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Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
Thursday 14 August 2025
China's solar pricing limits trigger global market chaos
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves...
Thursday 14 August 2025
Smart glasses sales soar; Meta stays on top as Xiaomi surges
Global shipments of smart glasses jumped 110% in the first half of 2025 compared with a year earlier, with Meta holding more than 70% of the market, according to Counterpoint Research...
Thursday 14 August 2025
OpenAI launches GPT-5 with competitive API pricing, intensifying LLM market rivalry
OpenAI has launched GPT-5, introducing a notable reduction in API pricing for input and output tokens. This move may heighten competition among language model providers and lead competitors...
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period...
Wednesday 13 August 2025
Uniplus cuts capital to boost financial strength, targets North American heavy electric market
On August 12, 2025, the board of directors of Taiwan's Uniplus Electronics approved a plan to reduce capital based on Article 168 of the Company Act to offset losses. The proposal...
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
Wednesday 13 August 2025
Xiaomi shakes up Africa leadership in high-stakes clash with 'king of phones' Transsion
Xiaomi has overhauled its Africa leadership team as part of an aggressive regional push. Liu Shequan has been named general manager of the Africa regional department and head of the...
Wednesday 13 August 2025
Sun Yad to buy majority stake in Y-S Electronics in strategic move
Sun Yad Industry announced plans to acquire a 34.76% stake in Y-S Electronics for approximately NT$295 million (approx. US$9.82 million), aiming to strengthen its market position...
Wednesday 13 August 2025
Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
The trend of integrating generative artificial intelligence (Gen AI) applications into edge AI (Edge AI) is gaining momentum. More Edge AI systems are providing intelligent applications...
Wednesday 13 August 2025
Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
Wednesday 13 August 2025
Humanoid robots gain momentum, but hardware costs hold back mass adoption, says DIGITIMES
When Nvidia framed the next wave of AI as "physical AI," it helped ignite a surge of interest in humanoid robots, accelerating development efforts worldwide. Yet, according to DIGITIMES'...
Wednesday 13 August 2025
Taiwan industries seek tariff relief as Chinese rivals undercut prices despite 50% duties
Taiwan's Minister of Economic Affairs J.W. Kuo recently held forums addressing the impact of increased US tariffs on Taiwanese industries. He proposed six countermeasures to help...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
Wednesday 13 August 2025
AI startup Perplexity makes $34.5 Billion bid for Google's chrome browser
AI startup Perplexity made a formal offer to acquire Google's Chrome browser for US$34.5 billion, an audacious bid to get ahead of a potential requirement for the search giant to...