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Friday 12 December 2025
Phison sets 3 supply strategies amid NAND shortage and wafer price surge
Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb...
Friday 12 December 2025
Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound
After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...
Friday 12 December 2025
Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum
Silicon photonics is emerging as the strongest growth engine within Taiwan's semiconductor manufacturing sector.
Friday 12 December 2025
Ubiqconn starts fulfilling UAV ground control station orders
Ubiqconn Technology, part of the First International Computer Group, announced that its technical foundation in maritime communications and satellite applications continues to support...
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...
Friday 12 December 2025
iPhone strength, Singles' Day surge drive November gains for Taiwan's top three telecoms
Taiwan's leading telecom operators—Chunghwa Telecom (CHT), Taiwan Mobile, and Far EasTone (FET)—each reported revenue growth for November 2025. The sustained popularity...
Friday 12 December 2025
Broadcom forecasts surging AI chip demand after record fourth quarter results
Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal...
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...
Friday 12 December 2025
AI server demand propels MLCCs into strategic role in passive components market
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...
Friday 12 December 2025
MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand
MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...
Friday 12 December 2025
LCD TV panel market defies 4Q25 slowdown on 2026 demand bets
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...
Thursday 11 December 2025
Fed rate cut sparks short-lived market rally, says Pegatron's Tung

Pegatron chairman T.H. Tung said the Federal Reserve's 25-basis-point cut matched market expectations and would inject more liquidity into...

Thursday 11 December 2025
China weighs Nvidia's H200 amid US export shift and supply constraints
The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a major channel for American semiconductor revenue, but whether Beijing will embrace...
Thursday 11 December 2025
MediaTek reports November revenue decline but maintains positive annual growth outlook
Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion (approx. US$1.51 billion), reflecting a 9.86% decrease from October but a 3.65% increase...
Thursday 11 December 2025
Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25
Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November...