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Wednesday 16 July 2025
Semco targets automotive, industrial MLCCs amid AI surge
Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...
Wednesday 16 July 2025
Meta doubled down on AI infrastructure, Foxconn, Taiwan supply chain ride the cocktail
Meta is turbocharging its bet on artificial intelligence, with CEO Mark Zuckerberg revealing plans to invest hundreds of billions of dollars in building large-scale AI infrastructure...
Wednesday 16 July 2025
Asian nations face new US tariffs; Taiwan's auto parts makers eye reshored demand
New tariff rates from the US government are set to take effect in August, impacting a range of countries, including Indonesia, Thailand, Cambodia, Laos, Myanmar, and Malaysia, all...
Wednesday 16 July 2025
Semco pushes thinner chip capacitors to chase AI server boom
Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive...
Wednesday 16 July 2025
Tesla finally enters India with Model Y showroom but skips local manufacturing amid rising global headwinds
Tesla has opened its first showroom in India as part of a cautious, retail-first strategy to gauge market demand while holding off on local manufacturing. The move reflects the company's...
Wednesday 16 July 2025
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...
Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
Wednesday 16 July 2025
Goldkey gears up for August IPO as DDR4 demand takes off
A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%,...
Tuesday 15 July 2025
LIPS Corp. lands Samsung, onsemi as partners in 3D vision sensor integration
Taiwan's LIPS Corp., a 3D vision technology company, is moving into mass production after 12 years of research and development and proof-of-concept collaborations. With more than...
Tuesday 15 July 2025
TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

Tuesday 15 July 2025
D-Link reports success in Middle East market; 5G CPE shipments to reach 150,000 units in 2025
As the global telecommunications market accelerates 5G network deployment, demand for 5G customer premises equipment (CPE) continues to rise. Taiwanese networking brand D-Link has...
Tuesday 15 July 2025
China's expanding robot industry presents opening for Taiwan
Robotics is consistently displaying its potential for success as the industry undergoes a structural transformation. The demand for robotics has grown due to labor shortages and rising...
Tuesday 15 July 2025
Nvidia-MediaTek chip sees demand surge as China seeks alternatives
The GB10 chip co-developed by Nvidia and Taiwan's MediaTek is experiencing demand several times higher than expected as the product nears mass production, according to industry sou...
Tuesday 15 July 2025
AI boom is transforming data centers & pushing energy limits
There is no question that AI and cloud computing have been rapidly revolutionizing the technology landscape. From capacity expansion and energy pressure to cooling innovations, data...
Tuesday 15 July 2025
Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth
Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14...