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Wednesday 10 December 2025
AI demand drives TSMC to third-highest monthly revenue
Benefiting from robust demand for AI chips that offset weakening orders in smartphones and other consumer electronics, TSMC reported consolidated revenue of NT$343.614 billion (US$11.23...
Wednesday 10 December 2025
Amazon plans more than US$35 billion in new India investments through 2030
Amazon plans to invest more than US$35 billion in India across its businesses through 2030, expanding on the nearly US$40 billion it has already invested in the country, the company...
Wednesday 10 December 2025
Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26
Advanced packaging equipment and wafer reclaim solutions provider Scientech reported consolidated revenue of NT$958 million (US$30.77 million) in November 2025, up 9% sequentially...
Wednesday 10 December 2025
Google TPU stays strong, Inventec confident for 2026 server outlook
ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec,...
Wednesday 10 December 2025
OpenAI's 'code red' exposes internal rift over ChatGPT's future
OpenAI has reportedly initiated a "code red" in response to increasing competition and decelerating growth, temporarily halting projects such as advertising and Sora for eight weeks...
Wednesday 10 December 2025
Tesla sees 70% delivery surge in Taiwan in 4Q25; 2025 in-stock car sold out
Tesla continues to demonstrate strong growth momentum in Taiwan's new-car market, with all in-stock Model 3 and Model Y units for the current quarter already sold out. Coordinated...
Wednesday 10 December 2025
Chenbro Micom nears record revenue fueled by strong server orders

Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted...

Wednesday 10 December 2025
Yageo posts record November revenue on strong AI demand, Shibaura acquisition gains

Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based...

Wednesday 10 December 2025
Local datasets key to Taiwan's smart healthcare market edge
Smart healthcare is poised to drive Taiwan's next industrial upgrade with a projected output of NT$2.3 billion (US$73.5 billion), at growth rates surpassing even the semiconductor...
Wednesday 10 December 2025
Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge
Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...
Wednesday 10 December 2025
Tex Year Technologies ramps up production capacity with new plant in India
Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid...
Tuesday 9 December 2025
Google TPU demand remains strong, but CoWoS and memory cap 2026 production
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Tuesday 9 December 2025
Zhen Ding projects strong revenue growth in 2026, expects doubling by 2027
Zhen Ding Technology said next-generation AI server platforms entering mass production will drive a major revenue lift in 2026 and set up a doubling growth phase in 2027. The company...
Tuesday 9 December 2025
China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by...

Tuesday 9 December 2025
Taiwan FPC makers seek AI growth in wearables, high-speed transmission, and robotics
Facing US reciprocal tariffs that have dampened global consumer markets and ongoing price wars from China's PCB industry, flexible printed circuit (FPC) manufacturers relying solely...