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Monday 3 November 2025
Panic-fueled shortage in memory chips worsens as AI demand overwhelms supply
Silicon Motion Technology's president and CEO, Wallace Kou, has highlighted a severe and ongoing memory shortage, driven by structural changes in the memory industry caused by artificial...
Monday 3 November 2025
Japan's materials makers scale up for 2nm chip era
As TSMC and Samsung Electronics move closer to mass production of 2nm chips, Japan's semiconductor materials makers are accelerating investments to strengthen their global supply...
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls...
Monday 3 November 2025
Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple
Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal...
Monday 3 November 2025
TSMC unveils four-year price hike for advanced chips starting 2026
Industry sources revealed TSMC had introduced a rare multi-year price increase strategy for its advanced semiconductor processes, effective starting in 2026. The company will implement...
Monday 3 November 2025
Yageo reports AI-driven revenue growth and steady outlook for 4Q25
Taiwan-based passive components manufacturer Yageo Group announced that its third-quarter 2025 operations were primarily driven by strong demand in artificial intelligence (AI) and...
Monday 3 November 2025
Tong Hsing Electronics eyes growth engines to revive 2026 operations
Tong Hsing Electronic, a CMOS image sensor (CIS) packaging and semiconductor assembly company, reported NT$2.85 billion (US$93 million) in consolidated revenue for the third quarter...
Monday 3 November 2025
Advanced Power Electronics sees strong DC fan MOSFET demand
Production disruptions at Dutch power device maker Nexperia have drawn speculation about a supply chain shift where Taiwan-based makers may benefit. But Advanced Power Electronics...
Monday 3 November 2025
BenQ Materials eyes steady medical growth, turns cautious on display market
Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the...
Monday 3 November 2025
AI chip packaging complexity drives surge in equipment orders
TSMC is accelerating development beyond the 2nm process node while expanding mass production of CoWoS-L, SoIC, and next-gen WMCM and CoPoS technologies. The semiconductor industry...
Monday 3 November 2025
Silicon Motion beats guidance with strong revenue on growing NAND demand
Silicon Motion Technology reported strong financial results for the third quarter of 2025, driven by robust demand in the NAND flash memory market. The company posted revenue of US$242...
Monday 3 November 2025
Win Semiconductor back in the black on US smartphone, 3D sensor demand

Win Semiconductor, the world's largest pure-play gallium arsenide (GaAs) foundry, rebounded sharply in the third quarter of 2025 on strong...

Sunday 2 November 2025
Energy storage demand surges, driving new growth for Taiwan’s power technology sector
Amid the global energy transformation driven by AI data centers, electric vehicle fleets, and ESG regulations, Taiwan's Seetel New Energy is emerging as a leading player in energy...
Sunday 2 November 2025
Taiwan energy firms shift from equipment to integrated solutions in net-zero push
As the global push for net-zero emissions and energy transition gathers pace, energy saving and carbon reduction have become central to corporate competitiveness. With carbon fees...
Saturday 1 November 2025
Siemens turns to software to manage AI’s power surge
The rapid expansion of the semiconductor industry and artificial intelligence (AI) supply chains is driving a sharp increase in global electricity demand, raising new challenges for...