developing and licensing RISC-V International architecture-based GPU hardware and software...
Thursday 14 August 2025
Topoint races to meet surging drill bit demand as AI and HPC boom

As artificial intelligence (AI) and high-performance computing (HPC) drive explosive growth in demand for advanced printed circuit boards...

Thursday 14 August 2025
Tongtai Machine & Tool lifts 1H25 revenue 4%, backed by NT$3B order backlog
Tongtai Machine & Tool Co. Ltd. reported first-half 2025 consolidated revenue of NT$2.8 billion (US$93.8 million), a 4% increase from a year earlier, supported by stable operations...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...