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Tuesday 6 May 2025
US tariff policy and currency appreciation cast clouds over Taiwanese exporters
US tariff policy has raised concerns among Taiwanese exporters. The sharp appreciation of the New Taiwan dollar heightens the complexity. While the AI server supply chain remains...
Monday 5 May 2025
Largan posts 28% YTD revenue growth, eyes Q3 lens upgrade cycle
Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase...
Monday 5 May 2025
Foxconn smashes April record with US$21.3B in revenue as AI servers take off
Foxconn Technology Group posted consolidated revenue of NT$641.37 billion (approx. US$21.32 billion) in April 2025, up 16.16% from March and 25.54% from a year earlier, marking a...
Monday 5 May 2025
Intel focuses automotive efforts on China with Auto Shanghai debut
Ever since Intel launched its automotive efforts in a high-profile announcement in early 2024, with its automotive business headquartered in China, the chipmaker's ambitions for this...
Monday 5 May 2025
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...
Monday 5 May 2025
Taiwan's Coretronic disrupts drone market, outflanks DJI with non-red supply chain edge
Coretronic Intelligent Robotics Corporation (CIRC), a subsidiary of Taiwan's Coretronic Group, is carving a niche in the global drone market, capitalizing on its non-red supply chain...
Monday 5 May 2025
Qualcomm clinches full Samsung S25 win, yet real growth rides on auto and AI bets
After delays, Samsung Electronics dropped its in-house Exynos 2500 from the Galaxy S25 lineup, opting instead to power the entire series with Qualcomm's Snapdragon chips, securing...
Monday 5 May 2025
Network infrastructure crucial to growth for Nokia and Chunghwa Telecom
Nokia saw lower-than-expected performance in the first quarter of 2025, with net sales sliding by 3% year-over-year to EUR4.39 billion (US$5 billion), as well as EUR156 million in...
Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...
Sunday 4 May 2025
Holtek sees growth as clients rush orders ahead of US tariff deadline
Microcontroller manufacturer Holtek Semiconductor is experiencing increased orders as customers in both China and the US accelerate purchases ahead of potential tariff implementation,...
Sunday 4 May 2025
Automotive and industrial control chip markets show signs of recovery, but tariffs risk looms
European and American integrated device manufacturers (IDMs) have released their financial reports. Among them, Texas Instruments (TI), a bellwether in the analog chip market, believes...
Saturday 3 May 2025
Rick Tsai bets on AI as MediaTek’s next growth engine
During MediaTek's first-quarter 2025 earnings call, CEO Rick Tsai reaffirmed that artificial intelligence is central to the company's long-term growth. He emphasized that the broader...
Saturday 3 May 2025
PTI sees operational rebound as memory and AI markets recover in 2025
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
Saturday 3 May 2025
Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the...
Saturday 3 May 2025
US-China trade war threatens to gut global semiconductor market by 34% through 2026

The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding...