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Thursday 17 July 2025
Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape

Even as Taiwan's semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging...

Thursday 17 July 2025
DeepSeek stumbles as user growth slows and R2 delay drags on; Nvidia H20 restart offers a lifeline
Once hailed as China's rising AI star, DeepSeek is now facing a period of waning momentum. However, the company's founder and CEO, Liang Wenfeng, might soon benefit from an expected...
Thursday 17 July 2025
ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand
In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV...
Thursday 17 July 2025
Adata surges on memory boom, eyes AI and Biotech for next growth wave
Taiwanese memory module maker Adata Technology reported after-tax profit of NT$462 million (US$15 million) in June 2025, marking a dramatic turnaround from a loss in the same month...
Wednesday 16 July 2025
ASML posts strong results, eyes growth amid China curbs and tariff concerns
ASML reported robust second-quarter earnings, with sales rising 23% year-over-year to EUR7.69 billion (US$8.94 billion), driven by upgrade demand and cost efficiencies. While tariff...
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
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...
Tuesday 15 July 2025
US DOOH market drives strong order visibility for SAVC through 2025 despite global challenges
Since its spin-off from TASC in 2022, the rising star Star Asia Vision Corporation (SAVC) has focused on digital display systems. President Vincent Lee stated that order visibility...
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
Taiwan's e-commerce platforms struggle while service providers thrive
Taiwan's leading e-commerce platforms have been struggling amid the fading post-pandemic boom and heightening competition, with market leader Fubon Multimedia (under the Momo brand)...
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
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...
Tuesday 15 July 2025
Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...