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Tuesday 16 September 2025
EU delays decision on CO2 rules despite pressure from carmakers
Leading European carmakers have called on the EU to ease strict CO2 emission rules and support various powertrain technologies like hybrids to meet market needs. However, the EU has...
Tuesday 16 September 2025
China builds, Meta sells, Taiwan waits: the fault lines in AI smart glasses
AI-powered smart glasses are gaining momentum, yet analysts expect Meta to dominate the market until at least 2027, as Apple and Google's competing devices remain in development....
Tuesday 16 September 2025
SEMICON Taiwan 2025: TSMC's GaN retreat opens door for Chinese SiC competitors
Power semiconductors, particularly silicon carbide (SiC) and gallium nitride (GaN), emerged as key themes at SEMICON Taiwan 2025. The toughest competition was in SiC equipment, with...
Tuesday 16 September 2025
Acer, Nvidia unveil compact AI workstation, receive strong early interest
Acer has teamed up with Nvidia to debut the Veriton GB100, a compact AI workstation built on Nvidia's GB10 chip. The model has generated strong demand from clients even before its...
Tuesday 16 September 2025
Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts...
Tuesday 16 September 2025
China's SiC pricing war forces Japan to retreat while Europe holds its line
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides...
Tuesday 16 September 2025
Han's Laser expands from semiconductors to new markets, as industrial laser demand slides
The booming semiconductor industry has led to a surge of emerging Chinese laser manufacturers, yet weaker players are being weeded out based on precision and accuracy as competition...
Tuesday 16 September 2025
NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
Monday 15 September 2025
Chipmakers bet big on AI glasses as market momentum builds
Although the AI glasses market has yet to experience clear explosive growth, major system manufacturers, brands, and startups are continuously increasing their resources and development...
Monday 15 September 2025
Jorjin chairman: Chip and display breakthroughs fuel AI-AR symbiosis
AR glasses represent a revolution for displays that incorporate key technologies such as near-eye displays, microLED, and waveguides, with AI and AR now sharing a symbiotic existence...
Monday 15 September 2025
Telcos prioritize profits over speed in 6G race
As 6G technology is anticipated to enter commercial operation by 2030, telecom companies worldwide face significant strategic decisions beyond technical innovation. The emerging standard...
Monday 15 September 2025
Topview Optronics poised to benefit from growing security integration demand
Topview Optronics, a subsidiary of Taiwan's Qisda Group, reported that integration efforts in the security control industry are gaining momentum. While customers previously focused...
Monday 15 September 2025
China targets CoWoP leapfrog as Taiwan holds tech edge
Recent market reports indicate that CoWoP has shown preliminary test results exceeding expectations. Nvidia, which leads its development, is expected to accelerate mass production...
Monday 15 September 2025
Gogoro launches new entry-level electric scooter to boost 4Q25 sales
Despite concerns that upcoming commodity tax changes could disrupt demand for electric scooters, Gogoro has continued to pursue growth through precise market positioning. Following...
Monday 15 September 2025
CXMT breaks into CXL memory, putting Samsung and SK Hynix on edge
China's DRAM maker CXMT is reportedly developing compute express link (CXL) DRAM modules, a move that could escalate rivalry with Samsung Electronics and SK Hynix as the CXL market...