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Thursday 2 October 2025
Anthropic accelerates global expansion amid soaring overseas demand
AI startup Anthropic is rapidly expanding its international presence in response to strong global demand for its Claude model, aiming to double its overseas workforce and increase...
Thursday 2 October 2025
Taiwan Mobile partners with Systex to launch one-stop enterprise cybersecurity platform
Taiwan Mobile (TWM) has partnered with uniXecure, the cybersecurity arm of SYSTEX Corporation, to launch CyberShield, a comprehensive solution offering six core cybersecurity services...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
Tariffs, subsidies, and shifting demand reshape the global car market
The global automotive industry in 2025 has found itself at the eye of a geopolitical storm. Major markets—including Europe, the United States, and China—have experienced...
Thursday 2 October 2025
Sungrow rivals Tesla to lead global ESS market with integrated safety solutions
As demand for renewable energy accelerates, grid stability has become a critical challenge shaping the future of the energy storage system (ESS) market. China-based Sungrow Power...
Thursday 2 October 2025
Stable NT$ boosts Taiwan exporters in 4Q25
Since US President Donald Trump took office on January 20, 2025, the global trade order and long-established supply chain balances have been disrupted. Taiwan has stood out amid the...
Thursday 2 October 2025
LG Electronics posts growth in Taiwan despite weak consumer electronics demand
Amid tariff pressures and inflation, overall consumer market purchasing power has softened. However, LG Electronics continues to see strong shipments across multiple product lines,...
Thursday 2 October 2025
ODM shifts to server demand as 4Q25 consumer market weakens
Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.
Wednesday 1 October 2025
DDR4 price surge pressures IPCs to transition to DDR5
The global market for key components has recently seen another wave of price fluctuations. Memory products are experiencing especially significant increases, impacting the industrial...
Wednesday 1 October 2025
CoreWeave inks US$14.2 billion AI cloud deal with Meta, signaling surge in AI infrastructure demand
CoreWeave, a cloud computing services provider, disclosed in a US Securities and Exchange Commission filing on September 25 that it has entered into a new order form with Meta Platforms...
Wednesday 1 October 2025
Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday
Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally.
Wednesday 1 October 2025
Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips
Kioxia and its long-time partner SanDisk announced on September 30 that their new chip factory in northern Japan has officially begun operations, a strategic move to meet the surging...
Wednesday 1 October 2025
Malaysian EMS giant posts first quarterly loss in five years on tariffs
V.S. Industry Bhd. reported a rare quarterly loss, its first in more than five years, as reciprocal tariffs and weaker customer demand weighed on sales. The Malaysian electronics...
Wednesday 1 October 2025
Passive component inventories fall in 4Q25 as AI power revolution fuels growth
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...
Tuesday 30 September 2025
LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026
Prices for LCD TV panels stabilized in the third quarter, following months of decline, and remained flat across all sizes in August and September. As the industry moves into the fourth...