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Saturday 15 November 2025
Wieson sees strong growth as AI and HPC markets boost demand for connectors
Wieson reported significant gains in its third-quarter 2025 results, driven by heightened demand for connectors in artificial intelligence (AI) servers and high-performance computing...
Friday 14 November 2025
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast....
Friday 14 November 2025
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...
Friday 14 November 2025
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...
Friday 14 November 2025
SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency,...
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
Friday 14 November 2025
Microip expands into North America, eyes growth in agriculture and defense tech
Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence...
Friday 14 November 2025
Ilitek completes T-Con integration, eyes DDI product synergy in 2026
DDI supplier Ilitek held an earnings call on November 12, 2025, attributing its third-quarter revenue growth to the completion of platform transitions by key customers and the start...
Friday 14 November 2025
Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
Friday 14 November 2025
Taiwan drone maker Thunder Tiger invests US$22 million in southern expansion
Taiwanese drone manufacturer Thunder Tiger recently announced that its board of directors has approved a NT$710 million (US$22.88 million) investment to purchase land and factory...
Friday 14 November 2025
AI backlog to 2027 propels Quanta into its fastest expansion cycle yet
Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to...
Friday 14 November 2025
Hsin Hsin Galaxy posts 415% net income surge in 3Q25 amid peak season, new customer expansion
E-commerce service provider Hsin Hsin Galaxy (HHG) reported consolidated revenue of NT$1.32 billion (approx. US$42.5 million) in the third quarter of 2025, up 23.97% year-over-year,...
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
Friday 14 November 2025
ADATA sets new quarterly profit records amid strong memory market demand
ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...