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Monday 18 August 2025
Between Tesla and China's Unitree, two diverging blueprints emerge for humanoid robots
Humanoid robots are generating intense hype, but supply-chain players remain wary, pointing to two uncertainties: unclear industrial use cases and lagging technical progress. With...
Friday 15 August 2025
Lenovo defies tariff pressures with record PC growth, tops global market share

Lenovo reported a robust start to its 2026 fiscal year, with first-quarter revenue rising 22% year-over-year to US$18.8 billion, underscoring...

Friday 15 August 2025
UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down...

Thursday 14 August 2025
LG Display turns three-week OLED fixes into two-day process with AI
LG Display (LGD) has fully deployed a self-developed artificial intelligence platform across its design, manufacturing, and business operations, marking a decisive push into digital...
Wednesday 13 August 2025
Tariffs up, but China still commands the EV battery high ground
US President Donald Trump is imposing steep tariffs on Chinese lithium batteries to limit Beijing's market dominance, but soaring short-term demand from the electric vehicle (EV)...
Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
Monday 11 August 2025
From cost burden to growth engine: AI revolutionizes advanced packaging
At the OCP APAC 2025 conference, a high-profile panel brought together senior executives from TSMC, ASE, MediaTek, and Synopsys to examine how chiplets, advanced packaging, and next-generation...
Sunday 10 August 2025
Satellite insurance raises cost for Taiwan's satellite push
Taiwan Space Agency (TASA) is taking a bold step toward industrializing its satellite manufacturing sector, announcing a NT$24.9 billion (US$833 million) initiative to develop a commercial...
Saturday 9 August 2025
Qisda reports US assembly not necessarily cost-effective under 20% tariff
Qisda's consolidated revenue for July 2025 was NT$17.473 billion (approx. US$583.2 million), down 6.99% monthly but up 7.25% annually. For the first seven months of 2025, consolidated...
Thursday 7 August 2025
LITEON ramps up US, Taiwan production amid tariff headwinds

LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs...

Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...
Sunday 3 August 2025
Taiwan advances silicon photonics as global market heads toward US$7.8 billion by 2030
Taiwan is positioning itself in the growing silicon photonics market through government investment and university research partnerships, as the technology becomes critical for artificial...
Friday 1 August 2025
AUO reorganizes top team; Paul Peng, Frank Ko to co-lead groupwide strategy

AU Optronics (AUO) posted second-quarter 2025 revenue of NT$69.24 billion (approx. US$2.31 billion), marking a 4.0% decline from...

Thursday 31 July 2025
MetaAge reports strong revenue growth in 2Q25 amid global uncertainties
MetaAge, a subsidiary of Qisda, reported consolidated revenue of NT$5.87 billion (US$197.5 million) for the second quarter of 2025, representing growth of NT$1.45 billion year-over-year...
Wednesday 30 July 2025
IC designers expect limited impact of Section 232 investigations
The US Department of Commerce (DOC) is set to announce the results of the Section 232 investigations within the next two weeks, a potential cornerstone event for chip tariffs. The...