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Friday 28 November 2025
Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028
Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee...
Friday 28 November 2025
Commentary: China's humanoid robot boom faces order uncertainty
The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization...
Friday 28 November 2025
MiTAC confident in 2026 growth despite macro environment challenges
As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics,...
Friday 28 November 2025
India's solar boom meets overcapacity as exports weaken
India's fast-expanding solar sector is entering a critical juncture as ambitious government targets, rising domestic manufacturing capacity, and weakening export demand create the...
Friday 28 November 2025
TSMC exit fuels Taiwan-US rivalry in GaN market
TSMC announced in mid-2025 that it will fully exit the gallium nitride (GaN) foundry business within two years. The strategic move refocuses resources on advanced silicon manufacturing...
Friday 28 November 2025
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
Friday 28 November 2025
Philippines' green energy push draws Taiwan solar, storage firms
The Philippines is rapidly advancing its green energy infrastructure to meet rising electricity demand driven by economic growth and data center expansion. Taiwanese energy companies...
Friday 28 November 2025
Taiwan optical suppliers see surge in automotive lens demand as autonomous driving expands
As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant...
Friday 28 November 2025
AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling
As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed...
Thursday 27 November 2025
Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about...
Thursday 27 November 2025
Data Image enters drone market with new Taoyuan production line

Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support...

Thursday 27 November 2025
Taiwan and US companies advance AI, rejecting bubble concerns
Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether...
Thursday 27 November 2025
Contrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV
Responding to growing demand in AI and high-performance computing (HPC), Contrel's advanced packaging business is set to expand its revenue share significantly by 2026. Director Tsan-Jen...
Thursday 27 November 2025
China's tech giants 'BAT' invest billions to debunk AI bubble claims
China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI...
Thursday 27 November 2025
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...