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Thursday 8 May 2025
Broadband chips, optical communications, and Ethernet drive growth; Airoha undeterred by tariff war
Airoha, a major company under MediaTek, held an investor conference to share its outlook on future market trends. The company stated that in the first quarter of 2025, its efforts...
Wednesday 7 May 2025
eLAND to debut on Taiwan OTC in May, riding AI search boom across four core sectors
Taiwan-based software firm eLAND Information, with nearly two decades of experience in semantic analysis and opinion search technologies, is set to list on the over-the-counter (OTC)...
Wednesday 7 May 2025
GlobalWafers' proactive expansion with two US plants reduces tariff risks
Driven by capacity expansion and valuation changes of its Siltronic AG shares, GlobalWafers (GW) reported a net profit after tax of NT$1.46 billion (approx. US$48.3 million) in the...
Wednesday 7 May 2025
Taiwan's smartphone slump darkens: AI buzz fails to lift 1Q, 2Q outlook dims
Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models...
Wednesday 7 May 2025
Taiwan ceiling fan manufacturer pivots to drone market amid tariff advantage
Taiwanese ceiling fan manufacturer Champ-ray Industrial reported strong competitive positioning despite recent tariff disruptions affecting the industry, citing higher tariff pressures...
Wednesday 7 May 2025
Taiwan chip maker cautious on global trade outlook
Taiwan-based power management IC maker GMT's chairman cites market uncertainty due to Trump administration's proposed tariff policies, with second-quarter orders remaining flat amid...
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
Wednesday 7 May 2025
Pegatron ramps up 5G O-Ran strategy in SEA to navigate market shifts and expand telecom infrastructure
In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they...
Wednesday 7 May 2025
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor...
Wednesday 7 May 2025
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company...
Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...
Wednesday 7 May 2025
As Qualcomm stalls in China, MediaTek powers up
Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance...
Wednesday 7 May 2025
Apple confronts a multifaceted crisis as Tim Cook strives for solutions
Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that...
Wednesday 7 May 2025
Advantech set to return to Computex under new AI vision
As AI applications continue to proliferate, industrial PC (IPC) manufacturer Advantech will return to Computex in 2025 after a 12-year absence. CEO KC Liu emphasized that the company...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...