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Monday 15 December 2025
TSMC, Broadcom AI outlook signals strong growth for Samsung, SK Hynix in 2026
Analysts believe that the performance outlook for 2026 from Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom offers a glimpse into the expected performance of South...
Monday 15 December 2025
NetApp unfazed by memory shortages as it projects strong 2026 growth

NetApp Taiwan general manager Peter Chu said the transition from early AI experimentation to agentic AI running mission-critical workloads...

Monday 15 December 2025
Samsung pushes new thermal packaging to win back Qualcomm and Apple

Samsung Electronics is positioning a proprietary thermal management technology for external clients as it seeks to reclaim foundry market...

Friday 12 December 2025
Advantest unveils next-gen memory handler for AI, targets customer rollout in 2Q26
Japanese semiconductor test equipment manufacturer Advantest has announced the launch of a next-generation memory handler, designed specifically for high-performance memory components...
Friday 12 December 2025
CPO tech and Taiwan player deployment

Introduction

Thursday 11 December 2025
Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights...
Thursday 11 December 2025
Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake...
Thursday 11 December 2025
AGI Technology Gears Up for CES 2026, Debuting Ultra-Fast Gen5 SSD and DDR5 Innovations

 AGI Technology, a leading memory brand from Taiwan, announced that it will participate in CES 2026 from January 6 to 9 in Las Vegas at The Venetian Resort, Level...

Thursday 11 December 2025
MiTwell Unleashes Edge AI Computing Power: Building an OSM + AMC Modular Ecosystem

MiTwell is revolutionizing embedded AI computing through its innovative OSM (Open Standard Module) and AMC (Advanced Micro Computing) architectures, delivering a new...

Thursday 11 December 2025
WITS breaks revenue record again with strong AI and internet-sector growth

WITS, formerly Wistron Information Technology and Services (Wistron ITS), reported consolidated revenue of NT$1.08 billion (approx. US$34.5...

Wednesday 10 December 2025
Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

Wednesday 10 December 2025
Huawei's chip breakthrough prompts US to relax AI export controls
Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia's H200 AI chips to China is Huawei's rapid rise in AI computing. Bloomberg cites...
Wednesday 10 December 2025
Nvidia H200 clearance paves the way for HBM3E in China
The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted...
Wednesday 10 December 2025
Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26
Advanced packaging equipment and wafer reclaim solutions provider Scientech reported consolidated revenue of NT$958 million (US$30.77 million) in November 2025, up 9% sequentially...
Wednesday 10 December 2025
OpenAI's 'code red' exposes internal rift over ChatGPT's future
OpenAI has reportedly initiated a "code red" in response to increasing competition and decelerating growth, temporarily halting projects such as advertising and Sora for eight weeks...