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Tuesday 29 July 2025
Foxconn breaks away from Apple dependence, others struggling to diversify
Despite Nvidia CEO Jensen Huang's comment during his recent visit to China that he believes Apple has its strengths and pace in advancing its AI technologies, doubts about Apple's...
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
Monday 28 July 2025
AI server demand surge to drive Taiwan's 2H25 export growth
The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump's proposed tariffs are also placing pressure on import and export trade...
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
Monday 28 July 2025
Apacer profits from DDR4 shortage as memory shift creates supply gaps
Taiwan's Apacer Technology reported 44% revenue growth in the second quarter as DDR4 memory shortages drove demand for the older standard, highlighting how the industry's transition...
Friday 25 July 2025
Ezconn hits 12-year revenue high despite FX losses
Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients...
Friday 25 July 2025
SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter
The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...
Friday 25 July 2025
Acer expands lineup of listed subsidiaries as Shine Passion clears TPEx IPO
Acer Group has further expanded its portfolio of publicly listed subsidiaries, as Shine Passion Engineering, reinvested in by its smart service arm Acer Synergy Tech, received regulatory...
Friday 25 July 2025
Auto market instability moves PCB makers toward AI servers & LEO satellites
As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...
Friday 25 July 2025
Flex lifts full-year forecast on record 1Q25 profit, AI data center demand
Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence...
Friday 25 July 2025
Chromebook sales rebound: Google targets 19.5M units shipped in 2025
Since the pandemic-driven surge ended in mid-2022, Chromebook shipments have steadily declined. According to notebook supply chain sources, Chromebook shipments fell to 17.5 million...
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
Friday 25 July 2025
Asus, Microsoft revive Xbox hardware with ROG handheld launch, target 400,000-unit holiday debut
Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the...
Thursday 24 July 2025
Edge AI drives Innodisk Q3 momentum and full year growth
With industrial-control application demand warming up and DDR4 market prices rising, industrial-control memory vendor Innodisk's operations in 2025 have improved. Revenue has grown...
Thursday 24 July 2025
Malaysia unveils green data center rules to court foreign investors
Malaysia plans to launch a sustainable data center framework in October 2025. As the data center industry experiences rapid growth, the government faces challenges related to energy...