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Thursday 4 September 2025
Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts
Kinpo Group president Andrew Chen announced on September 3 that the company expects a more balanced revenue split in 2025, departing from their usual stronger second half caused by...
Thursday 4 September 2025
Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25
Hewlett Packard Enterprise (HPE) reported third-quarter fiscal year 2025 revenue of US$9.1 billion, surpassing analyst estimates, driven by strong demand for AI servers and networking...
Thursday 4 September 2025
Chunghwa Precision Test reports 37% revenue increase in August fueled by AI and mobile chip demand
Taiwan-based chip probing and testing solution provider Chunghwa Precision Test announced a 37% year-over-year revenue increase in August 2024, driven by rising demand for next-generation...
Thursday 4 September 2025
China's SiC substrate industry faces setback, seeks strategic pivot
In early 2025, a leading Chinese third-category silicon carbide (SiC) substrate manufacturer faced international IDM customer complaints over product quality, triggering market concerns...
Thursday 4 September 2025
Hermes Testing expands probe solution business amid AI-driven semiconductor demand
Hermes Testing, a testing solutions provider under Hermes Epitek, is leveraging its machine engineering services and customized equipment manufacturing to address growing demand in...
Thursday 4 September 2025
Tech Forum 2025: China's SiC surge leaves Wolfspeed struggling beyond bankruptcy
Wolfspeed's recovery from bankruptcy protection remains uncertain, with core problems expected to extend beyond its anticipated year-end exit. The US power semiconductor firm is struggling...
Wednesday 3 September 2025
Global smartphone, 2Q 2025

Introduction

Wednesday 3 September 2025
GCCS poised for growth in China+1 SiC substrate market
Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term...
Wednesday 3 September 2025
Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts
Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global...
Wednesday 3 September 2025
Commodity Tax Act amendment may threaten already sluggish electric motorcycle sales, says Gogoro
The recent amendment to the Commodity Tax Act has injected new momentum into the growth of fuel-powered motorcycles, but not the electric motorcycle market. Data from manufacturers...
Wednesday 3 September 2025
Taiwan targets new growth in AI chip packaging with silicon carbide substrates
As AI chips advance, managing their high thermal output has become a key performance bottleneck. Semiconductor suppliers recently indicated that the advanced packaging sector is considering...
Wednesday 3 September 2025
Taiwan's economy struggles with New Taiwan dollar appreciation and export sector downturn
The appreciation of the New Taiwan dollar in the second and third quarters of 2025 has exerted significant pressure on Taiwan's export industries, with many manufacturing sectors...
Tuesday 2 September 2025
China's AI industry shows steady growth despite US technology restrictions
China has been actively demonstrating advancements in its artificial intelligence (AI) sector. Despite still trailing major US companies, China continues to pursue development amid...
Tuesday 2 September 2025
GlobalFoundries picks Qorvo exec Victor Hu to lead China strategy
GlobalFoundries (GF) has named Victor Hu, a semiconductor industry veteran with over 25 years of leadership experience, as vice president of sales and president of China. In this...
Tuesday 2 September 2025
Research Insights: Global EV sales jump 29% in 1H25, poised to exceed 20M this year
Global electric vehicle (EV) sales rose 29.4% year-over-year to 9.29 million units in the first half of 2025, driven by strong momentum in China, Europe, and the US. The three markets...