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Friday 31 October 2025
MCU maker Holtek rebounds strongly, riding security and health momentum into 2026
Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...
Thursday 30 October 2025
MXIC chair vows comeback after ninth straight quarterly loss
Memory chipmaker MXIC reported a net loss of NT$862 million (US$28.1 million) in the third quarter of 2025, marking its ninth consecutive quarterly deficit. Chairman Miin Wu candidly...
Tuesday 28 October 2025
Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%
The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for...
Monday 27 October 2025
Intel warns of CPU shortages and price hikes as older nodes hit limits
Intel's CFO Dave Zinsner revealed at the third quarter 2025 earnings call that strong chip demand has led to supply constraints, driven by data center operators urgently upgrading...
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
Monday 20 October 2025
Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks
The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Saturday 11 October 2025
Tainan pitches semiconductor heartland to Nvidia for Taiwan HQ
Nvidia's investment plans in Taipei City have encountered changes. Taiwan's Ministry of Economic Affairs (MOEA) has been conducting a nationwide land inventory, while Tainan City...
Wednesday 8 October 2025
The second life of DDR4: how an old memory standard is driving a new upcycle
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
Wednesday 8 October 2025
IT panel shipments to fall in 4Q25, prices to edge lower as demand cools
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Monday 6 October 2025
Nvidia's stake in Intel raises PC supply chain concerns
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Friday 3 October 2025
Winbond eyes 3Q25 profit to offset 1H losses amid DDR4 supply tightness
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...
Friday 3 October 2025
GM and Ford extend IRA EV tax credit through leasing strategy
The US Inflation Reduction Act (IRA) officially ended the US$7,500 electric vehicle (EV) tax credit on September 30, 2025. However, General Motors (GM) and Ford have leveraged their...
Wednesday 1 October 2025
Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday
Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally.
Wednesday 1 October 2025
Passive component inventories fall in 4Q25 as AI power revolution fuels growth
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...