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Friday 12 December 2025
PCL Technologies eyes data center boom with AI-driven optical interconnects
Optical communication module manufacturer PCL Technologies has forecasted continued strong expansion in the global data center market, propelled by artificial intelligence advancements...
Friday 12 December 2025
China and US challenge Japan in AI humanoid robot race
While Taiwanese manufacturers historically held little sway in conventional industrial robotic arms, the AI robot era—exemplified by humanoid robots—is seen as a distinct...
Friday 12 December 2025
Foxconn expects limited impact from Mexico import tariff
The Mexican Senate has approved legislation raising import tariffs up to 50% on countries without free trade agreements with Mexico, affecting nations such as China, India, South...
Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...
Friday 12 December 2025
UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs
UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers...
Friday 12 December 2025
Malaysia promotes rare earth industry with incentives for midstream and downstream firms
he Malaysian government announced that companies engaged in midstream and downstream production of rare earth elements (REE) are eligible for related incentive policies. According...
Thursday 11 December 2025
Transcom secures military certification as Taiwan proposes significant defense budget
The Executive Yuan in Taiwan has proposed a NT$1.25 trillion (US$40 billion) special defense budget aimed at enhancing seven critical areas, including air defense, electronic warfare,...
Thursday 11 December 2025
AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices
Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...
Thursday 11 December 2025
Mexico breaks from free-trade tradition with sweeping tariffs on Asian imports
Mexico is preparing a major shift in its trade policy, approving broad tariffs on imports from Asian countries without free-trade agreements, including China, India, and South Korea...
Thursday 11 December 2025
China's steel engine loses steam, rewrites the iron ore trade map

China's slowdown, marked by weak consumption, a deep property slump, deflationary pressure, and softer investment, is weighing on steel...

Thursday 11 December 2025
Drones emerge as new growth area for rugged IPCs targeting ground control stations
Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since...
Thursday 11 December 2025
Game console EMS accelerates shift from China as US tariffs persist
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...
Thursday 11 December 2025
Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25
Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November...
Thursday 11 December 2025
Ta Liang PCB and advanced packaging orders surge, equipment lead times hit 6 months
PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity,...
Thursday 11 December 2025
Taiwan home appliance brands shift to commercial, overseas, and rental markets amid downturn
Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their...