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Friday 31 October 2025
Column: How Taiwan recyclers gain from China's rare earth curbs?
China's expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan's firms a chance to boost sustainable material recovery...
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025
What US-China trade breakthrough was reached in Busan?
US President Donald Trump and Chinese President Xi Jinping met in South Korea on October 30, 2025, to announce a trade agreement that paused months of escalating tensions between...
Friday 31 October 2025
ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026
Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...
Friday 31 October 2025
Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside
Nvidia is reportedly preparing to invest up to US$1 billion in AI startup Poolside, potentially increasing the company's valuation to as high as US$12 billion. Poolside is currently...
Friday 31 October 2025
Samsung's 3Q25 home appliance and TV units show weakness, eyes AI formula from mobile success
Samsung Electronics posted strong overall results for the third quarter of 2025, driven primarily by its semiconductor and mobile businesses. However, the home appliance and TV divisions...
Friday 31 October 2025
Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure
As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual...
Friday 31 October 2025
SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter
SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...
Friday 31 October 2025
Trump-Xi Busan deal pauses G2 trade war, but doubts linger
In April 2025, US President Donald Trump escalated the trade conflict with China by threatening tariffs as high as 145%, prompting a fierce response from Beijing, vowing to fight...
Friday 31 October 2025
AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta
Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...
Friday 31 October 2025
Acoustoelectric maker Primax maps global expansion with AI sensor tech
Acoustoelectric component maker Primax Electronics has unveiled its operational strategy in the ongoing AI trend at its latest earnings call on October 28, 2025, with chairman Yung-chung...
Friday 31 October 2025
UMC and Samsung present advanced packaging trends at APDC 2025
STATS ChipPAC held the Advanced Packaging Developer Conference 2025 (APDC 2025) at Resorts World Sentosa Convention Center in Singapore to explore the future of semiconductor packaging...
Friday 31 October 2025
Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted,...
Friday 31 October 2025
Apple posts record iPhone revenue despite supply constraints
Apple reported record iPhone revenue in its fiscal fourth quarter of 2024, achieving strong growth across iPhone, Mac, and Services segments despite ongoing supply shortages and rising...
Friday 31 October 2025
Google offers 18-month free Gemini AI access to Jio users in India
According to Reuters, Google will provide 18-month free access to its Gemini AI service for all 505 million subscribers of India's Reliance Jio, a move aimed at accelerating...