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Friday 8 August 2025
Everlight Chemical sees impact of tariffs, exchange rates on July revenue
Everlight Chemical posted NT$6.216 billion (approx. US$208 million) in consolidated revenue for July 2025, a decrease of NT$72.27 million (approx. US$2.4 million) or 10.4% year-on-year...
Friday 8 August 2025
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Friday 8 August 2025
Elan forecasts stronger 2H25 on commercial notebook demand, AI PCs to rise in 2027
Touch IC design leader Elan Microelectronics held an investor conference and shared that its second quarter performance held up relatively well, with only a limited decline compared...
Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Friday 8 August 2025
GlobalWafers reframes tariff uncertainties into advantages
GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...
Friday 8 August 2025
Non-AI workloads dominate data centers despite ChatGPT popularity
Research from SemiAnalysis reveals that non-AI workloads still dominate data center operations in the Asia-Pacific region, while AI-related workloads are expected to grow significantly...
Friday 8 August 2025
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...
Friday 8 August 2025
GlobalWafers and Apple form new partnership
Under the Trump administration's ambition to restore US leadership in semiconductor manufacturing, GlobalWafers America (GWA) announced its partnership with Apple on August 7, 2025...
Friday 8 August 2025
DDR4 price rally stalls as market shifts toward DDR5
Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...
Thursday 7 August 2025
Strong AI data center demand drives Chief Telecom's record-high profits in 1H25
IDC provider Chief Telecom has once again delivered outstanding profitability. Benefiting from robust demand for AI data center services, Chief Telecom's net profit margin and EBITDA...
Thursday 7 August 2025
Fujifilm posts record earnings on chip material sales, considers backing Rapidus
Fujifilm Holdings posted an operating profit of JPY75.2 billion (approx. US$510 million) for the April–June 2025 quarter, a 21% year-over-year increase and the second straight...
Thursday 7 August 2025
Nvidia's hiring plans intensify Taiwan's semiconductor talent crunch

At the 2025 COMPUTEX in Taipei, Nvidia CEO Jensen Huang announced plans to establish the company's Taiwan headquarters, dubbed "Nvidia...

Thursday 7 August 2025
Beyond commodities: aerospace charts a new course for Taiwan's manufacturing sector
As price-cutting pressures weigh heavily on the consumer electronics supply chain, some Taiwanese manufacturers are finding a lifeline in the high-barrier world of aerospace and defense...
Thursday 7 August 2025
AP Memory optimistic on IoTRAM and IPC growth despite FX losses
Memory IC design house AP Memory reported a net loss for the second quarter of 2025, due to approximately NT$980 million (US$32.7 million) in foreign exchange losses caused by the...
Thursday 7 August 2025
Global chip giants unleash US$135 billion fab spending spree as AI demand soars
Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...