CONNECT WITH US
NEWS TAGGED DEMAND
Monday 4 August 2025
China eases InP restrictions; LMOC projects stable 3Q25, strong 800G demand through 2026
LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates...
Monday 4 August 2025
Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth
Apple, Qualcomm, and MediaTek exceeded expectations in recent financial results, driven by final Chinese government subsidies and anticipation of tariff hikes later in the year. This...
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Monday 4 August 2025
Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...
Monday 4 August 2025
Sercomm to raise prices following new 20% US tariff on Taiwan
Taiwanese networking equipment manufacturer Sercomm plans to pass the full impact of newly announced US tariffs onto its customers, following Washington's release of an updated reciprocal...
Monday 4 August 2025
Tariff-driven pull-ins boost Apple, but momentum may fade in 2H25
Apple posted stronger-than-expected fiscal third quarter 2025 results, driven by record Mac sales and solid iPhone performance. US government tariff announcements spurred early buying,...
Monday 4 August 2025
Innolux edges past HKC in global LCD TV panel race, 1H25 shipments reshuffle rankings
Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's...
Monday 4 August 2025
ASMPT emerges as advanced packaging's next kingmaker amid AI chip boom
Singapore-based ASMPT, founded in Hong Kong in 1975, has grown from a regional distributor into one of the world's most influential semiconductor equipment makers. With AI and hyperscale...
Sunday 3 August 2025
CHPT resumes new plant project amid growing AI chip test demand
Chunghwa Precision Test Tech (CHPT), a leading provider of semiconductor test interface products, has resumed a capacity expansion project to build a new plant in Taiwan, catering...
Sunday 3 August 2025
US defense contractors deepen Taiwan ties as AI military applications expand
American defense technology companies are strengthening relationships with Taiwan's tech sector as the Biden administration's AI action plan signals increased military AI spending,...
Sunday 3 August 2025
No need to reinvent the wheel: Taiwan pushes to standardize AI robots like PCs

Amid surging global demand for AI-driven robotics, Taiwan's industry leaders are banding together to form strategic alliances aimed...

Sunday 3 August 2025
Tong Hsing bets on 800G and GaN to offset currency-driven profit slide
Tong Hsing Electronics, a key player in the backend packaging and testing of CMOS image sensors (CIS), held its quarterly investor conference on July 29, 2025. The company warned...
Saturday 2 August 2025
Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand
Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses,...
Saturday 2 August 2025
Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...