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Sunday 10 August 2025
LCD TV panel prices stabilize amid August market tug-of-war
In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
Sunday 10 August 2025
Satellite insurance raises cost for Taiwan's satellite push
Taiwan Space Agency (TASA) is taking a bold step toward industrializing its satellite manufacturing sector, announcing a NT$24.9 billion (US$833 million) initiative to develop a commercial...
Friday 8 August 2025
Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25
Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached...
Friday 8 August 2025
OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan
OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting...
Friday 8 August 2025
'China for China' becomes new rulebook for Western chipmakers
Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...
Friday 8 August 2025
Nuvoton sees slower auto recovery, eyes growth in EV and battery management

Taiwan-based microcontroller supplier Nuvoton Technology warned on August 5 that global auto market dynamics remain volatile, with the...

Friday 8 August 2025
BYD’s Taiwan entry via Denza sparks a spike in trade and security debate

In a move that has reignited Taiwan's automotive and geopolitical debate, Chinese automaker BYD is reportedly seeking to enter the Taiwanese...

Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Friday 8 August 2025
CMMT expects market recovery after tariff and exchange rate fluctuations settle
The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...
Friday 8 August 2025
Chinese automakers slip through loopholes of Taiwan's EV barriers
Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on...
Friday 8 August 2025
Non-AI workloads dominate data centers despite ChatGPT popularity
Research from SemiAnalysis reveals that non-AI workloads still dominate data center operations in the Asia-Pacific region, while AI-related workloads are expected to grow significantly...
Friday 8 August 2025
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...
Friday 8 August 2025
Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up
Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...
Friday 8 August 2025
DDR4 price rally stalls as market shifts toward DDR5
Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...
Friday 8 August 2025
Samsung and LG vie for Hitachi's Japanese home appliance unit as South Korea and Japan join forces against Chinese competition
Samsung Electronics and LG Electronics are actively competing to acquire the Japanese home appliance division of Hitachi. For Samsung, this marks a return to the Japanese home appliance...