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Sunday 9 November 2025
Auden Techno turns profitable
RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter...
Sunday 9 November 2025
uPI applies power IC demand growth across three segments
The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated...
Sunday 9 November 2025
US tech layoffs raise concerns over AI PC and business demand
Backlight module maker Coretronic believes that consumer market momentum in the fourth quarter of 2025 remains weak due to ongoing concerns over tariffs and inflation, both of which...
Sunday 9 November 2025
M31 weathers a costly quarter with eyes on AI-fueled recovery
Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European...
Sunday 9 November 2025
STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response,...

Sunday 9 November 2025
Next-gen power systems aim to cool AI’s growing energy appetite
The rise of artificial intelligence has sharply increased the demand for computing power, making electricity consumption and grid bottlenecks a central concern for data centers. With...
Saturday 8 November 2025
WT Microelectronics sees strong 2026 growth on rising AI data center demand
WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.
Saturday 8 November 2025
VIS turns corner after price war, gears up for PMIC-driven growth in 2026
Vanguard International Semiconductor (VIS) anticipates a mild slowdown in the fourth quarter of 2025 as seasonal demand eases and supply chain partners carry out year-end inventory...
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
Elon Musk maps out Tesla's semiconductor leap, ponders alliance with Intel
Tesla CEO Elon Musk said the company is considering building a large semiconductor fabrication plant to meet rising demand for AI and robotics chips, while keeping open the possibility...
Friday 7 November 2025
AAEON eyes 3-5 year edge AI surge amid rising NA market challenges
As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next...
Friday 7 November 2025
Catcher Technology enters AI server chassis market
Driven by growing demand for AI servers, Catcher Technology has joined the competitive server chassis components arena. Chairman Hung Shui-shu said the server segment is still in...
Friday 7 November 2025
Samsung targets 2026 'second peak' with AI, foldables amid chip rebound
Samsung Electronics is betting big on artificial intelligence and foldable phones. The company hopes these technologies will drive what it calls a "second peak" in its smartphone...
Friday 7 November 2025
AP Memory revenue doubles as S-SiCap enters growth phase, eyes higher 4Q25
Memory design IC firm AP Memory reported consolidated revenue of NT$1.495 billion (US$48.3 million) in the third quarter of 2025, up 17.3% year-over-year, driven by multiple interposers...
Friday 7 November 2025
HDD delivery delays extend to 2 years as QLC NAND capacity sells out early
The surge in storage demand driven by AI servers has caused a severe shortage of traditional hard disk drives (HDDs), with delivery times reportedly extending beyond two years. Major...