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Thursday 21 August 2025
IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
Thursday 21 August 2025
European luxury car brands reeling as China tightens tax policy
As global automakers battle for dominance in an increasingly competitive Chinese market, European luxury brands are facing unprecedented headwinds. Beyond losing market share to fast-rising...
Thursday 21 August 2025
Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook
Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...
Wednesday 20 August 2025
Commentary: Who will lead GaN market after TSMC's 2027 exit?
Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...
Wednesday 20 August 2025
Taiwan's auto parts sector struggles to survive market freeze as tariff uncertainty lingers
Taiwan's automotive parts industry is facing its toughest challenge in years, as domestic car demand has stalled since April 2025. The sales freeze has rippled through the supply...
Wednesday 20 August 2025
OpenAI launches affordable ChatGPT subscription in India to encourage free users to upgrade
OpenAI has introduced a new subscription tier, ChatGPT Go, tailored specifically for the Indian market and priced at INR399 per month (about US$4.6). The move aims to boost paid subscriptions...
Wednesday 20 August 2025
Top smartphone brands gear up for 2H25: three key market trends to watch
The global smartphone market has shown signs of slowed sales growth, though major brands persist in launching new devices to stimulate demand. Key products like Google's Pixel 10,...
Wednesday 20 August 2025
Advantech to invest US$96.5 million in new North America headquarters campus
Advantech Co., Ltd. has approved a US$96.5 million investment to build a new headquarters campus in Tustin, California, aiming to expand its North American operations. The facility...
Wednesday 20 August 2025
US's move to block BOE OLEDs could help South Korea, but raises bigger concerns

The US International Trade Commission (ITC) has issued a preliminary ruling siding with Samsung Display (SDC) in its trade secrets case...

Wednesday 20 August 2025
Xiaomi strengthens smartphone presence amid modest global growth
Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic...
Wednesday 20 August 2025
Apple reportedly produces full iPhone 17 lineup in India
Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...
Wednesday 20 August 2025
SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround
SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...
Wednesday 20 August 2025
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
Wednesday 20 August 2025
Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...