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Saturday 8 November 2025
Taiwan firms remain committed to local investments despite expansions in US
US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in...
Saturday 8 November 2025
WT Microelectronics sees strong 2026 growth on rising AI data center demand
WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.
Saturday 8 November 2025
Column: Quantum sensing moves closer to commercial reality

Quantum sensing, one of the three pillars of quantum technology alongside quantum computing and quantum communication, is rapidly advancing...

Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
TAITRA leads 270 firms to US auto shows for EV and smart vehicle opportunities
Amid the global trend toward automotive electrification and smartification, the Ministry of Economic Affairs (MOEA) has commissioned the Taiwan External Trade Development Council...
Friday 7 November 2025
AAEON eyes 3-5 year edge AI surge amid rising NA market challenges
As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next...
Friday 7 November 2025
Catcher Technology enters AI server chassis market
Driven by growing demand for AI servers, Catcher Technology has joined the competitive server chassis components arena. Chairman Hung Shui-shu said the server segment is still in...
Friday 7 November 2025
SanDisk reportedly hikes NAND prices 50% as memory module makers post strong results
Memory prices have sharply rebounded in the third quarter of 2025, supported by increases in both volume and unit prices, boosting financial results for leading memory module manufacturers...
Friday 7 November 2025
Elan Microelectronics posts solid results, eyes AI-driven growth in 2026
Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than...
Friday 7 November 2025
Chinese automakers achieve record Europe market share with PHEV offensive
The European automotive industry faces unprecedented challenges in 2025, grappling with slow progress in electronic/electrical (E/E) transformation and widespread internal layoffs,...
Friday 7 November 2025
BOE ramps up 8.6-gen OLED mass production to challenge SDC
China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing...
Friday 7 November 2025
Automotive lenses drive growth for optical companies
End-market performance is expected to reflect improving demand for automotive chips in the second to third quarters of 2026. The optical industry has benefited significantly, with...
Friday 7 November 2025
CHT Security posts record revenue, profit in 3Q25 with growth across three key margins
Taiwanese cybersecurity firm CHT Security announced its operational results for the third quarter of 2025 on November 5. Both revenue and profit reached new highs, with quarterly...
Thursday 6 November 2025
Global server market, 3Q 2025

Introduction

Thursday 6 November 2025
US and South Korea target shipbuilding; Taiwan is urged to prioritize unmanned vessels
The US and South Korea announced plans this week to revive large-scale shipbuilding cooperation, a move widely seen as a strategic response to global market pressures and geopolitical...