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Monday 8 September 2025
Ranking China's top 15 chip-equipment makers: Naura leads as R&D investment reshapes competition
China's semiconductor equipment industry posted a polarized first half of 2025, caught between a global downturn and intensifying US–China tech rivalry. A few national champions...
Friday 5 September 2025
Broadcom hits record quarter, secures reportedly US$10B AI chip deal for 2026
Broadcom posted record earnings for the third quarter of fiscal 2025, topping Wall Street forecasts on revenue and profit, and disclosed a custom AI chip order exceeding US$10 billion...
Thursday 4 September 2025
Why the US revoking TSMC’s Nanjing license may matter less than it seems
The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...
Thursday 4 September 2025
Tech Forum 2025: TSMC faces the next decade of chip war from Arizona to Beijing
Taiwan Semiconductor Manufacturing Co. (TSMC) has begun mass production and turned a profit at its Arizona plant in 2025, a milestone that marks not only a breakthrough in its global...
Tuesday 2 September 2025
China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?
China's chipmakers remain blocked from sub-7nm breakthroughs, but expansion in mature-node manufacturing is surging, led by 12-inch wafer fabs. SMIC has accelerated construction since...
Tuesday 2 September 2025
BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets
BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first...
Monday 1 September 2025
Value Valves sees order growth from US and EU despite tariff pressures
Taiwan's Value Valves Industry, a leading manufacturer of industrial valves, has reported that recent US tariff impositions and escalating US-China tensions have had minimal impact...
Monday 1 September 2025
Server slides boost Repon's July gross margin to second-highest level
Taiwan-based slide manufacturer Nan Juen International (Repon) announced its earnings results for July 2025, reporting continued improvement in gross margin driven by the rising proportion...
Monday 1 September 2025
Hotai Motor sticks to 2025 sales goal despite profit slide and policy headwinds
Taiwan's auto market has entered a deep freeze in 2025, with industry leaders pointing to ongoing tariff uncertainties as a major source of disruption. At an investor briefing on...
Monday 1 September 2025
BYD Electronic posts modest growth in 1H25, faces intensifying competition
BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73...
Monday 1 September 2025
DeepSeek fuels return to profit for Chinese tech champion Huawei
Huawei Technologies Co. posted a first-half profit, getting back into the black after the emergence of DeepSeek ignited a wave of AI development across China.
Saturday 30 August 2025
TSMC supplier AMC rewires its future with warpage-control materials after LCD collapse

Taiwan's LCD panel industry, which peaked at over NT$1 trillion in 2007, collapsed within years and became unprofitable. The decline...

Friday 29 August 2025
Naura's 1H25 profit rises 15% amid cash strain, Kingsemi takeover

Naura Technology posted strong first-half 2025 results on August 28, with revenue climbing 29.5% year-over-year to CNY16.142 billion...

Friday 29 August 2025
China-based etching powerhouse AMEC posts 44% revenue gain, expands into epitaxy systems
Advanced Micro-Fabrication Equipment (AMEC) reported sharp first-half 2025 revenue growth, driven by robust demand for advanced etching systems used in cutting-edge logic and memory...
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...