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Monday 11 August 2025
Sony rides record chip profits but says US production still out of reach
Sony Group experienced a strong first quarter in fiscal year 2025, with a 2% year-on-year rise in sales. Operating profit surged by 36%, pre-tax profit increased by 24%, and net income...
Monday 11 August 2025
Samsung, SK Hynix rush to secure Nvidia's SOCAMM supply chain — before it becomes the next HBM

After vying for leadership in the high-bandwidth memory (HBM) market, South Korea's top memory chipmakers, Samsung Electronics and SK...

Monday 11 August 2025
India roundup: US doubles down tariffs on India

The US imposition of a 50% tariff on India puts the country in a difficult position, caught between...

Monday 11 August 2025
GSEO reports 43% revenue surge in July on seasonal demand

Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from...

Saturday 9 August 2025
Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...
Saturday 9 August 2025
Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
Friday 8 August 2025
TSMC 2nm leaks under national security probe; situation is non-critical for now
TSMC has been reported to have a leak of its 2nm process trade secrets, prompting judicial investigators to launch an investigation under suspicion of violating the National Security...
Friday 8 August 2025
Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul
Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of...
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
Taiwan races to build drone army as China stockpiles 2 million UAVs
Taiwan's ambitious plans to scale up its drone fleet are facing fresh scrutiny after supply chain sources revealed that China is stockpiling as many as 2 million unmanned aerial vehicles...
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
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Friday 8 August 2025
Taiwan should leverage high tech in national defense, says Anduril founder
Palmer Luckey, founder of the US defense unicorn Anduril Industries, recently visited Taiwan and is reportedly seeking opportunities to expand cooperation with Taiwan's supply chain...
Friday 8 August 2025
GlobalWafers reframes tariff uncertainties into advantages
GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...
Friday 8 August 2025
Apple and Samsung to jointly develop new sensor chips in Austin, according to reports
The "frenemy" relationship between Samsung Electronics and Apple, spanning over 20 years, has once again become a focal point. Reports indicate that the two tech giants are deepening...