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Tuesday 2 September 2025
China's YMTC moves into DRAM, teams with CXMT to target HBM market
Yangtze Memory Technologies Corp. (YMTC), China's largest NAND flash producer, is expanding into the DRAM sector as part of Beijing's broader drive to compete in advanced memory markets...
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...
Tuesday 2 September 2025
SK Hynix expected to outpace Samsung, Micron in HBM share
SK Hynix is expected to retain more than half of the global high-bandwidth memory (HBM) market through at least 2027, cementing its role as Nvidia's top supplier while broadening...
Tuesday 2 September 2025
Yuan High-Tech sees momentum in edge computing, with new products targeting robotics market
As AI shifts from the cloud to the edge, Yuan High-Tech has gradually transitioned from its roots as an image capture hardware maker to a supplier of comprehensive solutions. According...
Tuesday 2 September 2025
VIVE Eagle sales off to a strong start as HTC boosts output of AI glasses
Taiwan's HTC recently launched its first AI glasses, the VIVE Eagle, which received an enthusiastic market response with strong preorder sales in Taiwan. The success has prompted...
Tuesday 2 September 2025
Nittobo's Fukushima bet shakes up CoWoS supply chain, Taiwan Glass on the line
The global surge in generative AI is driving explosive growth in the AI server market, making advanced CoWoS packaging a crucial battleground for GPU makers and custom chip developers...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Tuesday 2 September 2025
Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports
India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research...
Tuesday 2 September 2025
China’s AI chip hopefuls step into Nvidia’s void
The global AI surge has turned computing power into a core strategic resource. With Washington tightening curbs on advanced GPU exports, Nvidia's revenue in China has collapsed, opening...
Tuesday 2 September 2025
BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets
BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first...
Tuesday 2 September 2025
Hanwha Semitech advances fluxless bonding to address HBM packaging strains
As high-bandwidth memory (HBM) moves to taller stacks with denser chip-to-chip I/O connections, thermal compression bonding (TC bonder) technology is hitting bottlenecks. Hanwha Semitech...
Tuesday 2 September 2025
US-EU car spec deal puts Taiwan’s auto supply chain on edge
As trade talks between the Trump administration, the European Union, and Japan advance toward a "spec-for-tariff" arrangement, Taiwan faces growing uncertainty over its imported car...
Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Monday 1 September 2025
Hotai Motor sticks to 2025 sales goal despite profit slide and policy headwinds
Taiwan's auto market has entered a deep freeze in 2025, with industry leaders pointing to ongoing tariff uncertainties as a major source of disruption. At an investor briefing on...
Monday 1 September 2025
Google Cloud nab OpenAI and Meta as clients, signaling growth in cloud market
Google Cloud has recently attracted two major clients, OpenAI and Meta Platforms Inc., marking a significant positive shift in its cloud business after years of losses. The company...