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Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 26 June 2025
TSMC rides AI wave to record highs as global chip rivals feel the squeeze
In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a...
Thursday 26 June 2025
Taiwan auto market cautiously recovery as tariff cuts on US imports begin in 2025
Taiwan's automotive market experienced a cautious first half in 2025, largely due to uncertainties regarding tariffs and potential commodity tax cuts. The Ministry of Economic Affairs...
Thursday 26 June 2025
Micron projects record revenue, but analysts split on outlook
Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the...
Wednesday 25 June 2025
Trade uncertainty weighs on Taiwan despite strong tech demand
After nearly two weeks of conflict, a ceasefire between Israel and Iran has brought a temporary halt to hostilities, easing fears of disruption in the Strait of Hormuz and triggering...
Wednesday 25 June 2025
PSA eyes Southeast Asia, rare earths as AI and auto demand boost growth outlook
At the recent PSA Annual Shareholders' Meeting, CEO Anthony Chiao announced that GLOBAL BRS MANUFACTURE (GBM) has acquired two significant strategic assets: Japan's PCB manufacturer...
Tuesday 24 June 2025
IC design sector 2Q25 operations remain stable amid currency volatility
As the second quarter of 2025 gradually comes to a close, Taiwan's IC design sector is facing the traditional off-season with a generally optimistic outlook. Industry players believe...
Tuesday 24 June 2025
Vivo ranks among Taiwan's top three smartphone brands for first time
In May 2025, Vivo overtook Oppo to become Taiwan's third-largest smartphone brand, capturing an 11% market share behind Apple and Samsung Electronics. This shift in the market's top...
Tuesday 24 June 2025
Coretronic's rapid southbound expansion drives shipment growth outlook for 2025
Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving,...
Thursday 19 June 2025
Urgent orders boost memory packaging and testing in 2Q25; AI stabilizes variables for 2H25
Benefiting from a rapid recovery in memory market demand during the first half of 2025, memory packaging and testing companies are sharing in the gains. Although the US 90-day tariff...
Thursday 19 June 2025
Jabil lifts full-year outlook on soaring data center demand fueled by AI boom
Jabil, a leading electronics components manufacturer, raised its full-year profit and revenue forecast on Tuesday, citing robust demand for infrastructure services tied to data cen...
Wednesday 18 June 2025
Fortune Electric optimistic about 2025 prospects; impact from tariffs, exchange rates limited
Heavy electrical equipment maker Fortune Electric has been negotiating with its clients amid the uncertainties in US tariff policies and exchange rate fluctuations, with company president...
Wednesday 18 June 2025
Taiwan foundries wind down 8-inch output as IC designers pivot
Taiwanese IC design houses report a steady reduction in 8-inch wafer capacity by local foundry partners. Several foundries are now urging clients to transition select products to...
Tuesday 17 June 2025
Shihlin Electric says tariffs, exchange rates to have limited impact; outlook for heavy electric good
Taiwan-based electrical systems and equipment manufacturer Shihlin Electric and Engineering stated that impacts from tariffs and exchange rates will be limited, and it will continue...
Thursday 12 June 2025
Memory price rally drives May gains for Adata and Team Group; 3Q outlook remains upbeat
Taiwan-based memory module vendors Adata Technology and Team Group Inc. saw notable revenue gains in May 2025, driven by continued price increases for DRAM and NAND flash. Adata reported...