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    NEWS TAGGED MARKET
    Friday 29 August 2025
    Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
    Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
    Friday 29 August 2025
    Research Insights: HTC turns Taiwan into proving ground for AI glasses strategy

    HTC is rolling out its new VIVE Eagle in Taiwan, making it the first and only consumer brand in the market to officially launch AI-powered...

    Friday 29 August 2025
    Tariffs and strong currencies squeeze Taiwan’s machine tool makers
    Taiwan's machine tool industry is confronting its most difficult survival challenge in years, grappling with the combined pressures of tariffs and unfavorable currency fluctuations...
    Friday 29 August 2025
    Samsung reportedly explores BOE's WOLED panels for its gaming monitors

    BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors,...

    Thursday 28 August 2025
    Taiwan smartphone market gains momentum from new product launches in July
    Despite challenges such as high market penetration, extended replacement cycles, tariffs, and inflation, Taiwan's smartphone market saw July shipments rebound above 400,000 units...
    Thursday 28 August 2025
    Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
    PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...
    Thursday 28 August 2025
    South Korea emerges as drone industry contender amid de-China trends
    As geopolitical factors and the demand for technological sovereignty shake up the global drone industry, South Korean drone companies are now emerging as alternatives to Chinese manufacturers,...
    Thursday 28 August 2025
    EU seeks US tariff cuts, but may come with regulatory price

    The European Union (EU) is seeking to reduce tariffs on vehicles exported to the US, aiming to lower the rate to 15%. However, to secure...

    Thursday 28 August 2025
    US expands Section 232 to e-bikes, but Merida sees limited impact
    The Trump administration announced on August 18 the addition of 407 product categories to the list of "derivative" steel and aluminum products covered by Section 232 of the US Trade...
    Thursday 28 August 2025
    From private cloud to private AI: VMware targets next AI goldmine
    Broadcom-owned virtual cloud software giant VMware officially kicked off its annual Explore event in Las Vegas. In 2024, its AI developments were only discussed in interviews after...
    Thursday 28 August 2025
    Cross-industry rivalry heats up as DJI, Insta360, and Dreametech diversify product portfolios
    As the consumer electronics market matures, leading companies are exploring new growth by entering each other's sectors. Recently, DJI Technology, Insta360, and Dreametech have expanded...
    Thursday 28 August 2025
    SpeedTech anticipates AI server connectors to boost revenue in 2025
    Connector manufacturer SpeedTech revealed plans to introduce MCIO connectors for AI server harnesses into the market, expecting modest revenue contributions starting in 2025. The...
    Thursday 28 August 2025
    Nvidia warns on China H20 sales, clarifies Singapore billing
    Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
    Thursday 28 August 2025
    Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
    Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
    Thursday 28 August 2025
    China accounts for half of humanoid robot makers, but industry still nascent
    China is actively advancing investment and building an ecosystem in the humanoid robot industry, according to the Nomura Research Institute (NRI), which released a report on the current...
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    TPCA
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 3 September 2025
    Tescan Unveils New Global Brand Platform 'The Art of Discovery' with APAC Rollout at SEMICON Taiwan
    Wednesday 3 September 2025
    Micraft System Plus Unveils Proprietary Thermo-Compression Bonder, Expands into Advanced Packaging Market
    Wednesday 3 September 2025
    SK hynix Introduces Industry's First Commercial High NA EUV
    Summary of Tech Supply Chain News!
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES