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Friday 12 December 2025
Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound
After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...
Friday 12 December 2025
Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum
Silicon photonics is emerging as the strongest growth engine within Taiwan's semiconductor manufacturing sector.
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...
Friday 12 December 2025
Samsung reportedly accelerates Pyeongtaek expansion to ramp up HBM4 and 1c DRAM production

Samsung Electronics is reportedly accelerating construction at its Pyeongtaek semiconductor complex to expand production of next-generation...

Friday 12 December 2025
CPO tech and Taiwan player deployment

Introduction

Friday 12 December 2025
Broadcom forecasts surging AI chip demand after record fourth quarter results
Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal...
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...
Friday 12 December 2025
AI server demand propels MLCCs into strategic role in passive components market
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...
Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...
Friday 12 December 2025
Taiwan weighs nuclear restart as solar sector hits regulatory roadblocks
Taiwan has set a goal for 30% of its energy to come from renewable sources by 2030, but the solar power sector is encountering mounting policy and public pressure that could slow...
Friday 12 December 2025
LCD TV panel market defies 4Q25 slowdown on 2026 demand bets
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...
Friday 12 December 2025
UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs
UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers...
Friday 12 December 2025
NDAA targets US-Taiwan cooperation on unmanned systems, boosting Taiwan's IC design
The latest National Defense Authorization Act (NDAA) has now been confirmed by the US House and Senate. The bill contains extensive Taiwan-related provisions that require the US Department...
Friday 12 December 2025
Taiwan's optical industry gains defense opportunities amid China-free supply chain shift
To avoid getting entangled in US-China relations, many industries have adopted China-free supply chains, often referred to as "non-red" supply chains, especially in sectors involving...
Friday 12 December 2025
Advantech expands AI ITS platform across key South Korean cities
Advantech is accelerating deployment of its end-to-end intelligent transportation system (ITS) platform as global demand for smart traffic infrastructure rises. The company has expanded...