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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
UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge
Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building...
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
Commentary: China's tech M&A unravels from EDA to compute
China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple high-profile mergers either collapsing or failing to advance beyond early talks.
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
Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights...
Thursday 11 December 2025
Oracle warns of rising depreciation strains as AI data-center buildout accelerates
Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations...
Thursday 11 December 2025
Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake in...
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
FarEasTone taps satellite tech to bridge Indonesia's healthcare divide

FarEasTone (FET) has taken a major step in exporting its telemedicine capabilities abroad, announcing on Dec. 8 that it has signed a memorandum...

Thursday 11 December 2025
WITS breaks revenue record again with strong AI and internet-sector growth

WITS, formerly Wistron Information Technology and Services (Wistron ITS), reported consolidated revenue of NT$1.08 billion (approx. US$34.5...

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...